(BKN) BlackRock Investment - Performance -4.6% in 12m
Compare BKN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-25.50%
#175 in Group
Rel. Strength
41.82%
#4654 in Universe
Total Return 12m
-4.58%
#153 in Group
Total Return 5y
-7.75%
#162 in Group
P/E 50.9
93th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 22.8%
(?) Percentile in Group
12m Total Return: BKN (-4.6%) 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: BKN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BKN
| Total Return (including Dividends) | BKN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.28% | -4.87% | -7.04% |
| 3 Months | -2.81% | -6.25% | -10.88% |
| 12 Months | -4.58% | 19.36% | 5.72% |
| 5 Years | -7.75% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | BKN | XLF | S&P 500 |
| 1 Month | -58.7% | -69.4% | -76.1% |
| 3 Months | -25.3% | -72.1% | -86.4% |
| 12 Months | -14.9% | 87.9% | 67.8% |
| 5 Years | -60.1% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #65 | 0.62% | 2.96% |
| 3 Month | #56 | 3.66% | 9.06% |
| 12 Month | #154 | -20.1% | -9.75% |
| 5 Years | #174 | -60.3% | -54.1% |
FAQs
Does BKN BlackRock Investment outperforms the market?
No,
over the last 12 months BKN made -4.58%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BKN made -2.81%, while XLF made -6.25%.
Over the last 3 months BKN made -2.81%, while XLF made -6.25%.
Performance Comparison BKN vs Indeces and Sectors
BKN vs. Indices BKN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.01% | 2.76% | -4.76% | -10.3% |
| US NASDAQ 100 | QQQ | 5.50% | 3.58% | -4.67% | -8.24% |
| US Dow Jones Industrial 30 | DIA | 3.11% | 0.89% | -6.73% | -11.3% |
| German DAX 40 | DAX | -7.49% | 3.77% | -23.3% | -23.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.99% | 3.47% | -9.61% | -12.5% |
| Hongkong Hang Seng | HSI | -2.66% | 6.87% | -6.15% | -20.7% |
| India NIFTY 50 | INDA | 1.0% | -7.70% | -4.18% | -5.26% |
| Brasil Bovespa | EWZ | 0.50% | 2.0% | -5.08% | 6.35% |
BKN vs. Sectors BKN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.20% | 3.30% | -13.0% | -17.8% |
| Consumer Discretionary | XLY | 6.60% | 1.94% | -6.97% | -11.9% |
| Consumer Staples | XLP | -0.25% | -4.17% | -12.4% | -17.1% |
| Energy | XLE | 4.05% | 7.64% | -3.70% | 8.22% |
| Financial | XLF | 2.30% | 0.59% | -12.7% | -23.9% |
| Health Care | XLV | 2.60% | 2.50% | -3.57% | -4.44% |
| Industrial | XLI | 2.51% | 1.69% | -4.13% | -8.47% |
| Materials | XLB | 1.51% | 3.16% | 2.66% | 3.36% |
| Real Estate | XLRE | -0.74% | 0.71% | -4.48% | -18.9% |
| Technology | XLK | 5.70% | 5.55% | 1.27% | -1.36% |
| Utilities | XLU | -0.51% | -2.17% | -8.99% | -31.0% |
| Aerospace & Defense | XAR | 0.35% | -3.67% | -14.2% | -27.7% |
| Biotech | XBI | 0.49% | 10.6% | 11.1% | 7.53% |
| Homebuilder | XHB | 5.62% | 4.93% | 14.7% | 7.11% |
| Retail | XRT | 5.25% | 1.47% | 2.53% | 2.44% |