(AD-UN) Alaris Equity Partners - Performance 21.7% in 12m
Compare AD-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.45%
#11 in Group
Rel. Strength
79.36%
#1652 in Universe
Total Return 12m
21.71%
#29 in Group
Total Return 5y
185.18%
#15 in Group
P/E 3.46
3th Percentile in Group
P/E Forward 8.29
42th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 6.92%
57th Percentile in Group
12m Total Return: AD-UN (21.7%) 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: AD-UN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AD-UN
| Total Return (including Dividends) | AD-UN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.93% | -4.87% | -7.04% |
| 3 Months | -2.17% | -6.25% | -10.88% |
| 12 Months | 21.71% | 19.36% | 5.72% |
| 5 Years | 185.18% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | AD-UN | XLF | S&P 500 |
| 1 Month | -82.2% | -69.4% | -76.1% |
| 3 Months | -72.2% | -72.1% | -86.4% |
| 12 Months | 86.3% | 87.9% | 67.8% |
| 5 Years | 81.2% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #73 | -0.07% | 2.26% |
| 3 Month | #48 | 4.35% | 9.78% |
| 12 Month | #28 | 1.97% | 15.1% |
| 5 Years | #16 | 22.8% | 42.0% |
FAQs
Does AD-UN Alaris Equity Partners outperforms the market?
Yes,
over the last 12 months AD-UN made 21.71%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months AD-UN made -2.17%, while XLF made -6.25%.
Over the last 3 months AD-UN made -2.17%, while XLF made -6.25%.
Performance Comparison AD-UN vs Indeces and Sectors
AD-UN vs. Indices AD-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.28% | 2.11% | 7.45% | 16.0% |
| US NASDAQ 100 | QQQ | 5.77% | 2.93% | 7.54% | 18.1% |
| US Dow Jones Industrial 30 | DIA | 3.38% | 0.24% | 5.48% | 15.0% |
| German DAX 40 | DAX | -7.22% | 3.12% | -11.1% | 2.43% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.72% | 2.82% | 2.60% | 13.8% |
| Hongkong Hang Seng | HSI | -2.39% | 6.22% | 6.06% | 5.57% |
| India NIFTY 50 | INDA | 1.27% | -8.35% | 8.03% | 21.0% |
| Brasil Bovespa | EWZ | 0.77% | 1.35% | 7.13% | 32.6% |
AD-UN vs. Sectors AD-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.47% | 2.65% | -0.75% | 8.45% |
| Consumer Discretionary | XLY | 6.87% | 1.29% | 5.24% | 14.4% |
| Consumer Staples | XLP | 0.02% | -4.82% | -0.20% | 9.22% |
| Energy | XLE | 4.32% | 6.99% | 8.51% | 34.5% |
| Financial | XLF | 2.57% | -0.06% | -0.47% | 2.35% |
| Health Care | XLV | 2.87% | 1.85% | 8.64% | 21.9% |
| Industrial | XLI | 2.78% | 1.04% | 8.08% | 17.8% |
| Materials | XLB | 1.78% | 2.51% | 14.9% | 29.7% |
| Real Estate | XLRE | -0.47% | 0.06% | 7.73% | 7.35% |
| Technology | XLK | 5.97% | 4.90% | 13.5% | 24.9% |
| Utilities | XLU | -0.24% | -2.82% | 3.22% | -4.68% |
| Aerospace & Defense | XAR | 0.62% | -4.32% | -1.96% | -1.45% |
| Biotech | XBI | 0.76% | 9.97% | 23.4% | 33.8% |
| Homebuilder | XHB | 5.89% | 4.28% | 26.9% | 33.4% |
| Retail | XRT | 5.52% | 0.82% | 14.7% | 28.7% |