PFGC vs. ICSU.L
Compare and contrast key facts about Performance Food Group Company (PFGC) and iShares S&P 500 Consumer Staples Sector UCITS ETF (ICSU.L).
ICSU.L is a passively managed fund by iShares that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Mar 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFGC or ICSU.L.
Key characteristics
| PFGC | ICSU.L | |
|---|---|---|
| YTD Return | -1.04% | 7.98% |
| 1Y Return | 10.84% | 2.24% |
| 3Y Return (Ann) | 5.25% | 9.87% |
| 5Y Return (Ann) | 11.12% | 9.79% |
| Sharpe Ratio | 0.46 | 0.21 |
| Daily Std Dev | 22.60% | 10.83% |
| Max Drawdown | -78.85% | -18.54% |
| Current Drawdown | -11.66% | -1.76% |
Correlation
The correlation between PFGC and ICSU.L is 0.24, 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
PFGC vs. ICSU.L - Performance Comparison
In the year-to-date period, PFGC achieves a -1.04% return, which is significantly lower than ICSU.L's 7.98% 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
PFGC vs. ICSU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Performance Food Group Company (PFGC) and iShares S&P 500 Consumer Staples Sector UCITS ETF (ICSU.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.
Dividends
PFGC vs. ICSU.L - Dividend Comparison
Neither PFGC nor ICSU.L has paid dividends to shareholders.
Drawdowns
PFGC vs. ICSU.L - Drawdown Comparison
The maximum PFGC drawdown since its inception was -78.85%, which is greater than ICSU.L's maximum drawdown of -18.54%. Use the drawdown chart below to compare losses from any high point for PFGC and ICSU.L. For additional features, visit the drawdowns tool.
Volatility
PFGC vs. ICSU.L - Volatility Comparison
Performance Food Group Company (PFGC) has a higher volatility of 7.12% compared to iShares S&P 500 Consumer Staples Sector UCITS ETF (ICSU.L) at 3.48%. This indicates that PFGC's price experiences larger fluctuations and is considered to be riskier than ICSU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.