| P/E (FY) | — | Sales (TTM) | — |
| Earnings (TTM) | — | ROE | — |
| Net Margin | — | ROIC | — |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | — | Sales Growth 3Y | — |
| Market Cap | — | Trading Days | 38 |
| 52W High | 25.30 |
| 52W Low | 21.17 |
| % Off High | −13.08% |
| Ann. Volatility (1Y) | 41.40% | Ann. Volatility (3Y) | 41.40% |
| Sharpe (1Y) | −0.19 | Sharpe (3Y) | −0.19 |
| Max Drawdown (1Y) | −12.76% | Max Drawdown (3Y) | −12.76% |
| YTD | −2.35% | Since inception | −2.35% |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| BX | Blackstone Inc. | $96.13B | 33.4 |
| KKR | KKR & Co. Inc. | $89.14B | — |
| APO | Apollo Global Management, Inc. | $69.05B | 21.6 |
| AMP | AMERIPRISE FINANCIAL INC | $48.57B | 14.9 |
| TROW | PRICE T ROWE GROUP INC | $25.47B | 12.9 |
| BEN | FRANKLIN RESOURCES INC | $16.83B | 35.6 |
| CG | Carlyle Group Inc. | $16.09B | 20.5 |
| TPG | TPG Inc. | $15.77B | 93.7 |
| EVR | Evercore Inc. | $12.84B | 21.7 |
| IVZ | Invesco Ltd. | $12.44B | — |
| HLI | HOULIHAN LOKEY, INC. | $9.52B | 22.4 |
| AMG | AFFILIATED MANAGERS GROUP, INC. | $9.51B | 15.8 |
