LNC vs. HTGC
Compare and contrast key facts about Lincoln National Corporation (LNC) and Hercules Capital, Inc. (HTGC).
Performance
LNC vs. HTGC - Performance Comparison
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LNC vs. HTGC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LNC Lincoln National Corporation | -20.04% | 48.02% | 24.78% | -5.55% | -53.53% | 39.49% | -11.08% | 17.95% | -31.98% | 17.98% |
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
LNC:
$9.41
HTGC:
$0.00
LNC:
0.24
HTGC:
6.16
LNC:
$18.21B
HTGC:
$451.96M
LNC:
$661.00M
HTGC:
$388.62M
LNC:
$582.00M
HTGC:
$245.95M
Returns By Period
The year-to-date returns for both stocks are quite close, with LNC having a -20.04% return and HTGC slightly lower at -20.14%. Over the past 10 years, LNC has underperformed HTGC with an annualized return of 2.58%, while HTGC has yielded a comparatively higher 12.82% annualized return.
LNC
- 1D
- -0.73%
- 1M
- 2.14%
- YTD
- -20.04%
- 6M
- -10.22%
- 1Y
- 2.73%
- 3Y*
- 23.42%
- 5Y*
- -6.43%
- 10Y*
- 2.58%
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
LNC vs. HTGC — Risk / Return Rank
LNC
HTGC
LNC vs. HTGC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lincoln National Corporation (LNC) 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.
| LNC | HTGC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | -0.59 | +0.65 |
Sortino ratioReturn per unit of downside risk | 0.38 | -0.66 | +1.04 |
Omega ratioGain probability vs. loss probability | 1.05 | 0.91 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | -0.62 | +0.73 |
Martin ratioReturn relative to average drawdown | 0.26 | -1.65 | +1.91 |
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
| LNC | HTGC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | -0.59 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 0.35 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | 0.46 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.34 | -0.19 |
Correlation
The correlation between LNC and HTGC is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LNC vs. HTGC - Dividend Comparison
LNC's dividend yield for the trailing twelve months is around 5.11%, less than HTGC's 12.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNC Lincoln National Corporation | 5.11% | 4.04% | 5.68% | 6.67% | 5.86% | 2.46% | 3.18% | 2.51% | 2.57% | 1.51% | 1.51% | 1.59% |
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
LNC vs. HTGC - Drawdown Comparison
The maximum LNC drawdown since its inception was -92.87%, which is greater than HTGC's maximum drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for LNC and HTGC.
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Drawdown Indicators
| LNC | HTGC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.87% | -68.21% | -24.66% |
Max Drawdown (1Y)Largest decline over 1 year | -29.13% | -24.74% | -4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -73.14% | -36.11% | -37.03% |
Max Drawdown (10Y)Largest decline over 10 years | -79.19% | -57.54% | -21.65% |
Current DrawdownCurrent decline from peak | -42.52% | -24.50% | -18.02% |
Average DrawdownAverage peak-to-trough decline | -24.98% | -10.80% | -14.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.52% | 9.39% | +2.13% |
Volatility
LNC vs. HTGC - Volatility Comparison
Lincoln National Corporation (LNC) has a higher volatility of 10.22% compared to Hercules Capital, Inc. (HTGC) at 8.78%. This indicates that LNC'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
| LNC | HTGC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.22% | 8.78% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 25.27% | 19.72% | +5.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.43% | 25.59% | +14.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.99% | 25.65% | +17.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.79% | 27.76% | +19.03% |
Financials
LNC vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Lincoln National Corporation 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