(BIGZ) Blackrock Innovation - Performance -5.2% in 12m
Compare BIGZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-33.51%
#179 in Group
Rel. Strength
39.20%
#4864 in Universe
Total Return 12m
-5.24%
#155 in Group
Total Return 5y
-54.90%
#181 in Group
P/E 9.06
41th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 16.1%
(?) Percentile in Group
12m Total Return: BIGZ (-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: BIGZ vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BIGZ
| Total Return (including Dividends) | BIGZ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -9.76% | -4.87% | -7.04% |
| 3 Months | -19.95% | -6.25% | -10.88% |
| 12 Months | -5.24% | 19.36% | 5.72% |
| 5 Years | -54.90% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | BIGZ | XLF | S&P 500 |
| 1 Month | -84.9% | -69.4% | -76.1% |
| 3 Months | -89.6% | -72.1% | -86.4% |
| 12 Months | 41.9% | 87.9% | 67.8% |
| 5 Years | -34.4% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #151 | -6.62% | -5.08% |
| 3 Month | #171 | -16.0% | -12.2% |
| 12 Month | #157 | -21.9% | -12.4% |
| 5 Years | #179 | -69.5% | -68.6% |
FAQs
Does BIGZ Blackrock Innovation outperforms the market?
No,
over the last 12 months BIGZ made -5.24%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BIGZ made -19.95%, while XLF made -6.25%.
Over the last 3 months BIGZ made -19.95%, while XLF made -6.25%.
Performance Comparison BIGZ vs Indeces and Sectors
BIGZ vs. Indices BIGZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.37% | -2.72% | -6.21% | -11.0% |
| US NASDAQ 100 | QQQ | 1.86% | -1.90% | -6.12% | -8.90% |
| US Dow Jones Industrial 30 | DIA | -0.53% | -4.59% | -8.18% | -11.9% |
| German DAX 40 | DAX | -11.1% | -1.71% | -24.8% | -24.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.63% | -2.01% | -11.1% | -13.2% |
| Hongkong Hang Seng | HSI | -6.30% | 1.39% | -7.60% | -21.4% |
| India NIFTY 50 | INDA | -2.64% | -13.2% | -5.63% | -5.92% |
| Brasil Bovespa | EWZ | -3.14% | -3.48% | -6.53% | 5.69% |
BIGZ vs. Sectors BIGZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.56% | -2.18% | -14.4% | -18.5% |
| Consumer Discretionary | XLY | 2.96% | -3.54% | -8.42% | -12.6% |
| Consumer Staples | XLP | -3.89% | -9.65% | -13.9% | -17.7% |
| Energy | XLE | 0.41% | 2.16% | -5.15% | 7.56% |
| Financial | XLF | -1.34% | -4.89% | -14.1% | -24.6% |
| Health Care | XLV | -1.04% | -2.98% | -5.02% | -5.10% |
| Industrial | XLI | -1.13% | -3.79% | -5.58% | -9.13% |
| Materials | XLB | -2.13% | -2.32% | 1.21% | 2.70% |
| Real Estate | XLRE | -4.38% | -4.77% | -5.93% | -19.6% |
| Technology | XLK | 2.06% | 0.07% | -0.18% | -2.02% |
| Utilities | XLU | -4.15% | -7.65% | -10.4% | -31.6% |
| Aerospace & Defense | XAR | -3.29% | -9.15% | -15.6% | -28.4% |
| Biotech | XBI | -3.15% | 5.14% | 9.69% | 6.87% |
| Homebuilder | XHB | 1.98% | -0.55% | 13.2% | 6.45% |
| Retail | XRT | 1.61% | -4.01% | 1.08% | 1.78% |