PortfoliosLab logo
0016.HK vs. ^HSI
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between 0016.HK and ^HSI is 0.12, 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.


Performance

0016.HK vs. ^HSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sun Hung Kai Properties Limited (0016.HK) and Hang Seng Index (^HSI). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%140.00%160.00%December2025FebruaryMarchAprilMay
147.55%
77.64%
0016.HK
^HSI

Key characteristics

Sharpe Ratio

0016.HK:

0.35

^HSI:

0.88

Sortino Ratio

0016.HK:

0.84

^HSI:

1.53

Omega Ratio

0016.HK:

1.10

^HSI:

1.24

Calmar Ratio

0016.HK:

0.28

^HSI:

0.65

Martin Ratio

0016.HK:

0.85

^HSI:

3.09

Ulcer Index

0016.HK:

13.19%

^HSI:

10.47%

Daily Std Dev

0016.HK:

24.63%

^HSI:

28.80%

Max Drawdown

0016.HK:

-70.45%

^HSI:

-91.54%

Current Drawdown

0016.HK:

-27.45%

^HSI:

-31.30%

Returns By Period

In the year-to-date period, 0016.HK achieves a 3.49% return, which is significantly lower than ^HSI's 13.54% return. Over the past 10 years, 0016.HK has outperformed ^HSI with an annualized return of -1.01%, while ^HSI has yielded a comparatively lower -1.99% annualized return.


0016.HK

YTD

3.49%

1M

13.29%

6M

-3.62%

1Y

8.40%

5Y*

-0.81%

10Y*

-1.01%

^HSI

YTD

13.54%

1M

13.16%

6M

8.70%

1Y

24.36%

5Y*

-1.26%

10Y*

-1.99%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

0016.HK vs. ^HSI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

0016.HK
The Risk-Adjusted Performance Rank of 0016.HK is 6363
Overall Rank
The Sharpe Ratio Rank of 0016.HK is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of 0016.HK is 6262
Sortino Ratio Rank
The Omega Ratio Rank of 0016.HK is 5959
Omega Ratio Rank
The Calmar Ratio Rank of 0016.HK is 6565
Calmar Ratio Rank
The Martin Ratio Rank of 0016.HK is 6363
Martin Ratio Rank

^HSI
The Risk-Adjusted Performance Rank of ^HSI is 8989
Overall Rank
The Sharpe Ratio Rank of ^HSI is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of ^HSI is 9292
Sortino Ratio Rank
The Omega Ratio Rank of ^HSI is 9595
Omega Ratio Rank
The Calmar Ratio Rank of ^HSI is 8383
Calmar Ratio Rank
The Martin Ratio Rank of ^HSI is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

0016.HK vs. ^HSI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sun Hung Kai Properties Limited (0016.HK) and Hang Seng Index (^HSI). 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.


The current 0016.HK Sharpe Ratio is 0.35, which is lower than the ^HSI Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of 0016.HK and ^HSI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00December2025FebruaryMarchAprilMay
0.38
0.90
0016.HK
^HSI

Drawdowns

0016.HK vs. ^HSI - Drawdown Comparison

The maximum 0016.HK drawdown since its inception was -70.45%, smaller than the maximum ^HSI drawdown of -91.54%. Use the drawdown chart below to compare losses from any high point for 0016.HK and ^HSI. For additional features, visit the drawdowns tool.


-40.00%-35.00%-30.00%-25.00%December2025FebruaryMarchAprilMay
-26.77%
-30.93%
0016.HK
^HSI

Volatility

0016.HK vs. ^HSI - Volatility Comparison

The current volatility for Sun Hung Kai Properties Limited (0016.HK) is 8.78%, while Hang Seng Index (^HSI) has a volatility of 15.62%. This indicates that 0016.HK experiences smaller price fluctuations and is considered to be less risky than ^HSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
8.78%
15.62%
0016.HK
^HSI