(NTRS) Northern Trust - Performance 6.4% in 12m
Compare NTRS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
30.14%
#100 in Group
Rel. Strength
62.71%
#2889 in Universe
Total Return 12m
6.38%
#106 in Group
Total Return 5y
30.26%
#102 in Group
P/E 9.94
43th Percentile in Group
P/E Forward 12.5
72th Percentile in Group
PEG 62.5
100th Percentile in Group
FCF Yield -5.91%
19th Percentile in Group
12m Total Return: NTRS (6.4%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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: NTRS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for NTRS
| Total Return (including Dividends) | NTRS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -16.55% | -7.49% | -7.79% |
| 3 Months | -11.61% | -1.50% | -9.06% |
| 12 Months | 6.38% | 16.29% | 4.64% |
| 5 Years | 30.26% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | NTRS | XLF | S&P 500 |
| 1 Month | -19.2% | 58.6% | -5.5% |
| 3 Months | -45.1% | -8.5% | -61.9% |
| 12 Months | 86.7% | 92.9% | 82.8% |
| 5 Years | 11.2% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #182 | -9.79% | -9.51% |
| 3 Month | #159 | -10.3% | -2.80% |
| 12 Month | #107 | -8.52% | 1.66% |
| 5 Years | #125 | -47.6% | -40.2% |
FAQs
Does NTRS Northern Trust outperforms the market?
No,
over the last 12 months NTRS made 6.38%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months NTRS made -11.61%, while XLF made -1.50%.
Over the last 3 months NTRS made -11.61%, while XLF made -1.50%.
Performance Comparison NTRS vs Indeces and Sectors
NTRS vs. Indices NTRS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.56% | -8.76% | 8.66% | 1.74% |
| US NASDAQ 100 | QQQ | -3.49% | -7.35% | 9.91% | 3.82% |
| US Dow Jones Industrial 30 | DIA | -5.73% | -10.5% | 6.56% | 1.13% |
| German DAX 40 | DAX | -5.68% | -10.2% | -10.3% | -11.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -7.28% | -15.8% | 18.9% | -1.72% |
| Hongkong Hang Seng | HSI | -8.07% | -17.5% | 12.2% | -10.2% |
| India NIFTY 50 | INDA | -8.74% | -23.6% | 13.9% | 6.63% |
| Brasil Bovespa | EWZ | -9.92% | -25.6% | 9.50% | 17.7% |
NTRS vs. Sectors NTRS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.72% | -8.45% | 0.26% | -6.62% |
| Consumer Discretionary | XLY | -3.86% | -6.92% | 5.65% | -0.72% |
| Consumer Staples | XLP | -11.4% | -15.3% | 1.46% | -6.53% |
| Energy | XLE | -3.32% | -16.1% | 8.30% | 14.1% |
| Financial | XLF | -4.96% | -9.06% | -3.30% | -9.91% |
| Health Care | XLV | -8.65% | -12.6% | 8.52% | 5.40% |
| Industrial | XLI | -4.62% | -10.5% | 9.50% | 4.24% |
| Materials | XLB | -5.81% | -12.5% | 15.2% | 15.2% |
| Real Estate | XLRE | -8.45% | -11.0% | 9.0% | -3.53% |
| Technology | XLK | -2.22% | -5.99% | 15.9% | 11.6% |
| Utilities | XLU | -11.9% | -16.7% | 5.38% | -18.6% |
| Aerospace & Defense | XAR | -4.94% | -13.2% | 3.72% | -8.81% |
| Biotech | XBI | -1.28% | -7.84% | 22.9% | 20.4% |
| Homebuilder | XHB | -2.87% | -9.61% | 28.7% | 21.2% |
| Retail | XRT | -3.51% | -8.02% | 15.4% | 18.0% |