(PVF-UN) Partners Value - Performance 81.2% in 12m
PVF-UN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
82.51%
#13 in Peer-Group
Rel. Strength
92.43%
#583 in Stock-Universe
Total Return 12m
81.20%
#7 in Peer-Group
Total Return 5y
227.28%
#9 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 266 |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 167.50 CAD |
| 52 Week Low | 80.02 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 60.94 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PVF-UN (81.2%) vs XLF (21.9%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| TSLX NYSE Sixth Street Specialty |
8.81% | 23.6% | 162% | 12.9 | 11.8 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
6.2% | 57.9% | 230% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| PNNT NYSE PennantPark Investment |
8.74% | 11.5% | 312% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
-0.23% | 11.9% | 275% | 3.82 | 9.2 | 1.67 | -33.2% | -23.5% |
| FHI NYSE Federated Investors |
6.36% | 38% | 155% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| BK NYSE The Bank of New York Mellon |
5.16% | 48.6% | 206% | 15.5 | 14.2 | 1.27 | 32.4% | 10.4% |
| ARES NYSE Ares Management |
4.47% | 22.7% | 402% | 104 | 36.4 | 0.63 | 22.1% | -6.74% |
| GBDC NASDAQ Golub Capital BDC |
4.91% | 7.47% | 105% | 13.6 | 10.3 | 1.51 | 1.60% | -11.5% |
Performance Comparison: PVF-UN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PVF-UN
| Total Return (including Dividends) | PVF-UN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 6.62% | 2.57% | 3.54% |
| 3 Months | 16.00% | 9.64% | 16.07% |
| 12 Months | 81.20% | 21.92% | 12.18% |
| 5 Years | 227.28% | 136.08% | 107.69% |
| Trend Score (consistency of price movement) | PVF-UN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 75.3% | 76% | 91.9% |
| 3 Months | 45.8% | 85.8% | 97.5% |
| 12 Months | 57.5% | 78% | 47% |
| 5 Years | 81% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th69.50 | 2.17% | 2.54% |
| 3 Month | %th67.00 | 3.99% | -0.49% |
| 12 Month | %th97.00 | 46.08% | 60.85% |
| 5 Years | %th95.50 | 36.26% | 56.91% |
FAQs
Does Partners Value (PVF-UN) outperform the market?
Yes,
over the last 12 months PVF-UN made 81.20%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.92%.
Over the last 3 months PVF-UN made 16.00%, while XLF made 9.64%.
Performance Comparison PVF-UN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PVF-UN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.6% | 3.1% | -8.9% | 69% |
| US NASDAQ 100 | QQQ | 2.1% | 2.3% | -11.4% | 68% |
| German DAX 40 | DAX | 3.5% | 5.1% | -19.7% | 53% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2% | 1.7% | -12.9% | 62% |
| Hongkong Hang Seng | HSI | 1.9% | 4.2% | -30.9% | 47% |
| India NIFTY 50 | INDA | 4.3% | 6% | -10.3% | 85% |
| Brasil Bovespa | EWZ | 7.2% | 9.6% | -21% | 81% |
PVF-UN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.6% | 4.8% | -13.1% | 57% |
| Consumer Discretionary | XLY | 2.2% | 4% | -0.2% | 66% |
| Consumer Staples | XLP | 4.4% | 7.4% | -9.7% | 75% |
| Energy | XLE | 4.7% | 6.9% | 1.3% | 84% |
| Financial | XLF | 3.9% | 4.1% | -8.5% | 59% |
| Health Care | XLV | 4.6% | 8.5% | 1.5% | 90% |
| Industrial | XLI | 2.2% | 2% | -14.8% | 60% |
| Materials | XLB | 5.1% | 5% | -6.8% | 81% |
| Real Estate | XLRE | 3.1% | 7.2% | -7.7% | 75% |
| Technology | XLK | 2.2% | 0.3% | -14.7% | 70% |
| Utilities | XLU | 1.8% | 4.7% | -11.6% | 60% |
| Aerospace & Defense | XAR | -0.3% | -2.6% | -29.5% | 32% |
| Biotech | XBI | 1.4% | 3.6% | -0.4% | 95% |
| Homebuilder | XHB | 4.2% | 1.1% | 4.4% | 88% |
| Retail | XRT | 3.8% | 3.8% | -4.8% | 76% |
PVF-UN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 5.1% | 10.9% | 7.44% | 87% |
| Natural Gas | UNG | -2% | 15.1% | 15.4% | 74% |
| Gold | GLD | 2% | 8.2% | -26.6% | 44% |
| Silver | SLV | -0.1% | 2.9% | -25.9% | 59% |
| Copper | CPER | 1.2% | -7% | -27.6% | 59% |
PVF-UN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 4% | 6.8% | -3.4% | 86% |
| iShares High Yield Corp. Bond | HYG | 3% | 5.7% | -7% | 73% |