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HLIT vs. XBM.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HLIT vs. XBM.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harmonic Inc. (HLIT) and iShares S&P/TSX Global Base Metals Index ETF (XBM.TO). The values are adjusted to include any dividend payments, if applicable.

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HLIT vs. XBM.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HLIT
Harmonic Inc.
-9.20%-25.25%1.46%-0.46%11.39%59.13%-5.26%65.25%12.38%-16.00%
XBM.TO
iShares S&P/TSX Global Base Metals Index ETF
9.45%57.91%-2.41%5.19%-3.25%33.01%34.17%15.42%-28.42%41.59%
Different Trading Currencies

HLIT is traded in USD, while XBM.TO is traded in CAD. To make them comparable, the XBM.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, HLIT achieves a -9.20% return, which is significantly lower than XBM.TO's 9.45% return. Over the past 10 years, HLIT has underperformed XBM.TO with an annualized return of 10.56%, while XBM.TO has yielded a comparatively higher 17.72% annualized return.


HLIT

1D
1.47%
1M
-15.52%
YTD
-9.20%
6M
-11.79%
1Y
-6.36%
3Y*
-14.94%
5Y*
2.54%
10Y*
10.56%

XBM.TO

1D
7.14%
1M
-14.87%
YTD
9.45%
6M
30.29%
1Y
81.46%
3Y*
17.95%
5Y*
14.63%
10Y*
17.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

HLIT vs. XBM.TO — Risk / Return Rank

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

HLIT
HLIT Risk / Return Rank: 3030
Overall Rank
HLIT Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
HLIT Sortino Ratio Rank: 3131
Sortino Ratio Rank
HLIT Omega Ratio Rank: 3131
Omega Ratio Rank
HLIT Calmar Ratio Rank: 2929
Calmar Ratio Rank
HLIT Martin Ratio Rank: 2626
Martin Ratio Rank

XBM.TO
XBM.TO Risk / Return Rank: 9090
Overall Rank
XBM.TO Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
XBM.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
XBM.TO Omega Ratio Rank: 8787
Omega Ratio Rank
XBM.TO Calmar Ratio Rank: 9191
Calmar Ratio Rank
XBM.TO Martin Ratio Rank: 9090
Martin Ratio Rank
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.

HLIT vs. XBM.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harmonic Inc. (HLIT) and iShares S&P/TSX Global Base Metals Index ETF (XBM.TO). 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.


HLITXBM.TODifference

Sharpe ratio

Return per unit of total volatility

-0.16

2.06

-2.23

Sortino ratio

Return per unit of downside risk

0.04

2.54

-2.51

Omega ratio

Gain probability vs. loss probability

1.01

1.35

-0.35

Calmar ratio

Return relative to maximum drawdown

-0.39

3.22

-3.61

Martin ratio

Return relative to average drawdown

-0.91

12.16

-13.07

HLIT vs. XBM.TO - Sharpe Ratio Comparison

The current HLIT Sharpe Ratio is -0.16, which is lower than the XBM.TO Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of HLIT and XBM.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HLITXBM.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.16

2.06

-2.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.41

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.50

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.01

0.11

-0.10

Correlation

The correlation between HLIT and XBM.TO is 0.30, 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

HLIT vs. XBM.TO - Dividend Comparison

HLIT has not paid dividends to shareholders, while XBM.TO's dividend yield for the trailing twelve months is around 0.77%.


TTM20252024202320222021202020192018201720162015
HLIT
Harmonic Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XBM.TO
iShares S&P/TSX Global Base Metals Index ETF
0.77%0.86%1.25%2.09%4.83%3.01%1.81%3.71%3.43%1.63%2.42%5.70%

Drawdowns

HLIT vs. XBM.TO - Drawdown Comparison

The maximum HLIT drawdown since its inception was -99.32%, which is greater than XBM.TO's maximum drawdown of -78.58%. Use the drawdown chart below to compare losses from any high point for HLIT and XBM.TO.


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Drawdown Indicators


HLITXBM.TODifference

Max Drawdown

Largest peak-to-trough decline

-99.32%

-67.40%

-31.92%

Max Drawdown (1Y)

Largest decline over 1 year

-19.10%

-23.88%

+4.78%

Max Drawdown (5Y)

Largest decline over 5 years

-55.14%

-40.57%

-14.57%

Max Drawdown (10Y)

Largest decline over 10 years

-55.14%

-57.24%

+2.10%

Current Drawdown

Current decline from peak

-94.11%

-13.62%

-80.49%

Average Drawdown

Average peak-to-trough decline

-84.30%

-26.05%

-58.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.26%

6.49%

+1.77%

Volatility

HLIT vs. XBM.TO - Volatility Comparison

The current volatility for Harmonic Inc. (HLIT) is 12.19%, while iShares S&P/TSX Global Base Metals Index ETF (XBM.TO) has a volatility of 16.09%. This indicates that HLIT experiences smaller price fluctuations and is considered to be less risky than XBM.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HLITXBM.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

12.19%

16.09%

-3.90%

Volatility (6M)

Calculated over the trailing 6-month period

26.28%

29.48%

-3.20%

Volatility (1Y)

Calculated over the trailing 1-year period

39.21%

39.76%

-0.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.05%

36.12%

+10.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.90%

35.88%

+14.02%