(AMTD) AMTD IDEA - Performance -40% in 12m
Compare AMTD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-93.61%
#200 in Group
Rel. Strength
17.44%
#6604 in Universe
Total Return 12m
-40.00%
#186 in Group
Total Return 5y
-97.87%
#194 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: AMTD (-40%) vs XLF (19.4%)
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 |
-5.99% | 14.2% | 359% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-5.11% | 9.48% | 418% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-9.73% | 17.7% | 284% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.7% | 4% | 153% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.45% | 21.2% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-8.21% | 7.91% | 141% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-10.5% | 4.33% | 281% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-5.31% | 13.6% | 132% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: AMTD vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AMTD
| Total Return (including Dividends) | AMTD | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -6.42% | -4.87% | -7.04% |
| 3 Months | 2.00% | -6.25% | -10.88% |
| 12 Months | -40.00% | 19.36% | 5.72% |
| 5 Years | -97.87% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | AMTD | XLF | S&P 500 |
| 1 Month | -87.8% | -69.4% | -76.1% |
| 3 Months | 4.40% | -72.1% | -86.4% |
| 12 Months | -93.8% | 87.9% | 67.8% |
| 5 Years | -97.9% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #107 | -1.63% | 0.66% |
| 3 Month | #20 | 8.79% | 14.5% |
| 12 Month | #187 | -49.7% | -43.3% |
| 5 Years | #196 | -99.1% | -98.9% |
FAQs
Does AMTD AMTD IDEA outperforms the market?
No,
over the last 12 months AMTD made -40.00%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months AMTD made 2.00%, while XLF made -6.25%.
Over the last 3 months AMTD made 2.00%, while XLF made -6.25%.
Performance Comparison AMTD vs Indeces and Sectors
AMTD vs. Indices AMTD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 8.81% | 0.62% | -18.5% | -45.7% |
| US NASDAQ 100 | QQQ | 9.30% | 1.44% | -18.4% | -43.7% |
| US Dow Jones Industrial 30 | DIA | 6.91% | -1.25% | -20.5% | -46.7% |
| German DAX 40 | DAX | -3.69% | 1.63% | -37.1% | -59.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.81% | 1.33% | -23.4% | -48.0% |
| Hongkong Hang Seng | HSI | 1.14% | 4.73% | -19.9% | -56.1% |
| India NIFTY 50 | INDA | 4.80% | -9.84% | -17.9% | -40.7% |
| Brasil Bovespa | EWZ | 4.30% | -0.14% | -18.8% | -29.1% |
AMTD vs. Sectors AMTD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 9.0% | 1.16% | -26.7% | -53.3% |
| Consumer Discretionary | XLY | 10.4% | -0.20% | -20.7% | -47.3% |
| Consumer Staples | XLP | 3.55% | -6.31% | -26.2% | -52.5% |
| Energy | XLE | 7.85% | 5.50% | -17.5% | -27.2% |
| Financial | XLF | 6.10% | -1.55% | -26.4% | -59.4% |
| Health Care | XLV | 6.40% | 0.36% | -17.3% | -39.9% |
| Industrial | XLI | 6.31% | -0.45% | -17.9% | -43.9% |
| Materials | XLB | 5.31% | 1.02% | -11.1% | -32.1% |
| Real Estate | XLRE | 3.06% | -1.43% | -18.2% | -54.4% |
| Technology | XLK | 9.50% | 3.41% | -12.5% | -36.8% |
| Utilities | XLU | 3.29% | -4.31% | -22.7% | -66.4% |
| Aerospace & Defense | XAR | 4.15% | -5.81% | -27.9% | -63.2% |
| Biotech | XBI | 4.29% | 8.48% | -2.61% | -27.9% |
| Homebuilder | XHB | 9.42% | 2.79% | 0.91% | -28.3% |
| Retail | XRT | 9.05% | -0.67% | -11.2% | -33.0% |