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PSH.AS vs. HGT.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

PSH.AS vs. HGT.L

Last updated Jun 5, 2026

PSH.AS (Pershing Square Holdings Ltd) and HGT.L (HgCapital Trust plc) are both stocks. Both are in the Financial Services sector — PSH.AS in Asset Management, HGT.L in Collective Investments. Over the past year, PSH.AS returned 0.64% vs -24.22% for HGT.L. At a 0.00 correlation, their price movements are largely independent.

Performance

PSH.AS vs. HGT.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pershing Square Holdings Ltd (PSH.AS) and HgCapital Trust plc (HGT.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

PSH.AS is traded in USD, while HGT.L is traded in GBp. To make them comparable, the HGT.L values have been converted to USD using the latest available exchange rates.

Returns By Period

PSH.AS

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.64%
3Y*
—
5Y*
—
10Y*
—

HGT.L

1D
-7.16%
1M
-0.23%
YTD
-25.10%
6M
-20.80%
1Y
-24.22%
3Y*
1.58%
5Y*
2.79%
10Y*
22.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSH.AS vs. HGT.L - Yearly Performance Comparison

2026 (YTD)2025
PSH.AS
Pershing Square Holdings Ltd		0.00%0.96%
HGT.L
HgCapital Trust plc		-25.10%-0.01%

Correlation

The correlation between PSH.AS and HGT.L is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.04

Correlation (All Time)
Calculated using the full available price history since Apr 29, 2025

0.00

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Pershing Square Holdings Ltd

HgCapital Trust plc

Often compared with PSH.AS:
PSH.AS vs. SPYPSH.AS vs. BRK-BPSH.AS vs. ATT.LPSH.AS vs. VMID.LPSH.AS vs. QQQPSH.AS vs. VOOPSH.AS vs. BRK-A
Often compared with HGT.L:
HGT.L vs. HVPE.LHGT.L vs. OCI.LHGT.L vs. EDIN.LHGT.L vs. MYI.LHGT.L vs. ATT.LHGT.L vs. AGT.LHGT.L vs. CSP1.L

Return for Risk

PSH.AS vs. HGT.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PSH.AS
HGT.L
HGT.L Risk / Return Rank: 1414
Overall Rank
HGT.L Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
HGT.L Sortino Ratio Rank: 1515
Sortino Ratio Rank
HGT.L Omega Ratio Rank: 1414
Omega Ratio Rank
HGT.L Calmar Ratio Rank: 2020
Calmar Ratio Rank
HGT.L Martin Ratio Rank: 66
Martin Ratio Rank
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.

PSH.AS vs. HGT.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pershing Square Holdings Ltd (PSH.AS) and HgCapital Trust plc (HGT.L). 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.

PSH.ASHGT.LDifference
Sharpe ratioReturn per unit of total volatility
1.41
-0.67

+2.08

Sortino ratioReturn per unit of downside risk

—

-0.79

—

Omega ratioGain probability vs. loss probability

—

0.89

—

Calmar ratioReturn relative to maximum drawdown

—

-0.63

—

Martin ratioReturn relative to average drawdown

—

-1.49

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PSH.AS vs. HGT.L - Sharpe Ratio Comparison

The current PSH.AS Sharpe Ratio is 1.41, which is higher than the HGT.L Sharpe Ratio of -0.67. The chart below compares the historical Sharpe Ratios of PSH.AS and HGT.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

PSH.ASHGT.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

-0.67

+2.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.08

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.63

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.66

0.77

+0.89

Drawdowns

PSH.AS vs. HGT.L - Drawdown Comparison

The maximum PSH.AS drawdown since its inception was 0.00%, smaller than the maximum HGT.L drawdown of -49.45%. Use the drawdown chart below to compare losses from any high point for PSH.AS and HGT.L.

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Drawdown Indicators

PSH.ASHGT.LDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-49.45%

+49.45%

Max Drawdown (1Y)

Largest decline over 1 year

0.00%

-38.47%

+38.47%

Max Drawdown (3Y)

Largest decline over 3 years

—

-38.47%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-39.28%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-49.06%

—

Current Drawdown

Current decline from peak

0.00%

-28.07%

+28.07%

Average Drawdown

Average peak-to-trough decline

0.00%

-8.95%

+8.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

16.26%

-16.26%

Volatility

PSH.AS vs. HGT.L - Volatility Comparison

The current volatility for Pershing Square Holdings Ltd (PSH.AS) is 0.00%, while HgCapital Trust plc (HGT.L) has a volatility of 15.41%. This indicates that PSH.AS experiences smaller price fluctuations and is considered to be less risky than HGT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

PSH.ASHGT.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

15.41%

-15.41%

Volatility (6M)

Calculated over the trailing 6-month period

0.00%

33.27%

-33.27%

Volatility (1Y)

Calculated over the trailing 1-year period

0.45%

36.01%

-35.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.52%

33.25%

-32.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.52%

35.50%

-34.98%

Dividends

PSH.AS vs. HGT.L - Dividend Comparison

PSH.AS's dividend yield for the trailing twelve months is around 0.64%, less than HGT.L's 1.31% yield.

PositionTTM20252024202320222021202020192018201720162015
HGT.L
HgCapital Trust plc		1.31%1.08%1.21%1.50%2.14%1.19%1.64%12.35%25.77%35.07%25.96%28.70%
PSH.AS
Pershing Square Holdings Ltd		0.64%0.96%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

PSH.AS vs. HGT.L - Financials Comparison

This section allows you to compare key financial metrics between Pershing Square Holdings Ltd and HgCapital Trust plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

Please note, different currencies. PSH.AS values in USD, HGT.L values in GBp

Frequently Asked Questions

PSH.AS and HGT.L have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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