HLMA.L vs. RMS.PA

Last updated Apr 2, 2026

Compare and contrast key facts about Halma plc (HLMA.L) and Hermès International Société en commandite par actions (RMS.PA).

Performance

HLMA.L vs. RMS.PA - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Halma plc (HLMA.L) and Hermès International Société en commandite par actions (RMS.PA). The values are adjusted to include any dividend payments, if applicable.

HLMA.L vs. RMS.PA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HLMA.L Halma plc	8.93%	32.52%	18.70%	16.78%	-37.74%	31.48%	16.58%	56.35%	9.47%	42.10%
RMS.PA Hermès International Société en commandite par actions	-20.87%	-2.71%	16.81%	31.02%	-0.41%	65.00%	40.45%	30.63%	11.02%	20.36%

Different Trading Currencies

HLMA.L is traded in GBp, while RMS.PA is traded in EUR. To make them comparable, the RMS.PA 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 8.93% return, which is significantly higher than RMS.PA's -20.87% return. Over the past 10 years, HLMA.L has underperformed RMS.PA with an annualized return of 16.57%, while RMS.PA has yielded a comparatively higher 20.52% annualized return.

HLMA.L

• 1D: 1.37%
• 1M: -6.50%
• YTD: 8.93%
• 6M: 11.69%
• 1Y: 47.48%
• 3Y*: 21.01%
• 5Y*: 10.47%
• 10Y*: 16.57%

RMS.PA

• 1D: 3.90%
• 1M: -14.86%
• YTD: -20.87%
• 6M: -19.45%
• 1Y: -27.05%
• 3Y*: -2.84%
• 5Y*: 13.29%
• 10Y*: 20.52%

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

Return for Risk

HLMA.L vs. RMS.PA — 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: 89
HLMA.L Sharpe Ratio Rank: 90
HLMA.L Sortino Ratio Rank: 89
HLMA.L Omega Ratio Rank: 87
HLMA.L Calmar Ratio Rank: 87
HLMA.L Martin Ratio Rank: 93

RMS.PA

RMS.PA Risk / Return Rank: 8
RMS.PA Sharpe Ratio Rank: 3
RMS.PA Sortino Ratio Rank: 5
RMS.PA Omega Ratio Rank: 7
RMS.PA Calmar Ratio Rank: 17
RMS.PA Martin Ratio Rank: 10

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. RMS.PA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Halma plc (HLMA.L) and Hermès International Société en commandite par actions (RMS.PA). 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.

	HLMA.L	RMS.PA	Difference
Sharpe ratio Return per unit of total volatility	1.97	-0.97	+2.95
Sortino ratio Return per unit of downside risk	2.79	-1.32	+4.11
Omega ratio Gain probability vs. loss probability	1.36	0.84	+0.52
Calmar ratio Return relative to maximum drawdown	3.44	-0.67	+4.10
Martin ratio Return relative to average drawdown	13.78	-1.53	+15.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HLMA.L vs. RMS.PA - Sharpe Ratio Comparison

The current HLMA.L Sharpe Ratio is 1.97, which is higher than the RMS.PA Sharpe Ratio of -0.97. The chart below compares the historical Sharpe Ratios of HLMA.L and RMS.PA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HLMA.L	RMS.PA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.97	-0.97	+2.95
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.41	0.46	-0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.68	0.81	-0.13
Sharpe Ratio (All Time) Calculated using the full available price history	0.62	0.63	-0.02

Correlation

The correlation between HLMA.L and RMS.PA is 0.40, 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

HLMA.L vs. RMS.PA - Dividend Comparison

HLMA.L's dividend yield for the trailing twelve months is around 0.62%, less than RMS.PA's 1.65% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HLMA.L Halma plc	0.62%	0.67%	0.83%	0.91%	0.98%	0.57%	0.69%	0.76%	1.11%	1.12%	1.47%	1.42%
RMS.PA Hermès International Société en commandite par actions	1.65%	1.23%	1.08%	0.68%	0.55%	0.30%	0.52%	0.68%	1.34%	0.84%	0.86%	0.95%

Drawdowns

HLMA.L vs. RMS.PA - Drawdown Comparison

The maximum HLMA.L drawdown since its inception was -43.68%, roughly equal to the maximum RMS.PA drawdown of -42.35%. Use the drawdown chart below to compare losses from any high point for HLMA.L and RMS.PA.

Drawdown Indicators

	HLMA.L	RMS.PA	Difference
Max Drawdown Largest peak-to-trough decline	-43.68%	-47.65%	+3.97%
Max Drawdown (1Y) Largest decline over 1 year	-13.53%	-37.88%	+24.35%
Max Drawdown (5Y) Largest decline over 5 years	-42.86%	-42.60%	-0.26%
Max Drawdown (10Y) Largest decline over 10 years	-42.86%	-42.60%	-0.26%
Current Drawdown Current decline from peak	-7.89%	-40.44%	+32.55%
Average Drawdown Average peak-to-trough decline	-11.24%	-10.90%	-0.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.37%	17.75%	-14.38%

Volatility

HLMA.L vs. RMS.PA - Volatility Comparison

The current volatility for Halma plc (HLMA.L) is 8.93%, while Hermès International Société en commandite par actions (RMS.PA) has a volatility of 9.75%. This indicates that HLMA.L experiences smaller price fluctuations and is considered to be less risky than RMS.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HLMA.L	RMS.PA	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.93%	9.75%	-0.82%
Volatility (6M) Calculated over the trailing 6-month period	18.16%	20.37%	-2.21%
Volatility (1Y) Calculated over the trailing 1-year period	24.01%	27.56%	-3.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.32%	28.14%	-2.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.36%	24.95%	-0.59%

Financials