CL vs. PCFT.L
CL (Colgate-Palmolive Company) and PCFT.L (Polar Capital Global Financials Trust plc) are both stocks. CL operates in Household & Personal Products (Consumer Defensive), while PCFT.L operates in Collective Investments (Financial Services). Over the past 10 years, CL returned 4.21%/yr vs 11.74%/yr for PCFT.L. At a 0.10 correlation, their price movements are largely independent.
Performance
CL vs. PCFT.L - Performance Comparison
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Different Trading Currencies
CL is traded in USD, while PCFT.L is traded in GBp. To make them comparable, the PCFT.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CL achieves a 10.27% return, which is significantly higher than PCFT.L's -1.33% return. Over the past 10 years, CL has underperformed PCFT.L with an annualized return of 4.21%, while PCFT.L has yielded a comparatively higher 11.74% annualized return.
CL
- 1D
- -2.83%
- 1M
- -1.69%
- YTD
- 10.27%
- 6M
- 14.49%
- 1Y
- -2.21%
- 3Y*
- 6.80%
- 5Y*
- 3.26%
- 10Y*
- 4.21%
PCFT.L
- 1D
- 0.28%
- 1M
- -0.59%
- YTD
- -1.33%
- 6M
- 5.11%
- 1Y
- 10.36%
- 3Y*
- 23.83%
- 5Y*
- 7.99%
- 10Y*
- 11.74%
CL vs. PCFT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CL Colgate-Palmolive Company | 10.27% | -10.98% | 16.57% | 3.78% | -5.44% | 2.08% | 27.17% | 18.60% | -19.19% | 17.88% |
PCFT.L Polar Capital Global Financials Trust plc | -1.33% | 34.09% | 29.57% | 6.13% | -18.94% | 24.25% | 3.94% | 27.95% | -17.93% | 27.21% |
Correlation
The correlation between CL and PCFT.L is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2013 | 0.10 |
Fundamentals
CL:
$69.29B
PCFT.L:
£547.17M
CL:
$2.58
PCFT.L:
£0.90
CL:
33.37
PCFT.L:
2.50
CL:
8.62
PCFT.L:
0.00
CL:
3.35
PCFT.L:
2.96
CL:
477.90
PCFT.L:
1.45
CL:
$20.80B
PCFT.L:
£184.77M
CL:
$12.49B
PCFT.L:
£181.04M
CL:
$3.92B
PCFT.L:
£232.42M
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Return for Risk
CL vs. PCFT.L — Risk / Return Rank
CL
PCFT.L
CL vs. PCFT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Colgate-Palmolive Company (CL) and Polar Capital Global Financials Trust plc (PCFT.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CL | PCFT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.12 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 0.70 | -0.82 |
| Martin ratioReturn relative to average drawdown | -0.20 | 2.02 | -2.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CL | PCFT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.61 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.40 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.52 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.39 | +0.03 |
Drawdowns
CL vs. PCFT.L - Drawdown Comparison
The maximum CL drawdown since its inception was -58.91%, which is greater than PCFT.L's maximum drawdown of -47.20%. Use the drawdown chart below to compare losses from any high point for CL and PCFT.L.
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Drawdown Indicators
| CL | PCFT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.91% | -47.20% | -11.71% |
Max Drawdown (1Y)Largest decline over 1 year | -18.64% | -14.63% | -4.01% |
Max Drawdown (3Y)Largest decline over 3 years | -29.05% | -14.63% | -14.42% |
Max Drawdown (5Y)Largest decline over 5 years | -29.05% | -39.96% | +10.91% |
Max Drawdown (10Y)Largest decline over 10 years | -29.05% | -47.20% | +18.15% |
Current DrawdownCurrent decline from peak | -17.54% | -6.06% | -11.48% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -11.58% | +0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.29% | 5.10% | +6.19% |
Volatility
CL vs. PCFT.L - Volatility Comparison
Colgate-Palmolive Company (CL) has a higher volatility of 7.77% compared to Polar Capital Global Financials Trust plc (PCFT.L) at 2.99%. This indicates that CL's price experiences larger fluctuations and is considered to be riskier than PCFT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CL | PCFT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 2.99% | +4.78% |
Volatility (6M)Calculated over the trailing 6-month period | 17.27% | 13.40% | +3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.67% | 17.08% | +4.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.77% | 19.93% | -1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.74% | 22.50% | -2.76% |
Dividends
CL vs. PCFT.L - Dividend Comparison
CL's dividend yield for the trailing twelve months is around 2.43%, less than PCFT.L's 4.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CL Colgate-Palmolive Company | 2.43% | 2.61% | 2.18% | 2.40% | 2.36% | 2.10% | 2.05% | 2.48% | 2.79% | 2.11% | 2.37% | 2.25% |
PCFT.L Polar Capital Global Financials Trust plc | 4.03% | 2.76% | 2.40% | 3.01% | 2.88% | 2.54% | 3.10% | 2.95% | 3.31% | 2.55% | 2.71% | 3.90% |
Financials
CL vs. PCFT.L - Financials Comparison
This section allows you to compare key financial metrics between Colgate-Palmolive Company and Polar Capital Global Financials Trust plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
CL and PCFT.L have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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