(IGM) IGM Financial - Performance 33.9% in 12m
Compare IGM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
75.64%
#30 in Group
Rel. Strength
87.18%
#994 in Universe
Total Return 12m
33.89%
#16 in Group
Total Return 5y
152.18%
#39 in Group
P/E 11.0
52th Percentile in Group
P/E Forward 10.1
51th Percentile in Group
PEG 4.09
86th Percentile in Group
FCF Yield 6.21%
62th Percentile in Group
12m Total Return: IGM (33.9%) 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: IGM vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IGM
| Total Return (including Dividends) | IGM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.91% | -7.49% | -7.79% |
| 3 Months | -5.04% | -1.50% | -9.06% |
| 12 Months | 33.89% | 16.29% | 4.64% |
| 5 Years | 152.18% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | IGM | XLF | S&P 500 |
| 1 Month | 59.0% | 58.6% | -5.5% |
| 3 Months | -22.0% | -8.5% | -61.9% |
| 12 Months | 88.8% | 92.9% | 82.8% |
| 5 Years | 58.1% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #99 | 4.95% | 5.28% |
| 3 Month | #133 | -3.60% | 4.42% |
| 12 Month | #16 | 15.1% | 28.0% |
| 5 Years | #45 | 1.38% | 15.7% |
FAQs
Does IGM IGM Financial outperforms the market?
Yes,
over the last 12 months IGM made 33.89%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months IGM made -5.04%, while XLF made -1.50%.
Over the last 3 months IGM made -5.04%, while XLF made -1.50%.
Performance Comparison IGM vs Indeces and Sectors
IGM vs. Indices IGM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.25% | 4.88% | 13.4% | 29.3% |
| US NASDAQ 100 | QQQ | 3.32% | 6.29% | 14.7% | 31.3% |
| US Dow Jones Industrial 30 | DIA | 1.08% | 3.13% | 11.3% | 28.6% |
| German DAX 40 | DAX | 1.13% | 3.41% | -5.49% | 16.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.47% | -2.11% | 23.6% | 25.8% |
| Hongkong Hang Seng | HSI | -1.26% | -3.89% | 17.0% | 17.4% |
| India NIFTY 50 | INDA | -1.93% | -9.98% | 18.6% | 34.1% |
| Brasil Bovespa | EWZ | -3.11% | -12.0% | 14.3% | 45.2% |
IGM vs. Sectors IGM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.09% | 5.19% | 5.02% | 20.9% |
| Consumer Discretionary | XLY | 2.95% | 6.72% | 10.4% | 26.8% |
| Consumer Staples | XLP | -4.61% | -1.63% | 6.22% | 21.0% |
| Energy | XLE | 3.49% | -2.45% | 13.1% | 41.6% |
| Financial | XLF | 1.85% | 4.58% | 1.46% | 17.6% |
| Health Care | XLV | -1.84% | 1.03% | 13.3% | 32.9% |
| Industrial | XLI | 2.19% | 3.16% | 14.3% | 31.8% |
| Materials | XLB | 1.00% | 1.12% | 19.9% | 42.7% |
| Real Estate | XLRE | -1.64% | 2.69% | 13.8% | 24.0% |
| Technology | XLK | 4.59% | 7.65% | 20.6% | 39.1% |
| Utilities | XLU | -5.06% | -3.10% | 10.1% | 8.96% |
| Aerospace & Defense | XAR | 1.87% | 0.48% | 8.48% | 18.7% |
| Biotech | XBI | 5.53% | 5.80% | 27.7% | 47.9% |
| Homebuilder | XHB | 3.94% | 4.03% | 33.5% | 48.7% |
| Retail | XRT | 3.30% | 5.62% | 20.1% | 45.5% |