KEN vs. HTGC
Compare and contrast key facts about Kenon Holdings Ltd. (KEN) and Hercules Capital, Inc. (HTGC).
Performance
KEN vs. HTGC - Performance Comparison
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KEN vs. HTGC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KEN Kenon Holdings Ltd. | 28.80% | 126.18% | 62.44% | -19.16% | -23.73% | 93.65% | 57.17% | 50.73% | 23.06% | 85.88% |
HTGC Hercules Capital, Inc. | -20.14% | 3.54% | 33.33% | 42.91% | -10.42% | 26.50% | 14.49% | 39.86% | -6.86% | 1.86% |
Fundamentals
KEN:
$4.75B
HTGC:
$2.75B
KEN:
$9.03
HTGC:
$0.00
KEN:
5.61
HTGC:
6.16
KEN:
3.17
HTGC:
1.24
KEN:
$803.30M
HTGC:
$451.96M
KEN:
$145.79M
HTGC:
$388.62M
KEN:
$162.42M
HTGC:
$245.95M
Returns By Period
In the year-to-date period, KEN achieves a 28.80% return, which is significantly higher than HTGC's -20.14% return. Over the past 10 years, KEN has outperformed HTGC with an annualized return of 46.37%, while HTGC has yielded a comparatively lower 12.82% annualized return.
KEN
- 1D
- 3.70%
- 1M
- 0.89%
- YTD
- 28.80%
- 6M
- 89.09%
- 1Y
- 209.54%
- 3Y*
- 62.54%
- 5Y*
- 40.34%
- 10Y*
- 46.37%
HTGC
- 1D
- -1.42%
- 1M
- -0.27%
- YTD
- -20.14%
- 6M
- -17.08%
- 1Y
- -14.96%
- 3Y*
- 16.16%
- 5Y*
- 8.90%
- 10Y*
- 12.82%
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Return for Risk
KEN vs. HTGC — Risk / Return Rank
KEN
HTGC
KEN vs. HTGC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kenon Holdings Ltd. (KEN) and Hercules Capital, Inc. (HTGC). 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.
| KEN | HTGC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 5.68 | -0.59 | +6.26 |
Sortino ratioReturn per unit of downside risk | 5.27 | -0.66 | +5.93 |
Omega ratioGain probability vs. loss probability | 1.73 | 0.91 | +0.82 |
Calmar ratioReturn relative to maximum drawdown | 13.42 | -0.62 | +14.04 |
Martin ratioReturn relative to average drawdown | 40.22 | -1.65 | +41.86 |
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
| KEN | HTGC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.68 | -0.59 | +6.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.03 | 0.35 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.46 | +0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.34 | +0.44 |
Correlation
The correlation between KEN and HTGC is 0.16, 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
KEN vs. HTGC - Dividend Comparison
KEN's dividend yield for the trailing twelve months is around 5.62%, less than HTGC's 12.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KEN Kenon Holdings Ltd. | 5.62% | 7.24% | 11.18% | 11.46% | 25.00% | 7.35% | 7.41% | 5.75% | 96.34% | 0.00% | 0.00% | 45.52% |
HTGC Hercules Capital, Inc. | 12.91% | 9.99% | 9.56% | 11.40% | 13.77% | 9.76% | 9.02% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% |
Drawdowns
KEN vs. HTGC - Drawdown Comparison
The maximum KEN drawdown since its inception was -69.20%, roughly equal to the maximum HTGC drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for KEN and HTGC.
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Drawdown Indicators
| KEN | HTGC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.20% | -68.21% | -0.99% |
Max Drawdown (1Y)Largest decline over 1 year | -15.63% | -24.74% | +9.11% |
Max Drawdown (5Y)Largest decline over 5 years | -69.20% | -36.11% | -33.09% |
Max Drawdown (10Y)Largest decline over 10 years | -69.20% | -57.54% | -11.66% |
Current DrawdownCurrent decline from peak | -1.81% | -24.50% | +22.69% |
Average DrawdownAverage peak-to-trough decline | -23.47% | -10.80% | -12.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.22% | 9.39% | -4.17% |
Volatility
KEN vs. HTGC - Volatility Comparison
Kenon Holdings Ltd. (KEN) has a higher volatility of 11.77% compared to Hercules Capital, Inc. (HTGC) at 8.78%. This indicates that KEN's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KEN | HTGC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.77% | 8.78% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 25.43% | 19.72% | +5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.16% | 25.59% | +11.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.22% | 25.65% | +13.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.17% | 27.76% | +14.41% |
Financials
KEN vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Kenon Holdings Ltd. and Hercules Capital, 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