USLM vs. PCFT.L
USLM (United States Lime & Minerals, Inc.) and PCFT.L (Polar Capital Global Financials Trust plc) are both stocks. USLM operates in Building Materials (Basic Materials), while PCFT.L operates in Collective Investments (Financial Services). Over the past 10 years, USLM returned 26.57%/yr vs 12.37%/yr for PCFT.L. At a 0.14 correlation, their price movements are largely independent.
Performance
USLM vs. PCFT.L - Performance Comparison
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Different Trading Currencies
USLM 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, USLM achieves a -9.38% return, which is significantly lower than PCFT.L's 1.73% return. Over the past 10 years, USLM has outperformed PCFT.L with an annualized return of 26.57%, while PCFT.L has yielded a comparatively lower 12.37% annualized return.
USLM
- 1D
- 2.30%
- 1M
- -0.82%
- YTD
- -9.38%
- 6M
- -17.05%
- 1Y
- 8.96%
- 3Y*
- 41.21%
- 5Y*
- 31.26%
- 10Y*
- 26.57%
PCFT.L
- 1D
- 1.82%
- 1M
- 3.76%
- YTD
- 1.73%
- 6M
- 6.32%
- 1Y
- 14.41%
- 3Y*
- 24.93%
- 5Y*
- 9.05%
- 10Y*
- 12.37%
USLM vs. PCFT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USLM United States Lime & Minerals, Inc. | -9.38% | -9.59% | 188.91% | 64.34% | 9.84% | 13.69% | 27.15% | 35.03% | -7.26% | 2.47% |
PCFT.L Polar Capital Global Financials Trust plc | 1.73% | 34.09% | 29.57% | 6.13% | -18.94% | 24.25% | 3.94% | 27.95% | -17.93% | 27.21% |
Correlation
The correlation between USLM and PCFT.L is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2013 | 0.14 |
Fundamentals
USLM:
$6.07
PCFT.L:
£0.90
USLM:
17.87
PCFT.L:
2.56
USLM:
0.46
PCFT.L:
0.00
USLM:
6.33
PCFT.L:
3.04
USLM:
$369.31M
PCFT.L:
£184.77M
USLM:
$177.91M
PCFT.L:
£181.04M
USLM:
$185.83M
PCFT.L:
£232.42M
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Return for Risk
USLM vs. PCFT.L — Risk / Return Rank
USLM
PCFT.L
USLM vs. PCFT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United States Lime & Minerals, Inc. (USLM) 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.
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.
| USLM | PCFT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.16 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.98 | -0.64 |
| Martin ratioReturn relative to average drawdown | 0.79 | 2.82 | -2.03 |
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Drawdowns
USLM vs. PCFT.L - Drawdown Comparison
The maximum USLM drawdown since its inception was -77.09%, 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 USLM and PCFT.L.
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Drawdown Indicators
| USLM | PCFT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.09% | -47.20% | -29.89% |
Max Drawdown (1Y)Largest decline over 1 year | -26.55% | -14.63% | -11.92% |
Max Drawdown (3Y)Largest decline over 3 years | -45.87% | -14.63% | -31.24% |
Max Drawdown (5Y)Largest decline over 5 years | -45.87% | -39.96% | -5.91% |
Max Drawdown (10Y)Largest decline over 10 years | -45.87% | -47.20% | +1.33% |
Current DrawdownCurrent decline from peak | -30.93% | -3.15% | -27.78% |
Average DrawdownAverage peak-to-trough decline | -27.35% | -11.57% | -15.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.39% | 5.11% | +6.28% |
Volatility
USLM vs. PCFT.L - Volatility Comparison
United States Lime & Minerals, Inc. (USLM) has a higher volatility of 9.89% compared to Polar Capital Global Financials Trust plc (PCFT.L) at 3.16%. This indicates that USLM'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
| USLM | PCFT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | 3.16% | +6.73% |
Volatility (6M)Calculated over the trailing 6-month period | 32.08% | 13.51% | +18.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.42% | 17.13% | +23.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.95% | 19.93% | +16.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.38% | 22.47% | +13.91% |
Dividends
USLM vs. PCFT.L - Dividend Comparison
USLM's dividend yield for the trailing twelve months is around 0.22%, less than PCFT.L's 3.93% 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
USLM vs. PCFT.L - Financials Comparison
This section allows you to compare key financial metrics between United States Lime & Minerals, Inc. 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
USLM and PCFT.L have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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