(STT) State Street - Performance 10.9% in 12m
Compare STT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.00%
#63 in Group
Rel. Strength
70.66%
#2273 in Universe
Total Return 12m
10.86%
#60 in Group
Total Return 5y
75.42%
#76 in Group
P/E 10.9
50th Percentile in Group
P/E Forward 9.22
38th Percentile in Group
PEG 0.95
24th Percentile in Group
FCF Yield -0.82%
34th Percentile in Group
12m Total Return: STT (10.9%) 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: STT vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for STT
| Total Return (including Dividends) | STT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -13.86% | -7.49% | -7.79% |
| 3 Months | -14.47% | -1.50% | -9.06% |
| 12 Months | 10.86% | 16.29% | 4.64% |
| 5 Years | 75.42% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | STT | XLF | S&P 500 |
| 1 Month | 30.5% | 58.6% | -5.5% |
| 3 Months | -65.4% | -8.5% | -61.9% |
| 12 Months | 85.6% | 92.9% | 82.8% |
| 5 Years | 51.7% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #171 | -6.88% | -6.59% |
| 3 Month | #165 | -13.2% | -5.95% |
| 12 Month | #60 | -4.66% | 5.94% |
| 5 Years | #99 | -29.5% | -19.5% |
FAQs
Does STT State Street outperforms the market?
No,
over the last 12 months STT made 10.86%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months STT made -14.47%, while XLF made -1.50%.
Over the last 3 months STT made -14.47%, while XLF made -1.50%.
Performance Comparison STT vs Indeces and Sectors
STT vs. Indices STT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.62% | -6.07% | 2.82% | 6.22% |
| US NASDAQ 100 | QQQ | -2.55% | -4.66% | 4.07% | 8.30% |
| US Dow Jones Industrial 30 | DIA | -4.79% | -7.82% | 0.72% | 5.61% |
| German DAX 40 | DAX | -4.74% | -7.54% | -16.1% | -6.66% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.34% | -13.1% | 13.0% | 2.76% |
| Hongkong Hang Seng | HSI | -7.13% | -14.8% | 6.36% | -5.67% |
| India NIFTY 50 | INDA | -7.80% | -20.9% | 8.02% | 11.1% |
| Brasil Bovespa | EWZ | -8.98% | -22.9% | 3.66% | 22.2% |
STT vs. Sectors STT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.78% | -5.76% | -5.58% | -2.14% |
| Consumer Discretionary | XLY | -2.92% | -4.23% | -0.19% | 3.76% |
| Consumer Staples | XLP | -10.5% | -12.6% | -4.38% | -2.05% |
| Energy | XLE | -2.38% | -13.4% | 2.46% | 18.6% |
| Financial | XLF | -4.02% | -6.37% | -9.14% | -5.43% |
| Health Care | XLV | -7.71% | -9.92% | 2.68% | 9.88% |
| Industrial | XLI | -3.68% | -7.79% | 3.66% | 8.72% |
| Materials | XLB | -4.87% | -9.83% | 9.34% | 19.7% |
| Real Estate | XLRE | -7.51% | -8.26% | 3.16% | 0.95% |
| Technology | XLK | -1.28% | -3.30% | 10.0% | 16.1% |
| Utilities | XLU | -10.9% | -14.1% | -0.46% | -14.1% |
| Aerospace & Defense | XAR | -4.0% | -10.5% | -2.12% | -4.33% |
| Biotech | XBI | -0.34% | -5.15% | 17.1% | 24.9% |
| Homebuilder | XHB | -1.93% | -6.92% | 22.9% | 25.7% |
| Retail | XRT | -2.57% | -5.33% | 9.51% | 22.4% |