HLMA.L vs. SCHN.SW
HLMA.L (Halma plc) and SCHN.SW (Schindler Holding AG) are both stocks. Both are in the Industrials sector — HLMA.L in Conglomerates, SCHN.SW in Specialty Industrial Machinery. Over the past 10 years, HLMA.L returned 18.37%/yr vs 7.93%/yr for SCHN.SW. At a 0.37 correlation, their price movements are largely independent.
Performance
HLMA.L vs. SCHN.SW - Performance Comparison
Loading charts...
Different Trading Currencies
HLMA.L is traded in GBp, while SCHN.SW is traded in CHF. To make them comparable, the SCHN.SW 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 33.47% return, which is significantly higher than SCHN.SW's -6.41% return. Over the past 10 years, HLMA.L has outperformed SCHN.SW with an annualized return of 18.37%, while SCHN.SW has yielded a comparatively lower 7.93% annualized return.
HLMA.L
- 1D
- 1.24%
- 1M
- 3.80%
- YTD
- 33.47%
- 6M
- 29.66%
- 1Y
- 59.70%
- 3Y*
- 26.08%
- 5Y*
- 12.90%
- 10Y*
- 18.37%
SCHN.SW
- 1D
- 1.52%
- 1M
- -0.49%
- YTD
- -6.41%
- 6M
- -3.45%
- 1Y
- -4.93%
- 3Y*
- 15.11%
- 5Y*
- 5.04%
- 10Y*
- 7.93%
HLMA.L vs. SCHN.SW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLMA.L Halma plc | 33.47% | 32.52% | 18.70% | 16.78% | -37.74% | 31.48% | 16.58% | 56.35% | 9.47% | 42.10% |
SCHN.SW Schindler Holding AG | -6.41% | 23.67% | 17.68% | 27.48% | -23.22% | 1.32% | 8.57% | 24.93% | -7.13% | 19.64% |
Correlation
The correlation between HLMA.L and SCHN.SW is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Sep 3, 2007 | 0.37 |
The correlation between HLMA.L and SCHN.SW shifts across timeframes, from 0.29 (1 year) to 0.42 (10 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.
Return for Risk
HLMA.L vs. SCHN.SW — Risk / Return Rank
HLMA.L
SCHN.SW
HLMA.L vs. SCHN.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Halma plc (HLMA.L) and Schindler Holding AG (SCHN.SW). 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 | SCHN.SW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.61 | ||
| Sortino ratioReturn per unit of downside risk | +3.51 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.98 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 4.39 | -0.27 | +4.66 |
| Martin ratioReturn relative to average drawdown | 17.18 | -0.57 | +17.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| HLMA.L | SCHN.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | -0.22 | +2.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.22 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.37 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.56 | +0.15 |
Drawdowns
HLMA.L vs. SCHN.SW - Drawdown Comparison
The maximum HLMA.L drawdown since its inception was -42.86%, roughly equal to the maximum SCHN.SW drawdown of -41.70%. Use the drawdown chart below to compare losses from any high point for HLMA.L and SCHN.SW.
Loading charts...
Drawdown Indicators
| HLMA.L | SCHN.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.86% | -41.70% | -1.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -15.95% | +2.42% |
Max Drawdown (3Y)Largest decline over 3 years | -25.75% | -16.82% | -8.93% |
Max Drawdown (5Y)Largest decline over 5 years | -42.86% | -41.70% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -42.86% | -41.70% | -1.16% |
Current DrawdownCurrent decline from peak | -3.20% | -12.71% | +9.51% |
Average DrawdownAverage peak-to-trough decline | -10.17% | -9.12% | -1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 7.41% | -3.95% |
Volatility
HLMA.L vs. SCHN.SW - Volatility Comparison
Halma plc (HLMA.L) has a higher volatility of 8.81% compared to Schindler Holding AG (SCHN.SW) at 5.80%. This indicates that HLMA.L's price experiences larger fluctuations and is considered to be riskier than SCHN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HLMA.L | SCHN.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.81% | 5.80% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 19.91% | 16.70% | +3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.85% | 19.62% | +5.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.91% | 22.52% | +3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 21.78% | +2.94% |
Dividends
HLMA.L vs. SCHN.SW - Dividend Comparison
HLMA.L's dividend yield for the trailing twelve months is around 0.50%, less than SCHN.SW's 2.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLMA.L Halma plc | 0.50% | 0.67% | 0.83% | 0.91% | 0.98% | 0.57% | 0.69% | 0.76% | 1.11% | 1.12% | 0.00% | 0.00% |
SCHN.SW Schindler Holding AG | 2.35% | 2.13% | 0.40% | 2.01% | 2.40% | 1.64% | 1.68% | 1.69% | 2.10% | 0.91% | 1.52% | 1.30% |
Financials
HLMA.L vs. SCHN.SW - Financials Comparison
This section allows you to compare key financial metrics between Halma plc and Schindler Holding AG. 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
HLMA.L and SCHN.SW have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for HLMA.L and SCHN.SW
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