HVPE.L vs. IPRV.L
Compare and contrast key facts about HarbourVest Global Private Equity Ltd (HVPE.L) and iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L).
IPRV.L is a passively managed fund by iShares that tracks the performance of the S&P Listed Private Equity Index. It was launched on Mar 16, 2007.
Performance
HVPE.L vs. IPRV.L - Performance Comparison
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HVPE.L vs. IPRV.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HVPE.L HarbourVest Global Private Equity Ltd | -3.67% | 18.08% | 12.50% | 4.66% | -21.43% | 47.48% | 8.23% | 33.38% | 8.36% | 7.71% |
IPRV.L iShares Listed Private Equity UCITS ETF USD (Dist) | -14.82% | -4.65% | 26.96% | 32.91% | -19.32% | 45.11% | 2.39% | 40.72% | -7.63% | 15.66% |
Returns By Period
In the year-to-date period, HVPE.L achieves a -3.67% return, which is significantly higher than IPRV.L's -14.82% return. Both investments have delivered pretty close results over the past 10 years, with HVPE.L having a 12.79% annualized return and IPRV.L not far behind at 12.62%.
HVPE.L
- 1D
- -1.31%
- 1M
- 4.86%
- YTD
- -3.67%
- 6M
- 4.50%
- 1Y
- 17.05%
- 3Y*
- 14.63%
- 5Y*
- 8.59%
- 10Y*
- 12.79%
IPRV.L
- 1D
- -0.04%
- 1M
- -1.17%
- YTD
- -14.82%
- 6M
- -15.90%
- 1Y
- -12.33%
- 3Y*
- 10.67%
- 5Y*
- 7.60%
- 10Y*
- 12.62%
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Return for Risk
HVPE.L vs. IPRV.L — Risk / Return Rank
HVPE.L
IPRV.L
HVPE.L vs. IPRV.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HarbourVest Global Private Equity Ltd (HVPE.L) and iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.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 | IPRV.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | -0.56 | +1.40 |
Sortino ratioReturn per unit of downside risk | 1.22 | -0.65 | +1.87 |
Omega ratioGain probability vs. loss probability | 1.17 | 0.92 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | -0.30 | +2.39 |
Martin ratioReturn relative to average drawdown | 6.51 | -0.79 | +7.31 |
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 | IPRV.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | -0.56 | +1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.39 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.62 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.28 | +0.38 |
Correlation
The correlation between HVPE.L and IPRV.L is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HVPE.L vs. IPRV.L - Dividend Comparison
HVPE.L has not paid dividends to shareholders, while IPRV.L's dividend yield for the trailing twelve months is around 4.67%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IPRV.L iShares Listed Private Equity UCITS ETF USD (Dist) | 4.67% | 3.98% | 3.81% | 4.27% | 5.26% | 3.42% | 4.85% | 4.28% | 6.46% | 6.70% | 5.33% | 8.21% |
Drawdowns
HVPE.L vs. IPRV.L - Drawdown Comparison
The maximum HVPE.L drawdown since its inception was -50.70%, smaller than the maximum IPRV.L drawdown of -76.57%. Use the drawdown chart below to compare losses from any high point for HVPE.L and IPRV.L.
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Drawdown Indicators
| HVPE.L | IPRV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.70% | -76.57% | +25.87% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -23.47% | +12.60% |
Max Drawdown (5Y)Largest decline over 5 years | -34.35% | -27.90% | -6.45% |
Max Drawdown (10Y)Largest decline over 10 years | -50.70% | -44.53% | -6.17% |
Current DrawdownCurrent decline from peak | -6.21% | -24.86% | +18.65% |
Average DrawdownAverage peak-to-trough decline | -7.64% | -13.26% | +5.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 8.88% | -5.39% |
Volatility
HVPE.L vs. IPRV.L - Volatility Comparison
HarbourVest Global Private Equity Ltd (HVPE.L) and iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) have volatilities of 6.05% and 6.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HVPE.L | IPRV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 6.32% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.90% | 14.25% | -1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 22.05% | -1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.04% | 19.35% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.83% | 20.24% | +4.59% |