(PZU) Powszechny Zaklad - Performance 36.2% in 12m
PZU performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
87.41%
#10 in Peer-Group
Rel. Strength
79.53%
#1576 in Stock-Universe
Total Return 12m
36.20%
#22 in Peer-Group
Total Return 5y
198.30%
#17 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 9.22 |
| P/E Forward | - |
| High / Low | PLN |
|---|---|
| 52 Week High | 63.56 PLN |
| 52 Week Low | 39.15 PLN |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 49.00 |
| Buy/Sell Signal +-5 | 1.96 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PZU (36.2%) vs XLF (27.9%)
5y Drawdown (Underwater) Chart
Top Performer in Property & Casualty Insurance
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 |
|---|---|---|---|---|---|---|---|---|
| FFH TO Fairfax Financial Holdings |
9% | 57% | 565% | 10.3 | 10.8 | 0.28 | 32.8% | 7.19% |
| IFC TO Intact Financial |
1.38% | 35.8% | 162% | 25.1 | 15.8 | 0.87 | -28.9% | -18.6% |
| ALL NYSE The Allstate |
-3.67% | 23.6% | 152% | 13.3 | 11.2 | 1.99 | 8.60% | -19.8% |
| KNSL NYSE Kinsale Capital |
4.68% | 28% | 209% | 27.6 | 27.4 | 1.83 | 87.6% | 25.3% |
| HCI NYSE HCI |
-11.9% | 68.6% | 250% | 13.9 | 9.17 | 1.7 | 61.9% | 119% |
| SKWD NASDAQ Skyward Specialty Insurance |
-9.5% | 51.1% | 265% | 18.9 | 15.6 | 0.72 | 81.7% | 113% |
| AIZ NYSE Assurant |
-4.24% | 19.7% | 107% | 15.1 | 12.2 | 1.46 | 10.8% | -4.2% |
| SIGI NASDAQ Selective Insurance |
-0.23% | -4.45% | 73.4% | 23.5 | 11.6 | 1.86 | 29.5% | -2.86% |
Performance Comparison: PZU vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PZU
| Total Return (including Dividends) | PZU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 1.47% | 2.72% | 3.75% |
| 3 Months | 14.40% | 19.28% | 25.32% |
| 12 Months | 36.20% | 27.91% | 13.11% |
| 5 Years | 198.30% | 143.62% | 109.78% |
| Trend Score (consistency of price movement) | PZU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 32.4% | 73.3% | 80.3% |
| 3 Months | 59.8% | 86.3% | 97.2% |
| 12 Months | 86.6% | 78% | 45.4% |
| 5 Years | 90.4% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th63.51 | -1.22% | -2.20% |
| 3 Month | %th67.57 | -4.10% | -8.72% |
| 12 Month | %th71.62 | 6.48% | 20.41% |
| 5 Years | %th77.03 | 22.44% | 42.20% |
FAQs
Does Powszechny Zaklad (PZU) outperform the market?
Yes,
over the last 12 months PZU made 36.20%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.91%.
Over the last 3 months PZU made 14.40%, while XLF made 19.28%.
Performance Comparison PZU vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PZU vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.2% | -2.3% | 23.9% | 23% |
| US NASDAQ 100 | QQQ | -0.8% | -2.7% | 22.3% | 25% |
| German DAX 40 | DAX | -2.1% | 1.3% | 11.2% | 6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | -2.3% | 20.2% | 15% |
| Hongkong Hang Seng | HSI | 0.2% | -1.6% | 3.4% | -3% |
| India NIFTY 50 | INDA | 0.5% | 0.7% | 23.4% | 37% |
| Brasil Bovespa | EWZ | 0.5% | -4.4% | 1.9% | 28% |
PZU vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.1% | -2% | 19.4% | 12% |
| Consumer Discretionary | XLY | 0.5% | -0.5% | 31.7% | 20% |
| Consumer Staples | XLP | 1% | 1.1% | 23.4% | 28% |
| Energy | XLE | -3.3% | -5.3% | 27.6% | 34% |
| Financial | XLF | 1.1% | -1.3% | 21.4% | 8% |
| Health Care | XLV | 1.5% | 0.4% | 32.9% | 41% |
| Industrial | XLI | -0.3% | -1.7% | 17% | 12% |
| Materials | XLB | -1.1% | -2.3% | 20.3% | 31% |
| Real Estate | XLRE | 0.9% | 1.6% | 25% | 25% |
| Technology | XLK | -1.9% | -5.7% | 19.8% | 26% |
| Utilities | XLU | 1.2% | 0.2% | 21.5% | 14% |
| Aerospace & Defense | XAR | -0.9% | -2.3% | 5.7% | -12% |
| Biotech | XBI | -1.7% | 0.9% | 38% | 45% |
| Homebuilder | XHB | 1.1% | -4.5% | 31.8% | 33% |
| Retail | XRT | -0.3% | -0.1% | 28.6% | 26% |
PZU vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.9% | -5.34% | 30.2% | 41% |
| Natural Gas | UNG | 2.1% | 11.9% | 43.1% | 43% |
| Gold | GLD | 1.3% | 2.3% | 6.1% | -3% |
| Silver | SLV | -1.5% | 1.8% | 8.3% | 18% |
| Copper | CPER | -6.7% | -8.6% | 3.5% | 18% |
PZU vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.6% | 0.4% | 27.6% | 39% |
| iShares High Yield Corp. Bond | HYG | 0.5% | 0.2% | 25.5% | 27% |