Compare Pocfratio Across Equities
You can use any or all of fundamental ratio historical patterns as a complementary method for asset selection as well as a tool for deciding entry and exit points. Many technical investors use fundamentals to limit their universe of possible positions. Check out your portfolio center.
Cross Equities Pocfratio Analysis
Select Fundamental
2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
STT | 12.91 | 5.8852 | 12.2148 | (16.5906) | (59.361) | (19.291) | 13.2866 | 5.2767 | 2.2436 | 5.1423 | 7.2711 | (4.8865) | 2.3699 | 36.1858 | 38.0 |
BK | 4.5842 | 10.9933 | 18.3559 | (62.6247) | 10.223 | 11.0338 | 8.0885 | 12.0031 | 8.1193 | 493 | 7.5044 | 17.4343 | 2.4502 | 6.903 | 13.03 |
SEIC | 8.3207 | 12.3255 | 15.7988 | 16.9644 | 17.9736 | 22.1836 | 18.729 | 24.7155 | 12.2943 | 18.203 | 17.2533 | 13.5929 | 14.0128 | 18.8495 | 13.44 |
AMG | 42.7286 | 6.9533 | 10.6266 | 12.0325 | 8.3847 | 7.2003 | 7.6637 | 9.8206 | 4.579 | 4.6059 | 4.6855 | 5.4218 | 5.7832 | 6.079 | 11.8 |
TROW | 13.536 | 15.3484 | 18.278 | 17.5461 | 17.2611 | 12.0827 | 108 | 110 | 13.8033 | 18.8357 | 18.051 | 12.9081 | 10.4465 | 19.796 | 17.53 |
IVZ | 23.3048 | 9.639 | 14.4032 | 20.1642 | 13.913 | 13.2839 | 94.4693 | 10.9137 | 8.3296 | 7.0497 | 6.5099 | 9.8819 | 11.8219 | 6.2374 | 5.93 |
AMP | 10.0176 | 5.5019 | 9.1011 | 17.1394 | 10.5624 | 7.5181 | 9.3604 | 15.3529 | 5.8515 | 9.5422 | 5.204 | 10.0578 | 7.4383 | 8.1214 | 9.96 |
BEN | 10.8637 | 25.2361 | 15.721 | 15.959 | 10.172 | 12.0193 | 21.9061 | 7.3487 | 72.0927 | 9.8004 | 11.6909 | 5.3748 | 10.5771 | 10.5698 | 19.55 |
JHG | (2.9718) | 8.0973 | 5.0914 | 7.0744 | 14.2434 | 6.0021 | 10.2291 | 13.8446 | 6.0233 | 9.9236 | 9.0325 | 7.8643 | 8.0355 | 10.9512 | 14.77 |
NTRS | 4.6324 | 7.6329 | 14.8077 | 17.6434 | 16.9818 | 9.1284 | 13.4212 | 13.2531 | 10.5533 | 8.7929 | 10.2293 | 18.3539 | 7.7049 | 6.6604 | 6.33 |
ARES | 0.5638 | 0.5638 | 0.6453 | 0.6453 | 0.8991 | (1.9929) | (2.513) | (0.8811) | (1.2048) | (1.9301) | (15.2014) | (5.3742) | (16.3626) | (94.0729) | (89.37) |
State Street Corp, Bank of New York, and SEI Investments Pocfratio description
Trending Themes
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Check out your portfolio center.Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
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