JPXGY vs. PGHN.SW
Compare and contrast key facts about Japan Exchange Group Inc ADR (JPXGY) and Partners Group Holding AG (PGHN.SW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPXGY or PGHN.SW.
Correlation
The correlation between JPXGY and PGHN.SW is 0.13, 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
JPXGY vs. PGHN.SW - Performance Comparison
Key characteristics
JPXGY:
-0.38
PGHN.SW:
0.85
JPXGY:
-0.33
PGHN.SW:
1.21
JPXGY:
0.96
PGHN.SW:
1.17
JPXGY:
-0.44
PGHN.SW:
0.76
JPXGY:
-0.79
PGHN.SW:
3.81
JPXGY:
14.33%
PGHN.SW:
5.46%
JPXGY:
30.04%
PGHN.SW:
24.44%
JPXGY:
-51.86%
PGHN.SW:
-68.48%
JPXGY:
-24.71%
PGHN.SW:
-5.48%
Fundamentals
JPXGY:
$11.34B
PGHN.SW:
CHF 36.85B
JPXGY:
$0.39
PGHN.SW:
CHF 36.92
JPXGY:
27.77
PGHN.SW:
38.23
JPXGY:
15.81
PGHN.SW:
2.69
JPXGY:
$81.71B
PGHN.SW:
CHF 976.50M
JPXGY:
$55.82B
PGHN.SW:
CHF 676.70M
JPXGY:
$53.01B
PGHN.SW:
CHF 626.90M
Returns By Period
In the year-to-date period, JPXGY achieves a -7.30% return, which is significantly lower than PGHN.SW's 14.11% return.
JPXGY
-7.30%
-1.79%
-9.61%
-13.72%
5.29%
N/A
PGHN.SW
14.11%
9.56%
20.94%
20.55%
11.94%
21.55%
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Risk-Adjusted Performance
JPXGY vs. PGHN.SW — Risk-Adjusted Performance Rank
JPXGY
PGHN.SW
JPXGY vs. PGHN.SW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Japan Exchange Group Inc ADR (JPXGY) and Partners Group Holding AG (PGHN.SW). 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
JPXGY vs. PGHN.SW - Dividend Comparison
JPXGY's dividend yield for the trailing twelve months is around 1.82%, less than PGHN.SW's 2.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPXGY Japan Exchange Group Inc ADR | 1.82% | 1.69% | 2.24% | 3.84% | 2.80% | 2.06% | 3.45% | 3.90% | 2.57% | 3.10% | 1.07% | 0.00% |
PGHN.SW Partners Group Holding AG | 2.78% | 3.17% | 3.05% | 4.04% | 1.82% | 2.45% | 2.48% | 3.19% | 2.25% | 2.20% | 2.35% | 2.50% |
Drawdowns
JPXGY vs. PGHN.SW - Drawdown Comparison
The maximum JPXGY drawdown since its inception was -51.86%, smaller than the maximum PGHN.SW drawdown of -68.48%. Use the drawdown chart below to compare losses from any high point for JPXGY and PGHN.SW. For additional features, visit the drawdowns tool.
Volatility
JPXGY vs. PGHN.SW - Volatility Comparison
Japan Exchange Group Inc ADR (JPXGY) has a higher volatility of 6.12% compared to Partners Group Holding AG (PGHN.SW) at 5.82%. This indicates that JPXGY's price experiences larger fluctuations and is considered to be riskier than PGHN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JPXGY vs. PGHN.SW - Financials Comparison
This section allows you to compare key financial metrics between Japan Exchange Group Inc ADR and Partners Group Holding AG. 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