0363.HK vs. UOLGY

Last updated Jun 5, 2026

0363.HK (Shanghai Industrial Holdings Ltd) and UOLGY (UOL Group Ltd ADR) are both stocks. 0363.HK operates in Conglomerates (Industrials), while UOLGY operates in Real Estate - Development (Real Estate). Over the past 10 years, 0363.HK returned 5.85%/yr vs 9.82%/yr for UOLGY. At a 0.07 correlation, their price movements are largely independent.

Performance

0363.HK vs. UOLGY - Performance Comparison

The chart below illustrates the hypothetical performance of a HK$10,000 investment in Shanghai Industrial Holdings Ltd (0363.HK) and UOL Group Ltd ADR (UOLGY). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

0363.HK is traded in HKD, while UOLGY is traded in USD. To make them comparable, the UOLGY values have been converted to HKD using the latest available exchange rates.

Returns By Period

In the year-to-date period, 0363.HK achieves a 2.83% return, which is significantly lower than UOLGY's 17.17% return. Over the past 10 years, 0363.HK has underperformed UOLGY with an annualized return of 5.85%, while UOLGY has yielded a comparatively higher 9.82% annualized return.

0363.HK

• 1D: -1.99%
• 1M: -4.41%
• YTD: 2.83%
• 6M: -3.48%
• 1Y: 25.78%
• 3Y*: 18.60%
• 5Y*: 12.64%
• 10Y*: 5.85%

UOLGY

• 1D: -1.19%
• 1M: -5.86%
• YTD: 17.17%
• 6M: 19.75%
• 1Y: 66.84%
• 3Y*: 19.35%
• 5Y*: 9.61%
• 10Y*: 9.82%

*Multi-year figures are annualized to reflect compound growth (CAGR)

0363.HK vs. UOLGY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
0363.HK Shanghai Industrial Holdings Ltd	2.83%	30.62%	32.78%	9.68%	-7.36%	16.47%	-23.75%	8.54%	-25.64%	10.84%
UOLGY UOL Group Ltd ADR	17.17%	75.55%	-16.25%	-1.77%	-1.49%	-8.63%	3.47%	34.11%	-29.85%	67.04%

Correlation

The correlation between 0363.HK and UOLGY is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.21
Correlation (3Y) Calculated over the trailing 3-year period	0.14
Correlation (5Y) Calculated over the trailing 5-year period	0.15
Correlation (10Y) Calculated over the trailing 10-year period	0.11
Correlation (All Time) Calculated using the full available price history since Jul 26, 2007	0.07

The correlation between 0363.HK and UOLGY shifts across timeframes, from 0.07 (all time) to 0.21 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

0363.HK vs. UOLGY — Risk / Return Rank

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

0363.HK

0363.HK Risk / Return Rank: 73
0363.HK Sharpe Ratio Rank: 77
0363.HK Sortino Ratio Rank: 72
0363.HK Omega Ratio Rank: 70
0363.HK Calmar Ratio Rank: 75
0363.HK Martin Ratio Rank: 73

UOLGY

UOLGY Risk / Return Rank: 88
UOLGY Sharpe Ratio Rank: 90
UOLGY Sortino Ratio Rank: 87
UOLGY Omega Ratio Rank: 86
UOLGY Calmar Ratio Rank: 88
UOLGY Martin Ratio Rank: 90

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.

0363.HK vs. UOLGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shanghai Industrial Holdings Ltd (0363.HK) and UOL Group Ltd ADR (UOLGY). 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.

	0363.HK	UOLGY	Difference
Sharpe ratio: Return per unit of total volatility	1.26	2.18	-0.92
Sortino ratio: Return per unit of downside risk	1.86	2.83	-0.98
Omega ratio: Gain probability vs. loss probability	1.22	1.36	-0.14
Calmar ratio: Return relative to maximum drawdown	2.03	3.90	-1.86
Martin ratio: Return relative to average drawdown	4.37	11.47	-7.10
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

0363.HK vs. UOLGY - Sharpe Ratio Comparison

The current 0363.HK Sharpe Ratio is 1.26, which is lower than the UOLGY Sharpe Ratio of 2.18. The chart below compares the historical Sharpe Ratios of 0363.HK and UOLGY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	0363.HK	UOLGY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.26	2.18	-0.92
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.55	0.33	+0.22
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.26	0.34	-0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.17	0.18	0.00

Drawdowns

0363.HK vs. UOLGY - Drawdown Comparison

The maximum 0363.HK drawdown since its inception was -82.18%, which is greater than UOLGY's maximum drawdown of -74.31%. Use the drawdown chart below to compare losses from any high point for 0363.HK and UOLGY.

Drawdown Indicators

	0363.HK	UOLGY	Difference
Max Drawdown Largest peak-to-trough decline	-82.18%	-74.31%	-7.87%
Max Drawdown (1Y) Largest decline over 1 year	-13.45%	-17.24%	+3.79%
Max Drawdown (3Y) Largest decline over 3 years	-20.61%	-30.54%	+9.93%
Max Drawdown (5Y) Largest decline over 5 years	-33.31%	-30.98%	-2.33%
Max Drawdown (10Y) Largest decline over 10 years	-53.51%	-42.59%	-10.92%
Current Drawdown Current decline from peak	-12.28%	-12.06%	-0.22%
Average Drawdown Average peak-to-trough decline	-46.81%	-19.45%	-27.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.18%	5.85%	+0.33%

Volatility

0363.HK vs. UOLGY - Volatility Comparison

Shanghai Industrial Holdings Ltd (0363.HK) and UOL Group Ltd ADR (UOLGY) have volatilities of 5.47% and 5.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	0363.HK	UOLGY	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.47%	5.64%	-0.17%
Volatility (6M) Calculated over the trailing 6-month period	14.36%	22.35%	-7.99%
Volatility (1Y) Calculated over the trailing 1-year period	21.76%	31.29%	-9.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.52%	28.92%	-5.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.05%	29.41%	-6.36%

Dividends

0363.HK vs. UOLGY - Dividend Comparison

0363.HK's dividend yield for the trailing twelve months is around 6.43%, more than UOLGY's 2.52% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
0363.HK Shanghai Industrial Holdings Ltd	6.43%	6.53%	7.94%	9.49%	9.95%	8.80%	6.91%	6.75%	6.06%	4.11%	2.62%	3.98%
UOLGY UOL Group Ltd ADR	2.52%	1.96%	3.72%	2.74%	2.15%	2.12%	1.98%	2.11%	2.88%	3.39%	5.17%	0.00%

Financials

Frequently Asked Questions

Can I hold both 0363.HK and UOLGY in my portfolio?

0363.HK and UOLGY have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.