Overview Performance Dividends Peer Group Options

(BLK) BlackRock - Performance 20.5% in 12m

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

Performance Rating 70.81%
#35 in Group
Rel. Strength 75.76%
#1853 in Universe
Total Return 12m 20.51%
#39 in Group
Total Return 5y 141.91%
#42 in Group
P/E 23.0
79th Percentile in Group
P/E Forward 20.5
86th Percentile in Group
PEG 1.72
56th Percentile in Group
FCF Yield 3.23%
53th Percentile in Group

12m Total Return: BLK (20.5%) vs XLF (22.3%)

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 20.5% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
BLK -0.66% 0.06% -4.94%
GATE 122% 229% 231%
BOWN 8.15% 99.5% -33.6%
CMTG -13.1% 53.4% -21.9%
Long Term
Symbol 6m 12m 5y
BLK 1.53% 20.5% 142%
LCS 25.0% 68.7% 745%
GATE 230% 245% 268%
CIX 72.3% 126% 407%
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		 -7.06% 15.6% 426% 14.9 13.1 0.99 33.8% 30.6%
BCSF NYSE
Bain Capital Specialty		 -9.11% 17.5% 285% 9.01 10.4 1.07 -1.20% -8.73%
AGF-B TO
AGF Management Limited		 -7.87% 30.2% 375% 6.83 6.08 1.25 82.9% 18.1%
APO NYSE
Apollo Global Management		 -2.12% 29.8% 350% 18.7 16.4 1.37 22.1% -4.44%
PFLT NYSE
PennantPark Floating Rate		 -0.93% 10.4% 304% 8.34 8.61 0.27 23.5% 3.93%
TSLX NYSE
Sixth Street Specialty		 -2.5% 16.9% 223% 11.1 10.5 1.27 -35.1% -6.83%
PNNT NYSE
PennantPark Investment		 -1.5% 17.6% 348% 8.4 8.55 0.28 -37.9% -19.4%
FHI NYSE
Federated Investors		 6.23% 20.6% 176% 12.8 10.1 1.94 45.6% 9.29%

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 0.06% -2.70% -3.01%
3 Months -4.94% 4.42% -3.15%
12 Months 20.51% 22.25% 10.19%
5 Years 141.91% 161.62% 129.24%
Trend Score (consistency of price movement) BLK XLF S&P 500
1 Month 31.3% 62.5% -5.5%
3 Months -67.7% -0.9% -58.4%
12 Months 81.9% 93.1% 84.1%
5 Years 58.6% 75.2% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #61 2.84% 3.17%
3 Month #152 -8.97% -1.85%
12 Month #39 -1.42% 9.37%
5 Years #49 -7.53% 5.53%

FAQs

Does BLK BlackRock outperforms the market?

No, over the last 12 months BLK made 20.51%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months BLK made -4.94%, while XLF made 4.42%.

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 0.06% 3.07% 1.66% 10.3%
US NASDAQ 100 QQQ 1.04% 4.12% 2.43% 11.9%
US Dow Jones Industrial 30 DIA -0.14% 2.20% 0.74% 11.0%
German DAX 40 DAX 1.36% 3.44% -15.1% -1.18%
Shanghai Shenzhen CSI 300 CSI 300 0.35% -0.17% 16.9% 11.4%
Hongkong Hang Seng HSI -1.91% -2.71% 10.9% 3.18%
India NIFTY 50 INDA -0.97% -7.81% 12.0% 19.8%
Brasil Bovespa EWZ -0.05% -8.23% 9.66% 32.3%

BLK vs. Sectors BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 1.60% 3.87% -6.45% 1.30%
Consumer Discretionary XLY -0.70% 3.89% -1.70% 6.45%
Consumer Staples XLP -2.73% 1.90% 0.82% 9.48%
Energy XLE -1.03% -7.96% -3.92% 19.7%
Financial XLF -0.42% 2.76% -10.5% -1.74%
Health Care XLV -0.36% 3.22% 6.36% 18.8%
Industrial XLI -0.25% 0.75% 2.37% 12.0%
Materials XLB -1.04% -0.45% 9.77% 24.5%
Real Estate XLRE -1.98% 2.75% 4.78% 7.15%
Technology XLK 1.19% 4.07% 6.78% 18.5%
Utilities XLU -3.23% -0.76% 2.54% -4.72%
Aerospace & Defense XAR 0.66% -1.22% -2.26% -0.42%
Biotech XBI 4.62% 5.91% 19.4% 31.5%
Homebuilder XHB -0.44% -0.09% 21.0% 28.2%
Retail XRT -2.24% 0.56% 5.74% 25.3%

BLK vs. Commodities BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -3.74% -5.97% -5.31% 24.3%
Natural Gas UNG -5.18% 4.16% -26.8% -15.5%
Gold GLD -4.23% -7.97% -15.8% -16.1%
Silver SLV -1.41% -6.93% -4.54% -8.52%
Copper CPER 3.07% -10.3% -6.67% -2.99%

BLK vs. Yields & Bonds BLK is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -3.56% 0.94% 5.92% 17.0%
iShares High Yield Corp. Bond HYG -0.84% 0.51% -0.06% 11.7%