IPOK.DE vs. BLK
IPOK.DE (Heidelberger Beteiligungsholding AG) and BLK (BlackRock, Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, IPOK.DE returned 66.66%/yr vs 13.59%/yr for BLK. At a 0.01 correlation, their price movements are largely independent.
Performance
IPOK.DE vs. BLK - Performance Comparison
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Different Trading Currencies
IPOK.DE is traded in EUR, while BLK is traded in USD. To make them comparable, the BLK values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IPOK.DE achieves a -3.01% return, which is significantly lower than BLK's 2.48% return. Over the past 10 years, IPOK.DE has outperformed BLK with an annualized return of 66.66%, while BLK has yielded a comparatively lower 13.59% annualized return.
IPOK.DE
- 1D
- -1.53%
- 1M
- -24.56%
- 6M
- -18.87%
- YTD
- -3.01%
- 1Y
- 26.47%
- 3Y*
- 23.72%
- 5Y*
- 8.66%
- 10Y*
- 66.66%
- ALL TIME*
- 25.42%
BLK
- 1D
- -1.48%
- 1M
- 0.80%
- 6M
- -6.88%
- YTD
- 2.48%
- 1Y
- -0.71%
- 3Y*
- 13.58%
- 5Y*
- 6.84%
- 10Y*
- 13.59%
- ALL TIME*
- 13.62%
IPOK.DE vs. BLK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPOK.DE Heidelberger Beteiligungsholding AG | -3.01% | 109.43% | -0.56% | -8.63% | -12.83% | -4.24% | 10,627.27% | 0.00% | 0.00% | 0.00% |
BLK BlackRock, Inc. | 2.48% | -6.09% | 37.83% | 14.33% | -15.46% | 39.07% | 35.07% | 34.84% | -17.90% | 21.22% |
Correlation
The correlation between IPOK.DE and BLK is -0.03, 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 | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2007 | 0.01 |
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Return for Risk
IPOK.DE vs. BLK — Risk / Return Rank
IPOK.DE
BLK
IPOK.DE vs. BLK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Heidelberger Beteiligungsholding AG (IPOK.DE) and BlackRock, Inc. (BLK). 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.
| IPOK.DE | BLK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.02 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | -0.03 | +0.61 |
| Martin ratioReturn relative to average drawdown | 1.39 | -0.07 | +1.45 |
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Drawdowns
IPOK.DE vs. BLK - Drawdown Comparison
The maximum IPOK.DE drawdown since its inception was -66.67%, which is greater than BLK's maximum drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for IPOK.DE and BLK.
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Drawdown Indicators
| IPOK.DE | BLK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.67% | -54.15% | -12.52% |
Max Drawdown (1Y)Largest decline over 1 year | -45.80% | -21.56% | -24.24% |
Max Drawdown (3Y)Largest decline over 3 years | -56.12% | -28.17% | -27.95% |
Max Drawdown (5Y)Largest decline over 5 years | -56.12% | -33.86% | -22.26% |
Max Drawdown (10Y)Largest decline over 10 years | -56.12% | -41.90% | -14.22% |
Current DrawdownCurrent decline from peak | -45.80% | -9.13% | -36.67% |
Average DrawdownAverage peak-to-trough decline | -42.62% | -12.04% | -30.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.02% | 10.83% | +8.19% |
Volatility
IPOK.DE vs. BLK - Volatility Comparison
Heidelberger Beteiligungsholding AG (IPOK.DE) has a higher volatility of 14.58% compared to BlackRock, Inc. (BLK) at 9.81%. This indicates that IPOK.DE's price experiences larger fluctuations and is considered to be riskier than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPOK.DE | BLK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.58% | 9.81% | +4.77% |
Volatility (6M)Calculated over the trailing 6-month period | 45.48% | 20.92% | +24.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.70% | 26.22% | +45.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.12% | 25.85% | +20.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,847.03% | 27.70% | +2,819.33% |
Dividends
IPOK.DE vs. BLK - Dividend Comparison
IPOK.DE has not paid dividends to shareholders, while BLK's dividend yield for the trailing twelve months is around 2.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | 2.08% | 1.95% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.08% | 1.95% | 2.41% | 2.56% |
IPOK.DE Heidelberger Beteiligungsholding AG | 0.00% | 48.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
IPOK.DE vs. BLK - Financials Comparison
This section allows you to compare key financial metrics between Heidelberger Beteiligungsholding AG and BlackRock, Inc.. 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
IPOK.DE and BLK have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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