Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSHZF (Pershing Square Holdings Ltd) | -19.18% | -0.87% | 15.79% | 9.02% | 14.53% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSHZF (Pershing Square Holdings Ltd) | 06/10/2015 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.50 | -0.87 | 15.79 | 9.02 | 14.53 | NA | NA | … | … | -19.18 | 36.73 | 4.57 | 37.42 | -15.33 | 17.58 | 88.59 | 56.91 | -9.85 | -4.76 | -28.04 | -26.08 |
| Sharpe Ratio | NA | 0.04 | 0.63 | 0.29 | 0.51 | NA | NA | … | … | -1.44 | 1.35 | 0.04 | 1.93 | -0.51 | 0.84 | 2.15 | 3.28 | -0.56 | -0.36 | -0.80 | -1.26 |
| Standard Deviation(%) | NA | 22.53 | 22.87 | 24.37 | 24.81 | NA | NA | … | … | 25.61 | 25.15 | 21.60 | 17.70 | 32.85 | 20.87 | 40.94 | 16.92 | 20.31 | 15.09 | 35.29 | 33.03 |
| Draw Down(%) | NA | 22.36 | 25.66 | 31.51 | 32.96 | NA | NA | … | … | 19.96 | 25.66 | 18.85 | 9.52 | 31.51 | 11.42 | 32.96 | 7.82 | 19.94 | 18.15 | 36.83 | 32.98 |
| Yield(%) | 0.00 | 1.99 | 2.13 | 1.71 | 2.73 | 1.00 | 0.75 | … | … | 1.12 | 1.35 | 1.29 | 1.50 | 0.98 | 1.12 | 2.04 | 3.16 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSHZF (Pershing Square Holdings Ltd) |
-17.78%
Jul 2015 – Jul 2018 |
-1.27%
Jul 2015 – Jul 2020 |
8.46%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSHZF (Pershing Square Holdings Ltd) |
51.53%
Dec 2018 – Dec 2021 |
32.27%
Dec 2018 – Dec 2023 |
15.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart