PGHN Performance & Benchmarks - -3.4% in 12m
The Total Return for 3m is 2.4%, for 6m -17.9% and YTD -8.2%. Compare with Peer-Group: Asset Management & Custody Banks
Performance Rating
15.83%
#109 in Peer-Group
Rel. Strength
41.35%
#4498 in Stock-Universe
Total Return 12m
-3.42%
#127 in Peer-Group
Total Return 5y
44.58%
#77 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 26.3 |
| P/E Forward | 26.8 |
| High / Low | CHF |
|---|---|
| 52 Week High | 1369.63 CHF |
| 52 Week Low | 928.75 CHF |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 61.06 |
| Buy/Sell Signal +-5 | 0.92 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PGHN (-3.4%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| PGHN | -2% | 6.43% | 2.42% |
| BTCS | -15.1% | 108% | 160% |
| ALCBI | -27.1% | -66.7% | 405% |
| IREN | -11.2% | 10.6% | 164% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| PGHN | -17.9% | -3.42% | 44.6% |
| ALCBI | 171% | 60.3% | 45.7% |
| BTCS | 49.8% | 201% | 65.6% |
| IREN | 57.6% | 60.0% | -34.1% |
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 |
|---|---|---|---|---|---|---|---|---|
| PNNT NYSE PennantPark Investment |
6.88% | 14% | 313% | 9.97 | 10.6 | 0.28 | 24.0% | 18.8% |
| TSLX NYSE Sixth Street Specialty |
1.97% | 28% | 151% | 12.9 | 11.9 | 1.27 | 1.80% | 78.7% |
| AGF-B TO AGF Management |
-6.18% | 56.6% | 210% | 8.06 | 7.04 | 1.25 | 74.2% | 24.9% |
| BK NYSE The Bank of New York Mellon |
11.9% | 59.6% | 226% | 15.4 | 14.6 | 1.17 | 47.0% | 16.2% |
| ARES NYSE Ares Management |
7.12% | 24.3% | 432% | 109 | 38 | 0.63 | 44.9% | 36.9% |
| OFS NASDAQ OFS Capital |
0.47% | 14.6% | 231% | 3.78 | 9.2 | 1.67 | 54.2% | 17.2% |
| FHI NYSE Federated Investors |
11.9% | 49.3% | 140% | 13.7 | 11.7 | 1.05 | 19.5% | 26.6% |
| GBDC NASDAQ Golub Capital BDC |
2.12% | 9.24% | 102% | 14.2 | 10.7 | 1.51 | 40.9% | 49.4% |
Performance Comparison: PGHN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PGHN
| Total Return (including Dividends) | PGHN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 6.43% | 0.00% | 2.30% |
| 3 Months | 2.42% | 7.77% | 14.32% |
| 12 Months | -3.42% | 21.53% | 16.19% |
| 5 Years | 44.58% | 137.88% | 106.47% |
| Trend Stabilty (consistency of price movement) | PGHN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 75.9% | 25.1% | 88.4% |
| 3 Months | -18.4% | 83.2% | 97.4% |
| 12 Months | -28.1% | 78.1% | 49.8% |
| 5 Years | 29% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 86 %th | 6.43% | 4.03% |
| 3 Month | 55 %th | -4.97% | -10.41% |
| 12 Month | 36 %th | -20.53% | -16.87% |
| 5 Years | 50 %th | -39.22% | -29.98% |
FAQs
Does Partners Holding (PGHN) outperform the market?
No,
over the last 12 months PGHN made -3.42%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.53%.
Over the last 3 months PGHN made 2.42%, while XLF made 7.77%.
Performance Comparison PGHN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PGHN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.6% | 4.1% | -23.5% | -20% |
| US NASDAQ 100 | QQQ | -2% | 4% | -26.3% | -24% |
| German DAX 40 | DAX | -1.1% | 5.9% | -28.1% | -33% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.8% | 3.3% | -27.1% | -23% |
| Hongkong Hang Seng | HSI | -1.1% | 2.2% | -46% | -45% |
| India NIFTY 50 | INDA | 0.6% | 11.9% | -21.1% | 4% |
| Brasil Bovespa | EWZ | 0.1% | 14.4% | -24.6% | -5% |
PGHN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.9% | 7.5% | -23.4% | -30% |
| Consumer Discretionary | XLY | -1.4% | 4.5% | -13.7% | -23% |
| Consumer Staples | XLP | -0.1% | 7.9% | -20.1% | -8% |
| Energy | XLE | -1.8% | 3.6% | -19% | -0% |
| Financial | XLF | -0.7% | 6.4% | -20.3% | -25% |
| Health Care | XLV | 1.9% | 9.7% | -7.5% | 8% |
| Industrial | XLI | -1.1% | 3.4% | -28.4% | -24% |
| Materials | XLB | 1.9% | 6.5% | -17.7% | -1% |
| Real Estate | XLRE | 1.2% | 6.5% | -19.4% | -7% |
| Technology | XLK | -2.5% | 2.7% | -32.1% | -24% |
| Utilities | XLU | -3.6% | 1.5% | -29.4% | -25% |
| Aerospace & Defense | XAR | -0.6% | 3.8% | -41.5% | -48% |
| Biotech | XBI | 0.1% | 3.1% | -10.3% | 10% |
| Homebuilder | XHB | 1.5% | 3% | -12.3% | 10% |
| Retail | XRT | 1.8% | 4.6% | -16.2% | -5% |
PGHN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.6% | -2.43% | -19.9% | -6% |
| Natural Gas | UNG | -0.1% | 17.5% | -1.8% | -4% |
| Gold | GLD | 0.4% | 7% | -35% | -37% |
| Silver | SLV | 4.1% | 4.9% | -34.7% | -30% |
| Copper | CPER | 22.1% | 19.7% | -20.1% | -8% |
PGHN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.2% | 7.6% | -19.1% | 1% |
| iShares High Yield Corp. Bond | HYG | -1.9% | 6.3% | -21.6% | -12% |