Partners Group Holding AG

10-Year Study

0QOQ.LSE · · GB · Common Stock

Executive Summary: Partners Group Holding AG has compounded at 11.8% annually over the last 10 years, with a maximum drawdown of 48.9% and an annualized volatility of 58.7%.

1Y CAGR
-18.0%
3Y CAGR
+6.5%
5Y CAGR
-4.8%
10Y CAGR
+11.8%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
48.9%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.45
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.69
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
26.3%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +53.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -43.6%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20267.1-19.2-0.88.9————————-6.5%
202513.7-6.0-4.9-13.36.0-5.35.60.8-5.8-4.9-4.23.0-16.6%
2024-3.07.91.2-6.84.3-5.03.23.73.6-4.34.9-4.44.1%
20233.44.5-4.50.6-0.02.416.6-2.88.6-7.420.35.253.5%
2022-15.8-2.7-7.0-9.21.6-16.519.0-7.6-15.011.82.9-10.6-43.6%
20211.43.610.37.76.43.710.74.6-9.88.9-0.7-4.448.8%
2020-0.3-6.1-19.413.58.48.22.73.6-7.3-2.518.56.321.6%
201915.05.70.26.1-5.79.13.51.1-4.60.49.65.353.9%
20188.5-5.43.32.50.42.23.41.12.4-7.9-8.2-9.8-8.9%
20174.45.42.011.44.2-1.9—4.25.12.60.1-0.343.2%
2016———-0.57.4-0.710.52.08.61.5-0.7-3.326.7%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 58.7%. The dominant macroeconomic risk driver is SHV.US, accounting for 12.5% of variance. Idiosyncratic stock-specific factors contribute 58.3%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019950.918272078245
2016-05-0110689.89265505508
2016-06-0110610.430016747683
2016-07-0111728.685414171729
2016-08-0111959.046124577568
2016-09-0112983.727051116153
2016-10-0113182.05284582172
2016-11-0113095.016974669436
2016-12-0112666.407891083398
2017-01-0113221.717300930783
2017-02-0113935.69156953491
2017-03-0114213.346274458603
2017-04-0115839.620606372424
2017-05-0116497.50649900918
2017-06-0116185.722978040087
2017-08-0116863.51676017662
2017-09-0117728.03014653431
2017-10-0118193.995116109414
2017-11-0118206.083431547228
2017-12-0118144.54739552229
2018-01-0119682.46265203212
2018-02-0118625.782001395695
2018-03-0119249.35256249413
2018-04-0119724.484944504602
2018-05-0119807.181691076148
2018-06-0120238.377357441455
2018-07-0120933.85491980362
2018-08-0121170.317854072386
2018-09-0121671.059165177772
2018-10-0119960.18774016069
2018-11-0118318.861959883685
2018-12-0116524.530130522133
2019-01-0119000.42828180168
2019-02-0120085.371308356913
2019-03-0120127.101510529148
2019-04-0121360.042821141848
2019-05-0120149.564310366004
2019-06-0121983.947702463443
2019-07-0122757.828635899587
2019-08-0123004.324696023737
2019-09-0121949.55143023951
2019-10-0122047.004015713752
2019-11-0124168.012452196606
2019-12-0125437.75010231958
2020-01-0125360.36024939585
2020-02-0123818.33109456089
2020-03-0119192.24363005602
2020-04-0121777.580626600557
2020-05-0123604.112772193846
2020-06-0125535.46662481212
2020-07-0126224.810290869147
2020-08-0127181.574943860593
2020-09-0125184.85268971177
2020-10-0124560.87390602505
2020-11-0129101.041073174954
2020-12-0130931.370392671415
2021-01-0131377.068518401866
2021-02-0132506.166448537384
2021-03-0135863.75148816489
2021-04-0138627.07353320521
2021-05-0141088.90560098986
2021-06-0142624.5369225014
2021-07-0147192.234480239385
2021-08-0149384.68538883377
2021-09-0144528.483555140134
2021-10-0148491.57882549435
2021-11-0148174.35468278817
2021-12-0146033.87825183603
2022-01-0138738.37401423923
2022-02-0137674.52483418597
