(PDCC) Pearl Diver Credit - Performance 1.3% in 12m
Compare PDCC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
15.25%
#41 in Group
Rel. Strength
64.49%
#2835 in Universe
Total Return 12m
1.25%
#38 in Group
Total Return 5y
1.25%
#46 in Group
P/E 8.36
21th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: PDCC (1.3%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-2.25% | 19.4% | 435% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
| RJF NYSE Raymond James Financial |
-0.99% | 13.9% | 255% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
| PJT NYSE PJT Partners |
2.78% | 51.1% | 228% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
| SF NYSE Stifel Financial |
-9.09% | 9.18% | 235% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
| EVR NYSE Evercore Partners |
2.79% | 14.6% | 364% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
| MC NYSE Moelis |
-8.19% | 13.5% | 150% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
| SCHW NYSE Charles Schwab |
3.99% | 11.6% | 145% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
| LAZ NYSE Lazard |
-10.2% | 5.39% | 101% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
Performance Comparison: PDCC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PDCC
| Total Return (including Dividends) | PDCC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.66% | -2.11% | -0.87% |
| 3 Months | -7.95% | -4.92% | -7.58% |
| 12 Months | 1.25% | 22.69% | 11.88% |
| 5 Years | 1.25% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | PDCC | XLF | S&P 500 |
| 1 Month | -26.6% | 27.8% | 23% |
| 3 Months | -65.2% | -81% | -88.5% |
| 12 Months | 46.1% | 83.7% | 55.1% |
| 5 Years | 46.1% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #41 | -2.60% | -3.82% |
| 3 Month | #33 | -3.19% | -0.41% |
| 12 Month | #37 | -11.1% | -0.04% |
| 5 Years | #38 | -11.1% | -0.04% |
FAQs
Does PDCC Pearl Diver Credit outperforms the market?
No,
over the last 12 months PDCC made 1.25%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months PDCC made -7.95%, while XLF made -4.92%.
Over the last 3 months PDCC made -7.95%, while XLF made -4.92%.
Performance Comparison PDCC vs Indeces and Sectors
PDCC vs. Indices PDCC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -8.47% | -3.79% | -2.41% | -10.6% |
| US NASDAQ 100 | QQQ | -9.50% | -6.06% | -2.84% | -11.4% |
| US Dow Jones Industrial 30 | DIA | -7.53% | -1.48% | -2.32% | -7.95% |
| German DAX 40 | DAX | -7.24% | -5.98% | -21.9% | -23.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.51% | -1.84% | 0.58% | -4.71% |
| Hongkong Hang Seng | HSI | -7.48% | -4.72% | -4.33% | -12.6% |
| India NIFTY 50 | INDA | -5.63% | -8.72% | -2.70% | -1.82% |
| Brasil Bovespa | EWZ | -7.67% | -9.26% | -6.11% | 7.07% |
PDCC vs. Sectors PDCC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -8.72% | -3.61% | -8.54% | -22.7% |
| Consumer Discretionary | XLY | -8.55% | -4.56% | -4.92% | -12.1% |
| Consumer Staples | XLP | -4.97% | -4.86% | -7.72% | -9.95% |
| Energy | XLE | -3.99% | 9.20% | 3.38% | 12.3% |
| Financial | XLF | -7.08% | -2.55% | -10.0% | -21.4% |
| Health Care | XLV | -8.39% | -0.87% | -0.72% | -0.47% |
| Industrial | XLI | -8.89% | -4.77% | -3.12% | -8.34% |
| Materials | XLB | -7.86% | -2.23% | 5.0% | 4.77% |
| Real Estate | XLRE | -6.95% | -3.35% | -1.52% | -16.8% |
| Technology | XLK | -10.9% | -6.35% | 0.93% | -6.48% |
| Utilities | XLU | -5.63% | -4.72% | -4.53% | -20.6% |
| Aerospace & Defense | XAR | -9.42% | -11.1% | -15.9% | -25.3% |
| Biotech | XBI | -9.77% | -6.94% | 10.2% | 3.08% |
| Homebuilder | XHB | -7.78% | -2.39% | 12.4% | 8.28% |
| Retail | XRT | -6.90% | -4.10% | 3.16% | 3.99% |