(BUI) BlackRock Utility - Performance 17.7% in 12m
Compare BUI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.25%
#57 in Group
Rel. Strength
73.94%
#2085 in Universe
Total Return 12m
17.73%
#37 in Group
Total Return 5y
72.82%
#62 in Group
P/E 13.8
63th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.95%
57th Percentile in Group
12m Total Return: BUI (17.7%) 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: BUI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BUI
| Total Return (including Dividends) | BUI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.32% | -4.87% | -7.04% |
| 3 Months | -3.51% | -6.25% | -10.88% |
| 12 Months | 17.73% | 19.36% | 5.72% |
| 5 Years | 72.82% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | BUI | XLF | S&P 500 |
| 1 Month | -82.2% | -69.4% | -76.1% |
| 3 Months | -61.1% | -72.1% | -86.4% |
| 12 Months | 63.7% | 87.9% | 67.8% |
| 5 Years | 57.3% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #57 | 1.07% | 2.74% |
| 3 Month | #87 | 1.31% | 5.87% |
| 12 Month | #41 | -2.91% | 8.89% |
| 5 Years | #85 | -26.7% | -15.8% |
FAQs
Does BUI BlackRock Utility outperforms the market?
No,
over the last 12 months BUI made 17.73%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BUI made -3.51%, while XLF made -6.25%.
Over the last 3 months BUI made -3.51%, while XLF made -6.25%.
Performance Comparison BUI vs Indeces and Sectors
BUI vs. Indices BUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.79% | 4.72% | 5.32% | 12.0% |
| US NASDAQ 100 | QQQ | 7.28% | 5.54% | 5.41% | 14.1% |
| US Dow Jones Industrial 30 | DIA | 4.89% | 2.85% | 3.35% | 11.1% |
| German DAX 40 | DAX | -5.71% | 5.73% | -13.3% | -1.55% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.21% | 5.43% | 0.47% | 9.78% |
| Hongkong Hang Seng | HSI | -0.88% | 8.83% | 3.93% | 1.59% |
| India NIFTY 50 | INDA | 2.78% | -5.74% | 5.90% | 17.1% |
| Brasil Bovespa | EWZ | 2.28% | 3.96% | 5.0% | 28.7% |
BUI vs. Sectors BUI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 6.98% | 5.26% | -2.88% | 4.47% |
| Consumer Discretionary | XLY | 8.38% | 3.90% | 3.11% | 10.4% |
| Consumer Staples | XLP | 1.53% | -2.21% | -2.33% | 5.24% |
| Energy | XLE | 5.83% | 9.60% | 6.38% | 30.5% |
| Financial | XLF | 4.08% | 2.55% | -2.60% | -1.63% |
| Health Care | XLV | 4.38% | 4.46% | 6.51% | 17.9% |
| Industrial | XLI | 4.29% | 3.65% | 5.95% | 13.8% |
| Materials | XLB | 3.29% | 5.12% | 12.7% | 25.7% |
| Real Estate | XLRE | 1.04% | 2.67% | 5.60% | 3.37% |
| Technology | XLK | 7.48% | 7.51% | 11.4% | 21.0% |
| Utilities | XLU | 1.27% | -0.21% | 1.09% | -8.66% |
| Aerospace & Defense | XAR | 2.13% | -1.71% | -4.09% | -5.43% |
| Biotech | XBI | 2.27% | 12.6% | 21.2% | 29.8% |
| Homebuilder | XHB | 7.40% | 6.89% | 24.7% | 29.4% |
| Retail | XRT | 7.03% | 3.43% | 12.6% | 24.8% |