Performance of PZU Powszechny Zaklad | -1.1% in 12m
Compare PZU with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Powszechny Zaklad with its related Sector/Index XLF
Performance Duell PZU vs XLF
| TimeFrame | PZU | XLF |
|---|---|---|
| 1 Week | -1.36% | 4.34% |
| 1 Month | 5.59% | 5.41% |
| 3 Months | -6.59% | 9.04% |
| 6 Months | -7.70% | 20.87% |
| 12 Months | -1.07% | 50.28% |
| YTD | -3.73% | 27.52% |
| Rel. Perf. 1m | -0.37 | |
| Rel. Perf. 3m | -2.28 | |
| Rel. Perf. 6m | -2.49 | |
| Rel. Perf. 12m | -3.91 | |
| Spearman 1m | -0.69 | 0.662 |
| Spearman 3m | -0.67 | 0.887 |
Is Powszechny Zaklad a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Powszechny Zaklad is currently (October 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 22.78 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PZU as of October 2024 is 37.62. This means that PZU is currently overvalued and has a potential downside of -7.5% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PZU as of October 2024 is 37.62. This means that PZU is currently overvalued and has a potential downside of -7.5% (Sold with Premium).
Is PZU a buy, sell or hold?
Powszechny Zaklad has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of -1.07%.
In compare to Financial Sector SPDR Fund, PZU made -51.35% less over the last 12 months. Due to the underperformance, it is recommend to sell PZU.
In compare to Financial Sector SPDR Fund, PZU made -51.35% less over the last 12 months. Due to the underperformance, it is recommend to sell PZU.
Values above 0%: PZU is performing better - Values below 0%: PZU is underperforming
Compare PZU with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.44% | 1.85% | -24.78% | -41.20% |
| US NASDAQ 100 | QQQ | -1.09% | 1.69% | -23.41% | -40.56% |
| US Dow Jones Industrial 30 | DIA | -3.19% | 1.64% | -23.25% | -33.92% |
| German DAX 40 | DBXD | -2.34% | 1.25% | -16.74% | -30.96% |
| UK FTSE 100 | ISFU | -1.85% | 6.31% | -21.20% | -25.27% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 7.07% | -11.34% | -16.04% | -12.41% |
| Hongkong Hang Seng | HSI | 3.57% | -3.50% | -31.55% | -12.14% |
| Japan Nikkei 225 | EXX7 | -0.91% | 1.44% | -10.92% | -24.04% |
| India NIFTY 50 | INDA | -0.03% | 8.39% | -18.24% | -29.17% |
| Brasil Bovespa | EWZ | -0.94% | 11.52% | -4.91% | -2.50% |
PZU Powszechny Zaklad vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.20% | 2.11% | -21.60% | -38.69% |
| Consumer Discretionary | XLY | -2.02% | 2.48% | -23.51% | -33.16% |
| Consumer Staples | XLP | -2.43% | 6.75% | -20.97% | -26.48% |
| Energy | XLE | 0.37% | 1.43% | -5.57% | -4.95% |
| Financial | XLF | -5.70% | 0.18% | -28.57% | -51.35% |
| Health Care | XLV | -1.11% | 7.30% | -18.62% | -21.95% |
| Industrial | XLI | -3.46% | 0.03% | -23.12% | -43.91% |
| Materials | XLB | -3.43% | 1.38% | -17.97% | -32.78% |
| Real Estate | XLRE | -4.71% | 6.16% | -34.19% | -41.49% |
| Technology | XLK | -1.22% | 0.42% | -23.82% | -42.46% |
| Utilities | XLU | -5.08% | 1.86% | -36.75% | -46.10% |
| Aerospace & Defense | XAR | -5.12% | -1.41% | -31.31% | -43.92% |
| Biotech | XBI | -4.56% | 7.21% | -25.17% | -49.69% |
| Homebuilder | XHB | -4.72% | 3.43% | -31.41% | -77.65% |
| Retail | XRT | -5.82% | 2.84% | -19.14% | -34.88% |
Does Powszechny Zaklad outperform its market, is PZU a Sector Leader?
No, over the last 12 months Powszechny Zaklad (PZU) made -1.07%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 50.28%.
Over the last 3 months PZU made -6.59%, while XLF made 9.04%.
No, over the last 12 months Powszechny Zaklad (PZU) made -1.07%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 50.28%.
Over the last 3 months PZU made -6.59%, while XLF made 9.04%.
| Period | PZU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 5.59% | 5.41% | 3.74% |
| 3 Months | -6.59% | 9.04% | 4.88% |
| 12 Months | -1.07% | 50.28% | 40.13% |