(BCV) Bancroft Fund Limited - Performance 16.3% in 12m
Compare BCV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
12.88%
#116 in Group
Rel. Strength
75.17%
#1987 in Universe
Total Return 12m
16.28%
#42 in Group
Total Return 5y
22.09%
#97 in Group
P/E 6.81
21th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: BCV (16.3%) 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: BCV vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BCV
| Total Return (including Dividends) | BCV | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -9.22% | -4.87% | -7.04% |
| 3 Months | -10.37% | -6.25% | -10.88% |
| 12 Months | 16.28% | 19.36% | 5.72% |
| 5 Years | 22.09% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | BCV | XLF | S&P 500 |
| 1 Month | -89.8% | -69.4% | -76.1% |
| 3 Months | -66.5% | -72.1% | -86.4% |
| 12 Months | 87.9% | 87.9% | 67.8% |
| 5 Years | -37.8% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #138 | -4.57% | -2.35% |
| 3 Month | #126 | -4.40% | 0.58% |
| 12 Month | #40 | -2.58% | 9.99% |
| 5 Years | #118 | -47.4% | -39.2% |
FAQs
Does BCV Bancroft Fund Limited outperforms the market?
No,
over the last 12 months BCV made 16.28%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BCV made -10.37%, while XLF made -6.25%.
Over the last 3 months BCV made -10.37%, while XLF made -6.25%.
Performance Comparison BCV vs Indeces and Sectors
BCV vs. Indices BCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.46% | -2.18% | 5.21% | 10.6% |
| US NASDAQ 100 | QQQ | -0.97% | -1.36% | 5.30% | 12.6% |
| US Dow Jones Industrial 30 | DIA | -3.36% | -4.05% | 3.24% | 9.60% |
| German DAX 40 | DAX | -14.0% | -1.17% | -13.4% | -3.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -8.46% | -1.47% | 0.36% | 8.33% |
| Hongkong Hang Seng | HSI | -9.13% | 1.93% | 3.82% | 0.14% |
| India NIFTY 50 | INDA | -5.47% | -12.6% | 5.79% | 15.6% |
| Brasil Bovespa | EWZ | -5.97% | -2.94% | 4.89% | 27.2% |
BCV vs. Sectors BCV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.27% | -1.64% | -2.99% | 3.02% |
| Consumer Discretionary | XLY | 0.13% | -3.00% | 3.00% | 8.94% |
| Consumer Staples | XLP | -6.72% | -9.11% | -2.44% | 3.79% |
| Energy | XLE | -2.42% | 2.70% | 6.27% | 29.1% |
| Financial | XLF | -4.17% | -4.35% | -2.71% | -3.08% |
| Health Care | XLV | -3.87% | -2.44% | 6.40% | 16.4% |
| Industrial | XLI | -3.96% | -3.25% | 5.84% | 12.4% |
| Materials | XLB | -4.96% | -1.78% | 12.6% | 24.2% |
| Real Estate | XLRE | -7.21% | -4.23% | 5.49% | 1.92% |
| Technology | XLK | -0.77% | 0.61% | 11.2% | 19.5% |
| Utilities | XLU | -6.98% | -7.11% | 0.98% | -10.1% |
| Aerospace & Defense | XAR | -6.12% | -8.61% | -4.20% | -6.88% |
| Biotech | XBI | -5.98% | 5.68% | 21.1% | 28.4% |
| Homebuilder | XHB | -0.85% | -0.01% | 24.6% | 28.0% |
| Retail | XRT | -1.22% | -3.47% | 12.5% | 23.3% |