PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
HLMA.L vs. LYP6.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

HLMA.L vs. LYP6.DE

Last updated Jun 13, 2026

HLMA.L (Halma plc) is a stock, while LYP6.DE (Amundi Core STOXX Europe 600 (DR) UCITS ETF Acc) is Europe Equities fund tracking the STOXX® Europe 600. Over the past 10 years, HLMA.L returned 16.28%/yr vs 10.94%/yr for LYP6.DE. A 0.53 correlation means they provide meaningful diversification when combined.

Performance

HLMA.L vs. LYP6.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Halma plc (HLMA.L) and Amundi Core STOXX Europe 600 (DR) UCITS ETF Acc (LYP6.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

HLMA.L is traded in GBp, while LYP6.DE is traded in EUR. To make them comparable, the LYP6.DE values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, HLMA.L achieves a 10.18% return, which is significantly higher than LYP6.DE's 7.81% return. Over the past 10 years, HLMA.L has outperformed LYP6.DE with an annualized return of 16.28%, while LYP6.DE has yielded a comparatively lower 10.94% annualized return.

HLMA.L

1D
-0.76%
1M
-14.52%
YTD
10.18%
6M
12.58%
1Y
25.83%
3Y*
17.67%
5Y*
8.21%
10Y*
16.28%

LYP6.DE

1D
1.88%
1M
3.61%
YTD
7.81%
6M
9.68%
1Y
20.18%
3Y*
14.55%
5Y*
9.93%
10Y*
10.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HLMA.L vs. LYP6.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
HLMA.L
Halma plc		10.18%32.52%18.70%16.78%-37.74%31.48%16.58%56.35%9.47%42.10%
LYP6.DE
Amundi Core STOXX Europe 600 (DR) UCITS ETF Acc		7.81%27.11%3.53%13.65%-5.50%16.00%3.83%21.90%-10.03%16.07%

Correlation

The correlation between HLMA.L and LYP6.DE is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (3Y)
Calculated over the trailing 3-year period

0.52

Correlation (5Y)
Calculated over the trailing 5-year period

0.56

Correlation (10Y)
Calculated over the trailing 10-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2013

0.53

The correlation between HLMA.L and LYP6.DE shifts across timeframes, from 0.46 (1 year) to 0.56 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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

Halma plc

Amundi Core STOXX Europe 600 (DR) UCITS ETF Acc

Often compared with HLMA.L:
HLMA.L vs. MSI.LHLMA.L vs. QQQHLMA.L vs. RMS.PAHLMA.L vs. CGEO.LHLMA.L vs. HMWO.LHLMA.L vs. VOOHLMA.L vs. AMZN
Often compared with LYP6.DE:
LYP6.DE vs. EUNK.DELYP6.DE vs. XESC.DELYP6.DE vs. VOOLYP6.DE vs. EXIE.DELYP6.DE vs. 8PSG.DELYP6.DE vs. LCUW.DELYP6.DE vs. ZPDX.DE

Return for Risk

HLMA.L vs. LYP6.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HLMA.L
HLMA.L Risk / Return Rank: 7070
Overall Rank
HLMA.L Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
HLMA.L Sortino Ratio Rank: 6262
Sortino Ratio Rank
HLMA.L Omega Ratio Rank: 6969
Omega Ratio Rank
HLMA.L Calmar Ratio Rank: 6868
Calmar Ratio Rank
HLMA.L Martin Ratio Rank: 8282
Martin Ratio Rank
LYP6.DE
LYP6.DE Risk / Return Rank: 4747
Overall Rank
LYP6.DE Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
LYP6.DE Sortino Ratio Rank: 4747
Sortino Ratio Rank
LYP6.DE Omega Ratio Rank: 4747
Omega Ratio Rank
LYP6.DE Calmar Ratio Rank: 4545
Calmar Ratio Rank
LYP6.DE Martin Ratio Rank: 5050
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.

HLMA.L vs. LYP6.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Halma plc (HLMA.L) and Amundi Core STOXX Europe 600 (DR) UCITS ETF Acc (LYP6.DE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

HLMA.LLYP6.DEDifference
Sharpe ratioReturn per unit of total volatility
0.88
1.59

-0.71

Sortino ratioReturn per unit of downside risk
1.27
2.29

-1.02

Omega ratioGain probability vs. loss probability

1.20

1.29

-0.09

Calmar ratioReturn relative to maximum drawdown

1.28

1.93

-0.65

Martin ratioReturn relative to average drawdown

6.59

7.10

-0.51

HLMA.L vs. LYP6.DE - Sharpe Ratio Comparison

The current HLMA.L Sharpe Ratio is 0.88, which is lower than the LYP6.DE Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of HLMA.L and LYP6.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

HLMA.L vs. LYP6.DE - Drawdown Comparison

The maximum HLMA.L drawdown since its inception was -42.86%, which is greater than LYP6.DE's maximum drawdown of -27.65%. Use the drawdown chart below to compare losses from any high point for HLMA.L and LYP6.DE.

Loading charts...

Drawdown Indicators

HLMA.LLYP6.DEDifference

Max Drawdown

Largest peak-to-trough decline

-42.86%

-27.65%

-15.21%

Max Drawdown (1Y)

Largest decline over 1 year

-20.09%

-10.41%

-9.68%

Max Drawdown (3Y)

Largest decline over 3 years

-25.04%

-13.78%

-11.26%

Max Drawdown (5Y)

Largest decline over 5 years

-42.86%

-16.91%

-25.95%

Max Drawdown (10Y)

Largest decline over 10 years

-42.86%

-27.65%

-15.21%

Current Drawdown

Current decline from peak

-20.09%

-0.17%

-19.92%

Average Drawdown

Average peak-to-trough decline

-10.18%

-4.12%

-6.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.91%

2.84%

+1.07%

Volatility

HLMA.L vs. LYP6.DE - Volatility Comparison

Halma plc (HLMA.L) has a higher volatility of 18.86% compared to Amundi Core STOXX Europe 600 (DR) UCITS ETF Acc (LYP6.DE) at 4.02%. This indicates that HLMA.L's price experiences larger fluctuations and is considered to be riskier than LYP6.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

HLMA.LLYP6.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.86%

4.02%

+14.84%

Volatility (6M)

Calculated over the trailing 6-month period

26.16%

10.72%

+15.44%

Volatility (1Y)

Calculated over the trailing 1-year period

29.32%

12.65%

+16.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.81%

14.29%

+12.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.19%

15.20%

+9.99%

Dividends

HLMA.L vs. LYP6.DE - Dividend Comparison

HLMA.L's dividend yield for the trailing twelve months is around 0.61%, while LYP6.DE has not paid dividends to shareholders.

PositionTTM202520242023202220212020201920182017
HLMA.L
Halma plc		0.61%0.67%0.83%0.91%0.98%0.57%0.69%0.76%1.11%1.12%
LYP6.DE
Amundi Core STOXX Europe 600 (DR) UCITS ETF Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

HLMA.L and LYP6.DE have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for HLMA.L and LYP6.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer