PGHN.SW vs. ENX.PA
PGHN.SW (Partners Group Holding AG) and ENX.PA (Euronext N.V.) are both stocks. Both are in the Financial Services sector — PGHN.SW in Asset Management, ENX.PA in Financial Data & Stock Exchanges. Over the past 10 years, PGHN.SW returned 9.25%/yr vs 17.95%/yr for ENX.PA. At a 0.37 correlation, their price movements are largely independent.
Performance
PGHN.SW vs. ENX.PA - Performance Comparison
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Different Trading Currencies
PGHN.SW is traded in CHF, while ENX.PA is traded in EUR. To make them comparable, the ENX.PA values have been converted to CHF using the latest available exchange rates.
Returns By Period
In the year-to-date period, PGHN.SW achieves a -23.51% return, which is significantly lower than ENX.PA's 10.99% return. Over the past 10 years, PGHN.SW has underperformed ENX.PA with an annualized return of 9.25%, while ENX.PA has yielded a comparatively higher 17.95% annualized return.
PGHN.SW
- 1D
- 0.00%
- 1M
- -14.81%
- YTD
- -23.51%
- 6M
- -21.15%
- 1Y
- -30.43%
- 3Y*
- -1.32%
- 5Y*
- -8.69%
- 10Y*
- 9.25%
ENX.PA
- 1D
- 0.00%
- 1M
- 4.40%
- YTD
- 10.99%
- 6M
- 10.93%
- 1Y
- -3.42%
- 3Y*
- 31.23%
- 5Y*
- 8.93%
- 10Y*
- 17.95%
PGHN.SW vs. ENX.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGHN.SW Partners Group Holding AG | -23.51% | -17.05% | 4.64% | 55.34% | -44.24% | 48.58% | 21.49% | 53.40% | -8.45% | 43.44% |
ENX.PA Euronext N.V. | 10.99% | 19.50% | 43.32% | 10.45% | -25.98% | 18.51% | 26.33% | 42.96% | -3.32% | 49.35% |
Correlation
The correlation between PGHN.SW and ENX.PA is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 2014 | 0.37 |
The correlation between PGHN.SW and ENX.PA shifts across timeframes, from 0.18 (1 year) to 0.37 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
PGHN.SW vs. ENX.PA — Risk / Return Rank
PGHN.SW
ENX.PA
PGHN.SW vs. ENX.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Partners Group Holding AG (PGHN.SW) and Euronext N.V. (ENX.PA). 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.
| PGHN.SW | ENX.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.00 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | -0.08 | -0.76 |
| Martin ratioReturn relative to average drawdown | -1.87 | -0.16 | -1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PGHN.SW | ENX.PA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.98 | -0.11 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.28 | 0.40 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.69 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.73 | -0.19 |
Drawdowns
PGHN.SW vs. ENX.PA - Drawdown Comparison
The maximum PGHN.SW drawdown since its inception was -68.48%, which is greater than ENX.PA's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for PGHN.SW and ENX.PA.
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Drawdown Indicators
| PGHN.SW | ENX.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.48% | -46.89% | -21.59% |
Max Drawdown (1Y)Largest decline over 1 year | -36.56% | -27.00% | -9.56% |
Max Drawdown (3Y)Largest decline over 3 years | -47.15% | -27.00% | -20.15% |
Max Drawdown (5Y)Largest decline over 5 years | -53.18% | -46.89% | -6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -53.18% | -46.89% | -6.29% |
Current DrawdownCurrent decline from peak | -47.44% | -7.30% | -40.14% |
Average DrawdownAverage peak-to-trough decline | -14.40% | -13.57% | -0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.37% | 13.87% | +2.50% |
Volatility
PGHN.SW vs. ENX.PA - Volatility Comparison
Partners Group Holding AG (PGHN.SW) has a higher volatility of 18.62% compared to Euronext N.V. (ENX.PA) at 8.44%. This indicates that PGHN.SW's price experiences larger fluctuations and is considered to be riskier than ENX.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGHN.SW | ENX.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.62% | 8.44% | +10.18% |
Volatility (6M)Calculated over the trailing 6-month period | 28.65% | 17.28% | +11.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.58% | 21.41% | +10.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.55% | 22.05% | +9.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.40% | 25.45% | +1.95% |
Dividends
PGHN.SW vs. ENX.PA - Dividend Comparison
PGHN.SW's dividend yield for the trailing twelve months is around 6.45%, more than ENX.PA's 2.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENX.PA Euronext N.V. | 2.25% | 2.27% | 2.29% | 2.82% | 2.79% | 1.61% | 1.93% | 2.32% | 3.77% | 3.00% | 3.46% | 1.95% |
PGHN.SW Partners Group Holding AG | 6.45% | 4.28% | 3.17% | 3.05% | 4.04% | 1.82% | 2.45% | 2.48% | 3.19% | 2.25% | 2.20% | 2.35% |
Financials
PGHN.SW vs. ENX.PA - Financials Comparison
This section allows you to compare key financial metrics between Partners Group Holding AG and Euronext N.V.. 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
PGHN.SW and ENX.PA have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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