Pershing Square Holdings Ltd (PSHZF)

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The chart shows the growth of an initial investment of $10,000 in Pershing Square Holdings Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Pershing Square Holdings Ltd (PSHZF) has returned -17.55% so far this year and 10.81% over the past 12 months. Looking at the last ten years, PSHZF has achieved an annualized return of 15.79%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Feb 10, 2015, PSHZF's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +21.9%, while the worst month was Feb 2016 at -14.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, PSHZF closed higher 48% of trading days. The best single day was Mar 25, 2020 with a return of +16.1%, while the worst single day was Mar 15, 2016 at -14.8%.

Pershing Square Holdings Ltd has an annualized alpha of 1.92%, beta of 0.76, and R² of 0.26 versus S&P 500 Index. Calculated based on daily prices since February 11, 2015.

• This stock participated in 118.09% of S&P 500 Index downside but only 104.13% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.26 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PSHZF ranks 51 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Pershing Square Holdings Ltd (PSHZF) and compare them to a chosen benchmark (S&P 500 Index).

Pershing Square Holdings Ltd provided a 1.26% dividend yield over the last twelve months, with an annual payout of $0.68 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Pershing Square Holdings Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Pershing Square Holdings Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Pershing Square Holdings Ltd was 56.97%, occurring on Apr 2, 2018. Recovery took 609 trading sessions.

The current Pershing Square Holdings Ltd drawdown is 20.26%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Pershing Square Holdings Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Pershing Square Holdings Ltd is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.