HPHA.DE vs. IPOK.DE
HPHA.DE (Heidelberg Pharma AG) and IPOK.DE (Heidelberger Beteiligungsholding AG) are both stocks. HPHA.DE operates in Biotechnology (Healthcare), while IPOK.DE operates in Asset Management (Financial Services). Over the past 10 years, HPHA.DE returned 3.72%/yr vs 73.14%/yr for IPOK.DE. At a 0.00 correlation, their price movements are largely independent.
Performance
HPHA.DE vs. IPOK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, HPHA.DE achieves a 9.27% return, which is significantly lower than IPOK.DE's 42.11% return. Over the past 10 years, HPHA.DE has underperformed IPOK.DE with an annualized return of 3.72%, while IPOK.DE has yielded a comparatively higher 73.14% annualized return.
HPHA.DE
- 1D
- 0.00%
- 1M
- -4.24%
- YTD
- 9.27%
- 6M
- -4.24%
- 1Y
- -39.78%
- 3Y*
- -10.66%
- 5Y*
- -17.73%
- 10Y*
- 3.72%
IPOK.DE
- 1D
- -2.58%
- 1M
- -10.00%
- YTD
- 42.11%
- 6M
- 47.66%
- 1Y
- 166.20%
- 3Y*
- 39.09%
- 5Y*
- 17.49%
- 10Y*
- 73.14%
HPHA.DE vs. IPOK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HPHA.DE Heidelberg Pharma AG | 9.27% | 1.64% | -34.76% | -24.14% | 3.68% | -31.48% | 228.91% | -12.45% | -25.82% | 45.63% |
IPOK.DE Heidelberger Beteiligungsholding AG | 42.11% | 109.43% | -0.56% | -8.63% | -12.83% | -4.24% | 10,627.27% | 0.00% | 0.00% | 0.00% |
Correlation
The correlation between HPHA.DE and IPOK.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Nov 14, 2006 | 0.00 |
The correlation between HPHA.DE and IPOK.DE shifts across timeframes, from 0.00 (all time) to 0.13 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
HPHA.DE vs. IPOK.DE — Risk / Return Rank
HPHA.DE
IPOK.DE
HPHA.DE vs. IPOK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Heidelberg Pharma AG (HPHA.DE) and Heidelberger Beteiligungsholding AG (IPOK.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.
| HPHA.DE | IPOK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.94 | ||
| Sortino ratioReturn per unit of downside risk | -3.51 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.44 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 4.78 | -5.40 |
| Martin ratioReturn relative to average drawdown | -0.92 | 10.75 | -11.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HPHA.DE | IPOK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.57 | 2.37 | -2.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.36 | 0.42 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | 0.03 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.22 | 0.00 | -0.23 |
Drawdowns
HPHA.DE vs. IPOK.DE - Drawdown Comparison
The maximum HPHA.DE drawdown since its inception was -97.71%, roughly equal to the maximum IPOK.DE drawdown of -99.17%. Use the drawdown chart below to compare losses from any high point for HPHA.DE and IPOK.DE.
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Drawdown Indicators
| HPHA.DE | IPOK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.71% | -99.17% | +1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -49.69% | -32.66% | -17.03% |
Max Drawdown (3Y)Largest decline over 3 years | -49.69% | -56.12% | +6.43% |
Max Drawdown (5Y)Largest decline over 5 years | -74.77% | -56.12% | -18.65% |
Max Drawdown (10Y)Largest decline over 10 years | -76.10% | -56.12% | -19.98% |
Current DrawdownCurrent decline from peak | -95.77% | -20.59% | -75.18% |
Average DrawdownAverage peak-to-trough decline | -84.67% | -76.69% | -7.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.60% | 14.56% | +19.04% |
Volatility
HPHA.DE vs. IPOK.DE - Volatility Comparison
The current volatility for Heidelberg Pharma AG (HPHA.DE) is 10.00%, while Heidelberger Beteiligungsholding AG (IPOK.DE) has a volatility of 15.53%. This indicates that HPHA.DE experiences smaller price fluctuations and is considered to be less risky than IPOK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HPHA.DE | IPOK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.00% | 15.53% | -5.53% |
Volatility (6M)Calculated over the trailing 6-month period | 28.28% | 43.44% | -15.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.35% | 65.95% | -11.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.40% | 41.01% | +8.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 60.14% | 2,845.87% | -2,785.73% |
Dividends
HPHA.DE vs. IPOK.DE - Dividend Comparison
Neither HPHA.DE nor IPOK.DE has paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
HPHA.DE Heidelberg Pharma AG | 0.00% | 0.00% |
IPOK.DE Heidelberger Beteiligungsholding AG | 0.00% | 48.05% |
Financials
HPHA.DE vs. IPOK.DE - Financials Comparison
This section allows you to compare key financial metrics between Heidelberg Pharma AG and Heidelberger Beteiligungsholding 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
HPHA.DE and IPOK.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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