(PDCC) Pearl Diver Credit - Performance 1.5% in 12m
Compare PDCC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
16.53%
#42 in Group
Rel. Strength
64.28%
#2852 in Universe
Total Return 12m
1.53%
#40 in Group
Total Return 5y
1.53%
#47 in Group
P/E 8.36
21th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: PDCC (1.5%) vs XLF (21.3%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-2.39% | 17.1% | 432% | 22.4 | 16.7 | 1.36 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-0.22% | 13.7% | 254% | 13.2 | 12.9 | 1.68 | 68.8% | 14.3% |
| PJT NYSE PJT Partners |
2.6% | 49.6% | 226% | 27.5 | 25 | 1.36 | 15.8% | 36.6% |
| SF NYSE Stifel Financial |
-8.54% | 8.66% | 233% | 16.4 | 10.1 | 0.85 | -15.2% | 10.6% |
| EVR NYSE Evercore Partners |
-0.36% | 9.09% | 346% | 21.7 | 20.3 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-8.65% | 10.7% | 146% | 23.9 | 27.7 | 1.97 | -59.5% | 3.52% |
| SCHW NYSE Charles Schwab |
3.81% | 10.5% | 139% | 24.2 | 18.9 | 1 | 4.60% | 11.9% |
| LAZ NYSE Lazard |
-9.95% | 3.22% | 99.4% | 14.6 | 15.5 | 1 | -51.8% | -14.2% |
Performance Comparison: PDCC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PDCC
| Total Return (including Dividends) | PDCC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.39% | -2.29% | -0.91% |
| 3 Months | -7.63% | -4.74% | -7.61% |
| 12 Months | 1.53% | 21.27% | 10.06% |
| 5 Years | 1.53% | 142.23% | 110.82% |
| Trend Score (consistency of price movement) | PDCC | XLF | S&P 500 |
| 1 Month | -23.2% | 5.8% | 1.2% |
| 3 Months | -62.4% | -81.8% | -89.2% |
| 12 Months | 47.9% | 84.1% | 56.2% |
| 5 Years | 47.9% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #42 | -2.15% | -3.52% |
| 3 Month | #31 | -3.03% | -0.01% |
| 12 Month | #38 | -10.7% | 0.28% |
| 5 Years | #38 | -10.7% | 0.28% |
FAQs
Does PDCC Pearl Diver Credit outperforms the market?
No,
over the last 12 months PDCC made 1.53%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.27%.
Over the last 3 months PDCC made -7.63%, while XLF made -4.74%.
Over the last 3 months PDCC made -7.63%, while XLF made -4.74%.
Performance Comparison PDCC vs Indeces and Sectors
PDCC vs. Indices PDCC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -8.47% | -3.48% | -0.37% | -8.53% |
| US NASDAQ 100 | QQQ | -10.3% | -5.80% | 0.15% | -9.03% |
| US Dow Jones Industrial 30 | DIA | -6.74% | -0.94% | -1.14% | -5.76% |
| German DAX 40 | DAX | -8.67% | -5.50% | -19.5% | -21.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.53% | -1.79% | 0.70% | -3.44% |
| Hongkong Hang Seng | HSI | -5.12% | -2.39% | -1.40% | -8.64% |
| India NIFTY 50 | INDA | -3.41% | -8.39% | -2.10% | -1.13% |
| Brasil Bovespa | EWZ | -9.14% | -10.2% | -5.95% | 8.40% |
PDCC vs. Sectors PDCC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -8.79% | -3.31% | -8.44% | -20.3% |
| Consumer Discretionary | XLY | -10.3% | -5.21% | -4.36% | -10.1% |
| Consumer Staples | XLP | -2.12% | -3.86% | -6.82% | -8.39% |
| Energy | XLE | -4.99% | 7.08% | -0.19% | 12.9% |
| Financial | XLF | -6.54% | -2.10% | -9.03% | -19.7% |
| Health Care | XLV | -6.46% | 0.22% | 0.88% | 0.75% |
| Industrial | XLI | -7.87% | -3.79% | -1.32% | -5.55% |
| Materials | XLB | -5.90% | -1.46% | 5.97% | 7.28% |
| Real Estate | XLRE | -5.05% | -2.62% | 0.07% | -13.9% |
| Technology | XLK | -12.0% | -5.66% | 5.60% | -3.39% |
| Utilities | XLU | -5.01% | -4.96% | -6.05% | -20.3% |
| Aerospace & Defense | XAR | -10.8% | -11.3% | -13.0% | -24.5% |
| Biotech | XBI | -8.80% | -5.35% | 12.4% | 5.64% |
| Homebuilder | XHB | -5.19% | -1.29% | 13.7% | 11.0% |
| Retail | XRT | -6.03% | -4.26% | 3.49% | 5.73% |