PGHN.SW vs. EXO.AS

Last updated Jun 13, 2026

PGHN.SW (Partners Group Holding AG) and EXO.AS (Exor N.V.) are both stocks. PGHN.SW operates in Asset Management (Financial Services), while EXO.AS operates in Auto Manufacturers (Consumer Cyclical). Over the past 3 years, PGHN.SW returned -3.82%/yr vs -7.67%/yr for EXO.AS. A 0.55 correlation means they provide meaningful diversification when combined.

Performance

PGHN.SW vs. EXO.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in Partners Group Holding AG (PGHN.SW) and Exor N.V. (EXO.AS). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

PGHN.SW is traded in CHF, while EXO.AS is traded in EUR. To make them comparable, the EXO.AS 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 -25.14% return, which is significantly lower than EXO.AS's -8.02% return.

PGHN.SW

• 1D: 1.66%
• 1M: -16.77%
• YTD: -25.14%
• 6M: -22.70%
• 1Y: -30.00%
• 3Y*: -3.82%
• 5Y*: -9.31%
• 10Y*: 9.16%

EXO.AS

• 1D: 2.39%
• 1M: 2.49%
• YTD: -8.02%
• 6M: -7.43%
• 1Y: -19.74%
• 3Y*: -7.67%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PGHN.SW vs. EXO.AS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
PGHN.SW Partners Group Holding AG	-25.14%	-17.05%	4.64%	55.34%	-21.16%
EXO.AS Exor N.V.	-8.02%	-18.44%	-0.53%	25.15%	2.89%

Correlation

The correlation between PGHN.SW and EXO.AS is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.57
Correlation (3Y) Calculated over the trailing 3-year period	0.53
Correlation (All Time) Calculated using the full available price history since Aug 12, 2022	0.55

The correlation between PGHN.SW and EXO.AS has been stable across timeframes, ranging from 0.53 to 0.57 - a consistent structural relationship.

Return for Risk

PGHN.SW vs. EXO.AS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PGHN.SW

PGHN.SW Risk / Return Rank: 7
PGHN.SW Sharpe Ratio Rank: 6
PGHN.SW Sortino Ratio Rank: 10
PGHN.SW Omega Ratio Rank: 8
PGHN.SW Calmar Ratio Rank: 10
PGHN.SW Martin Ratio Rank: 2

EXO.AS

EXO.AS Risk / Return Rank: 16
EXO.AS Sharpe Ratio Rank: 11
EXO.AS Sortino Ratio Rank: 13
EXO.AS Omega Ratio Rank: 14
EXO.AS Calmar Ratio Rank: 21
EXO.AS Martin Ratio Rank: 23

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PGHN.SW vs. EXO.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Partners Group Holding AG (PGHN.SW) and Exor N.V. (EXO.AS). 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.

	PGHN.SW	EXO.AS	Difference
Sharpe ratio: Return per unit of total volatility	-0.96	-0.83	-0.13
Sortino ratio: Return per unit of downside risk	-1.19	-1.02	-0.17
Omega ratio: Gain probability vs. loss probability	0.82	0.87	-0.05
Calmar ratio: Return relative to maximum drawdown	-0.83	-0.60	-0.22
Martin ratio: Return relative to average drawdown	-1.80	-0.99	-0.81

PGHN.SW vs. EXO.AS - Sharpe Ratio Comparison

The current PGHN.SW Sharpe Ratio is -0.96, which is comparable to the EXO.AS Sharpe Ratio of -0.83. The chart below compares the historical Sharpe Ratios of PGHN.SW and EXO.AS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PGHN.SW vs. EXO.AS - Drawdown Comparison

The maximum PGHN.SW drawdown since its inception was -68.48%, which is greater than EXO.AS's maximum drawdown of -44.21%. Use the drawdown chart below to compare losses from any high point for PGHN.SW and EXO.AS.

Drawdown Indicators

	PGHN.SW	EXO.AS	Difference
Max Drawdown Largest peak-to-trough decline	-68.48%	-44.21%	-24.27%
Max Drawdown (1Y) Largest decline over 1 year	-36.60%	-32.29%	-4.31%
Max Drawdown (3Y) Largest decline over 3 years	-47.18%	-44.21%	-2.97%
Max Drawdown (5Y) Largest decline over 5 years	-53.18%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-53.18%	—	—
Current Drawdown Current decline from peak	-48.56%	-39.99%	-8.57%
Average Drawdown Average peak-to-trough decline	-14.43%	-14.29%	-0.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.83%	19.92%	-3.09%

Volatility

PGHN.SW vs. EXO.AS - Volatility Comparison

Partners Group Holding AG (PGHN.SW) has a higher volatility of 18.92% compared to Exor N.V. (EXO.AS) at 5.75%. This indicates that PGHN.SW's price experiences larger fluctuations and is considered to be riskier than EXO.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PGHN.SW	EXO.AS	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.92%	5.75%	+13.17%
Volatility (6M) Calculated over the trailing 6-month period	28.85%	16.26%	+12.59%
Volatility (1Y) Calculated over the trailing 1-year period	31.72%	23.96%	+7.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.57%	22.35%	+9.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.42%	22.35%	+5.07%

Dividends

PGHN.SW vs. EXO.AS - Dividend Comparison

PGHN.SW's dividend yield for the trailing twelve months is around 6.59%, more than EXO.AS's 0.73% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EXO.AS Exor N.V.	0.73%	0.68%	0.52%	0.49%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PGHN.SW Partners Group Holding AG	6.59%	4.28%	3.17%	3.05%	4.04%	1.82%	2.45%	2.48%	3.19%	2.25%	2.20%	2.35%

Financials

Frequently Asked Questions

Can I hold both PGHN.SW and EXO.AS in my portfolio?

PGHN.SW and EXO.AS have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.