CVCG.L vs. HVPE.L
CVCG.L (CVC Income & Growth Limited) and HVPE.L (HarbourVest Global Private Equity Ltd) are both stocks. Both are in the Financial Services sector — CVCG.L in Collective Investments, HVPE.L in Investment Banking & Investment Services. Over the past 10 years, CVCG.L returned 7.63%/yr vs 13.99%/yr for HVPE.L. At a 0.08 correlation, their price movements are largely independent.
Performance
CVCG.L vs. HVPE.L - Performance Comparison
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Returns By Period
In the year-to-date period, CVCG.L achieves a 2.23% return, which is significantly lower than HVPE.L's 8.13% return. Over the past 10 years, CVCG.L has underperformed HVPE.L with an annualized return of 7.63%, while HVPE.L has yielded a comparatively higher 13.99% annualized return.
CVCG.L
- 1D
- 0.43%
- 1M
- 1.75%
- YTD
- 2.23%
- 6M
- 2.23%
- 1Y
- 5.86%
- 3Y*
- 14.57%
- 5Y*
- 9.80%
- 10Y*
- 7.63%
HVPE.L
- 1D
- 0.00%
- 1M
- 4.95%
- YTD
- 8.13%
- 6M
- 9.53%
- 1Y
- 39.51%
- 3Y*
- 15.33%
- 5Y*
- 10.26%
- 10Y*
- 13.99%
CVCG.L vs. HVPE.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVCG.L CVC Income & Growth Limited | 2.23% | 7.43% | 29.84% | 16.66% | -8.32% | 16.00% | 0.13% | -4.12% | -0.03% | 14.08% |
HVPE.L HarbourVest Global Private Equity Ltd | 8.13% | 18.08% | 12.50% | 4.66% | -21.43% | 47.48% | 8.23% | 33.38% | 8.36% | 7.71% |
Correlation
The correlation between CVCG.L and HVPE.L is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2013 | 0.08 |
The correlation between CVCG.L and HVPE.L shifts across timeframes, from 0.08 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
CVCG.L:
£279.20M
HVPE.L:
£2.47B
CVCG.L:
£0.06
HVPE.L:
£5.29
CVCG.L:
20.84
HVPE.L:
6.41
CVCG.L:
0.33
HVPE.L:
0.14
CVCG.L:
4.25
HVPE.L:
7.54
CVCG.L:
0.84
HVPE.L:
0.78
CVCG.L:
£62.39M
HVPE.L:
£328.01M
CVCG.L:
£43.35M
HVPE.L:
£325.07M
CVCG.L:
£43.05M
HVPE.L:
£182.43M
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Return for Risk
CVCG.L vs. HVPE.L — Risk / Return Rank
CVCG.L
HVPE.L
CVCG.L vs. HVPE.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CVC Income & Growth Limited (CVCG.L) and HarbourVest Global Private Equity Ltd (HVPE.L). 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.
| CVCG.L | HVPE.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.82 | ||
| Sortino ratioReturn per unit of downside risk | -2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.41 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 3.62 | -3.07 |
| Martin ratioReturn relative to average drawdown | 2.89 | 11.93 | -9.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CVCG.L | HVPE.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 2.26 | -1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.42 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.56 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.36 | -0.06 |
Drawdowns
CVCG.L vs. HVPE.L - Drawdown Comparison
The maximum CVCG.L drawdown since its inception was -45.23%, smaller than the maximum HVPE.L drawdown of -50.70%. Use the drawdown chart below to compare losses from any high point for CVCG.L and HVPE.L.
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Drawdown Indicators
| CVCG.L | HVPE.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.23% | -50.70% | +5.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.61% | -10.87% | +0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -10.61% | -18.64% | +8.03% |
Max Drawdown (5Y)Largest decline over 5 years | -17.42% | -34.35% | +16.93% |
Max Drawdown (10Y)Largest decline over 10 years | -45.23% | -50.70% | +5.47% |
Current DrawdownCurrent decline from peak | 0.00% | -1.74% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -13.10% | +8.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 3.30% | -1.28% |
Volatility
CVCG.L vs. HVPE.L - Volatility Comparison
The current volatility for CVC Income & Growth Limited (CVCG.L) is 3.65%, while HarbourVest Global Private Equity Ltd (HVPE.L) has a volatility of 6.01%. This indicates that CVCG.L experiences smaller price fluctuations and is considered to be less risky than HVPE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVCG.L | HVPE.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 6.01% | -2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 13.29% | -1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.29% | 17.45% | -4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.98% | 24.19% | -4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 24.91% | -1.13% |
Dividends
CVCG.L vs. HVPE.L - Dividend Comparison
CVCG.L's dividend yield for the trailing twelve months is around 8.36%, while HVPE.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVCG.L CVC Income & Growth Limited | 8.36% | 8.64% | 7.58% | 7.07% | 4.83% | 3.77% | 4.53% | 4.86% | 4.48% | 4.06% | 4.95% | 3.59% |
HVPE.L HarbourVest Global Private Equity Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
CVCG.L vs. HVPE.L - Financials Comparison
This section allows you to compare key financial metrics between CVC Income & Growth Limited and HarbourVest Global Private Equity Ltd. 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
Frequently Asked Questions
CVCG.L and HVPE.L have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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