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Hansa Investment Company Ltd (HANA.L)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
BMG428941089

Highlights

Total Revenue (TTM)
£102.97M
Gross Profit (TTM)
£102.97M
Year Range
£1.88 - £2.86

Share Price Chart


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Hansa Investment Company Ltd

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Hansa Investment Company Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

HANA.L is traded in GBp, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBp using the latest available exchange rates.

Returns By Period

Hansa Investment Company Ltd (HANA.L) has returned -0.37% so far this year and 27.13% over the past 12 months. Over the last ten years, HANA.L has returned 7.97% per year, falling short of the S&P 500 Index benchmark, which averaged 12.98% annually.


Hansa Investment Company Ltd

1D
0.76%
1M
-6.34%
YTD
-0.37%
6M
3.91%
1Y
27.13%
3Y*
17.71%
5Y*
7.43%
10Y*
7.97%

Benchmark (S&P 500 Index)

1D
2.61%
1M
-3.82%
YTD
-2.82%
6M
-0.84%
1Y
13.26%
3Y*
14.01%
5Y*
11.18%
10Y*
12.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 13, 1999, HANA.L's average daily return is +0.06%, while the average monthly return is +0.81%. At this rate, your investment would double in approximately 7.2 years.

Historically, 53% of months were positive and 47% were negative. The best month was Nov 2020 with a return of +20.7%, while the worst month was Oct 2008 at -28.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 8 months.

On a daily basis, HANA.L closed higher 37% of trading days. The best single day was Apr 30, 2001 with a return of +22.9%, while the worst single day was Apr 2, 2001 at -16.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.00%2.55%-5.67%-0.37%
2025-1.83%2.23%-6.55%5.05%2.68%9.57%3.57%3.45%-5.19%-1.56%-0.40%6.37%17.44%
20246.45%0.99%-0.24%-0.10%4.93%-4.23%2.83%9.09%-3.07%3.08%-3.52%4.57%21.74%
2023-0.12%1.72%-4.79%0.17%-0.30%10.12%-1.19%2.20%-0.27%-0.93%6.01%-1.55%10.78%
2022-1.97%-4.31%-3.50%-0.64%-2.88%-1.89%0.16%-0.83%-3.89%5.10%-3.31%0.29%-16.62%
20210.86%-5.34%0.51%9.62%8.88%-1.72%-3.93%-0.09%-0.46%0.83%-1.37%-0.93%5.97%

Benchmark Metrics

Hansa Investment Company Ltd has an annualized alpha of 4.32%, beta of 0.12, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since September 15, 1999.

  • This stock participated in 44.21% of S&P 500 Index downside but only 31.20% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.12 may look defensive, but with R² of 0.01 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.01 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
4.32%
Beta
0.12
0.01
Upside Capture
31.20%
Downside Capture
44.21%

Return for Risk

Risk / Return Rank

HANA.L ranks 75 for risk / return — better than 75% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


HANA.L Risk / Return Rank: 7575
Overall Rank
HANA.L Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
HANA.L Sortino Ratio Rank: 7272
Sortino Ratio Rank
HANA.L Omega Ratio Rank: 7171
Omega Ratio Rank
HANA.L Calmar Ratio Rank: 7979
Calmar Ratio Rank
HANA.L Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Hansa Investment Company Ltd (HANA.L) and compare them to a chosen benchmark (S&P 500 Index).


HANA.LBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.96

0.73

+0.23

Sortino ratio

Return per unit of downside risk

1.73

1.14

+0.59

Omega ratio

Gain probability vs. loss probability

1.22

1.18

+0.05

Calmar ratio

Return relative to maximum drawdown

2.25

1.24

+1.02

Martin ratio

Return relative to average drawdown

6.46

4.87

+1.59

Explore HANA.L risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Hansa Investment Company Ltd provided a 0.30% dividend yield over the last twelve months, with an annual payout of £0.01 per share.


1.00%1.50%2.00%£0.00£0.01£0.01£0.02£0.02£0.03£0.03£0.0420152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend£0.01£0.02£0.03£0.03£0.03£0.03£0.03£0.03£0.03£0.03£0.03£0.03

Dividend yield

0.30%0.60%1.40%1.68%1.82%1.50%1.56%1.69%1.65%1.63%1.94%2.08%

Monthly Dividends

The table displays the monthly dividend distributions for Hansa Investment Company Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026£0.00£0.00£0.00£0.00
2025£0.01£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.02
2024£0.01£0.00£0.00£0.01£0.00£0.00£0.01£0.00£0.00£0.01£0.00£0.00£0.03
2023£0.01£0.00£0.00£0.01£0.00£0.00£0.01£0.00£0.00£0.01£0.00£0.00£0.03
2022£0.01£0.00£0.00£0.01£0.00£0.00£0.01£0.00£0.00£0.01£0.00£0.00£0.03
2021£0.01£0.00£0.00£0.01£0.00£0.00£0.00£0.01£0.00£0.01£0.00£0.00£0.03

Dividend Yield & Payout


Dividend Yield

Hansa Investment Company Ltd has a dividend yield of 0.30%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Hansa Investment Company Ltd has a payout ratio of 8.19%, which is below the market average. This means Hansa Investment Company Ltd returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Hansa Investment Company Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hansa Investment Company Ltd was 59.43%, occurring on Nov 1, 2002. Recovery took 323 trading sessions.

The current Hansa Investment Company Ltd drawdown is 6.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.43%Dec 13, 2000251Nov 1, 2002323Jan 14, 2005574
-58.28%May 1, 2007456Apr 9, 20092067Oct 11, 20172523
-38.46%Aug 13, 2018409Mar 23, 2020181Dec 8, 2020590
-29.92%Jun 14, 2021492May 26, 2023316Aug 23, 2024808
-27.06%Mar 27, 200021May 11, 200046Sep 4, 200067

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Hansa Investment Company Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Hansa Investment Company Ltd is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items