HSHP vs. AIVI
HSHP (Himalaya Shipping Ltd.) is a stock, while AIVI (WisdomTree International Al Enhanced Value Fund) is Foreign Large Cap Equities fund actively managed by WisdomTree. Over the past 3 years, HSHP returned 31.24%/yr vs 18.77%/yr for AIVI. At a 0.23 correlation, their price movements are largely independent.
Performance
HSHP vs. AIVI - Performance Comparison
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Returns By Period
In the year-to-date period, HSHP achieves a 57.47% return, which is significantly higher than AIVI's 10.33% return.
HSHP
- 1D
- 3.39%
- 1M
- 0.92%
- YTD
- 57.47%
- 6M
- 62.29%
- 1Y
- 128.91%
- 3Y*
- 31.24%
- 5Y*
- —
- 10Y*
- —
AIVI
- 1D
- -1.05%
- 1M
- -0.01%
- YTD
- 10.33%
- 6M
- 10.63%
- 1Y
- 24.98%
- 3Y*
- 18.77%
- 5Y*
- 10.52%
- 10Y*
- 9.46%
HSHP vs. AIVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HSHP Himalaya Shipping Ltd. | 57.47% | 87.24% | -28.11% | 37.12% | -1.99% |
AIVI WisdomTree International Al Enhanced Value Fund | 10.33% | 38.68% | 2.07% | 18.11% | 15.60% |
Correlation
The correlation between HSHP and AIVI is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2022 | 0.23 |
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Return for Risk
HSHP vs. AIVI — Risk / Return Rank
HSHP
AIVI
HSHP vs. AIVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Himalaya Shipping Ltd. (HSHP) and WisdomTree International Al Enhanced Value Fund (AIVI). 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.
| HSHP | AIVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.44 | ||
| Sortino ratioReturn per unit of downside risk | +1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.33 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 8.12 | 2.30 | +5.82 |
| Martin ratioReturn relative to average drawdown | 18.11 | 7.98 | +10.13 |
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Drawdowns
HSHP vs. AIVI - Drawdown Comparison
The maximum HSHP drawdown since its inception was -53.89%, smaller than the maximum AIVI drawdown of -65.98%. Use the drawdown chart below to compare losses from any high point for HSHP and AIVI.
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Drawdown Indicators
| HSHP | AIVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.89% | -65.98% | +12.09% |
Max Drawdown (1Y)Largest decline over 1 year | -15.98% | -10.92% | -5.06% |
Max Drawdown (3Y)Largest decline over 3 years | -53.89% | -11.71% | -42.18% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.05% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.42% | — |
Current DrawdownCurrent decline from peak | -11.76% | -1.88% | -9.88% |
Average DrawdownAverage peak-to-trough decline | -16.27% | -15.50% | -0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.16% | 3.14% | +4.02% |
Volatility
HSHP vs. AIVI - Volatility Comparison
Himalaya Shipping Ltd. (HSHP) has a higher volatility of 11.84% compared to WisdomTree International Al Enhanced Value Fund (AIVI) at 4.21%. This indicates that HSHP's price experiences larger fluctuations and is considered to be riskier than AIVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSHP | AIVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.84% | 4.21% | +7.63% |
Volatility (6M)Calculated over the trailing 6-month period | 30.85% | 11.28% | +19.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.51% | 13.56% | +25.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.52% | 15.17% | +27.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.52% | 16.16% | +26.36% |
Dividends
HSHP vs. AIVI - Dividend Comparison
HSHP has not paid dividends to shareholders, while AIVI's dividend yield for the trailing twelve months is around 4.18%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 4.18% | 4.70% | 4.94% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% |
HSHP Himalaya Shipping Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HSHP and AIVI have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HSHP has higher volatility (11.84%) compared to AIVI (4.21%). In terms of maximum drawdown, HSHP dropped -53.89% vs AIVI's -65.98%.
HSHP currently has the higher Sharpe Ratio (3.29 vs 1.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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