(APAM) Artisan Partners Asset - Performance -11% in 12m
Compare APAM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
58.72%
#54 in Group
Rel. Strength
36.17%
#5106 in Universe
Total Return 12m
-11.04%
#163 in Group
Total Return 5y
136.83%
#33 in Group
P/E 9.66
45th Percentile in Group
P/E Forward 10.1
61th Percentile in Group
PEG 1.38
42th Percentile in Group
FCF Yield 17.0%
65th Percentile in Group
12m Total Return: APAM (-11%) 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: APAM vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for APAM
| Total Return (including Dividends) | APAM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -13.72% | -4.87% | -7.04% |
| 3 Months | -15.31% | -6.25% | -10.88% |
| 12 Months | -11.04% | 19.36% | 5.72% |
| 5 Years | 136.83% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | APAM | XLF | S&P 500 |
| 1 Month | -85.3% | -69.4% | -76.1% |
| 3 Months | -82.0% | -72.1% | -86.4% |
| 12 Months | 32.9% | 87.9% | 67.8% |
| 5 Years | 55.6% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #170 | -9.31% | -7.19% |
| 3 Month | #152 | -9.66% | -4.96% |
| 12 Month | #164 | -25.5% | -15.9% |
| 5 Years | #38 | 1.99% | 18.0% |
FAQs
Does APAM Artisan Partners Asset outperforms the market?
No,
over the last 12 months APAM made -11.04%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months APAM made -15.31%, while XLF made -6.25%.
Over the last 3 months APAM made -15.31%, while XLF made -6.25%.
Performance Comparison APAM vs Indeces and Sectors
APAM vs. Indices APAM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.87% | -6.68% | -10.4% | -16.8% |
| US NASDAQ 100 | QQQ | -1.38% | -5.86% | -10.3% | -14.7% |
| US Dow Jones Industrial 30 | DIA | -3.77% | -8.55% | -12.4% | -17.7% |
| German DAX 40 | DAX | -14.4% | -5.67% | -29.0% | -30.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -8.87% | -5.97% | -15.3% | -19.0% |
| Hongkong Hang Seng | HSI | -9.54% | -2.57% | -11.8% | -27.2% |
| India NIFTY 50 | INDA | -5.88% | -17.1% | -9.83% | -11.7% |
| Brasil Bovespa | EWZ | -6.38% | -7.44% | -10.7% | -0.11% |
APAM vs. Sectors APAM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.68% | -6.14% | -18.6% | -24.3% |
| Consumer Discretionary | XLY | -0.28% | -7.50% | -12.6% | -18.4% |
| Consumer Staples | XLP | -7.13% | -13.6% | -18.1% | -23.5% |
| Energy | XLE | -2.83% | -1.80% | -9.35% | 1.76% |
| Financial | XLF | -4.58% | -8.85% | -18.3% | -30.4% |
| Health Care | XLV | -4.28% | -6.94% | -9.22% | -10.9% |
| Industrial | XLI | -4.37% | -7.75% | -9.78% | -14.9% |
| Materials | XLB | -5.37% | -6.28% | -2.99% | -3.10% |
| Real Estate | XLRE | -7.62% | -8.73% | -10.1% | -25.4% |
| Technology | XLK | -1.18% | -3.89% | -4.38% | -7.82% |
| Utilities | XLU | -7.39% | -11.6% | -14.6% | -37.4% |
| Aerospace & Defense | XAR | -6.53% | -13.1% | -19.8% | -34.2% |
| Biotech | XBI | -6.39% | 1.18% | 5.49% | 1.07% |
| Homebuilder | XHB | -1.26% | -4.51% | 9.01% | 0.65% |
| Retail | XRT | -1.63% | -7.97% | -3.12% | -4.02% |