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PFLT vs. ECH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFLT vs. ECH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PennantPark Floating Rate Capital Ltd. (PFLT) and iShares MSCI Chile ETF (ECH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PFLT achieves a -13.49% return, which is significantly lower than ECH's 2.23% return. Over the past 10 years, PFLT has outperformed ECH with an annualized return of 5.33%, while ECH has yielded a comparatively lower 4.44% annualized return.


PFLT

1D
-1.32%
1M
-8.82%
YTD
-13.49%
6M
-11.20%
1Y
-17.85%
3Y*
0.05%
5Y*
0.63%
10Y*
5.33%

ECH

1D
-0.85%
1M
1.75%
YTD
2.23%
6M
5.27%
1Y
36.61%
3Y*
14.33%
5Y*
12.22%
10Y*
4.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFLT vs. ECH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PFLT
PennantPark Floating Rate Capital Ltd.
-13.49%-4.17%0.62%23.05%-5.53%32.64%-1.41%15.52%-8.29%5.49%
ECH
iShares MSCI Chile ETF
2.23%65.41%-8.67%9.01%25.12%-19.80%-7.13%-17.79%-18.98%41.79%

Correlation

The correlation between PFLT and ECH is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.27

Correlation (10Y)
Calculated over the trailing 10-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Apr 8, 2011

0.24

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Return for Risk

PFLT vs. ECH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFLT
PFLT Risk / Return Rank: 99
Overall Rank
PFLT Sharpe Ratio Rank: 88
Sharpe Ratio Rank
PFLT Sortino Ratio Rank: 1010
Sortino Ratio Rank
PFLT Omega Ratio Rank: 1212
Omega Ratio Rank
PFLT Calmar Ratio Rank: 1010
Calmar Ratio Rank
PFLT Martin Ratio Rank: 66
Martin Ratio Rank

ECH
ECH Risk / Return Rank: 3939
Overall Rank
ECH Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
ECH Sortino Ratio Rank: 4040
Sortino Ratio Rank
ECH Omega Ratio Rank: 3939
Omega Ratio Rank
ECH Calmar Ratio Rank: 3939
Calmar Ratio Rank
ECH Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFLT vs. ECH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PennantPark Floating Rate Capital Ltd. (PFLT) and iShares MSCI Chile ETF (ECH). 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.


PFLTECHDifference
Sharpe ratioReturn per unit of total volatility

-2.31

Sortino ratioReturn per unit of downside risk

-3.11

Omega ratioGain probability vs. loss probability

0.87

1.25

-0.38

Calmar ratioReturn relative to maximum drawdown

-0.82

1.86

-2.68

Martin ratioReturn relative to average drawdown

-1.50

4.41

-5.91

PFLT vs. ECH - Sharpe Ratio Comparison

The current PFLT Sharpe Ratio is -0.86, which is lower than the ECH Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of PFLT and ECH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PFLT vs. ECH - Drawdown Comparison

The maximum PFLT drawdown since its inception was -69.77%, smaller than the maximum ECH drawdown of -74.08%. Use the drawdown chart below to compare losses from any high point for PFLT and ECH.


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Drawdown Indicators


PFLTECHDifference

Max Drawdown

Largest peak-to-trough decline

-69.77%

-74.08%

+4.31%

Max Drawdown (1Y)

Largest decline over 1 year

-21.90%

-19.74%

-2.16%

Max Drawdown (3Y)

Largest decline over 3 years

-22.96%

-25.59%

+2.63%

Max Drawdown (5Y)

Largest decline over 5 years

-29.64%

-25.59%

-4.05%

Max Drawdown (10Y)

Largest decline over 10 years

-69.77%

-66.89%

-2.88%

Current Drawdown

Current decline from peak

-22.85%

-24.03%

+1.18%

Average Drawdown

Average peak-to-trough decline

-8.33%

-37.48%

+29.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.93%

8.33%

+3.60%

Volatility

PFLT vs. ECH - Volatility Comparison

The current volatility for PennantPark Floating Rate Capital Ltd. (PFLT) is 8.03%, while iShares MSCI Chile ETF (ECH) has a volatility of 9.09%. This indicates that PFLT experiences smaller price fluctuations and is considered to be less risky than ECH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PFLTECHDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.03%

9.09%

-1.06%

Volatility (6M)

Calculated over the trailing 6-month period

17.12%

21.20%

-4.08%

Volatility (1Y)

Calculated over the trailing 1-year period

20.81%

25.51%

-4.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.28%

27.63%

-6.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.98%

27.27%

+1.71%

Dividends

PFLT vs. ECH - Dividend Comparison

PFLT's dividend yield for the trailing twelve months is around 16.18%, more than ECH's 1.93% yield.


PositionTTM20252024202320222021202020192018201720162015
ECH
iShares MSCI Chile ETF
1.93%2.01%3.12%4.77%6.73%5.49%2.16%2.47%2.37%1.42%1.85%2.13%
PFLT
PennantPark Floating Rate Capital Ltd.
16.18%13.27%11.25%9.98%10.38%8.93%10.83%9.24%9.59%8.31%8.08%10.04%

Frequently Asked Questions


PFLT and ECH have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ECH has higher volatility (9.09%) compared to PFLT (8.03%). In terms of maximum drawdown, PFLT dropped -69.77% vs ECH's -74.08%.

ECH currently has the higher Sharpe Ratio (1.44 vs -0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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