(PGHN) Partners Holding - Performance -4.9% in 12m
Compare PGHN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.96%
#70 in Group
Rel. Strength
43.27%
#4394 in Universe
Total Return 12m
-4.85%
#159 in Group
Total Return 5y
101.17%
#58 in Group
P/E 29.9
89th Percentile in Group
P/E Forward 25.8
88th Percentile in Group
PEG 2.47
73th Percentile in Group
FCF Yield 3.18%
67th Percentile in Group
12m Total Return: PGHN (-4.9%) 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: PGHN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PGHN
| Total Return (including Dividends) | PGHN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -15.62% | -7.49% | -7.79% |
| 3 Months | -6.54% | -1.50% | -9.06% |
| 12 Months | -4.85% | 16.29% | 4.64% |
| 5 Years | 101.17% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | PGHN | XLF | S&P 500 |
| 1 Month | -34.6% | 58.6% | -5.5% |
| 3 Months | -33.8% | -8.5% | -61.9% |
| 12 Months | 75.1% | 92.9% | 82.8% |
| 5 Years | 41.1% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #178 | -8.79% | -8.50% |
| 3 Month | #141 | -5.12% | 2.77% |
| 12 Month | #159 | -18.2% | -9.08% |
| 5 Years | #73 | -19.1% | -7.69% |
FAQs
Does PGHN Partners Holding outperforms the market?
No,
over the last 12 months PGHN made -4.85%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months PGHN made -6.54%, while XLF made -1.50%.
Over the last 3 months PGHN made -6.54%, while XLF made -1.50%.
Performance Comparison PGHN vs Indeces and Sectors
PGHN vs. Indices PGHN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.82% | -7.83% | -3.47% | -9.49% |
| US NASDAQ 100 | QQQ | -4.75% | -6.42% | -2.22% | -7.41% |
| US Dow Jones Industrial 30 | DIA | -6.99% | -9.58% | -5.57% | -10.1% |
| German DAX 40 | DAX | -6.94% | -9.30% | -22.4% | -22.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -8.54% | -14.8% | 6.75% | -13.0% |
| Hongkong Hang Seng | HSI | -9.33% | -16.6% | 0.07% | -21.4% |
| India NIFTY 50 | INDA | -10.0% | -22.7% | 1.73% | -4.60% |
| Brasil Bovespa | EWZ | -11.2% | -24.7% | -2.63% | 6.47% |
PGHN vs. Sectors PGHN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.98% | -7.52% | -11.9% | -17.9% |
| Consumer Discretionary | XLY | -5.12% | -5.99% | -6.48% | -12.0% |
| Consumer Staples | XLP | -12.7% | -14.3% | -10.7% | -17.8% |
| Energy | XLE | -4.58% | -15.2% | -3.83% | 2.88% |
| Financial | XLF | -6.22% | -8.13% | -15.4% | -21.1% |
| Health Care | XLV | -9.91% | -11.7% | -3.61% | -5.83% |
| Industrial | XLI | -5.88% | -9.55% | -2.63% | -6.99% |
| Materials | XLB | -7.07% | -11.6% | 3.05% | 3.97% |
| Real Estate | XLRE | -9.71% | -10.0% | -3.13% | -14.8% |
| Technology | XLK | -3.48% | -5.06% | 3.73% | 0.36% |
| Utilities | XLU | -13.1% | -15.8% | -6.75% | -29.8% |
| Aerospace & Defense | XAR | -6.20% | -12.2% | -8.41% | -20.0% |
| Biotech | XBI | -2.54% | -6.91% | 10.8% | 9.19% |
| Homebuilder | XHB | -4.13% | -8.68% | 16.6% | 10.0% |
| Retail | XRT | -4.77% | -7.09% | 3.22% | 6.72% |