PCFT.L vs. USLM
PCFT.L (Polar Capital Global Financials Trust plc) and USLM (United States Lime & Minerals, Inc.) are both stocks. PCFT.L operates in Collective Investments (Financial Services), while USLM operates in Building Materials (Basic Materials). Over the past 10 years, PCFT.L returned 12.96%/yr vs 27.22%/yr for USLM. At a 0.10 correlation, their price movements are largely independent.
Performance
PCFT.L vs. USLM - Performance Comparison
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Different Trading Currencies
PCFT.L is traded in GBp, while USLM is traded in USD. To make them comparable, the USLM values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, PCFT.L achieves a 2.19% return, which is significantly higher than USLM's -8.91% return. Over the past 10 years, PCFT.L has underperformed USLM with an annualized return of 12.96%, while USLM has yielded a comparatively higher 27.22% annualized return.
PCFT.L
- 1D
- 1.98%
- 1M
- 4.75%
- YTD
- 2.19%
- 6M
- 6.09%
- 1Y
- 16.27%
- 3Y*
- 22.44%
- 5Y*
- 10.19%
- 10Y*
- 12.96%
USLM
- 1D
- 2.39%
- 1M
- 0.05%
- YTD
- -8.91%
- 6M
- -17.26%
- 1Y
- 10.69%
- 3Y*
- 38.36%
- 5Y*
- 32.62%
- 10Y*
- 27.22%
PCFT.L vs. USLM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCFT.L Polar Capital Global Financials Trust plc | 2.19% | 24.68% | 31.76% | 0.81% | -9.24% | 25.38% | 0.85% | 23.02% | -13.01% | 16.15% |
USLM United States Lime & Minerals, Inc. | -8.91% | -16.04% | 193.95% | 56.12% | 22.90% | 14.77% | 23.42% | 29.90% | -1.76% | -6.39% |
Correlation
The correlation between PCFT.L and USLM is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2013 | 0.10 |
Fundamentals
PCFT.L:
£0.90
USLM:
$6.07
PCFT.L:
2.56
USLM:
17.87
PCFT.L:
0.00
USLM:
0.46
PCFT.L:
3.04
USLM:
6.33
PCFT.L:
£184.77M
USLM:
$369.31M
PCFT.L:
£181.04M
USLM:
$177.91M
PCFT.L:
£232.42M
USLM:
$185.83M
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Return for Risk
PCFT.L vs. USLM — Risk / Return Rank
PCFT.L
USLM
PCFT.L vs. USLM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polar Capital Global Financials Trust plc (PCFT.L) and United States Lime & Minerals, Inc. (USLM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PCFT.L | USLM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.09 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.41 | +0.93 |
| Martin ratioReturn relative to average drawdown | 4.06 | 0.94 | +3.12 |
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Drawdowns
PCFT.L vs. USLM - Drawdown Comparison
The maximum PCFT.L drawdown since its inception was -40.17%, smaller than the maximum USLM drawdown of -48.20%. Use the drawdown chart below to compare losses from any high point for PCFT.L and USLM.
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Drawdown Indicators
| PCFT.L | USLM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.17% | -48.20% | +8.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.08% | -25.91% | +13.83% |
Max Drawdown (3Y)Largest decline over 3 years | -14.81% | -48.20% | +33.39% |
Max Drawdown (5Y)Largest decline over 5 years | -27.05% | -48.20% | +21.15% |
Max Drawdown (10Y)Largest decline over 10 years | -40.17% | -48.20% | +8.03% |
Current DrawdownCurrent decline from peak | -0.83% | -35.24% | +34.41% |
Average DrawdownAverage peak-to-trough decline | -7.92% | -15.26% | +7.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 11.41% | -7.41% |
Volatility
PCFT.L vs. USLM - Volatility Comparison
The current volatility for Polar Capital Global Financials Trust plc (PCFT.L) is 3.20%, while United States Lime & Minerals, Inc. (USLM) has a volatility of 9.29%. This indicates that PCFT.L experiences smaller price fluctuations and is considered to be less risky than USLM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCFT.L | USLM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.20% | 9.29% | -6.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 32.34% | -19.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.47% | 39.92% | -24.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 35.66% | -18.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.85% | 36.73% | -16.88% |
Dividends
PCFT.L vs. USLM - Dividend Comparison
PCFT.L's dividend yield for the trailing twelve months is around 3.93%, more than USLM's 0.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCFT.L Polar Capital Global Financials Trust plc | 3.93% | 2.76% | 2.40% | 3.01% | 2.88% | 2.54% | 3.10% | 2.95% | 3.31% | 2.55% | 2.71% | 3.90% |
USLM United States Lime & Minerals, Inc. | 0.22% | 0.20% | 0.15% | 0.35% | 0.57% | 0.50% | 0.56% | 6.52% | 0.76% | 0.70% | 0.66% | 0.91% |
Financials
PCFT.L vs. USLM - Financials Comparison
This section allows you to compare key financial metrics between Polar Capital Global Financials Trust plc and United States Lime & Minerals, Inc.. 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
PCFT.L and USLM have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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