Banking Companies By Year To Date Return

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Year To Date Return	Efficiency	Market Risk	Exp Return
1	CORZZ	Core Scientific, Tranche	Stock	14.1	Banking, Software - Infrastructure, Technology, Technology	759.6	0.06	4.37	0.28
2	LX	Lexinfintech Holdings	Stock	5.91	Consumer Finance, Financial Services, NASDAQ Composite, Golden Dragon, Banking, Financials, Credit Services	228.33	0.30	7.62	2.27
3	VBFC	Village Bank and	Stock	80.91	Regional Banks, Banks - Regional, Financial Services, NASDAQ Composite, Composite Total, Banking, Financials, Banks—Regional, Services	102.99	0.17	6.44	1.09
4	LC	LendingClub Corp	Stock	16.46	Consumer Finance, Financial Services, NYSE Composite, Banking, Aggressive Defence, Financials, Credit Services	90.07	0.20	3.30	0.67
5	ENVA	Enova International	Stock	96.47	Consumer Finance, Financial Services, NYSE Composite, SP Small-Cap 600, Banking, Financials, Credit Services	74.86	0.11	2.21	0.24
6	BK	Bank of New	Stock	77.62	Asset Management & Custody Banks, Banks - Diversified, Financial Services, NYSE Composite, SP 500 Index, 100 100, KBW Bank, Management, FinTech, Banking, Dividend Beast, Financials, Capital Markets, Services	48.19	0.12	1.12	0.13
7	QD	Qudian Inc	Stock	2.89	Consumer Finance, Financial Services, NYSE Composite, NASDAQ Golden Dragon, Banking, Financials, Credit Services	45.96	0.15	5.64	0.87
8	KB	KB Financial Group	Stock	59.08	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Banking, Financials, Banks—Regional, Services	45.2	(0.03)	2.68	(0.08)
9	ML	MoneyLion	Stock	86.75	Application Software, Software - Application, Information Technology, NYSE Composite, Stock Exchange Of, SBF 120, 120 Gross, SET Total Return, CAC 40, All-Tradable, Consumer Goods, All Shares, Tradable, 40 Banking, Software—Application, Technology	39.56	0.20	5.94	1.21
10	CM	Canadian Imperial Bank	Stock	64.37	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Stock Exchange Of, SET Total Return, SP TSX Thomson Reuters Canada, Banking, Financials, Banks—Diversified, Services	34.55	0.09	1.03	0.09
11	C	Citigroup	Stock	69.19	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP 500 Index, 100 100, KBW Bank, BETTERINVESTING INDEX, BTRINVSTNG Baby Boomer Prospects, Momentum, Hedge Favorites, Warren Buffett Holdings, FinTech, Banking, Investor Financials, Banks—Diversified, Services	30.45	0.10	1.87	0.19
12	AX	Axos Financial	Stock	71.73	Regional Banks, Banks - Regional, Financial Services, NYSE Composite, SP Small-Cap 600, Banking, Financials, Banks—Regional, Services	30.37	0.06	3.35	0.18
13	RM	Regional Management Corp	Stock	33.86	Consumer Finance, Financial Services, NYSE Composite, Banking, Financials, Credit Services	27.77	0.04	2.68	0.11
14	NU	Nu Holdings	Stock	10.38	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Hedge Favorites, Warren Buffett Holdings, Banking, Financials, Banks—Diversified, Services	27.68	(0.17)	2.98	(0.50)
15	EFSC	Enterprise Financial Services	Stock	56.59	Regional Banks, Banks - Regional, Financial Services, NASDAQ Composite, 100, Composite Total, Banking, Financials, Banks—Regional, Services	25.45	0.07	2.48	0.18
16	EQBK	Equity Bancshares,	Stock	42.32	Regional Banks, Banks - Regional, Financial Services, NYSE Composite, Banking, Financials, Banks—Regional, Services	25.32	0.02	2.18	0.05
17	DB	Deutsche Bank AG	Stock	16.93	Diversified Capital Markets, Financial Services, NYSE Composite, Banking, Financials, Banks—Regional, Services	24.39	0.01	1.60	0.02
18	BY	Byline Bancorp	Stock	29.22	Regional Banks, Banks - Regional, Financial Services, NYSE Composite, Banking, Financials, Banks—Regional, Services	24.23	0.07	2.68	0.18
19	EBTC	Enterprise Bancorp	Stock	40.06	Regional Banks, Banks - Regional, Financial Services, NASDAQ Composite, Composite Total, Banking, Financials, Banks—Regional, Services	22.58	0.12	3.30	0.40
20	VBNK	VersaBank	Stock	13.58	Regional Banks, Banks - Regional, Financial Services, NASDAQ Composite, Banking, Financials, Banks—Regional, Services	22.45	0.03	2.86	0.08

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year. Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

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Banking Companies By Year To Date Return

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