(FSK) FS KKR Capital - Performance 24.3% in 12m
Compare FSK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
97.24%
#1 in Group
Rel. Strength
82.70%
#1341 in Universe
Total Return 12m
24.33%
#22 in Group
Total Return 5y
245.01%
#17 in Group
P/E 10.0
44th Percentile in Group
P/E Forward 8.20
26th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 25.3%
(unknown) Percentile in Group
12m Total Return: FSK (24.3%) 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: FSK vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FSK
| Total Return (including Dividends) | FSK | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.32% | -7.49% | -7.79% |
| 3 Months | -2.56% | -1.50% | -9.06% |
| 12 Months | 24.33% | 16.29% | 4.64% |
| 5 Years | 245.01% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | FSK | XLF | S&P 500 |
| 1 Month | -4.60% | 58.6% | -5.5% |
| 3 Months | -20.2% | -8.5% | -61.9% |
| 12 Months | 94.4% | 92.9% | 82.8% |
| 5 Years | 94.8% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #143 | 0.18% | 0.50% |
| 3 Month | #120 | -1.08% | 7.15% |
| 12 Month | #22 | 6.92% | 18.8% |
| 5 Years | #19 | 38.7% | 58.3% |
FAQs
Does FSK FS KKR Capital outperforms the market?
Yes,
over the last 12 months FSK made 24.33%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months FSK made -2.56%, while XLF made -1.50%.
Over the last 3 months FSK made -2.56%, while XLF made -1.50%.
Performance Comparison FSK vs Indeces and Sectors
FSK vs. Indices FSK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.65% | 0.47% | 15.4% | 19.7% |
| US NASDAQ 100 | QQQ | 4.72% | 1.88% | 16.6% | 21.8% |
| US Dow Jones Industrial 30 | DIA | 2.48% | -1.28% | 13.3% | 19.1% |
| German DAX 40 | DAX | 2.53% | -1.0% | -3.54% | 6.81% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.93% | -6.52% | 25.6% | 16.2% |
| Hongkong Hang Seng | HSI | 0.14% | -8.30% | 18.9% | 7.80% |
| India NIFTY 50 | INDA | -0.53% | -14.4% | 20.6% | 24.6% |
| Brasil Bovespa | EWZ | -1.71% | -16.4% | 16.2% | 35.7% |
FSK vs. Sectors FSK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.49% | 0.78% | 6.97% | 11.3% |
| Consumer Discretionary | XLY | 4.35% | 2.31% | 12.4% | 17.2% |
| Consumer Staples | XLP | -3.21% | -6.04% | 8.17% | 11.4% |
| Energy | XLE | 4.89% | -6.86% | 15.0% | 32.1% |
| Financial | XLF | 3.25% | 0.17% | 3.41% | 8.04% |
| Health Care | XLV | -0.44% | -3.38% | 15.2% | 23.4% |
| Industrial | XLI | 3.59% | -1.25% | 16.2% | 22.2% |
| Materials | XLB | 2.40% | -3.29% | 21.9% | 33.2% |
| Real Estate | XLRE | -0.24% | -1.72% | 15.7% | 14.4% |
| Technology | XLK | 5.99% | 3.24% | 22.6% | 29.5% |
| Utilities | XLU | -3.66% | -7.51% | 12.1% | -0.60% |
| Aerospace & Defense | XAR | 3.27% | -3.93% | 10.4% | 9.14% |
| Biotech | XBI | 6.93% | 1.39% | 29.6% | 38.4% |
| Homebuilder | XHB | 5.34% | -0.38% | 35.5% | 39.2% |
| Retail | XRT | 4.70% | 1.21% | 22.1% | 35.9% |