(FHI) Federated Investors - Performance 15.8% in 12m
Compare FHI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
85.29%
#16 in Group
Rel. Strength
76.30%
#1836 in Universe
Total Return 12m
15.83%
#40 in Group
Total Return 5y
164.86%
#34 in Group
P/E 12.8
60th Percentile in Group
P/E Forward 10.1
55th Percentile in Group
PEG 1.94
61th Percentile in Group
FCF Yield 11.2%
52th Percentile in Group
12m Total Return: FHI (15.8%) vs XLF (16.3%)
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 |
-14.3% | 5.85% | 385% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 14.8% | 280% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-12.3% | 22.4% | 352% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| PFLT NYSE PennantPark Floating Rate |
-1.11% | 10.1% | 303% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| APO NYSE Apollo Global Management |
-14.6% | 11.2% | 293% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-1.36% | 16.8% | 349% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-4.42% | 14.3% | 217% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
2.04% | 15.8% | 165% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
Performance Comparison: FHI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FHI
| Total Return (including Dividends) | FHI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 2.04% | -7.49% | -7.79% |
| 3 Months | -3.18% | -1.50% | -9.06% |
| 12 Months | 15.83% | 16.29% | 4.64% |
| 5 Years | 164.86% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | FHI | XLF | S&P 500 |
| 1 Month | 80.0% | 58.6% | -5.5% |
| 3 Months | 40.0% | -8.5% | -61.9% |
| 12 Months | 81.6% | 92.9% | 82.8% |
| 5 Years | 87.5% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #18 | 10.3% | 10.7% |
| 3 Month | #126 | -1.71% | 6.46% |
| 12 Month | #39 | -0.39% | 10.7% |
| 5 Years | #39 | 6.48% | 21.5% |
FAQs
Does FHI Federated Investors outperforms the market?
No,
over the last 12 months FHI made 15.83%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months FHI made -3.18%, while XLF made -1.50%.
Over the last 3 months FHI made -3.18%, while XLF made -1.50%.
Performance Comparison FHI vs Indeces and Sectors
FHI vs. Indices FHI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.09% | 9.83% | 15.7% | 11.2% |
| US NASDAQ 100 | QQQ | 2.16% | 11.2% | 16.9% | 13.3% |
| US Dow Jones Industrial 30 | DIA | -0.08% | 8.08% | 13.6% | 10.6% |
| German DAX 40 | DAX | -0.03% | 8.36% | -3.24% | -1.69% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.63% | 2.84% | 25.9% | 7.73% |
| Hongkong Hang Seng | HSI | -2.42% | 1.06% | 19.2% | -0.70% |
| India NIFTY 50 | INDA | -3.09% | -5.03% | 20.9% | 16.1% |
| Brasil Bovespa | EWZ | -4.27% | -7.03% | 16.5% | 27.2% |
FHI vs. Sectors FHI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.93% | 10.1% | 7.27% | 2.83% |
| Consumer Discretionary | XLY | 1.79% | 11.7% | 12.7% | 8.73% |
| Consumer Staples | XLP | -5.77% | 3.32% | 8.47% | 2.92% |
| Energy | XLE | 2.33% | 2.50% | 15.3% | 23.6% |
| Financial | XLF | 0.69% | 9.53% | 3.71% | -0.46% |
| Health Care | XLV | -3.00% | 5.98% | 15.5% | 14.9% |
| Industrial | XLI | 1.03% | 8.11% | 16.5% | 13.7% |
| Materials | XLB | -0.16% | 6.07% | 22.2% | 24.7% |
| Real Estate | XLRE | -2.80% | 7.64% | 16.0% | 5.92% |
| Technology | XLK | 3.43% | 12.6% | 22.9% | 21.0% |
| Utilities | XLU | -6.22% | 1.85% | 12.4% | -9.10% |
| Aerospace & Defense | XAR | 0.71% | 5.43% | 10.7% | 0.64% |
| Biotech | XBI | 4.37% | 10.8% | 29.9% | 29.9% |
| Homebuilder | XHB | 2.78% | 8.98% | 35.8% | 30.7% |
| Retail | XRT | 2.14% | 10.6% | 22.4% | 27.4% |