(BCSF) Bain Capital Specialty - Performance 14.8% in 12m
Compare BCSF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
94.03%
#5 in Group
Rel. Strength
75.35%
#1910 in Universe
Total Return 12m
14.81%
#46 in Group
Total Return 5y
279.92%
#14 in Group
P/E 9.01
35th Percentile in Group
P/E Forward 10.4
60th Percentile in Group
PEG 1.07
31th Percentile in Group
FCF Yield -2.65%
19th Percentile in Group
12m Total Return: BCSF (14.8%) 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: BCSF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BCSF
| Total Return (including Dividends) | BCSF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -10.32% | -7.49% | -7.79% |
| 3 Months | -4.96% | -1.50% | -9.06% |
| 12 Months | 14.81% | 16.29% | 4.64% |
| 5 Years | 279.92% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | BCSF | XLF | S&P 500 |
| 1 Month | -6.0% | 58.6% | -5.5% |
| 3 Months | -27.2% | -8.5% | -61.9% |
| 12 Months | 93.8% | 92.9% | 82.8% |
| 5 Years | 86.8% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #160 | -3.06% | -2.75% |
| 3 Month | #133 | -3.51% | 4.51% |
| 12 Month | #44 | -1.27% | 9.71% |
| 5 Years | #14 | 52.7% | 74.3% |
FAQs
Does BCSF Bain Capital Specialty outperforms the market?
No,
over the last 12 months BCSF made 14.81%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months BCSF made -4.96%, while XLF made -1.50%.
Over the last 3 months BCSF made -4.96%, while XLF made -1.50%.
Performance Comparison BCSF vs Indeces and Sectors
BCSF vs. Indices BCSF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.02% | -2.53% | 8.02% | 10.2% |
| US NASDAQ 100 | QQQ | 3.09% | -1.12% | 9.27% | 12.3% |
| US Dow Jones Industrial 30 | DIA | 0.85% | -4.28% | 5.92% | 9.56% |
| German DAX 40 | DAX | 0.90% | -4.0% | -10.9% | -2.71% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.70% | -9.52% | 18.2% | 6.71% |
| Hongkong Hang Seng | HSI | -1.49% | -11.3% | 11.6% | -1.72% |
| India NIFTY 50 | INDA | -2.16% | -17.4% | 13.2% | 15.1% |
| Brasil Bovespa | EWZ | -3.34% | -19.4% | 8.86% | 26.1% |
BCSF vs. Sectors BCSF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.86% | -2.22% | -0.38% | 1.81% |
| Consumer Discretionary | XLY | 2.72% | -0.69% | 5.01% | 7.71% |
| Consumer Staples | XLP | -4.84% | -9.04% | 0.82% | 1.90% |
| Energy | XLE | 3.26% | -9.86% | 7.66% | 22.5% |
| Financial | XLF | 1.62% | -2.83% | -3.94% | -1.48% |
| Health Care | XLV | -2.07% | -6.38% | 7.88% | 13.8% |
| Industrial | XLI | 1.96% | -4.25% | 8.86% | 12.7% |
| Materials | XLB | 0.77% | -6.29% | 14.5% | 23.6% |
| Real Estate | XLRE | -1.87% | -4.72% | 8.36% | 4.90% |
| Technology | XLK | 4.36% | 0.24% | 15.2% | 20.0% |
| Utilities | XLU | -5.29% | -10.5% | 4.74% | -10.1% |
| Aerospace & Defense | XAR | 1.64% | -6.93% | 3.08% | -0.38% |
| Biotech | XBI | 5.30% | -1.61% | 22.3% | 28.9% |
| Homebuilder | XHB | 3.71% | -3.38% | 28.1% | 29.7% |
| Retail | XRT | 3.07% | -1.79% | 14.7% | 26.4% |