PSHZF vs. FBGRX

In the year-to-date period, PSHZF achieves a 3.85% return, which is significantly higher than FBGRX's -5.93% return. Over the past 10 years, PSHZF has underperformed FBGRX with an annualized return of 7.55%, while FBGRX has yielded a comparatively higher 12.01% annualized return.

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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.

The current PSHZF Sharpe Ratio is -0.14, which is lower than the FBGRX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of PSHZF and FBGRX, 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 has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.25%.

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.

The current volatility for Pershing Square Holdings Ltd (PSHZF) is 7.63%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 8.26%. 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.