2022-03-0135019.36769840233
2022-04-0131806.057671294242
2022-05-0132305.5707954745
2022-06-0126977.315844983805
2022-07-0132111.380014055525
2022-08-0129680.692514429436
2022-09-0125233.60713573084
2022-10-0128206.692246269424
2022-11-0129012.45325235511
2022-12-0125946.28283420497
2023-01-0126841.198245909767
2023-02-0128044.44840154463
2023-03-0126776.822247567998
2023-04-0126946.079778658896
2023-05-0126936.6378717245
2023-06-0127594.939025270032
2023-07-0132165.948112797534
2023-08-0131271.47963444371
2023-09-0133962.64833700323
2023-10-0131443.918486395105
2023-11-0137831.694049839054
2023-12-0139815.289836278105
2024-01-0138603.09045614299
2024-02-0141651.70378383629
2024-03-0142134.13138503237
2024-04-0139248.64169212486
2024-05-0140932.16220372629
2024-06-0138884.19745726596
2024-07-0140129.237640797204
2024-08-0141627.14708365431
2024-09-0143135.22338045605
2024-10-0141298.05281344544
2024-11-0143340.45728672042
2024-12-0141450.50635437169
2025-01-0147142.11460004567
2025-02-0144311.861646326506
2025-03-0142158.33265002971
2025-04-0136571.98248725096
2025-05-0138780.22386785976
2025-06-0136712.840395173545
2025-07-0138763.55008662413
2025-08-0139074.40806844907
2025-09-0136817.77823448657
2025-10-0135017.745365529896
2025-11-0133544.47004438013
2025-12-0134567.07114721457
2026-01-0137028.0515782202
2026-02-0129920.350846199675
2026-03-0129688.08275094164
2026-04-0132333.847248034283
Annual Return Matrix
YearAnnual Return
20170.43249353341094166
2018-0.08928397218659456
20190.5393932475776733
20200.21596329346166865
20210.4882586082491469
2022-0.43636548082563253
20230.5345277044382493
20240.04107006441037253
2025-0.16606395946791963
2026-0.06460552847157364
Total Factor Risk
0.5868817269932219
VTI.US Exposure
0.091576497902425
VEA.US Exposure
0.05588154116004289
VWO.US Exposure
-0.013741954374587112
QQQ.US Exposure
-0.021430979147365362
VTV.US Exposure
0.06413245489917857
IJR.US Exposure
0.03375688863343206
QUAL.US Exposure
0.040986812431705176
SHV.US Exposure
0.12482839506921731
TLT.US Exposure
-0.010929891620304272
LQD.US Exposure
0.038782772788559065
HYG.US Exposure
-0.01863254195099955
GLD.US Exposure
-0.006703415112880013
USO.US Exposure
0.0013034556742621147
VNQ.US Exposure
-0.036102453588808286
BTC-USD.CC Exposure
0.006213789124369021
CPER.US Exposure
0.004463266053735069
VIX.INDX Exposure
-0.004230983213287803
UUP.US Exposure
0.016265749086315836
TIP.US Exposure
0.05074141247367504
Idiosyncratic Exposure
0.5828391837113153
Value Score
49.9
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
68.4
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
58.7%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →0.1x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →5.70%
Market Cap$21.5B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+5.6%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-7.4%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
20.3% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.10
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Partners Group Holding AG a high-risk investment?

Partners Group Holding AG (0QOQ.LSE) has an annualized volatility of 58.7% and experienced a maximum drawdown of 48.9% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of 0QOQ.LSE?

Over the past 10 years, 0QOQ.LSE has generated a Compound Annual Growth Rate (CAGR) of 11.8%. It has had a positive return in 60% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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