(OPFI) OppFi - Performance 197.3% in 12m
Compare OPFI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
8.82%
#124 in Group
Rel. Strength
98.62%
#111 in Universe
Total Return 12m
197.30%
#4 in Group
Total Return 5y
-9.35%
#167 in Group
P/E 23.5
80th Percentile in Group
P/E Forward 7.92
35th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 26.9%
81th Percentile in Group
12m Total Return: OPFI (197.3%) vs XLF (19%)
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 |
-4.98% | 14.1% | 361% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-1.93% | 10.9% | 424% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-7.76% | 19.8% | 289% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| AGF-B TO AGF Management Limited |
-4.69% | 22.6% | 206% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 6.23% | 159% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| TSLX NYSE Sixth Street Specialty |
-8.14% | 8.1% | 144% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-9.71% | 4.81% | 288% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| BK NYSE The Bank of New York Mellon |
-7.62% | 41.9% | 144% | 12.7 | 11.4 | 1.02 | 58.8% | 12.8% |
Performance Comparison: OPFI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OPFI
| Total Return (including Dividends) | OPFI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -6.32% | -4.51% | -5.89% |
| 3 Months | -28.17% | -7.56% | -12.45% |
| 12 Months | 197.30% | 18.95% | 6.72% |
| 5 Years | -9.35% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | OPFI | XLF | S&P 500 |
| 1 Month | -79.2% | -71.4% | -74.5% |
| 3 Months | -86.8% | -76.1% | -88.2% |
| 12 Months | 95.4% | 87.3% | 66.1% |
| 5 Years | -23.2% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #118 | -1.90% | -0.46% |
| 3 Month | #178 | -22.3% | -18.0% |
| 12 Month | #3 | 150% | 179% |
| 5 Years | #131 | -51.3% | -42.6% |
FAQs
Does OPFI OppFi outperforms the market?
Yes,
over the last 12 months OPFI made 197.30%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months OPFI made -28.17%, while XLF made -7.56%.
Over the last 3 months OPFI made -28.17%, while XLF made -7.56%.
Performance Comparison OPFI vs Indeces and Sectors
OPFI vs. Indices OPFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.60% | -0.43% | 74.4% | 191% |
| US NASDAQ 100 | QQQ | 0.26% | -0.04% | 74.9% | 192% |
| US Dow Jones Industrial 30 | DIA | 0.57% | -0.50% | 73.8% | 192% |
| German DAX 40 | DAX | -5.96% | 3.08% | 57.3% | 179% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.31% | 1.18% | 72.1% | 191% |
| Hongkong Hang Seng | HSI | -4.89% | 3.50% | 72.8% | 181% |
| India NIFTY 50 | INDA | -4.97% | -11.1% | 71.9% | 194% |
| Brasil Bovespa | EWZ | -4.16% | -1.24% | 71.4% | 207% |
OPFI vs. Sectors OPFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.85% | -0.66% | 65.6% | 184% |
| Consumer Discretionary | XLY | 0.27% | -2.40% | 71.6% | 188% |
| Consumer Staples | XLP | -3.90% | -9.52% | 64.1% | 183% |
| Energy | XLE | -5.32% | 3.76% | 73.3% | 208% |
| Financial | XLF | -1.97% | -1.81% | 66.2% | 178% |
| Health Care | XLV | -1.00% | 1.05% | 75.8% | 198% |
| Industrial | XLI | -1.72% | -1.62% | 74.3% | 192% |
| Materials | XLB | -2.32% | 0.33% | 81.4% | 205% |
| Real Estate | XLRE | -5.94% | -3.43% | 73.0% | 180% |
| Technology | XLK | 0.76% | 2.61% | 81.2% | 199% |
| Utilities | XLU | -3.91% | -5.90% | 68.6% | 173% |
| Aerospace & Defense | XAR | -2.29% | -6.36% | 64.6% | 173% |
| Biotech | XBI | -4.16% | 5.56% | 88.9% | 206% |
| Homebuilder | XHB | -1.55% | 0.52% | 92.3% | 206% |
| Retail | XRT | -2.30% | -4.21% | 79.0% | 202% |