Overview Performance Dividends Peer Group Options

(PGHN) Partners Holding - Performance -6.7% in 12m

Compare PGHN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 40.03%
#83 in Group
Rel. Strength 36.24%
#5089 in Universe
Total Return 12m -6.69%
#161 in Group
Total Return 5y 73.10%
#64 in Group
P/E 25.5
81th Percentile in Group
P/E Forward 22.6
85th Percentile in Group
PEG 2.10
70th Percentile in Group
FCF Yield 3.70%
64th Percentile in Group

12m Total Return: PGHN (-6.7%) vs XLF (22.7%)

Compare overall performance (total returns) of Partners Holding with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (PGHN) Partners Holding - Performance -6.7% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
PGHN 0.66% -13.7% -22.8%
FON -14.0% 25.0% 134%
BOWN -7.57% 27.5% 63.6%
SWIN 9.25% 18.9% 21.5%
Long Term
Symbol 6m 12m 5y
PGHN -9.85% -6.69% 73.1%
FON 558% 635% 1,353%
FOA 70.6% 335% -79.1%
OPFI 88.4% 261% 2.12%
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: 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 -13.68% -2.11% -0.87%
3 Months -22.79% -4.92% -7.58%
12 Months -6.69% 22.69% 11.88%
5 Years 73.10% 144.89% 110.33%
Trend Score (consistency of price movement) PGHN XLF S&P 500
1 Month -7.30% 27.8% 23%
3 Months -88.5% -81% -88.5%
12 Months 44.4% 83.7% 55.1%
5 Years 38.1% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #191 -11.8% -12.9%
3 Month #177 -18.8% -16.5%
12 Month #163 -24.0% -16.6%
5 Years #84 -29.3% -17.7%

FAQs

Does PGHN Partners Holding outperforms the market?

No, over the last 12 months PGHN made -6.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months PGHN made -22.79%, while XLF made -4.92%.

Performance Comparison PGHN vs Indeces and Sectors

PGHN vs. Indices PGHN is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -2.91% -12.8% -7.99% -18.6%
US NASDAQ 100 QQQ -3.94% -15.1% -8.42% -19.4%
US Dow Jones Industrial 30 DIA -1.97% -10.5% -7.90% -15.9%
German DAX 40 DAX -1.68% -15.0% -27.5% -31.4%
Shanghai Shenzhen CSI 300 CSI 300 1.05% -10.9% -5.0% -12.7%
Hongkong Hang Seng HSI -1.92% -13.7% -9.91% -20.6%
India NIFTY 50 INDA -0.07% -17.7% -8.28% -9.76%
Brasil Bovespa EWZ -2.11% -18.3% -11.7% -0.87%

PGHN vs. Sectors PGHN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -3.16% -12.6% -14.1% -30.7%
Consumer Discretionary XLY -2.99% -13.6% -10.5% -20.0%
Consumer Staples XLP 0.59% -13.9% -13.3% -17.9%
Energy XLE 1.57% 0.18% -2.20% 4.40%
Financial XLF -1.52% -11.6% -15.6% -29.4%
Health Care XLV -2.83% -9.89% -6.30% -8.41%
Industrial XLI -3.33% -13.8% -8.70% -16.3%
Materials XLB -2.30% -11.3% -0.58% -3.17%
Real Estate XLRE -1.39% -12.4% -7.10% -24.8%
Technology XLK -5.36% -15.4% -4.65% -14.4%
Utilities XLU -0.07% -13.7% -10.1% -28.5%
Aerospace & Defense XAR -3.86% -20.1% -21.5% -33.3%
Biotech XBI -4.21% -16.0% 4.65% -4.86%
Homebuilder XHB -2.22% -11.4% 6.82% 0.34%
Retail XRT -1.34% -13.1% -2.42% -3.95%

PGHN vs. Commodities PGHN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 7.26% 4.13% 3.18% 12.2%
Natural Gas UNG -5.76% 8.86% -41.6% -22.6%
Gold GLD 0.62% -19.1% -29.7% -50.1%
Silver SLV 3.80% -9.19% -9.15% -29.8%
Copper CPER 6.69% -4.0% -14.2% -7.50%

PGHN vs. Yields & Bonds PGHN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -1.80% -12.3% -8.68% -12.3%
iShares High Yield Corp. Bond HYG -0.11% -13.8% -12.1% -16.0%