0016.HK vs. EQR
Compare and contrast key facts about Sun Hung Kai Properties Limited (0016.HK) and Equity Residential (EQR).
Performance
0016.HK vs. EQR - Performance Comparison
Loading graphics...
0016.HK vs. EQR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
0016.HK Sun Hung Kai Properties Limited | 39.31% | 32.23% | -7.41% | -16.37% | 19.48% | -0.86% | -12.07% | 11.36% | -10.71% | 37.54% |
EQR Equity Residential | -2.67% | -8.39% | 20.19% | 8.32% | -32.34% | 58.19% | -23.95% | 25.50% | 7.31% | 2.98% |
Different Trading Currencies
0016.HK is traded in HKD, while EQR is traded in USD. To make them comparable, the EQR values have been converted to HKD using the latest available exchange rates.
Returns By Period
In the year-to-date period, 0016.HK achieves a 39.31% return, which is significantly higher than EQR's -2.67% return. Over the past 10 years, 0016.HK has outperformed EQR with an annualized return of 8.22%, while EQR has yielded a comparatively lower 1.94% annualized return.
0016.HK
- 1D
- -2.67%
- 1M
- -7.61%
- YTD
- 39.31%
- 6M
- 44.64%
- 1Y
- 82.92%
- 3Y*
- 11.55%
- 5Y*
- 7.26%
- 10Y*
- 8.22%
EQR
- 1D
- 0.00%
- 1M
- -3.50%
- YTD
- -2.67%
- 6M
- -3.34%
- 1Y
- -12.53%
- 3Y*
- 4.13%
- 5Y*
- 0.09%
- 10Y*
- 1.94%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
0016.HK vs. EQR — Risk / Return Rank
0016.HK
EQR
0016.HK vs. EQR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sun Hung Kai Properties Limited (0016.HK) and Equity Residential (EQR). 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.
| 0016.HK | EQR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.99 | -0.54 | +3.53 |
Sortino ratioReturn per unit of downside risk | 3.69 | -0.63 | +4.31 |
Omega ratioGain probability vs. loss probability | 1.47 | 0.92 | +0.55 |
Calmar ratioReturn relative to maximum drawdown | 6.42 | -0.73 | +7.14 |
Martin ratioReturn relative to average drawdown | 18.51 | -1.23 | +19.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| 0016.HK | EQR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.99 | -0.54 | +3.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.00 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.08 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.17 | +0.04 |
Correlation
The correlation between 0016.HK and EQR is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
0016.HK vs. EQR - Dividend Comparison
0016.HK's dividend yield for the trailing twelve months is around 2.89%, less than EQR's 4.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0016.HK Sun Hung Kai Properties Limited | 2.89% | 3.96% | 5.02% | 5.86% | 4.63% | 5.23% | 4.95% | 4.15% | 4.17% | 3.14% | 3.93% | 3.58% |
EQR Equity Residential | 4.61% | 4.37% | 2.82% | 4.33% | 4.24% | 2.66% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% |
Drawdowns
0016.HK vs. EQR - Drawdown Comparison
The maximum 0016.HK drawdown since its inception was -70.45%, which is greater than EQR's maximum drawdown of -65.50%. Use the drawdown chart below to compare losses from any high point for 0016.HK and EQR.
Loading graphics...
Drawdown Indicators
| 0016.HK | EQR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.45% | -67.40% | -3.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.88% | -16.55% | +3.67% |
Max Drawdown (5Y)Largest decline over 5 years | -38.73% | -39.32% | +0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -40.38% | -45.91% | +5.53% |
Current DrawdownCurrent decline from peak | -9.64% | -23.79% | +14.15% |
Average DrawdownAverage peak-to-trough decline | -21.54% | -12.10% | -9.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 9.88% | -5.41% |
Volatility
0016.HK vs. EQR - Volatility Comparison
Sun Hung Kai Properties Limited (0016.HK) has a higher volatility of 11.75% compared to Equity Residential (EQR) at 5.38%. This indicates that 0016.HK's price experiences larger fluctuations and is considered to be riskier than EQR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| 0016.HK | EQR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.75% | 5.38% | +6.37% |
Volatility (6M)Calculated over the trailing 6-month period | 21.69% | 14.15% | +7.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.65% | 23.23% | +5.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.66% | 22.36% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.11% | 24.96% | -1.85% |
Financials
0016.HK vs. EQR - Financials Comparison
This section allows you to compare key financial metrics between Sun Hung Kai Properties Limited and Equity Residential. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities