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PFLT vs SPY

Comparison between PennantPark Floating Rate Capital Ltd (PFLT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PFLT, delivering a return of +13.4% compared to +1.1%

PFLT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
PFLT
$802M
Winner
SPY
$784B
Expense Ratio
PFLT
N/A
SPY
0.09%
Max Drawdown
PFLT
74.83%
Winner
SPY
56.47%
Sharpe Ratio
PFLT
-0.80
Winner
SPY
1.56
5Y Beta
Winner
PFLT
0.65
SPY
1.00
Industry
PFLT
Asset Management
SPY
N/A
P/E Ratio
Winner
PFLT
12.94
SPY
28.29
Forward P/E
Winner
PFLT
7.69
SPY
21.75
PEG Ratio
PFLT
0.26
SPY
N/A
Dividend Yield
PFLT
15.40%
SPY
N/A
5Y Dividends CAGR
PFLT
1.53%
Winner
SPY
5.43%
5Y EPS CAGR
PFLT
N/A
SPY
25.98%
Debt to Equity
Winner
PFLT
0.00%
SPY
30.79%
Free Cash Flow Yield
PFLT
-24.56%
SPY
N/A
P/S Ratio
Winner
PFLT
2.98
SPY
3.79
P/B Ratio
Winner
PFLT
0.77
SPY
5.67

PFLT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PFLT
-7.91%
Winner
SPY
+0.48%
3M
PFLT
+2.92%
Winner
SPY
+11.67%
6M
PFLT
-9.05%
Winner
SPY
+9.42%
1Y
PFLT
-13.02%
Winner
SPY
+24.27%
5Y(CAGR)
PFLT
+1.14%
Winner
SPY
+13.36%
10Y(CAGR)
PFLT
+6.20%
Winner
SPY
+15.42%
Max(CAGR)
PFLT
+6.20%
Winner
SPY
+8.49%

PFLT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPFLTSPY
2026-9.95%+8.88%
2025-4.67%+18.00%
2024+0.72%+25.59%
2023+21.98%+26.72%
2022-6.74%-18.64%
2021+33.61%+30.52%
2020-1.51%+17.28%
2019+13.25%+31.09%
2018-8.44%-5.24%
2017+5.00%+20.78%
2016+35.22%+13.59%
2015-11.11%+1.31%
2014+7.94%+14.56%
2013+13.10%+29.00%
2012+30.51%+14.17%
2011-19.85%+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PFLT vs SPY Drawdown Comparison

The maximum drawdown for PFLT was -69.68%, occurring on Mar 18, 2020. Recovery took 227 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PFLT drawdown is -18.51%. The current SPY drawdown is -2.35%.

RankPFLTSPY
#1-69.68%
Feb 14, 2020 - Jan 8, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.60%
Apr 19, 2022 - Dec 22, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.34%
Jun 24, 2015 - Aug 18, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.34%
May 6, 2011 - Aug 7, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.91%
Mar 27, 2025 - Mar 27, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.66%
Jun 14, 2018 - Feb 22, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.76%
Oct 20, 2017 - Jun 7, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.90%
May 3, 2019 - Feb 7, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.55%
Jun 19, 2013 - Feb 26, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.44%
Jan 8, 2024 - Oct 3, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.08%
Nov 15, 2021 - Mar 28, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.57%
Oct 21, 2024 - Mar 25, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.52%
Nov 25, 2014 - Jan 7, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.94%
Oct 5, 2016 - Nov 21, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.14%
Nov 2, 2012 - Jan 4, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PFLT and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

PFLT vs SPY dividend yield comparison.

YearPFLTSPY
20266.42%0.24%
202513.27%1.07%
202411.25%1.21%
20239.98%1.40%
202210.38%1.65%
20218.93%1.20%
202010.83%1.52%
20199.24%1.75%
20189.59%2.04%
20178.31%1.80%
20168.08%2.03%
201510.04%2.06%
20147.87%1.87%
20137.63%1.81%
20127.46%2.18%
20114.47%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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