PCGH.L vs. PGR
Compare and contrast key facts about Polar Capital Global Healthcare Trust plc (PCGH.L) and The Progressive Corporation (PGR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCGH.L or PGR.
Key characteristics
| PCGH.L | PGR | |
|---|---|---|
| YTD Return | 16.53% | 63.49% |
| 1Y Return | 30.35% | 64.18% |
| 3Y Return (Ann) | 8.74% | 40.65% |
| 5Y Return (Ann) | 12.89% | 31.63% |
| 10Y Return (Ann) | 9.68% | 28.67% |
| Sharpe Ratio | 2.39 | 3.18 |
| Sortino Ratio | 3.66 | 4.18 |
| Omega Ratio | 1.44 | 1.56 |
| Calmar Ratio | 2.08 | 9.10 |
| Martin Ratio | 10.71 | 24.11 |
| Ulcer Index | 2.71% | 2.68% |
| Daily Std Dev | 12.15% | 20.29% |
| Max Drawdown | -33.84% | -71.06% |
| Current Drawdown | -4.26% | -0.15% |
Fundamentals
| PCGH.L | PGR | |
|---|---|---|
| Market Cap | £464.50M | $151.58B |
| EPS | £0.09 | $14.36 |
| PE Ratio | 5.97 | 18.02 |
| Total Revenue (TTM) | £73.19M | $71.59B |
| Gross Profit (TTM) | £70.70M | $71.59B |
| EBITDA (TTM) | £70.24M | $10.17B |
Correlation
The correlation between PCGH.L and PGR is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PCGH.L vs. PGR - Performance Comparison
In the year-to-date period, PCGH.L achieves a 16.53% return, which is significantly lower than PGR's 63.49% return. Over the past 10 years, PCGH.L has underperformed PGR with an annualized return of 9.68%, while PGR has yielded a comparatively higher 28.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PCGH.L vs. PGR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Polar Capital Global Healthcare Trust plc (PCGH.L) and The Progressive Corporation (PGR). 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.
Dividends
PCGH.L vs. PGR - Dividend Comparison
PCGH.L's dividend yield for the trailing twelve months is around 0.63%, more than PGR's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGH.L Polar Capital Global Healthcare Trust plc | 0.63% | 0.64% | 0.60% | 0.65% | 0.86% | 0.84% | 0.50% | 0.01% | 0.02% | 0.02% | 0.02% | 2.40% |
PGR The Progressive Corporation | 0.44% | 0.25% | 0.31% | 6.23% | 2.68% | 3.89% | 1.86% | 1.21% | 2.50% | 2.16% | 5.53% | 1.05% |
Drawdowns
PCGH.L vs. PGR - Drawdown Comparison
The maximum PCGH.L drawdown since its inception was -33.84%, smaller than the maximum PGR drawdown of -71.06%. Use the drawdown chart below to compare losses from any high point for PCGH.L and PGR. For additional features, visit the drawdowns tool.
Volatility
PCGH.L vs. PGR - Volatility Comparison
The current volatility for Polar Capital Global Healthcare Trust plc (PCGH.L) is 3.24%, while The Progressive Corporation (PGR) has a volatility of 6.14%. This indicates that PCGH.L experiences smaller price fluctuations and is considered to be less risky than PGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PCGH.L vs. PGR - Financials Comparison
This section allows you to compare key financial metrics between Polar Capital Global Healthcare Trust plc and The Progressive Corporation. 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