(PNNT) PennantPark Investment - Performance 4.8% in 12m
Compare PNNT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
78.62%
#22 in Group
Rel. Strength
49.82%
#4005 in Universe
Total Return 12m
4.78%
#113 in Group
Total Return 5y
270.60%
#7 in Group
P/E 7.25
27th Percentile in Group
P/E Forward 7.61
26th Percentile in Group
PEG 0.28
0th Percentile in Group
FCF Yield 4.57%
53th Percentile in Group
12m Total Return: PNNT (4.8%) vs XLF (22.7%)
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 |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: PNNT vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PNNT
| Total Return (including Dividends) | PNNT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -6.05% | -2.11% | -0.87% |
| 3 Months | -4.97% | -4.92% | -7.58% |
| 12 Months | 4.78% | 22.69% | 11.88% |
| 5 Years | 270.60% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | PNNT | XLF | S&P 500 |
| 1 Month | 8.30% | 27.8% | 23% |
| 3 Months | -44.6% | -81% | -88.5% |
| 12 Months | 30.8% | 83.7% | 55.1% |
| 5 Years | 88.0% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #162 | -4.03% | -5.23% |
| 3 Month | #110 | -0.05% | 2.82% |
| 12 Month | #113 | -14.6% | -6.34% |
| 5 Years | #6 | 51.3% | 76.2% |
FAQs
Does PNNT PennantPark Investment outperforms the market?
No,
over the last 12 months PNNT made 4.78%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months PNNT made -4.97%, while XLF made -4.92%.
Over the last 3 months PNNT made -4.97%, while XLF made -4.92%.
Performance Comparison PNNT vs Indeces and Sectors
PNNT vs. Indices PNNT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.22% | -5.18% | 2.77% | -7.10% |
| US NASDAQ 100 | QQQ | -2.25% | -7.45% | 2.34% | -7.89% |
| US Dow Jones Industrial 30 | DIA | -0.28% | -2.87% | 2.86% | -4.42% |
| German DAX 40 | DAX | 0.01% | -7.37% | -16.8% | -19.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.74% | -3.23% | 5.76% | -1.18% |
| Hongkong Hang Seng | HSI | -0.23% | -6.11% | 0.85% | -9.11% |
| India NIFTY 50 | INDA | 1.62% | -10.1% | 2.48% | 1.71% |
| Brasil Bovespa | EWZ | -0.42% | -10.7% | -0.93% | 10.6% |
PNNT vs. Sectors PNNT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.47% | -5.0% | -3.36% | -19.2% |
| Consumer Discretionary | XLY | -1.30% | -5.95% | 0.26% | -8.54% |
| Consumer Staples | XLP | 2.28% | -6.25% | -2.54% | -6.42% |
| Energy | XLE | 3.26% | 7.81% | 8.56% | 15.9% |
| Financial | XLF | 0.17% | -3.94% | -4.83% | -17.9% |
| Health Care | XLV | -1.14% | -2.26% | 4.46% | 3.06% |
| Industrial | XLI | -1.64% | -6.16% | 2.06% | -4.81% |
| Materials | XLB | -0.61% | -3.62% | 10.2% | 8.30% |
| Real Estate | XLRE | 0.30% | -4.74% | 3.66% | -13.3% |
| Technology | XLK | -3.67% | -7.74% | 6.11% | -2.95% |
| Utilities | XLU | 1.62% | -6.11% | 0.65% | -17.1% |
| Aerospace & Defense | XAR | -2.17% | -12.4% | -10.8% | -21.8% |
| Biotech | XBI | -2.52% | -8.33% | 15.4% | 6.61% |
| Homebuilder | XHB | -0.53% | -3.78% | 17.6% | 11.8% |
| Retail | XRT | 0.35% | -5.49% | 8.34% | 7.52% |