PSHZF vs. DEMSX

In the year-to-date period, PSHZF achieves a -2.05% return, which is significantly lower than DEMSX's -0.76% return. Over the past 10 years, PSHZF has outperformed DEMSX with an annualized return of 6.87%, while DEMSX has yielded a comparatively lower 3.08% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Pershing Square Holdings Ltd (PSHZF) and DFA Emerging Markets Small Cap Portfolio (DEMSX). 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.

The current PSHZF Sharpe Ratio is -0.16, which is lower than the DEMSX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of PSHZF and DEMSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PSHZF's dividend yield for the trailing twelve months is around 1.28%, less than DEMSX's 3.31% yield.

The maximum PSHZF drawdown since its inception was -56.97%, smaller than the maximum DEMSX drawdown of -68.86%. Use the drawdown chart below to compare losses from any high point for PSHZF and DEMSX. For additional features, visit the drawdowns tool.

Pershing Square Holdings Ltd (PSHZF) has a higher volatility of 14.39% compared to DFA Emerging Markets Small Cap Portfolio (DEMSX) at 7.77%. This indicates that PSHZF's price experiences larger fluctuations and is considered to be riskier than DEMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.