PSHZF vs. FBGRX
Compare and contrast key facts about Pershing Square Holdings Ltd (PSHZF) and Fidelity Blue Chip Growth Fund (FBGRX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSHZF or FBGRX.
Key characteristics
| PSHZF | FBGRX | |
|---|---|---|
| YTD Return | 3.44% | 23.93% |
| 1Y Return | 30.20% | 38.27% |
| 3Y Return (Ann) | 11.56% | 6.93% |
| 5Y Return (Ann) | 21.31% | 21.36% |
| Sharpe Ratio | 1.42 | 1.91 |
| Daily Std Dev | 21.22% | 19.87% |
| Max Drawdown | -56.97% | -57.42% |
| Current Drawdown | -13.05% | -6.37% |
Correlation
The correlation between PSHZF and FBGRX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PSHZF vs. FBGRX - Performance Comparison
In the year-to-date period, PSHZF achieves a 3.44% return, which is significantly lower than FBGRX's 23.93% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PSHZF vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pershing Square Holdings Ltd (PSHZF) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
Dividends
PSHZF vs. FBGRX - Dividend Comparison
PSHZF's dividend yield for the trailing twelve months is around 1.19%, less than FBGRX's 5.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSHZF Pershing Square Holdings Ltd | 1.19% | 1.12% | 1.16% | 0.97% | 1.13% | 2.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 5.94% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
PSHZF vs. FBGRX - Drawdown Comparison
The maximum PSHZF drawdown since its inception was -56.97%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for PSHZF and FBGRX. For additional features, visit the drawdowns tool.
Volatility
PSHZF vs. FBGRX - Volatility Comparison
The current volatility for Pershing Square Holdings Ltd (PSHZF) is 5.80%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.64%. This indicates that PSHZF experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.