HVPE.L vs. CVCG.L
HVPE.L (HarbourVest Global Private Equity Ltd) and CVCG.L (CVC Income & Growth Limited) are both stocks. Both are in the Financial Services sector — HVPE.L in Investment Banking & Investment Services, CVCG.L in Collective Investments. Over the past 10 years, HVPE.L returned 13.99%/yr vs 7.63%/yr for CVCG.L. At a 0.08 correlation, their price movements are largely independent.
Performance
HVPE.L vs. CVCG.L - Performance Comparison
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Returns By Period
In the year-to-date period, HVPE.L achieves a 8.13% return, which is significantly higher than CVCG.L's 2.23% return. Over the past 10 years, HVPE.L has outperformed CVCG.L with an annualized return of 13.99%, while CVCG.L has yielded a comparatively lower 7.63% annualized return.
HVPE.L
- 1D
- 0.00%
- 1M
- 4.95%
- YTD
- 8.13%
- 6M
- 9.53%
- 1Y
- 39.51%
- 3Y*
- 15.33%
- 5Y*
- 10.26%
- 10Y*
- 13.99%
CVCG.L
- 1D
- 0.43%
- 1M
- 1.75%
- YTD
- 2.23%
- 6M
- 2.23%
- 1Y
- 5.86%
- 3Y*
- 14.57%
- 5Y*
- 9.80%
- 10Y*
- 7.63%
HVPE.L vs. CVCG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HVPE.L HarbourVest Global Private Equity Ltd | 8.13% | 18.08% | 12.50% | 4.66% | -21.43% | 47.48% | 8.23% | 33.38% | 8.36% | 7.71% |
CVCG.L CVC Income & Growth Limited | 2.23% | 7.43% | 29.84% | 16.66% | -8.32% | 16.00% | 0.13% | -4.12% | -0.03% | 14.08% |
Correlation
The correlation between HVPE.L and CVCG.L is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2013 | 0.08 |
The correlation between HVPE.L and CVCG.L shifts across timeframes, from 0.08 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
HVPE.L:
£2.47B
CVCG.L:
£279.20M
HVPE.L:
£5.29
CVCG.L:
£0.06
HVPE.L:
6.41
CVCG.L:
20.84
HVPE.L:
0.14
CVCG.L:
0.33
HVPE.L:
7.54
CVCG.L:
4.25
HVPE.L:
0.78
CVCG.L:
0.84
HVPE.L:
£328.01M
CVCG.L:
£62.39M
HVPE.L:
£325.07M
CVCG.L:
£43.35M
HVPE.L:
£182.43M
CVCG.L:
£43.05M
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Return for Risk
HVPE.L vs. CVCG.L — Risk / Return Rank
HVPE.L
CVCG.L
HVPE.L vs. CVCG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HarbourVest Global Private Equity Ltd (HVPE.L) and CVC Income & Growth Limited (CVCG.L). 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.
| HVPE.L | CVCG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.82 | ||
| Sortino ratioReturn per unit of downside risk | +2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.12 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | 0.55 | +3.07 |
| Martin ratioReturn relative to average drawdown | 11.93 | 2.89 | +9.04 |
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
| HVPE.L | CVCG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 0.44 | +1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.49 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.32 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.30 | +0.06 |
Drawdowns
HVPE.L vs. CVCG.L - Drawdown Comparison
The maximum HVPE.L drawdown since its inception was -50.70%, which is greater than CVCG.L's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for HVPE.L and CVCG.L.
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Drawdown Indicators
| HVPE.L | CVCG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.70% | -45.23% | -5.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -10.61% | -0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -18.64% | -10.61% | -8.03% |
Max Drawdown (5Y)Largest decline over 5 years | -34.35% | -17.42% | -16.93% |
Max Drawdown (10Y)Largest decline over 10 years | -50.70% | -45.23% | -5.47% |
Current DrawdownCurrent decline from peak | -1.74% | 0.00% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -13.10% | -4.26% | -8.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 2.02% | +1.28% |
Volatility
HVPE.L vs. CVCG.L - Volatility Comparison
HarbourVest Global Private Equity Ltd (HVPE.L) has a higher volatility of 6.01% compared to CVC Income & Growth Limited (CVCG.L) at 3.65%. This indicates that HVPE.L's price experiences larger fluctuations and is considered to be riskier than CVCG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HVPE.L | CVCG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 3.65% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 13.29% | 12.03% | +1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.45% | 13.29% | +4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.19% | 19.98% | +4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.91% | 23.78% | +1.13% |
Dividends
HVPE.L vs. CVCG.L - Dividend Comparison
HVPE.L has not paid dividends to shareholders, while CVCG.L's dividend yield for the trailing twelve months is around 8.36%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVCG.L CVC Income & Growth Limited | 8.36% | 8.64% | 7.58% | 7.07% | 4.83% | 3.77% | 4.53% | 4.86% | 4.48% | 4.06% | 4.95% | 3.59% |
HVPE.L HarbourVest Global Private Equity 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% |
Financials
HVPE.L vs. CVCG.L - Financials Comparison
This section allows you to compare key financial metrics between HarbourVest Global Private Equity Ltd and CVC Income & Growth Limited. 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
HVPE.L and CVCG.L have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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