(BGR) BlackRock Energy - Performance -1% in 12m
Compare BGR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.27%
#14 in Group
Rel. Strength
45.89%
#4329 in Universe
Total Return 12m
-0.98%
#141 in Group
Total Return 5y
151.49%
#27 in Group
P/E 24.8
82th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 12.8%
(?) Percentile in Group
12m Total Return: BGR (-1%) 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: BGR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BGR
| Total Return (including Dividends) | BGR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -8.23% | -4.87% | -7.04% |
| 3 Months | -8.05% | -6.25% | -10.88% |
| 12 Months | -0.98% | 19.36% | 5.72% |
| 5 Years | 151.49% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | BGR | XLF | S&P 500 |
| 1 Month | -66.2% | -69.4% | -76.1% |
| 3 Months | -19.4% | -72.1% | -86.4% |
| 12 Months | 54.6% | 87.9% | 67.8% |
| 5 Years | 97.5% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #131 | -3.53% | -1.28% |
| 3 Month | #114 | -1.92% | 3.18% |
| 12 Month | #138 | -17.0% | -6.34% |
| 5 Years | #32 | 8.30% | 25.3% |
FAQs
Does BGR BlackRock Energy outperforms the market?
No,
over the last 12 months BGR made -0.98%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BGR made -8.05%, while XLF made -6.25%.
Over the last 3 months BGR made -8.05%, while XLF made -6.25%.
Performance Comparison BGR vs Indeces and Sectors
BGR vs. Indices BGR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.94% | -1.19% | 7.30% | -6.70% |
| US NASDAQ 100 | QQQ | 6.43% | -0.37% | 7.39% | -4.64% |
| US Dow Jones Industrial 30 | DIA | 4.04% | -3.06% | 5.33% | -7.66% |
| German DAX 40 | DAX | -6.56% | -0.18% | -11.3% | -20.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.06% | -0.48% | 2.45% | -8.93% |
| Hongkong Hang Seng | HSI | -1.73% | 2.92% | 5.91% | -17.1% |
| India NIFTY 50 | INDA | 1.93% | -11.7% | 7.88% | -1.66% |
| Brasil Bovespa | EWZ | 1.43% | -1.95% | 6.98% | 9.95% |
BGR vs. Sectors BGR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 6.13% | -0.65% | -0.90% | -14.2% |
| Consumer Discretionary | XLY | 7.53% | -2.01% | 5.09% | -8.32% |
| Consumer Staples | XLP | 0.68% | -8.12% | -0.35% | -13.5% |
| Energy | XLE | 4.98% | 3.69% | 8.36% | 11.8% |
| Financial | XLF | 3.23% | -3.36% | -0.62% | -20.3% |
| Health Care | XLV | 3.53% | -1.45% | 8.49% | -0.84% |
| Industrial | XLI | 3.44% | -2.26% | 7.93% | -4.87% |
| Materials | XLB | 2.44% | -0.79% | 14.7% | 6.96% |
| Real Estate | XLRE | 0.19% | -3.24% | 7.58% | -15.3% |
| Technology | XLK | 6.63% | 1.60% | 13.3% | 2.24% |
| Utilities | XLU | 0.42% | -6.12% | 3.07% | -27.4% |
| Aerospace & Defense | XAR | 1.28% | -7.62% | -2.11% | -24.1% |
| Biotech | XBI | 1.42% | 6.67% | 23.2% | 11.1% |
| Homebuilder | XHB | 6.55% | 0.98% | 26.7% | 10.7% |
| Retail | XRT | 6.18% | -2.48% | 14.6% | 6.04% |