Overview Performance Dividends Peer Group Options

(HLNE) Hamilton Lane - Performance 26.2% in 12m

Compare HLNE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 74.87%
#30 in Group
Rel. Strength 83.65%
#1267 in Universe
Total Return 12m 26.19%
#21 in Group
Total Return 5y 183.34%
#28 in Group
P/E 27.2
86th Percentile in Group
P/E Forward 28.0
91th Percentile in Group
PEG 1.39
44th Percentile in Group
FCF Yield 3.35%
70th Percentile in Group

12m Total Return: HLNE (26.2%) vs XLF (16.3%)

Compare overall performance (total returns) of Hamilton Lane with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (HLNE) Hamilton Lane - Performance 26.2% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
HLNE -6.58% -7.34% -5.91%
GATE -27.9% 229% 231%
BOWN -8.06% 83.9% -38.3%
ASA -3.95% 11.2% 32.1%
Long Term
Symbol 6m 12m 5y
HLNE -17% 26.2% 183%
LCS 18.3% 58.1% 708%
GATE 230% 245% 268%
CIX 68.4% 129% 405%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
AMP NYSE
Ameriprise Financial		 -14.3% 5.85% 385% 14.9 13.1 0.99 33.8% 30.6%
BCSF NYSE
Bain Capital Specialty		 -10.3% 14.8% 280% 9.01 10.4 1.07 -1.20% -8.73%
AGF-B TO
AGF Management Limited		 -12.3% 22.4% 352% 6.83 6.08 1.25 82.9% 18.1%
PFLT NYSE
PennantPark Floating Rate		 -1.11% 10.1% 303% 8.34 8.61 0.27 23.5% 3.93%
APO NYSE
Apollo Global Management		 -14.6% 11.2% 293% 18.7 16.4 1.37 22.1% -4.44%
PNNT NYSE
PennantPark Investment		 -1.36% 16.8% 349% 8.4 8.55 0.28 -37.9% -19.4%
TSLX NYSE
Sixth Street Specialty		 -4.42% 14.3% 217% 11.1 10.5 1.27 -35.1% -6.83%
FHI NYSE
Federated Investors		 2.04% 15.8% 165% 12.8 10.1 1.94 45.6% 9.29%

Performance Comparison: HLNE vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HLNE
Total Return (including Dividends) HLNE XLF S&P 500
1 Month -7.34% -7.49% -7.79%
3 Months -5.91% -1.50% -9.06%
12 Months 26.19% 16.29% 4.64%
5 Years 183.34% 148.74% 117.94%
Trend Score (consistency of price movement) HLNE XLF S&P 500
1 Month 57.3% 58.6% -5.5%
3 Months -16.9% -8.5% -61.9%
12 Months 67.5% 92.9% 82.8%
5 Years 70.8% 75.3% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #145 0.16% 0.48%
3 Month #138 -4.48% 3.46%
12 Month #20 8.52% 20.6%
5 Years #33 13.9% 30.0%

FAQs

Does HLNE Hamilton Lane outperforms the market?

Yes, over the last 12 months HLNE made 26.19%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months HLNE made -5.91%, while XLF made -1.50%.

Performance Comparison HLNE vs Indeces and Sectors

HLNE vs. Indices HLNE is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.22% 0.45% -12.1% 21.6%
US NASDAQ 100 QQQ -0.15% 1.86% -10.9% 23.6%
US Dow Jones Industrial 30 DIA -2.39% -1.30% -14.2% 20.9%
German DAX 40 DAX -2.34% -1.02% -31.0% 8.67%
Shanghai Shenzhen CSI 300 CSI 300 -3.94% -6.54% -1.89% 18.1%
Hongkong Hang Seng HSI -4.73% -8.32% -8.57% 9.66%
India NIFTY 50 INDA -5.40% -14.4% -6.91% 26.4%
Brasil Bovespa EWZ -6.58% -16.4% -11.3% 37.5%

HLNE vs. Sectors HLNE is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -0.38% 0.76% -20.5% 13.2%
Consumer Discretionary XLY -0.52% 2.29% -15.1% 19.1%
Consumer Staples XLP -8.08% -6.06% -19.3% 13.3%
Energy XLE 0.02% -6.88% -12.5% 33.9%
Financial XLF -1.62% 0.15% -24.1% 9.90%
Health Care XLV -5.31% -3.40% -12.3% 25.2%
Industrial XLI -1.28% -1.27% -11.3% 24.1%
Materials XLB -2.47% -3.31% -5.59% 35.0%
Real Estate XLRE -5.11% -1.74% -11.8% 16.3%
Technology XLK 1.12% 3.22% -4.91% 31.4%
Utilities XLU -8.53% -7.53% -15.4% 1.26%
Aerospace & Defense XAR -1.60% -3.95% -17.1% 11.0%
Biotech XBI 2.06% 1.37% 2.15% 40.2%
Homebuilder XHB 0.47% -0.40% 7.97% 41.0%
Retail XRT -0.17% 1.19% -5.42% 37.8%

HLNE vs. Commodities HLNE is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -2.30% -5.88% -12.4% 37.3%
Natural Gas UNG -12.3% -5.61% -46.3% -13.3%
Gold GLD -8.16% -14.7% -33.7% -8.44%
Silver SLV 1.18% -7.83% -15.8% 9.37%
Copper CPER -0.67% -12.6% -22.7% 12.1%

HLNE vs. Yields & Bonds HLNE is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -10.3% -6.92% -14.0% 22.2%
iShares High Yield Corp. Bond HYG -5.70% -5.66% -17.6% 18.9%