(BFZ) BlackRock California - Performance -5.2% in 12m
Compare BFZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-7.18%
#154 in Group
Rel. Strength
41.21%
#4703 in Universe
Total Return 12m
-5.21%
#155 in Group
Total Return 5y
3.17%
#135 in Group
P/E 80.5
97th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 8.50%
85th Percentile in Group
12m Total Return: BFZ (-5.2%) 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: BFZ vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BFZ
| Total Return (including Dividends) | BFZ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -5.71% | -4.87% | -7.04% |
| 3 Months | -6.82% | -6.25% | -10.88% |
| 12 Months | -5.21% | 19.36% | 5.72% |
| 5 Years | 3.17% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | BFZ | XLF | S&P 500 |
| 1 Month | -61.2% | -69.4% | -76.1% |
| 3 Months | -64.2% | -72.1% | -86.4% |
| 12 Months | -24.1% | 87.9% | 67.8% |
| 5 Years | -11.7% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #92 | -0.88% | 1.43% |
| 3 Month | #101 | -0.61% | 4.56% |
| 12 Month | #155 | -20.6% | -10.4% |
| 5 Years | #152 | -55.6% | -48.6% |
FAQs
Does BFZ BlackRock California outperforms the market?
No,
over the last 12 months BFZ made -5.21%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BFZ made -6.82%, while XLF made -6.25%.
Over the last 3 months BFZ made -6.82%, while XLF made -6.25%.
Performance Comparison BFZ vs Indeces and Sectors
BFZ vs. Indices BFZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.58% | 1.33% | -2.13% | -10.9% |
| US NASDAQ 100 | QQQ | 3.07% | 2.15% | -2.04% | -8.87% |
| US Dow Jones Industrial 30 | DIA | 0.68% | -0.54% | -4.10% | -11.9% |
| German DAX 40 | DAX | -9.92% | 2.34% | -20.7% | -24.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.42% | 2.04% | -6.98% | -13.2% |
| Hongkong Hang Seng | HSI | -5.09% | 5.44% | -3.52% | -21.4% |
| India NIFTY 50 | INDA | -1.43% | -9.13% | -1.55% | -5.89% |
| Brasil Bovespa | EWZ | -1.93% | 0.57% | -2.45% | 5.72% |
BFZ vs. Sectors BFZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.77% | 1.87% | -10.3% | -18.5% |
| Consumer Discretionary | XLY | 4.17% | 0.51% | -4.34% | -12.6% |
| Consumer Staples | XLP | -2.68% | -5.60% | -9.78% | -17.7% |
| Energy | XLE | 1.62% | 6.21% | -1.07% | 7.59% |
| Financial | XLF | -0.13% | -0.84% | -10.1% | -24.6% |
| Health Care | XLV | 0.17% | 1.07% | -0.94% | -5.07% |
| Industrial | XLI | 0.08% | 0.26% | -1.50% | -9.10% |
| Materials | XLB | -0.92% | 1.73% | 5.29% | 2.73% |
| Real Estate | XLRE | -3.17% | -0.72% | -1.85% | -19.6% |
| Technology | XLK | 3.27% | 4.12% | 3.90% | -1.99% |
| Utilities | XLU | -2.94% | -3.60% | -6.36% | -31.6% |
| Aerospace & Defense | XAR | -2.08% | -5.10% | -11.5% | -28.4% |
| Biotech | XBI | -1.94% | 9.19% | 13.8% | 6.90% |
| Homebuilder | XHB | 3.19% | 3.50% | 17.3% | 6.48% |
| Retail | XRT | 2.82% | 0.04% | 5.16% | 1.81% |