(HTGC) Hercules Capital - Performance 9.1% in 12m
Compare HTGC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
84.88%
#17 in Group
Rel. Strength
68.35%
#2452 in Universe
Total Return 12m
9.08%
#80 in Group
Total Return 5y
329.45%
#7 in Group
P/E 11.8
56th Percentile in Group
P/E Forward 9.86
52th Percentile in Group
PEG 0.52
3th Percentile in Group
FCF Yield -3.62%
11th Percentile in Group
12m Total Return: HTGC (9.1%) 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: HTGC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HTGC
| Total Return (including Dividends) | HTGC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -10.36% | -7.49% | -7.79% |
| 3 Months | -6.64% | -1.50% | -9.06% |
| 12 Months | 9.08% | 16.29% | 4.64% |
| 5 Years | 329.45% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | HTGC | XLF | S&P 500 |
| 1 Month | 58.3% | 58.6% | -5.5% |
| 3 Months | -45.0% | -8.5% | -61.9% |
| 12 Months | 58.8% | 92.9% | 82.8% |
| 5 Years | 87.7% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #161 | -3.10% | -2.79% |
| 3 Month | #143 | -5.22% | 2.66% |
| 12 Month | #79 | -6.19% | 4.24% |
| 5 Years | #8 | 72.7% | 97.1% |
FAQs
Does HTGC Hercules Capital outperforms the market?
No,
over the last 12 months HTGC made 9.08%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months HTGC made -6.64%, while XLF made -1.50%.
Over the last 3 months HTGC made -6.64%, while XLF made -1.50%.
Performance Comparison HTGC vs Indeces and Sectors
HTGC vs. Indices HTGC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.56% | -2.57% | 2.0% | 4.44% |
| US NASDAQ 100 | QQQ | 0.51% | -1.16% | 3.25% | 6.52% |
| US Dow Jones Industrial 30 | DIA | -1.73% | -4.32% | -0.10% | 3.83% |
| German DAX 40 | DAX | -1.68% | -4.04% | -16.9% | -8.44% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.28% | -9.56% | 12.2% | 0.98% |
| Hongkong Hang Seng | HSI | -4.07% | -11.3% | 5.54% | -7.45% |
| India NIFTY 50 | INDA | -4.74% | -17.4% | 7.20% | 9.33% |
| Brasil Bovespa | EWZ | -5.92% | -19.4% | 2.84% | 20.4% |
HTGC vs. Sectors HTGC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.28% | -2.26% | -6.40% | -3.92% |
| Consumer Discretionary | XLY | 0.14% | -0.73% | -1.01% | 1.98% |
| Consumer Staples | XLP | -7.42% | -9.08% | -5.20% | -3.83% |
| Energy | XLE | 0.68% | -9.90% | 1.64% | 16.8% |
| Financial | XLF | -0.96% | -2.87% | -9.96% | -7.21% |
| Health Care | XLV | -4.65% | -6.42% | 1.86% | 8.10% |
| Industrial | XLI | -0.62% | -4.29% | 2.84% | 6.94% |
| Materials | XLB | -1.81% | -6.33% | 8.52% | 17.9% |
| Real Estate | XLRE | -4.45% | -4.76% | 2.34% | -0.83% |
| Technology | XLK | 1.78% | 0.20% | 9.20% | 14.3% |
| Utilities | XLU | -7.87% | -10.6% | -1.28% | -15.9% |
| Aerospace & Defense | XAR | -0.94% | -6.97% | -2.94% | -6.11% |
| Biotech | XBI | 2.72% | -1.65% | 16.3% | 23.1% |
| Homebuilder | XHB | 1.13% | -3.42% | 22.1% | 23.9% |
| Retail | XRT | 0.49% | -1.83% | 8.69% | 20.7% |