PGHN.SW vs. RF.PA
PGHN.SW (Partners Group Holding AG) and RF.PA (Eurazeo) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, PGHN.SW returned 9.16%/yr vs 1.81%/yr for RF.PA. At a 0.49 correlation, their price movements are largely independent.
Performance
PGHN.SW vs. RF.PA - Performance Comparison
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Different Trading Currencies
PGHN.SW is traded in CHF, while RF.PA is traded in EUR. To make them comparable, the RF.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 -25.14% return, which is significantly lower than RF.PA's -16.05% return. Over the past 10 years, PGHN.SW has outperformed RF.PA with an annualized return of 9.16%, while RF.PA has yielded a comparatively lower 1.81% annualized 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%
RF.PA
- 1D
- 1.43%
- 1M
- -4.97%
- YTD
- -16.05%
- 6M
- -16.50%
- 1Y
- -26.68%
- 3Y*
- -11.40%
- 5Y*
- -9.54%
- 10Y*
- 1.81%
PGHN.SW vs. RF.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGHN.SW Partners Group Holding AG | -25.14% | -17.05% | 4.64% | 55.34% | -44.24% | 48.58% | 21.49% | 53.40% | -8.45% | 43.44% |
RF.PA Eurazeo | -16.05% | -23.37% | 4.32% | 20.18% | -24.86% | 35.65% | -9.31% | 6.90% | -13.22% | 70.55% |
Correlation
The correlation between PGHN.SW and RF.PA 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 | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Sep 6, 2007 | 0.49 |
The correlation between PGHN.SW and RF.PA shifts across timeframes, from 0.49 (all time) to 0.59 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
PGHN.SW vs. RF.PA — Risk / Return Rank
PGHN.SW
RF.PA
PGHN.SW vs. RF.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Partners Group Holding AG (PGHN.SW) and Eurazeo (RF.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.
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 | RF.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 0.87 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | -0.62 | -0.21 |
| Martin ratioReturn relative to average drawdown | -1.80 | -1.22 | -0.58 |
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Drawdowns
PGHN.SW vs. RF.PA - Drawdown Comparison
The maximum PGHN.SW drawdown since its inception was -68.48%, smaller than the maximum RF.PA drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for PGHN.SW and RF.PA.
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Drawdown Indicators
| PGHN.SW | RF.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.48% | -84.32% | +15.84% |
Max Drawdown (1Y)Largest decline over 1 year | -36.60% | -42.68% | +6.08% |
Max Drawdown (3Y)Largest decline over 3 years | -47.18% | -56.34% | +9.16% |
Max Drawdown (5Y)Largest decline over 5 years | -53.18% | -58.01% | +4.83% |
Max Drawdown (10Y)Largest decline over 10 years | -53.18% | -58.01% | +4.83% |
Current DrawdownCurrent decline from peak | -48.56% | -49.36% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -14.43% | -27.27% | +12.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.83% | 21.77% | -4.94% |
Volatility
PGHN.SW vs. RF.PA - Volatility Comparison
Partners Group Holding AG (PGHN.SW) has a higher volatility of 18.92% compared to Eurazeo (RF.PA) at 7.11%. This indicates that PGHN.SW's price experiences larger fluctuations and is considered to be riskier than RF.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 | RF.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.92% | 7.11% | +11.81% |
Volatility (6M)Calculated over the trailing 6-month period | 28.85% | 22.80% | +6.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.72% | 31.82% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.57% | 28.35% | +3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 28.23% | -0.81% |
Dividends
PGHN.SW vs. RF.PA - Dividend Comparison
PGHN.SW's dividend yield for the trailing twelve months is around 6.59%, less than RF.PA's 6.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
RF.PA Eurazeo | 6.87% | 4.97% | 3.36% | 3.06% | 5.16% | 1.95% | 0.00% | 1.95% | 2.02% | 1.64% | 2.38% | 2.19% |
Financials
PGHN.SW vs. RF.PA - Financials Comparison
This section allows you to compare key financial metrics between Partners Group Holding AG and Eurazeo. 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 RF.PA 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.
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