PZU Performance & Benchmarks - 44.4% in 12m
The Total Return for 3m is 2.1%, for 6m 25.5% and YTD 34.3%. Compare with Peer-Group: Property & Casualty Insurance
Performance Rating
88.94%
#9 in Peer-Group
Rel. Strength
84.45%
#1196 in Stock-Universe
Total Return 12m
44.43%
#12 in Peer-Group
Total Return 5y
213.99%
#11 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 9.22 |
| P/E Forward | - |
| High / Low | PLN |
|---|---|
| 52 Week High | 63.56 PLN |
| 52 Week Low | 39.15 PLN |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 52.80 |
| Buy/Sell Signal +-5 | -0.01 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PZU (44.4%) vs XLF (21%)
5y Drawdown (Underwater) Chart
Top Performer in Property & Casualty Insurance
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| PZU | -0.22% | 0.32% | 2.1% |
| MBI | 13.1% | 27.9% | 20.4% |
| WDH | -18.6% | 23.0% | 24.3% |
| KFS | -8.30% | -5.11% | 58.3% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| PZU | 25.5% | 44.4% | 214% |
| HRTG | 90.1% | 174% | 86.0% |
| LMND | 9.74% | 110% | -36.0% |
| KFS | 67.2% | 60.0% | 381% |
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 |
|---|---|---|---|---|---|---|---|---|
| FFH TO Fairfax Financial Holdings |
-0.1% | 54.4% | 539% | 10.4 | 10.9 | 0.28 | 39.7% | 8.21% |
| IFC TO Intact Financial |
-8.29% | 17.7% | 117% | 24.4 | 18.2 | 0.87 | -32.5% | -33.4% |
| HCI NYSE HCI |
-5.2% | 53.9% | 246% | 13.8 | 8.91 | 1.7 | 19.4% | 98.1% |
| SKWD NASDAQ Skyward Specialty Insurance |
-12.5% | 27.7% | 229% | 16.6 | 13.7 | 0.72 | 51.2% | 156% |
| KNSL NYSE Kinsale Capital |
-7.28% | -0.5% | 129% | 24.9 | 27.3 | 1.82 | 84.7% | 59.1% |
| AIZ NYSE Assurant |
-5.66% | 8.45% | 90% | 14.7 | 12 | 1.46 | 66.4% | 43.9% |
| SIGI NASDAQ Selective Insurance |
-11.1% | -10.7% | 51.4% | 12.8 | 10.4 | 1.86 | 51.3% | 24.8% |
| MCY NYSE Mercury General |
1.54% | 15.1% | 90.6% | 13.6 | - | 1.19 | -3.90% | 19.8% |
Performance Comparison: PZU vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PZU
| Total Return (including Dividends) | PZU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.32% | -2.39% | 0.66% |
| 3 Months | 2.10% | 5.80% | 11.66% |
| 12 Months | 44.43% | 20.99% | 15.92% |
| 5 Years | 213.99% | 133.47% | 103.09% |
| Trend Stabilty (consistency of price movement) | PZU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 66.3% | 9.6% | 66.4% |
| 3 Months | 11.8% | 80.9% | 96.6% |
| 12 Months | 92.1% | 78% | 50% |
| 5 Years | 90.5% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 86 %th | 2.78% | -0.33% |
| 3 Month | 73 %th | -1.50% | -7.21% |
| 12 Month | 84 %th | 19.37% | 24.59% |
| 5 Years | 84 %th | 34.49% | 54.61% |
FAQs
Does Powszechny Zaklad (PZU) outperform the market?
Yes,
over the last 12 months PZU made 44.43%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.99%.
Over the last 3 months PZU made 2.10%, while XLF made 5.80%.
Performance Comparison PZU vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PZU vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.2% | -0.3% | 20.9% | 29% |
| US NASDAQ 100 | QQQ | 2% | -0.9% | 18.3% | 23% |
| German DAX 40 | DAX | 3% | 1.4% | 16.6% | 15% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.4% | -2.4% | 16.6% | 23% |
| Hongkong Hang Seng | HSI | 2% | -1.8% | -1.8% | 5% |
| India NIFTY 50 | INDA | 1.8% | 5.9% | 21.9% | 51% |
| Brasil Bovespa | EWZ | 0.9% | 7.8% | 18.6% | 41% |
PZU vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.2% | 1.8% | 21.5% | 20% |
| Consumer Discretionary | XLY | 3.7% | 1.3% | 30.7% | 25% |
| Consumer Staples | XLP | 1.4% | 2.5% | 23.2% | 40% |
| Energy | XLE | 1.5% | 0.2% | 26.9% | 47% |
| Financial | XLF | 3.6% | 2.7% | 24.5% | 23% |
| Health Care | XLV | 3.7% | 4.4% | 35.8% | 56% |
| Industrial | XLI | 3.2% | -0.9% | 15.5% | 23% |
| Materials | XLB | 5.9% | 4.1% | 27% | 48% |
| Real Estate | XLRE | 3.3% | 1.3% | 24.1% | 42% |
| Technology | XLK | 1.7% | -2.1% | 12.2% | 22% |
| Utilities | XLU | -1.7% | -4.4% | 14.4% | 25% |
| Aerospace & Defense | XAR | 2.6% | -3.8% | 2.8% | -1% |
| Biotech | XBI | 1.7% | -3.1% | 31.5% | 57% |
| Homebuilder | XHB | 2.3% | -0.9% | 26.8% | 53% |
| Retail | XRT | 4.6% | 2.3% | 26.3% | 41% |
PZU vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.7% | -4.45% | 26.0% | 43% |
| Natural Gas | UNG | 1.3% | 10.2% | 48.3% | 40% |
| Gold | GLD | -0.8% | -0.2% | 6.6% | 8% |
| Silver | SLV | 2.9% | -2.3% | 8.4% | 15% |
| Copper | CPER | 22.9% | 13% | 24% | 36% |
PZU vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.8% | 0.7% | 24.1% | 49% |
| iShares High Yield Corp. Bond | HYG | 0.4% | 0.6% | 22.2% | 36% |