(PFLT) PennantPark Floating - Performance 10.1% in 12m
Compare PFLT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
88.23%
#13 in Group
Rel. Strength
69.86%
#2335 in Universe
Total Return 12m
10.13%
#68 in Group
Total Return 5y
302.84%
#11 in Group
P/E 8.34
29th Percentile in Group
P/E Forward 8.61
34th Percentile in Group
PEG 0.27
0th Percentile in Group
FCF Yield -73.78%
(unknown) Percentile in Group
12m Total Return: PFLT (10.1%) 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: PFLT vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PFLT
| Total Return (including Dividends) | PFLT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -1.11% | -7.49% | -7.79% |
| 3 Months | 2.56% | -1.50% | -9.06% |
| 12 Months | 10.13% | 16.29% | 4.64% |
| 5 Years | 302.84% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | PFLT | XLF | S&P 500 |
| 1 Month | 67.0% | 58.6% | -5.5% |
| 3 Months | 67.9% | -8.5% | -61.9% |
| 12 Months | 74.7% | 92.9% | 82.8% |
| 5 Years | 83.0% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #57 | 6.90% | 7.24% |
| 3 Month | #42 | 4.11% | 12.8% |
| 12 Month | #68 | -5.30% | 5.24% |
| 5 Years | #12 | 62.0% | 84.8% |
FAQs
Does PFLT PennantPark Floating outperforms the market?
No,
over the last 12 months PFLT made 10.13%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months PFLT made 2.56%, while XLF made -1.50%.
Over the last 3 months PFLT made 2.56%, while XLF made -1.50%.
Performance Comparison PFLT vs Indeces and Sectors
PFLT vs. Indices PFLT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.21% | 6.68% | 5.13% | 5.49% |
| US NASDAQ 100 | QQQ | 3.28% | 8.09% | 6.38% | 7.57% |
| US Dow Jones Industrial 30 | DIA | 1.04% | 4.93% | 3.03% | 4.88% |
| German DAX 40 | DAX | 1.09% | 5.21% | -13.8% | -7.39% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.51% | -0.31% | 15.4% | 2.03% |
| Hongkong Hang Seng | HSI | -1.30% | -2.09% | 8.67% | -6.40% |
| India NIFTY 50 | INDA | -1.97% | -8.18% | 10.3% | 10.4% |
| Brasil Bovespa | EWZ | -3.15% | -10.2% | 5.97% | 21.5% |
PFLT vs. Sectors PFLT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.05% | 6.99% | -3.27% | -2.87% |
| Consumer Discretionary | XLY | 2.91% | 8.52% | 2.12% | 3.03% |
| Consumer Staples | XLP | -4.65% | 0.17% | -2.07% | -2.78% |
| Energy | XLE | 3.45% | -0.65% | 4.77% | 17.9% |
| Financial | XLF | 1.81% | 6.38% | -6.83% | -6.16% |
| Health Care | XLV | -1.88% | 2.83% | 4.99% | 9.15% |
| Industrial | XLI | 2.15% | 4.96% | 5.97% | 7.99% |
| Materials | XLB | 0.96% | 2.92% | 11.7% | 19.0% |
| Real Estate | XLRE | -1.68% | 4.49% | 5.47% | 0.22% |
| Technology | XLK | 4.55% | 9.45% | 12.3% | 15.3% |
| Utilities | XLU | -5.10% | -1.30% | 1.85% | -14.8% |
| Aerospace & Defense | XAR | 1.83% | 2.28% | 0.19% | -5.06% |
| Biotech | XBI | 5.49% | 7.60% | 19.4% | 24.2% |
| Homebuilder | XHB | 3.90% | 5.83% | 25.2% | 25.0% |
| Retail | XRT | 3.26% | 7.42% | 11.8% | 21.7% |