IPOK.DE vs. HPHA.DE
IPOK.DE (Heidelberger Beteiligungsholding AG) and HPHA.DE (Heidelberg Pharma AG) are both stocks. IPOK.DE operates in Asset Management (Financial Services), while HPHA.DE operates in Biotechnology (Healthcare). Over the past 10 years, IPOK.DE returned 73.14%/yr vs 3.72%/yr for HPHA.DE. At a 0.00 correlation, their price movements are largely independent.
Performance
IPOK.DE vs. HPHA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IPOK.DE achieves a 42.11% return, which is significantly higher than HPHA.DE's 9.27% return. Over the past 10 years, IPOK.DE has outperformed HPHA.DE with an annualized return of 73.14%, while HPHA.DE has yielded a comparatively lower 3.72% annualized return.
IPOK.DE
- 1D
- -2.58%
- 1M
- -10.00%
- YTD
- 42.11%
- 6M
- 47.66%
- 1Y
- 166.20%
- 3Y*
- 39.09%
- 5Y*
- 17.49%
- 10Y*
- 73.14%
HPHA.DE
- 1D
- 0.00%
- 1M
- -4.24%
- YTD
- 9.27%
- 6M
- -4.24%
- 1Y
- -39.78%
- 3Y*
- -10.66%
- 5Y*
- -17.73%
- 10Y*
- 3.72%
IPOK.DE vs. HPHA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPOK.DE Heidelberger Beteiligungsholding AG | 42.11% | 109.43% | -0.56% | -8.63% | -12.83% | -4.24% | 10,627.27% | 0.00% | 0.00% | 0.00% |
HPHA.DE Heidelberg Pharma AG | 9.27% | 1.64% | -34.76% | -24.14% | 3.68% | -31.48% | 228.91% | -12.45% | -25.82% | 45.63% |
Correlation
The correlation between IPOK.DE and HPHA.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Nov 14, 2006 | 0.00 |
The correlation between IPOK.DE and HPHA.DE shifts across timeframes, from 0.00 (all time) to 0.13 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IPOK.DE vs. HPHA.DE — Risk / Return Rank
IPOK.DE
HPHA.DE
IPOK.DE vs. HPHA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Heidelberger Beteiligungsholding AG (IPOK.DE) and Heidelberg Pharma AG (HPHA.DE). 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.
| IPOK.DE | HPHA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.94 | ||
| Sortino ratioReturn per unit of downside risk | +3.51 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 0.92 | +0.52 |
| Calmar ratioReturn relative to maximum drawdown | 4.78 | -0.62 | +5.40 |
| Martin ratioReturn relative to average drawdown | 10.75 | -0.92 | +11.66 |
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
| IPOK.DE | HPHA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.37 | -0.57 | +2.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | -0.36 | +0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.06 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | -0.22 | +0.23 |
Drawdowns
IPOK.DE vs. HPHA.DE - Drawdown Comparison
The maximum IPOK.DE drawdown since its inception was -99.17%, roughly equal to the maximum HPHA.DE drawdown of -97.71%. Use the drawdown chart below to compare losses from any high point for IPOK.DE and HPHA.DE.
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Drawdown Indicators
| IPOK.DE | HPHA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.17% | -97.71% | -1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -32.66% | -49.69% | +17.03% |
Max Drawdown (3Y)Largest decline over 3 years | -56.12% | -49.69% | -6.43% |
Max Drawdown (5Y)Largest decline over 5 years | -56.12% | -74.77% | +18.65% |
Max Drawdown (10Y)Largest decline over 10 years | -56.12% | -76.10% | +19.98% |
Current DrawdownCurrent decline from peak | -20.59% | -95.77% | +75.18% |
Average DrawdownAverage peak-to-trough decline | -76.69% | -84.67% | +7.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.56% | 33.60% | -19.04% |
Volatility
IPOK.DE vs. HPHA.DE - Volatility Comparison
Heidelberger Beteiligungsholding AG (IPOK.DE) has a higher volatility of 15.53% compared to Heidelberg Pharma AG (HPHA.DE) at 10.00%. This indicates that IPOK.DE's price experiences larger fluctuations and is considered to be riskier than HPHA.DE 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 | HPHA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.53% | 10.00% | +5.53% |
Volatility (6M)Calculated over the trailing 6-month period | 43.44% | 28.28% | +15.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 65.95% | 54.35% | +11.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.01% | 49.40% | -8.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,845.87% | 60.14% | +2,785.73% |
Dividends
IPOK.DE vs. HPHA.DE - Dividend Comparison
Neither IPOK.DE nor HPHA.DE has paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
HPHA.DE Heidelberg Pharma AG | 0.00% | 0.00% |
IPOK.DE Heidelberger Beteiligungsholding AG | 0.00% | 48.05% |
Financials
IPOK.DE vs. HPHA.DE - Financials Comparison
This section allows you to compare key financial metrics between Heidelberger Beteiligungsholding AG and Heidelberg Pharma AG. 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 HPHA.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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