(PFLT) PennantPark Floating - Performance -2.9% in 12m
Compare PFLT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.22%
#27 in Group
Rel. Strength
42.33%
#4589 in Universe
Total Return 12m
-2.85%
#147 in Group
Total Return 5y
150.52%
#26 in Group
P/E 7.42
23th Percentile in Group
P/E Forward 7.75
24th Percentile in Group
PEG 0.27
0th Percentile in Group
FCF Yield -82.09%
(?) Percentile in Group
12m Total Return: PFLT (-2.9%) vs XLF (22.4%)
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 |
15.2% | 16.3% | 332% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
| AGF-B TO AGF Management |
20.3% | 38.7% | 248% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
| APO NYSE Apollo Global Management |
20.6% | 19.2% | 238% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
| BK NYSE The Bank of New York Mellon |
17.1% | 52.5% | 189% | 12.8 | 11.6 | 1.03 | 18.5% | 12.8% |
| FHI NYSE Federated Investors |
20% | 35.8% | 143% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
| BCSF NYSE Bain Capital Specialty |
10.4% | 2.19% | 135% | 8.24 | 10.4 | 1.07 | 14.7% | -6.71% |
| TSLX NYSE Sixth Street Specialty |
10.4% | 9.96% | 127% | 10.1 | 9.73 | 1.27 | 38.3% | 442% |
| PNNT NYSE PennantPark Investment |
11.1% | 2.56% | 281% | 7.77 | 8.09 | 0.28 | -35.2% | -18.6% |
Performance Comparison: PFLT vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PFLT
| Total Return (including Dividends) | PFLT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 10.99% | 13.52% | 13.81% |
| 3 Months | -6.15% | -2.66% | -6.30% |
| 12 Months | -2.85% | 22.43% | 10.65% |
| 5 Years | 150.52% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | PFLT | XLF | S&P 500 |
| 1 Month | 75.6% | 89.2% | 83% |
| 3 Months | -57.2% | -64.6% | -75.3% |
| 12 Months | 26.0% | 82% | 50.1% |
| 5 Years | 81.9% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #172 | -2.24% | -2.48% |
| 3 Month | #128 | -3.58% | 0.16% |
| 12 Month | #147 | -20.7% | -12.2% |
| 5 Years | #30 | 0.04% | 20.6% |
FAQs
Does PFLT PennantPark Floating outperforms the market?
No,
over the last 12 months PFLT made -2.85%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months PFLT made -6.15%, while XLF made -2.66%.
Over the last 3 months PFLT made -6.15%, while XLF made -2.66%.
Performance Comparison PFLT vs Indeces and Sectors
PFLT vs. Indices PFLT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.08% | -2.82% | -1.26% | -13.5% |
| US NASDAQ 100 | QQQ | -0.27% | -6.37% | -1.47% | -14.5% |
| US Dow Jones Industrial 30 | DIA | -0.49% | 1.0% | -0.97% | -10.6% |
| German DAX 40 | DAX | -0.06% | -3.97% | -27.5% | -28.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.26% | -0.84% | -2.03% | -10.2% |
| Hongkong Hang Seng | HSI | -3.25% | -8.94% | -9.62% | -16.5% |
| India NIFTY 50 | INDA | 4.84% | 6.15% | -1.70% | -2.64% |
| Brasil Bovespa | EWZ | -1.13% | -6.25% | -9.96% | 5.48% |
PFLT vs. Sectors PFLT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.72% | -2.42% | -8.32% | -24.4% |
| Consumer Discretionary | XLY | -0.46% | -3.24% | -0.28% | -17.1% |
| Consumer Staples | XLP | 0.78% | 4.40% | -8.19% | -12.0% |
| Energy | XLE | 0.10% | 4.23% | 5.33% | 6.61% |
| Financial | XLF | -1.18% | -2.53% | -8.36% | -25.3% |
| Health Care | XLV | 2.93% | 10.1% | 3.73% | 1.21% |
| Industrial | XLI | -1.77% | -5.83% | -2.69% | -13.8% |
| Materials | XLB | 0.12% | -2.57% | 3.63% | 2.38% |
| Real Estate | XLRE | 1.24% | -0.55% | -2.01% | -18.3% |
| Technology | XLK | -1.16% | -10.2% | 1.62% | -9.95% |
| Utilities | XLU | -0.13% | 1.40% | -8.92% | -20.3% |
| Aerospace & Defense | XAR | -2.06% | -10.2% | -12.8% | -30.2% |
| Biotech | XBI | 6.51% | -0.82% | 18.9% | 9.44% |
| Homebuilder | XHB | -0.55% | -0.49% | 11.9% | 4.70% |
| Retail | XRT | -1.98% | -3.66% | 2.98% | -1.37% |