(OWL) Blue Owl Capital - Performance -4.3% in 12m
Compare OWL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.34%
#56 in Group
Rel. Strength
43.85%
#4349 in Universe
Total Return 12m
-4.28%
#158 in Group
Total Return 5y
101.05%
#57 in Group
P/E 100
96th Percentile in Group
P/E Forward 22.3
86th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 2.82%
71th Percentile in Group
12m Total Return: OWL (-4.3%) 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: OWL vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OWL
| Total Return (including Dividends) | OWL | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -14.02% | -7.49% | -7.79% |
| 3 Months | -24.91% | -1.50% | -9.06% |
| 12 Months | -4.28% | 16.29% | 4.64% |
| 5 Years | 101.05% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | OWL | XLF | S&P 500 |
| 1 Month | 48.7% | 58.6% | -5.5% |
| 3 Months | -74.2% | -8.5% | -61.9% |
| 12 Months | 69.2% | 92.9% | 82.8% |
| 5 Years | 71.3% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #171 | -7.05% | -6.76% |
| 3 Month | #179 | -23.8% | -17.4% |
| 12 Month | #159 | -17.7% | -8.52% |
| 5 Years | #36 | 9.30% | 28.1% |
FAQs
Does OWL Blue Owl Capital outperforms the market?
No,
over the last 12 months OWL made -4.28%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months OWL made -24.91%, while XLF made -1.50%.
Over the last 3 months OWL made -24.91%, while XLF made -1.50%.
Performance Comparison OWL vs Indeces and Sectors
OWL vs. Indices OWL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -6.85% | -6.23% | -4.72% | -8.92% |
| US NASDAQ 100 | QQQ | -5.78% | -4.82% | -3.47% | -6.84% |
| US Dow Jones Industrial 30 | DIA | -8.02% | -7.98% | -6.82% | -9.53% |
| German DAX 40 | DAX | -7.97% | -7.70% | -23.6% | -21.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -9.57% | -13.2% | 5.50% | -12.4% |
| Hongkong Hang Seng | HSI | -10.4% | -15.0% | -1.18% | -20.8% |
| India NIFTY 50 | INDA | -11.0% | -21.1% | 0.48% | -4.03% |
| Brasil Bovespa | EWZ | -12.2% | -23.1% | -3.88% | 7.04% |
OWL vs. Sectors OWL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -6.01% | -5.92% | -13.1% | -17.3% |
| Consumer Discretionary | XLY | -6.15% | -4.39% | -7.73% | -11.4% |
| Consumer Staples | XLP | -13.7% | -12.7% | -11.9% | -17.2% |
| Energy | XLE | -5.61% | -13.6% | -5.08% | 3.45% |
| Financial | XLF | -7.25% | -6.53% | -16.7% | -20.6% |
| Health Care | XLV | -10.9% | -10.1% | -4.86% | -5.26% |
| Industrial | XLI | -6.91% | -7.95% | -3.88% | -6.42% |
| Materials | XLB | -8.10% | -9.99% | 1.80% | 4.54% |
| Real Estate | XLRE | -10.7% | -8.42% | -4.38% | -14.2% |
| Technology | XLK | -4.51% | -3.46% | 2.48% | 0.93% |
| Utilities | XLU | -14.2% | -14.2% | -8.0% | -29.2% |
| Aerospace & Defense | XAR | -7.23% | -10.6% | -9.66% | -19.5% |
| Biotech | XBI | -3.57% | -5.31% | 9.54% | 9.76% |
| Homebuilder | XHB | -5.16% | -7.08% | 15.4% | 10.6% |
| Retail | XRT | -5.80% | -5.49% | 1.97% | 7.29% |