HPHA.DE vs. IVZ
HPHA.DE (Heidelberg Pharma AG) and IVZ (Invesco Ltd.) are both stocks. HPHA.DE operates in Biotechnology (Healthcare), while IVZ operates in Asset Management (Financial Services). Over the past 10 years, HPHA.DE returned 3.89%/yr vs 4.83%/yr for IVZ. At a 0.08 correlation, their price movements are largely independent.
Performance
HPHA.DE vs. IVZ - Performance Comparison
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Different Trading Currencies
HPHA.DE is traded in EUR, while IVZ is traded in USD. To make them comparable, the IVZ values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, HPHA.DE achieves a -0.81% return, which is significantly lower than IVZ's 18.03% return. Over the past 10 years, HPHA.DE has underperformed IVZ with an annualized return of 3.89%, while IVZ has yielded a comparatively higher 4.83% annualized return.
HPHA.DE
- 1D
- 0.00%
- 1M
- -4.65%
- 6M
- -19.61%
- YTD
- -0.81%
- 1Y
- -42.79%
- 3Y*
- -13.03%
- 5Y*
- -19.24%
- 10Y*
- 3.89%
- ALL TIME*
- -14.48%
IVZ
- 1D
- 0.31%
- 1M
- 5.84%
- 6M
- 4.00%
- YTD
- 18.03%
- 1Y
- 56.91%
- 3Y*
- 23.66%
- 5Y*
- 8.47%
- 10Y*
- 4.83%
- ALL TIME*
- 5.25%
HPHA.DE vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HPHA.DE Heidelberg Pharma AG | -0.81% | 1.64% | -34.76% | -24.14% | 3.57% | -31.41% | 228.91% | -12.45% | -25.85% | 51.87% |
IVZ Invesco Ltd. | 18.03% | 38.31% | 9.83% | 2.87% | -13.68% | 45.70% | -5.44% | 17.51% | -49.79% | 9.35% |
Correlation
The correlation between HPHA.DE and IVZ is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2007 | 0.08 |
The correlation between HPHA.DE and IVZ shifts across timeframes, from -0.02 (1 year) to 0.08 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
HPHA.DE vs. IVZ — Risk / Return Rank
HPHA.DE
IVZ
HPHA.DE vs. IVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Heidelberg Pharma AG (HPHA.DE) and Invesco Ltd. (IVZ). 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.
| HPHA.DE | IVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.65 | ||
| Sortino ratioReturn per unit of downside risk | -3.46 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.30 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.89 | 2.60 | -3.48 |
| Martin ratioReturn relative to average drawdown | -1.19 | 6.65 | -7.84 |
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Drawdowns
HPHA.DE vs. IVZ - Drawdown Comparison
The maximum HPHA.DE drawdown since its inception was -97.74%, which is greater than IVZ's maximum drawdown of -79.78%. Use the drawdown chart below to compare losses from any high point for HPHA.DE and IVZ.
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Drawdown Indicators
| HPHA.DE | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.74% | -79.78% | -17.96% |
Max Drawdown (1Y)Largest decline over 1 year | -48.18% | -22.03% | -26.15% |
Max Drawdown (3Y)Largest decline over 3 years | -49.27% | -41.05% | -8.22% |
Max Drawdown (5Y)Largest decline over 5 years | -69.61% | -45.01% | -24.60% |
Max Drawdown (10Y)Largest decline over 10 years | -76.10% | -77.51% | +1.41% |
Current DrawdownCurrent decline from peak | -96.03% | -1.88% | -94.15% |
Average DrawdownAverage peak-to-trough decline | -84.62% | -28.53% | -56.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.87% | 8.59% | +27.28% |
Volatility
HPHA.DE vs. IVZ - Volatility Comparison
The current volatility for Heidelberg Pharma AG (HPHA.DE) is 6.57%, while Invesco Ltd. (IVZ) has a volatility of 12.24%. This indicates that HPHA.DE experiences smaller price fluctuations and is considered to be less risky than IVZ 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 | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 12.24% | -5.67% |
Volatility (6M)Calculated over the trailing 6-month period | 23.48% | 26.48% | -3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.11% | 32.97% | +14.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.87% | 35.71% | +13.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.39% | 39.00% | +20.39% |
Dividends
HPHA.DE vs. IVZ - Dividend Comparison
HPHA.DE has not paid dividends to shareholders, while IVZ's dividend yield for the trailing twelve months is around 2.85%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HPHA.DE Heidelberg Pharma AG | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVZ Invesco Ltd. | 2.85% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
Financials
HPHA.DE vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between Heidelberg Pharma AG and Invesco Ltd.. 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 IVZ have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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