Overview Performance Dividends Peer Group Options

(BLK) BlackRock - Performance 22.6% in 12m

Compare BLK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 60.72%
#50 in Group
Rel. Strength 78.20%
#1752 in Universe
Total Return 12m 22.57%
#31 in Group
Total Return 5y 106.63%
#51 in Group
P/E 21.6
78th Percentile in Group
P/E Forward 20.0
83th Percentile in Group
PEG 1.90
61th Percentile in Group
FCF Yield 3.53%
51th Percentile in Group

12m Total Return: BLK (22.6%) vs XLF (19.3%)

Compare overall performance (total returns) of BlackRock with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (BLK) BlackRock - Performance 22.6% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
BLK 6.29% -6.76% -11.4%
FON -0.29% 69.4% 336%
BOWN 7.82% 45.4% 50.5%
SII -1.21% 17.3% 24.4%
Long Term
Symbol 6m 12m 5y
BLK -5.84% 22.6% 107%
FON 652% 773% 1,511%
FOA 46.1% 327% -80.4%
OPFI 89.4% 262% 1.25%
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		 -8.74% 14.9% 352% 14.4 12.8 1.86 30.9% 31.1%
AGF-B TO
AGF Management		 -2.98% 29.5% 223% 6.36 5.35 1.25 82.9% 18.1%
APO NYSE
Apollo Global Management		 -9.8% 20.9% 269% 17.2 15.1 1.37 22.6% -4.44%
BCSF NYSE
Bain Capital Specialty		 -8.11% 5.75% 155% 8.09 10.4 1.07 -1.20% -8.73%
BK NYSE
The Bank of New York Mellon		 -7.15% 41.1% 148% 12.5 11.3 1.01 58.8% 12.8%
TSLX NYSE
Sixth Street Specialty		 -7.52% 9.12% 130% 9.74 9.23 1.27 -35.1% -6.83%
FHI NYSE
Federated Investors		 -2.69% 25.3% 129% 11.5 8.88 1.71 45.6% 9.29%
PNNT NYSE
PennantPark Investment		 -8.21% 5.01% 247% 7.25 7.61 0.28 -37.9% -19.4%

Performance Comparison: BLK vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BLK
Total Return (including Dividends) BLK XLF S&P 500
1 Month -6.76% -4.78% -4.31%
3 Months -11.39% -6.25% -7.85%
12 Months 22.57% 19.30% 10.76%
5 Years 106.63% 134.53% 106.31%
Trend Score (consistency of price movement) BLK XLF S&P 500
1 Month -31.0% -30.6% -35.6%
3 Months -85.4% -83.1% -89.7%
12 Months 68.1% 84.9% 58.3%
5 Years 58.5% 75.2% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #145 -2.08% -2.56%
3 Month #152 -5.48% -3.84%
12 Month #30 2.75% 10.7%
5 Years #60 -11.9% 0.15%

FAQs

Does BLK BlackRock outperforms the market?

Yes, over the last 12 months BLK made 22.57%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months BLK made -11.39%, while XLF made -6.25%.

Performance Comparison BLK vs Indeces and Sectors

BLK vs. Indices BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.86% -2.45% -1.54% 11.8%
US NASDAQ 100 QQQ -2.82% -2.52% -1.54% 10.6%
US Dow Jones Industrial 30 DIA 1.21% -0.98% -1.80% 15.6%
German DAX 40 DAX 1.80% -2.95% -20.0% -0.94%
Shanghai Shenzhen CSI 300 CSI 300 5.67% -3.26% -0.12% 14.0%
Hongkong Hang Seng HSI 1.41% -3.88% -3.41% 8.55%
India NIFTY 50 INDA 6.57% -8.32% -3.14% 20.8%
Brasil Bovespa EWZ -0.61% -8.73% -6.04% 28.1%

BLK vs. Sectors BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -0.72% -1.18% -10.3% 0.17%
Consumer Discretionary XLY -3.21% -2.72% -4.70% 8.22%
Consumer Staples XLP 6.60% -9.51% -6.86% 13.1%
Energy XLE 2.49% 4.87% 0.89% 34.5%
Financial XLF 1.10% -1.98% -9.64% 3.27%
Health Care XLV 2.16% -1.79% 0.47% 22.3%
Industrial XLI 0.97% -2.69% -1.89% 15.7%
Materials XLB 2.39% -2.25% 5.35% 27.9%
Real Estate XLRE 3.97% -4.85% 0.61% 7.45%
Technology XLK -4.67% -2.24% 3.33% 16.3%
Utilities XLU 3.29% -8.44% -4.64% 2.13%
Aerospace & Defense XAR -0.42% -6.46% -12.8% -4.41%
Biotech XBI 0.01% 1.08% 11.6% 24.8%
Homebuilder XHB 0.89% -0.74% 13.4% 30.5%
Retail XRT 1.93% -3.83% 2.58% 26.2%

BLK vs. Commodities BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 5.69% 0.98% 1.17% 36.8%
Natural Gas UNG 8.29% 16.0% -14.5% 13.3%
Gold GLD 9.73% -16.2% -26.1% -18.6%
Silver SLV 5.42% -5.03% -3.95% 2.66%
Copper CPER 4.31% 0.28% -16.6% 15.5%

BLK vs. Yields & Bonds BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.93% -6.15% -4.36% 17.1%
iShares High Yield Corp. Bond HYG 4.40% -6.44% -8.10% 13.2%