IPOK.DE vs. SB1.DE
IPOK.DE (Heidelberger Beteiligungsholding AG) and SB1.DE (Smartbroker Holding AG ) are both stocks. Both are in the Financial Services sector — IPOK.DE in Asset Management, SB1.DE in Financial Data & Stock Exchanges. Over the past 10 years, IPOK.DE returned 73.14%/yr vs 36.52%/yr for SB1.DE. At a correlation of -0.01, they often move in opposite directions.
Performance
IPOK.DE vs. SB1.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 SB1.DE's -18.43% return. Over the past 10 years, IPOK.DE has outperformed SB1.DE with an annualized return of 73.14%, while SB1.DE has yielded a comparatively lower 36.52% 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%
SB1.DE
- 1D
- 0.00%
- 1M
- -7.72%
- YTD
- -18.43%
- 6M
- -18.98%
- 1Y
- -4.78%
- 3Y*
- 7.57%
- 5Y*
- -15.90%
- 10Y*
- 36.52%
IPOK.DE vs. SB1.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% |
SB1.DE Smartbroker Holding AG
| -18.43% | 59.24% | -1.50% | 59.93% | -72.96% | 44.00% | 135.29% | 109.88% | -48.58% | 996.41% |
Correlation
The correlation between IPOK.DE and SB1.DE is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.00 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2006 | -0.01 |
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Return for Risk
IPOK.DE vs. SB1.DE — Risk / Return Rank
IPOK.DE
SB1.DE
IPOK.DE vs. SB1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Heidelberger Beteiligungsholding AG (IPOK.DE) and Smartbroker Holding AG (SB1.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 | SB1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.51 | ||
| Sortino ratioReturn per unit of downside risk | +2.89 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.01 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 4.78 | -0.20 | +4.98 |
| Martin ratioReturn relative to average drawdown | 10.75 | -0.37 | +11.11 |
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 | SB1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.37 | -0.14 | +2.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | -0.37 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.68 | -0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.12 | -0.12 |
Drawdowns
IPOK.DE vs. SB1.DE - Drawdown Comparison
The maximum IPOK.DE drawdown since its inception was -99.17%, roughly equal to the maximum SB1.DE drawdown of -94.59%. Use the drawdown chart below to compare losses from any high point for IPOK.DE and SB1.DE.
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Drawdown Indicators
| IPOK.DE | SB1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.17% | -94.59% | -4.58% |
Max Drawdown (1Y)Largest decline over 1 year | -32.66% | -23.84% | -8.82% |
Max Drawdown (3Y)Largest decline over 3 years | -56.12% | -54.40% | -1.72% |
Max Drawdown (5Y)Largest decline over 5 years | -56.12% | -80.34% | +24.22% |
Max Drawdown (10Y)Largest decline over 10 years | -56.12% | -80.48% | +24.36% |
Current DrawdownCurrent decline from peak | -20.59% | -59.08% | +38.49% |
Average DrawdownAverage peak-to-trough decline | -76.69% | -63.53% | -13.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.56% | 13.05% | +1.51% |
Volatility
IPOK.DE vs. SB1.DE - Volatility Comparison
Heidelberger Beteiligungsholding AG (IPOK.DE) has a higher volatility of 15.53% compared to Smartbroker Holding AG (SB1.DE) at 7.59%. This indicates that IPOK.DE's price experiences larger fluctuations and is considered to be riskier than SB1.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 | SB1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.53% | 7.59% | +7.94% |
Volatility (6M)Calculated over the trailing 6-month period | 43.44% | 22.56% | +20.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 65.95% | 34.68% | +31.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.01% | 42.31% | -1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,845.87% | 52.90% | +2,792.97% |
Dividends
IPOK.DE vs. SB1.DE - Dividend Comparison
Neither IPOK.DE nor SB1.DE has paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
IPOK.DE Heidelberger Beteiligungsholding AG | 0.00% | 48.05% |
SB1.DE Smartbroker Holding AG
| 0.00% | 0.00% |
Financials
IPOK.DE vs. SB1.DE - Financials Comparison
This section allows you to compare key financial metrics between Heidelberger Beteiligungsholding AG and Smartbroker Holding 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 SB1.DE have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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