PSHZF vs. FBGRX
PSHZF (Pershing Square Holdings, Ltd.) is a stock, while FBGRX (Fidelity Blue Chip Growth Fund) is Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, PSHZF returned 13.79%/yr vs 20.47%/yr for FBGRX. Their 0.41 correlation means their historical movements had little consistent relationship.
Performance
PSHZF vs. FBGRX - Performance Comparison
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Returns By Period
In the year-to-date period, PSHZF achieves a -23.42% return, which is significantly lower than FBGRX's 9.13% return. Over the past 10 years, PSHZF has underperformed FBGRX with an annualized return of 13.79%, while FBGRX has yielded a comparatively higher 20.47% annualized return.
PSHZF
- 1D
- 0.22%
- 1M
- 0.24%
- 6M
- -20.99%
- YTD
- -23.42%
- 1Y
- -7.76%
- 3Y*
- 10.45%
- 5Y*
- 8.42%
- 10Y*
- 13.79%
- ALL TIME*
- 6.81%
FBGRX
- 1D
- -0.42%
- 1M
- -5.42%
- 6M
- 7.51%
- YTD
- 9.13%
- 1Y
- 21.45%
- 3Y*
- 24.99%
- 5Y*
- 13.06%
- 10Y*
- 20.47%
- ALL TIME*
- 13.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $613.82K | $630.05K | $999.18K |
PSHZF vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSHZF Pershing Square Holdings, Ltd. | -23.42% | 36.74% | 4.57% | 37.43% | -15.13% | 17.80% | 89.27% | 53.54% | -8.09% | -5.08% |
FBGRX Fidelity Blue Chip Growth Fund | 9.13% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Correlation
The correlation between PSHZF and FBGRX is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.44 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.42 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2015 | 0.41 |
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Return for Risk
PSHZF vs. FBGRX — Risk / Return Rank
PSHZF
FBGRX
PSHZF vs. FBGRX - Risk-Adjusted Trends 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.
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.
| PSHZF | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.39 | ||
| Sortino ratioReturn per unit of downside risk | -1.85 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.19 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.29 | 1.64 | -1.92 |
| Martin ratioReturn relative to average drawdown | -0.57 | 6.00 | -6.58 |
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Drawdowns
PSHZF vs. FBGRX - Drawdown Comparison
The maximum PSHZF drawdown since its inception was -56.97%, roughly equal to the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for PSHZF and FBGRX.
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Drawdown Indicators
| PSHZF | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.97% | -58.64% | +1.67% |
Max Drawdown (1Y)Largest decline over 1 year | -27.24% | -12.65% | -14.59% |
Max Drawdown (3Y)Largest decline over 3 years | -27.24% | -27.07% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -31.46% | -43.08% | +11.62% |
Max Drawdown (10Y)Largest decline over 10 years | -32.96% | -43.08% | +10.12% |
Current DrawdownCurrent decline from peak | -25.94% | -8.65% | -17.29% |
Average DrawdownAverage peak-to-trough decline | -23.16% | -12.49% | -10.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.62% | 3.44% | +10.18% |
Volatility
PSHZF vs. FBGRX - Volatility Comparison
Pershing Square Holdings, Ltd. (PSHZF) has a higher volatility of 7.58% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.19%. This indicates that PSHZF's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSHZF | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.58% | 6.19% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 18.11% | 15.67% | +2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 19.71% | +3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 25.19% | -0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.03% | 23.81% | +1.22% |
Dividends
PSHZF vs. FBGRX - Dividend Comparison
PSHZF's dividend yield for the trailing twelve months is around 1.40%, less than FBGRX's 1.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.74% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
PSHZF Pershing Square Holdings, Ltd. | 1.40% | 1.01% | 1.21% | 1.12% | 1.38% | 1.14% | 1.35% | 1.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PSHZF and FBGRX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSHZF has higher volatility (7.58%) compared to FBGRX (6.19%). In terms of maximum drawdown, PSHZF dropped -56.97% vs FBGRX's -58.64%.
FBGRX currently has the higher Sharpe Ratio (1.05 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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