(AC) Associated Capital - Performance 12.2% in 12m
Compare AC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
12.85%
#112 in Group
Rel. Strength
72.14%
#2230 in Universe
Total Return 12m
12.18%
#51 in Group
Total Return 5y
2.13%
#110 in Group
P/E 13.9
65th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.69%
96th Percentile in Group
12m Total Return: AC (12.2%) vs XLF (20.4%)
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 |
-3.3% | 17.4% | 369% | 12.8 | 11.2 | 0.85 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-3.94% | 12.2% | 399% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| AGF-B TO AGF Management Limited |
-7.55% | 16.9% | 218% | 6.71 | 6.02 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-7.83% | 20.5% | 276% | 14.8 | 13.5 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.2% | 4.84% | 148% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| PNNT NYSE PennantPark Investment |
-8.37% | 6.86% | 257% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-7.8% | 7.61% | 135% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
-3.21% | 16.6% | 133% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: AC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AC
| Total Return (including Dividends) | AC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.45% | -3.36% | -4.92% |
| 3 Months | -2.75% | -4.12% | -9.03% |
| 12 Months | 12.18% | 20.44% | 7.93% |
| 5 Years | 2.13% | 131.79% | 101.72% |
| Trend Score (consistency of price movement) | AC | XLF | S&P 500 |
| 1 Month | -53.9% | -64% | -71.8% |
| 3 Months | -24.2% | -67.4% | -84.5% |
| 12 Months | 76.5% | 88.4% | 69.5% |
| 5 Years | -11.1% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #48 | 0.94% | 2.60% |
| 3 Month | #49 | 1.43% | 6.91% |
| 12 Month | #49 | -6.85% | 3.94% |
| 5 Years | #135 | -55.9% | -49.4% |
FAQs
Does AC Associated Capital outperforms the market?
No,
over the last 12 months AC made 12.18%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.44%.
Over the last 3 months AC made -2.75%, while XLF made -4.12%.
Over the last 3 months AC made -2.75%, while XLF made -4.12%.
Performance Comparison AC vs Indeces and Sectors
AC vs. Indices AC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.15% | 2.47% | 1.62% | 4.25% |
| US NASDAQ 100 | QQQ | -3.95% | 2.54% | 1.34% | 5.28% |
| US Dow Jones Industrial 30 | DIA | -1.10% | 1.06% | -0.21% | 3.45% |
| German DAX 40 | DAX | 1.43% | 5.80% | -13.9% | -5.09% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.18% | 5.99% | -0.93% | 5.91% |
| Hongkong Hang Seng | HSI | -1.44% | 8.64% | 1.66% | -1.85% |
| India NIFTY 50 | INDA | 2.12% | -5.87% | 4.59% | 11.7% |
| Brasil Bovespa | EWZ | 0.07% | 3.56% | 3.36% | 25.0% |
AC vs. Sectors AC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.81% | 2.57% | -6.79% | -3.82% |
| Consumer Discretionary | XLY | -0.99% | 1.40% | -0.97% | 2.75% |
| Consumer Staples | XLP | - | -3.43% | -4.56% | -1.58% |
| Energy | XLE | 2.72% | 10.2% | 5.46% | 26.4% |
| Financial | XLF | -1.50% | 0.91% | -6.65% | -8.26% |
| Health Care | XLV | 2.59% | 3.37% | 4.10% | 11.3% |
| Industrial | XLI | -2.40% | 2.22% | 2.76% | 7.09% |
| Materials | XLB | -2.70% | 4.26% | 10.2% | 20.1% |
| Real Estate | XLRE | -1.31% | 2.49% | 3.42% | -0.49% |
| Technology | XLK | -5.64% | 4.14% | 6.79% | 11.8% |
| Utilities | XLU | -0.15% | -1.23% | -2.91% | -13.7% |
| Aerospace & Defense | XAR | -4.79% | -2.27% | -7.62% | -12.1% |
| Biotech | XBI | -3.53% | 10.9% | 17.9% | 23.4% |
| Homebuilder | XHB | 1.16% | 4.65% | 21.0% | 23.0% |
| Retail | XRT | 0.37% | 2.19% | 9.07% | 18.1% |