(BTZ) BlackRock Credit - Performance 11.4% in 12m
Compare BTZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
20.02%
#105 in Group
Rel. Strength
69.98%
#2402 in Universe
Total Return 12m
11.37%
#54 in Group
Total Return 5y
18.04%
#100 in Group
P/E 14.6
68th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 11.9%
96th Percentile in Group
12m Total Return: BTZ (11.4%) 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: BTZ vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BTZ
| Total Return (including Dividends) | BTZ | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.17% | -4.87% | -7.04% |
| 3 Months | -1.54% | -6.25% | -10.88% |
| 12 Months | 11.37% | 19.36% | 5.72% |
| 5 Years | 18.04% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | BTZ | XLF | S&P 500 |
| 1 Month | -66.0% | -69.4% | -76.1% |
| 3 Months | -15.4% | -72.1% | -86.4% |
| 12 Months | 69.9% | 87.9% | 67.8% |
| 5 Years | -2.30% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #43 | 1.79% | 4.16% |
| 3 Month | #45 | 5.02% | 10.5% |
| 12 Month | #55 | -6.70% | 5.34% |
| 5 Years | #124 | -49.2% | -41.2% |
FAQs
Does BTZ BlackRock Credit outperforms the market?
No,
over the last 12 months BTZ made 11.37%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BTZ made -1.54%, while XLF made -6.25%.
Over the last 3 months BTZ made -1.54%, while XLF made -6.25%.
Performance Comparison BTZ vs Indeces and Sectors
BTZ vs. Indices BTZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.43% | 3.87% | 4.61% | 5.65% |
| US NASDAQ 100 | QQQ | 4.92% | 4.69% | 4.70% | 7.71% |
| US Dow Jones Industrial 30 | DIA | 2.53% | 2.0% | 2.64% | 4.69% |
| German DAX 40 | DAX | -8.07% | 4.88% | -14.0% | -7.91% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.57% | 4.58% | -0.24% | 3.42% |
| Hongkong Hang Seng | HSI | -3.24% | 7.98% | 3.22% | -4.77% |
| India NIFTY 50 | INDA | 0.42% | -6.59% | 5.19% | 10.7% |
| Brasil Bovespa | EWZ | -0.08% | 3.11% | 4.29% | 22.3% |
BTZ vs. Sectors BTZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.62% | 4.41% | -3.59% | -1.89% |
| Consumer Discretionary | XLY | 6.02% | 3.05% | 2.40% | 4.03% |
| Consumer Staples | XLP | -0.83% | -3.06% | -3.04% | -1.12% |
| Energy | XLE | 3.47% | 8.75% | 5.67% | 24.2% |
| Financial | XLF | 1.72% | 1.70% | -3.31% | -7.99% |
| Health Care | XLV | 2.02% | 3.61% | 5.80% | 11.5% |
| Industrial | XLI | 1.93% | 2.80% | 5.24% | 7.48% |
| Materials | XLB | 0.93% | 4.27% | 12.0% | 19.3% |
| Real Estate | XLRE | -1.32% | 1.82% | 4.89% | -2.99% |
| Technology | XLK | 5.12% | 6.66% | 10.6% | 14.6% |
| Utilities | XLU | -1.09% | -1.06% | 0.38% | -15.0% |
| Aerospace & Defense | XAR | -0.23% | -2.56% | -4.80% | -11.8% |
| Biotech | XBI | -0.09% | 11.7% | 20.5% | 23.5% |
| Homebuilder | XHB | 5.04% | 6.04% | 24.0% | 23.1% |
| Retail | XRT | 4.67% | 2.58% | 11.9% | 18.4% |