HGT.L vs. HVPE.L
Compare and contrast key facts about HgCapital Trust plc (HGT.L) and HarbourVest Global Private Equity Ltd (HVPE.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HGT.L or HVPE.L.
Key characteristics
| HGT.L | HVPE.L | |
|---|---|---|
| YTD Return | 17.62% | 0.42% |
| 1Y Return | 22.86% | 0.64% |
| 3Y Return (Ann) | 8.89% | 0.28% |
| 5Y Return (Ann) | 16.90% | 6.61% |
| 10Y Return (Ann) | 17.18% | 12.34% |
| Sharpe Ratio | 0.91 | 0.06 |
| Daily Std Dev | 26.17% | 20.60% |
| Max Drawdown | -44.94% | -50.70% |
| Current Drawdown | -6.75% | -19.39% |
Fundamentals
| HGT.L | HVPE.L | |
|---|---|---|
| Market Cap | £2.34B | £1.80B |
| EPS | £0.50 | £1.17 |
| PE Ratio | 10.22 | 20.26 |
| Total Revenue (TTM) | £145.91M | £27.13M |
| Gross Profit (TTM) | £145.91M | £27.13M |
| EBITDA (TTM) | -£6.92M | -£11.37M |
Correlation
The correlation between HGT.L and HVPE.L is 0.36, 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
HGT.L vs. HVPE.L - Performance Comparison
In the year-to-date period, HGT.L achieves a 17.62% return, which is significantly higher than HVPE.L's 0.42% return. Over the past 10 years, HGT.L has outperformed HVPE.L with an annualized return of 17.18%, while HVPE.L has yielded a comparatively lower 12.34% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HGT.L vs. HVPE.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HgCapital Trust plc (HGT.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.
Dividends
HGT.L vs. HVPE.L - Dividend Comparison
HGT.L's dividend yield for the trailing twelve months is around 1.27%, while HVPE.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGT.L HgCapital Trust plc | 1.27% | 1.50% | 2.14% | 1.19% | 1.64% | 12.35% | 25.77% | 35.07% | 25.96% | 0.03% | 45.39% | 2.28% |
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% | 1.92% | 2.43% |
Drawdowns
HGT.L vs. HVPE.L - Drawdown Comparison
The maximum HGT.L drawdown since its inception was -44.94%, smaller than the maximum HVPE.L drawdown of -50.70%. Use the drawdown chart below to compare losses from any high point for HGT.L and HVPE.L. For additional features, visit the drawdowns tool.
Volatility
HGT.L vs. HVPE.L - Volatility Comparison
The current volatility for HgCapital Trust plc (HGT.L) is 6.77%, while HarbourVest Global Private Equity Ltd (HVPE.L) has a volatility of 7.19%. This indicates that HGT.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.
Financials
HGT.L vs. HVPE.L - Financials Comparison
This section allows you to compare key financial metrics between HgCapital Trust plc 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