(NXG) NXG NextGen - Performance 30.9% in 12m
Compare NXG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.01%
#21 in Group
Rel. Strength
84.13%
#1270 in Universe
Total Return 12m
30.93%
#14 in Group
Total Return 5y
169.25%
#19 in Group
P/E 2.27
1th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 24.5%
(?) Percentile in Group
12m Total Return: NXG (30.9%) 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: NXG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for NXG
| Total Return (including Dividends) | NXG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -13.37% | -4.87% | -7.04% |
| 3 Months | -15.87% | -6.25% | -10.88% |
| 12 Months | 30.93% | 19.36% | 5.72% |
| 5 Years | 169.25% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | NXG | XLF | S&P 500 |
| 1 Month | -76.0% | -69.4% | -76.1% |
| 3 Months | -54.8% | -72.1% | -86.4% |
| 12 Months | 86.5% | 87.9% | 67.8% |
| 5 Years | 68.0% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #167 | -8.93% | -6.81% |
| 3 Month | #155 | -10.3% | -5.60% |
| 12 Month | #14 | 9.69% | 23.8% |
| 5 Years | #23 | 16.0% | 34.1% |
FAQs
Does NXG NXG NextGen outperforms the market?
Yes,
over the last 12 months NXG made 30.93%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months NXG made -15.87%, while XLF made -6.25%.
Over the last 3 months NXG made -15.87%, while XLF made -6.25%.
Performance Comparison NXG vs Indeces and Sectors
NXG vs. Indices NXG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.47% | -6.33% | 9.38% | 25.2% |
| US NASDAQ 100 | QQQ | 5.96% | -5.51% | 9.47% | 27.3% |
| US Dow Jones Industrial 30 | DIA | 3.57% | -8.20% | 7.41% | 24.3% |
| German DAX 40 | DAX | -7.03% | -5.32% | -9.20% | 11.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.53% | -5.62% | 4.53% | 23.0% |
| Hongkong Hang Seng | HSI | -2.20% | -2.22% | 7.99% | 14.8% |
| India NIFTY 50 | INDA | 1.46% | -16.8% | 9.96% | 30.3% |
| Brasil Bovespa | EWZ | 0.96% | -7.09% | 9.06% | 41.9% |
NXG vs. Sectors NXG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.66% | -5.79% | 1.18% | 17.7% |
| Consumer Discretionary | XLY | 7.06% | -7.15% | 7.17% | 23.6% |
| Consumer Staples | XLP | 0.21% | -13.3% | 1.73% | 18.4% |
| Energy | XLE | 4.51% | -1.45% | 10.4% | 43.7% |
| Financial | XLF | 2.76% | -8.50% | 1.46% | 11.6% |
| Health Care | XLV | 3.06% | -6.59% | 10.6% | 31.1% |
| Industrial | XLI | 2.97% | -7.40% | 10.0% | 27.0% |
| Materials | XLB | 1.97% | -5.93% | 16.8% | 38.9% |
| Real Estate | XLRE | -0.28% | -8.38% | 9.66% | 16.6% |
| Technology | XLK | 6.16% | -3.54% | 15.4% | 34.2% |
| Utilities | XLU | -0.05% | -11.3% | 5.15% | 4.54% |
| Aerospace & Defense | XAR | 0.81% | -12.8% | -0.03% | 7.77% |
| Biotech | XBI | 0.95% | 1.53% | 25.3% | 43.0% |
| Homebuilder | XHB | 6.08% | -4.16% | 28.8% | 42.6% |
| Retail | XRT | 5.71% | -7.62% | 16.7% | 38.0% |