(PZU) Powszechny Zaklad - Performance 31.5% in 12m
Compare PZU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
76.17%
#21 in Group
Rel. Strength
83.26%
#1280 in Universe
Total Return 12m
31.45%
#27 in Group
Total Return 5y
169.37%
#24 in Group
P/E 9.70
19th Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 15.0%
61th Percentile in Group
12m Total Return: PZU (31.5%) vs XLF (22.3%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
3.58% | 48.9% | 502% | 8.89 | 9.59 | 0.28 | 32.6% | 7.19% |
| IFC TO Intact Financial |
5.11% | 39.7% | 147% | 23.2 | 17.4 | 0.87 | -19.4% | -18.6% |
| PGR NYSE Progressive |
-1.35% | 36.8% | 309% | 19.4 | 18.7 | 0.13 | 61.5% | 12.3% |
| KNSL NYSE Kinsale Capital |
14.2% | 5.2% | 361% | 27.1 | 28.2 | 1.88 | 87.4% | 35.9% |
| AIZ NYSE Assurant |
0.4% | 14.7% | 122% | 14.3 | 12.8 | 1.46 | 35.9% | 10.5% |
| HCI NYSE HCI |
3.44% | 26.8% | 319% | 16.9 | 9.28 | 1.7 | 50.0% | -24.6% |
| SKWD NASDAQ Skyward Specialty Insurance |
0.92% | 44% | 264% | 18.3 | 15.3 | 0.72 | 73.8% | 55.4% |
| SIGI NASDAQ Selective Insurance |
5.77% | -10.7% | 104% | 28.4 | 11.9 | 1.86 | -11.2% | -2.68% |
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 | 5.76% | -2.70% | -3.01% |
| 3 Months | 24.94% | 4.42% | -3.15% |
| 12 Months | 31.45% | 22.25% | 10.19% |
| 5 Years | 169.37% | 161.62% | 129.24% |
| Trend Score (consistency of price movement) | PZU | XLF | S&P 500 |
| 1 Month | 83.8% | 62.5% | -5.5% |
| 3 Months | 96.1% | -0.9% | -58.4% |
| 12 Months | 36.3% | 93.1% | 84.1% |
| 5 Years | 89.3% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #18 | 8.70% | 9.04% |
| 3 Month | #8 | 19.6% | 29.0% |
| 12 Month | #28 | 7.53% | 19.3% |
| 5 Years | #27 | 2.96% | 17.5% |
FAQs
Does PZU Powszechny Zaklad outperforms the market?
Yes,
over the last 12 months PZU made 31.45%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months PZU made 24.94%, while XLF made 4.42%.
Over the last 3 months PZU made 24.94%, while XLF made 4.42%.
Performance Comparison PZU vs Indeces and Sectors
PZU vs. Indices PZU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.03% | 8.77% | 37.1% | 21.3% |
| US NASDAQ 100 | QQQ | 2.01% | 9.82% | 37.8% | 22.9% |
| US Dow Jones Industrial 30 | DIA | 0.83% | 7.90% | 36.2% | 21.9% |
| German DAX 40 | DAX | 2.33% | 9.14% | 20.3% | 9.76% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.32% | 5.53% | 52.3% | 22.3% |
| Hongkong Hang Seng | HSI | -0.94% | 2.99% | 46.3% | 14.1% |
| India NIFTY 50 | INDA | - | -2.11% | 47.4% | 30.8% |
| Brasil Bovespa | EWZ | 0.92% | -2.53% | 45.1% | 43.2% |
PZU vs. Sectors PZU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.57% | 9.57% | 29.0% | 12.2% |
| Consumer Discretionary | XLY | 0.27% | 9.59% | 33.7% | 17.4% |
| Consumer Staples | XLP | -1.76% | 7.60% | 36.2% | 20.4% |
| Energy | XLE | -0.06% | -2.26% | 31.5% | 30.6% |
| Financial | XLF | 0.55% | 8.46% | 24.9% | 9.20% |
| Health Care | XLV | 0.61% | 8.92% | 41.8% | 29.8% |
| Industrial | XLI | 0.72% | 6.45% | 37.8% | 22.9% |
| Materials | XLB | -0.07% | 5.25% | 45.2% | 35.4% |
| Real Estate | XLRE | -1.01% | 8.45% | 40.2% | 18.1% |
| Technology | XLK | 2.16% | 9.77% | 42.2% | 29.4% |
| Utilities | XLU | -2.26% | 4.94% | 38.0% | 6.22% |
| Aerospace & Defense | XAR | 1.63% | 4.48% | 33.2% | 10.5% |
| Biotech | XBI | 5.59% | 11.6% | 54.8% | 42.5% |
| Homebuilder | XHB | 0.53% | 5.61% | 56.5% | 39.2% |
| Retail | XRT | -1.27% | 6.26% | 41.2% | 36.2% |