(HGTY) Hagerty - Performance -0.4% in 12m
Compare HGTY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-6.99%
#58 in Group
Rel. Strength
42.49%
#4394 in Universe
Total Return 12m
-0.44%
#58 in Group
Total Return 5y
-8.10%
#60 in Group
P/E 90.0
100th Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 5.26%
52th Percentile in Group
12m Total Return: HGTY (-0.4%) vs XLF (22.3%)
5y Drawdown (Underwater) Chart
Top Performers in Property & Casualty Insurance
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 |
|---|---|---|---|---|---|---|---|---|
| FFH TO Fairfax Financial Holdings |
3.58% | 48.9% | 502% | 8.89 | 9.59 | 0.28 | 32.6% | 7.19% |
| IFC TO Intact Financial |
5.11% | 39.7% | 147% | 23.2 | 17.4 | 0.87 | -19.4% | -18.6% |
| PGR NYSE Progressive |
-1.35% | 36.8% | 309% | 19.4 | 18.7 | 0.13 | 61.5% | 12.3% |
| KNSL NYSE Kinsale Capital |
14.2% | 5.2% | 361% | 27.1 | 28.2 | 1.88 | 87.4% | 35.9% |
| AIZ NYSE Assurant |
0.4% | 14.7% | 122% | 14.3 | 12.8 | 1.46 | 35.9% | 10.5% |
| HCI NYSE HCI |
3.44% | 26.8% | 319% | 16.9 | 9.28 | 1.7 | 50.0% | -24.6% |
| SKWD NASDAQ Skyward Specialty Insurance |
0.92% | 44% | 264% | 18.3 | 15.3 | 0.72 | 73.8% | 55.4% |
| SIGI NASDAQ Selective Insurance |
5.77% | -10.7% | 104% | 28.4 | 11.9 | 1.86 | -11.2% | -2.68% |
Performance Comparison: HGTY vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HGTY
| Total Return (including Dividends) | HGTY | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -10.49% | -2.70% | -3.01% |
| 3 Months | -9.31% | 4.42% | -3.15% |
| 12 Months | -0.44% | 22.25% | 10.19% |
| 5 Years | -8.10% | 161.62% | 129.24% |
| Trend Score (consistency of price movement) | HGTY | XLF | S&P 500 |
| 1 Month | -79.3% | 62.5% | -5.5% |
| 3 Months | -37.4% | -0.9% | -58.4% |
| 12 Months | 11.7% | 93.1% | 84.1% |
| 5 Years | -21.1% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #63 | -8.0% | -7.71% |
| 3 Month | #60 | -13.2% | -6.36% |
| 12 Month | #59 | -18.6% | -9.65% |
| 5 Years | #45 | -34.8% | -35.5% |
FAQs
Does HGTY Hagerty outperforms the market?
No,
over the last 12 months HGTY made -0.44%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months HGTY made -9.31%, while XLF made 4.42%.
Over the last 3 months HGTY made -9.31%, while XLF made 4.42%.
Performance Comparison HGTY vs Indeces and Sectors
HGTY vs. Indices HGTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.68% | -7.48% | -14.4% | -10.6% |
| US NASDAQ 100 | QQQ | -0.70% | -6.43% | -13.6% | -9.04% |
| US Dow Jones Industrial 30 | DIA | -1.88% | -8.35% | -15.3% | -9.95% |
| German DAX 40 | DAX | -0.38% | -7.11% | -31.2% | -22.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.39% | -10.7% | 0.86% | -9.56% |
| Hongkong Hang Seng | HSI | -3.65% | -13.3% | -5.15% | -17.8% |
| India NIFTY 50 | INDA | -2.71% | -18.4% | -4.02% | -1.14% |
| Brasil Bovespa | EWZ | -1.79% | -18.8% | -6.37% | 11.3% |
HGTY vs. Sectors HGTY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.14% | -6.68% | -22.5% | -19.7% |
| Consumer Discretionary | XLY | -2.44% | -6.66% | -17.7% | -14.5% |
| Consumer Staples | XLP | -4.47% | -8.65% | -15.2% | -11.5% |
| Energy | XLE | -2.77% | -18.5% | -20.0% | -1.25% |
| Financial | XLF | -2.16% | -7.79% | -26.5% | -22.7% |
| Health Care | XLV | -2.10% | -7.33% | -9.67% | -2.13% |
| Industrial | XLI | -1.99% | -9.80% | -13.7% | -8.97% |
| Materials | XLB | -2.78% | -11.0% | -6.26% | 3.50% |
| Real Estate | XLRE | -3.72% | -7.80% | -11.3% | -13.8% |
| Technology | XLK | -0.55% | -6.48% | -9.25% | -2.45% |
| Utilities | XLU | -4.97% | -11.3% | -13.5% | -25.7% |
| Aerospace & Defense | XAR | -1.08% | -11.8% | -18.3% | -21.4% |
| Biotech | XBI | 2.88% | -4.64% | 3.33% | 10.6% |
| Homebuilder | XHB | -2.18% | -10.6% | 5.01% | 7.26% |
| Retail | XRT | -3.98% | -9.99% | -10.3% | 4.35% |