PortfoliosLab logoPortfoliosLab logo
HVRRY vs. COST
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HVRRY vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hannover Re (HVRRY) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, HVRRY achieves a -9.43% return, which is significantly lower than COST's 10.63% return. Over the past 10 years, HVRRY has underperformed COST with an annualized return of 13.10%, while COST has yielded a comparatively higher 21.90% annualized return.


HVRRY

1D
1.38%
1M
-3.70%
YTD
-9.43%
6M
-9.91%
1Y
-8.44%
3Y*
13.24%
5Y*
14.04%
10Y*
13.10%

COST

1D
-0.01%
1M
-7.48%
YTD
10.63%
6M
12.24%
1Y
-2.41%
3Y*
23.60%
5Y*
20.70%
10Y*
21.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HVRRY vs. COST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HVRRY
Hannover Re
-9.43%29.30%7.59%24.53%11.05%20.35%-16.15%48.63%10.97%21.66%
COST
Costco Wholesale Corporation
10.63%-5.39%39.62%49.00%-19.05%51.82%32.67%45.70%10.60%22.37%

Correlation

The correlation between HVRRY and COST is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.15

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2007

0.21

Fundamentals

EPS

HVRRY:

€4.06

COST:

$26.51

PE Ratio

HVRRY:

9.67

COST:

35.89

PEG Ratio

HVRRY:

0.29

COST:

2.81

PS Ratio

HVRRY:

1.10

COST:

1.08

Total Revenue (TTM)

HVRRY:

€25.44B

COST:

$293.59B

Gross Profit (TTM)

HVRRY:

€23.95B

COST:

$11.12B

EBITDA (TTM)

HVRRY:

€9.81B

COST:

$12.48B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

HVRRY vs. COST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HVRRY
HVRRY Risk / Return Rank: 2323
Overall Rank
HVRRY Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
HVRRY Sortino Ratio Rank: 2222
Sortino Ratio Rank
HVRRY Omega Ratio Rank: 2323
Omega Ratio Rank
HVRRY Calmar Ratio Rank: 2525
Calmar Ratio Rank
HVRRY Martin Ratio Rank: 2121
Martin Ratio Rank

COST
COST Risk / Return Rank: 3434
Overall Rank
COST Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
COST Sortino Ratio Rank: 3030
Sortino Ratio Rank
COST Omega Ratio Rank: 3131
Omega Ratio Rank
COST Calmar Ratio Rank: 3737
Calmar Ratio Rank
COST Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HVRRY vs. COST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hannover Re (HVRRY) and Costco Wholesale Corporation (COST). 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.


HVRRYCOSTDifference
Sharpe ratioReturn per unit of total volatility

-0.26

Sortino ratioReturn per unit of downside risk

-0.38

Omega ratioGain probability vs. loss probability

0.95

0.99

-0.04

Calmar ratioReturn relative to maximum drawdown

-0.48

-0.16

-0.32

Martin ratioReturn relative to average drawdown

-0.98

-0.35

-0.63

HVRRY vs. COST - Sharpe Ratio Comparison

The current HVRRY Sharpe Ratio is -0.39, which is lower than the COST Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of HVRRY and COST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

HVRRY vs. COST - Drawdown Comparison

The maximum HVRRY drawdown since its inception was -62.80%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for HVRRY and COST.


Loading charts...

Drawdown Indicators


HVRRYCOSTDifference

Max Drawdown

Largest peak-to-trough decline

-62.80%

-53.39%

-9.41%

Max Drawdown (1Y)

Largest decline over 1 year

-17.62%

-15.14%

-2.48%

Max Drawdown (3Y)

Largest decline over 3 years

-17.62%

-20.74%

+3.12%

Max Drawdown (5Y)

Largest decline over 5 years

-31.66%

-31.40%

-0.26%

Max Drawdown (10Y)

Largest decline over 10 years

-44.24%

-31.40%

-12.84%

Current Drawdown

Current decline from peak

-14.36%

-13.06%

-1.30%

Average Drawdown

Average peak-to-trough decline

-8.48%

-13.36%

+4.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.61%

6.86%

+1.75%

Volatility

HVRRY vs. COST - Volatility Comparison

The current volatility for Hannover Re (HVRRY) is 5.15%, while Costco Wholesale Corporation (COST) has a volatility of 6.51%. This indicates that HVRRY experiences smaller price fluctuations and is considered to be less risky than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


HVRRYCOSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.15%

6.51%

-1.36%

Volatility (6M)

Calculated over the trailing 6-month period

16.57%

14.49%

+2.08%

Volatility (1Y)

Calculated over the trailing 1-year period

21.75%

18.95%

+2.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.14%

22.73%

+2.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.09%

21.98%

+4.11%

Dividends

HVRRY vs. COST - Dividend Comparison

HVRRY's dividend yield for the trailing twelve months is around 5.43%, more than COST's 0.56% yield.


PositionTTM20252024202320222021202020192018201720162015
COST
Costco Wholesale Corporation
0.56%0.59%0.49%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%
HVRRY
Hannover Re
5.43%3.19%3.10%2.75%3.15%2.92%2.75%2.19%3.27%4.55%8.64%1.19%

Financials

HVRRY vs. COST - Financials Comparison

This section allows you to compare key financial metrics between Hannover Re and Costco Wholesale Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-20.00B0.0020.00B40.00B60.00B80.00B20222023202420252026
7.31B
70.53B
(HVRRY) Total Revenue
(COST) Total Revenue
Please note, different currencies. HVRRY values in EUR, COST values in USD

HVRRY vs. COST - Profitability Comparison

The chart below illustrates the profitability comparison between Hannover Re and Costco Wholesale Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
100.0%
-25.1%
Portfolio components
HVRRY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hannover Re reported a gross profit of 7.31B and revenue of 7.31B. Therefore, the gross margin over that period was 100.0%.

COST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported a gross profit of -17.68B and revenue of 70.53B. Therefore, the gross margin over that period was -25.1%.

HVRRY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hannover Re reported an operating income of 965.32M and revenue of 7.31B, resulting in an operating margin of 13.2%.

COST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported an operating income of 2.82B and revenue of 70.53B, resulting in an operating margin of 4.0%.

HVRRY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hannover Re reported a net income of 722.29M and revenue of 7.31B, resulting in a net margin of 9.9%.

COST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported a net income of 2.19B and revenue of 70.53B, resulting in a net margin of 3.1%.


Frequently Asked Questions


HVRRY and COST have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COST has higher volatility (6.51%) compared to HVRRY (5.15%). In terms of maximum drawdown, HVRRY dropped -62.80% vs COST's -53.39%.

COST currently has the higher Sharpe Ratio (-0.13 vs -0.39), 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.

Portfolio Optimizer

Find the right allocation for HVRRY and COST

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer