(PCCE) Litman Gregory Funds - Performance 28.2% in 12m
PCCE performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
46.26%
#4 in Peer-Group
Rel. Strength
73.81%
#2011 in Stock-Universe
Total Return 12m
28.22%
#14 in Peer-Group
Total Return 5y
30.22%
#4 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 13.76 USD |
| 52 Week Low | 9.18 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 48.53 |
| Buy/Sell Signal +-5 | 0.04 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PCCE (28.2%) vs SPY (14.2%)
5y Drawdown (Underwater) Chart
Top Performer in China Region
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 |
|---|---|---|---|---|---|---|---|---|
| KLIP NYSE ARCA KraneShares Trust |
2.37% | 12.6% | 26.4% | - | - | - | - | - |
| EWT NYSE ARCA iShares MSCI Taiwan |
10.2% | 10.6% | 100% | - | - | - | - | - |
| FLTW NYSE ARCA Franklin FTSE Taiwan |
10% | 8.62% | 81.6% | - | - | - | - | - |
| EWH NYSE ARCA iShares MSCI Hong Kong |
6.06% | 38.6% | 4.09% | - | - | - | - | - |
| CHIQ NYSE ARCA Global X MSCI China |
-2.58% | 26.9% | -5.35% | - | - | - | - | - |
| MCHI NASDAQ iShares MSCI China |
0.86% | 31.9% | -17% | - | - | - | - | - |
| KTEC NYSE ARCA KraneShares Hang Seng TECH |
-0.63% | 41.3% | -35.8% | - | - | - | - | - |
| FXI NYSE ARCA iShares China Large-Cap |
-0.27% | 37.2% | -20.1% | - | - | - | - | - |
Performance Comparison: PCCE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PCCE
| Total Return (including Dividends) | PCCE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.79% | 5.25% | 5.25% |
| 3 Months | 13.22% | 24.13% | 24.13% |
| 12 Months | 28.22% | 14.15% | 14.15% |
| 5 Years | 30.22% | 111.83% | 111.83% |
| Trend Score (consistency of price movement) | PCCE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 31.6% | 81% | 81% |
| 3 Months | 91.4% | 96.9% | 96.9% |
| 12 Months | 76.4% | 44.9% | 44.9% |
| 5 Years | 77.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th36.36 | -4.24% | -4.24% |
| 3 Month | %th69.70 | -8.79% | -8.79% |
| 12 Month | %th54.55 | 12.32% | 12.32% |
| 5 Years | %th96.97 | 4.52% | 4.52% |
FAQs
Does Litman Gregory Funds (PCCE) outperform the market?
Yes,
over the last 12 months PCCE made 28.22%, while its related Sector, the SPDR SP500 Trust (SPY) made 14.15%.
Over the last 3 months PCCE made 13.22%, while SPY made 24.13%.
Performance Comparison PCCE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PCCE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.6% | -4.5% | 14.2% | 14% |
| US NASDAQ 100 | QQQ | -2.4% | -4.5% | 13.5% | 15% |
| German DAX 40 | DAX | -0.5% | 2.2% | 2% | -1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.5% | -2.5% | 10.8% | 8% |
| Hongkong Hang Seng | HSI | -2.3% | -5.3% | -5.3% | -10% |
| India NIFTY 50 | INDA | -0.8% | -2.7% | 13.9% | 29% |
| Brasil Bovespa | EWZ | -5.1% | -8% | -10.9% | 18% |
PCCE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.3% | -5.1% | 10.1% | 4% |
| Consumer Discretionary | XLY | -2.1% | -2.4% | 21.8% | 10% |
| Consumer Staples | XLP | -3% | 0.2% | 12.5% | 19% |
| Energy | XLE | -3% | -6.3% | 18.3% | 28% |
| Financial | XLF | -3.4% | -4.3% | 9.3% | -2% |
| Health Care | XLV | -2.1% | -1.4% | 21.5% | 33% |
| Industrial | XLI | -2.7% | -3.4% | 6.3% | 3% |
| Materials | XLB | -4.9% | -3.5% | 9.7% | 22% |
| Real Estate | XLRE | -2.6% | -0.2% | 14.5% | 15% |
| Technology | XLK | -3.4% | -7.9% | 11.9% | 17% |
| Utilities | XLU | -1.6% | -1% | 11% | 5% |
| Aerospace & Defense | XAR | -0.5% | -6.3% | -4.4% | -21% |
| Biotech | XBI | -3.6% | -2.6% | 27.4% | 35% |
| Homebuilder | XHB | -5.1% | -6.2% | 21.4% | 23% |
| Retail | XRT | -5.2% | -4.2% | 18.5% | 17% |
PCCE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.6% | -7.65% | 22.6% | 36% |
| Natural Gas | UNG | 6.9% | 10.6% | 31% | 30% |
| Gold | GLD | -2.9% | 2% | -6.5% | -11% |
| Silver | SLV | -3.7% | -6.1% | -3.2% | 11% |
| Copper | CPER | -1.7% | -3.8% | -2.9% | 17% |
PCCE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.8% | -0.3% | 17.6% | 30% |
| iShares High Yield Corp. Bond | HYG | -1.5% | -0.8% | 15.3% | 18% |