(BTA) BlackRock Long-Term - Performance -0.7% in 12m
Compare BTA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-0.63%
#139 in Group
Rel. Strength
43.49%
#4521 in Universe
Total Return 12m
-0.67%
#137 in Group
Total Return 5y
6.73%
#121 in Group
P/E 10.8
53th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 13.9%
(?) Percentile in Group
12m Total Return: BTA (-0.7%) 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: BTA vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BTA
| Total Return (including Dividends) | BTA | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -6.27% | -4.87% | -7.04% |
| 3 Months | -5.60% | -6.25% | -10.88% |
| 12 Months | -0.67% | 19.36% | 5.72% |
| 5 Years | 6.73% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | BTA | XLF | S&P 500 |
| 1 Month | -66.6% | -69.4% | -76.1% |
| 3 Months | -23.0% | -72.1% | -86.4% |
| 12 Months | 13.0% | 87.9% | 67.8% |
| 5 Years | -18.2% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #122 | -3.02% | -1.42% |
| 3 Month | #105 | -0.89% | 3.57% |
| 12 Month | #142 | -18.1% | -8.14% |
| 5 Years | #147 | -54.8% | -48.0% |
FAQs
Does BTA BlackRock Long-Term outperforms the market?
No,
over the last 12 months BTA made -0.67%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BTA made -5.60%, while XLF made -6.25%.
Over the last 3 months BTA made -5.60%, while XLF made -6.25%.
Performance Comparison BTA vs Indeces and Sectors
BTA vs. Indices BTA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.21% | 0.77% | -1.90% | -6.39% |
| US NASDAQ 100 | QQQ | 3.70% | 1.59% | -1.81% | -4.33% |
| US Dow Jones Industrial 30 | DIA | 1.31% | -1.10% | -3.87% | -7.35% |
| German DAX 40 | DAX | -9.29% | 1.78% | -20.5% | -20.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.79% | 1.48% | -6.75% | -8.62% |
| Hongkong Hang Seng | HSI | -4.46% | 4.88% | -3.29% | -16.8% |
| India NIFTY 50 | INDA | -0.80% | -9.69% | -1.32% | -1.35% |
| Brasil Bovespa | EWZ | -1.30% | 0.01% | -2.22% | 10.3% |
BTA vs. Sectors BTA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.40% | 1.31% | -10.1% | -13.9% |
| Consumer Discretionary | XLY | 4.80% | -0.05% | -4.11% | -8.01% |
| Consumer Staples | XLP | -2.05% | -6.16% | -9.55% | -13.2% |
| Energy | XLE | 2.25% | 5.65% | -0.84% | 12.1% |
| Financial | XLF | 0.50% | -1.40% | -9.82% | -20.0% |
| Health Care | XLV | 0.80% | 0.51% | -0.71% | -0.53% |
| Industrial | XLI | 0.71% | -0.30% | -1.27% | -4.56% |
| Materials | XLB | -0.29% | 1.17% | 5.52% | 7.27% |
| Real Estate | XLRE | -2.54% | -1.28% | -1.62% | -15.0% |
| Technology | XLK | 3.90% | 3.56% | 4.13% | 2.55% |
| Utilities | XLU | -2.31% | -4.16% | -6.13% | -27.1% |
| Aerospace & Defense | XAR | -1.45% | -5.66% | -11.3% | -23.8% |
| Biotech | XBI | -1.31% | 8.63% | 14.0% | 11.4% |
| Homebuilder | XHB | 3.82% | 2.94% | 17.5% | 11.0% |
| Retail | XRT | 3.45% | -0.52% | 5.39% | 6.35% |