SB1.DE vs. IPOK.DE
SB1.DE (Smartbroker Holding AG ) and IPOK.DE (Heidelberger Beteiligungsholding AG) are both stocks. Both are in the Financial Services sector — SB1.DE in Financial Data & Stock Exchanges, IPOK.DE in Asset Management. Over the past 10 years, SB1.DE returned 36.52%/yr vs 73.14%/yr for IPOK.DE. At a correlation of -0.01, they often move in opposite directions.
Performance
SB1.DE vs. IPOK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SB1.DE achieves a -18.43% return, which is significantly lower than IPOK.DE's 42.11% return. Over the past 10 years, SB1.DE has underperformed IPOK.DE with an annualized return of 36.52%, while IPOK.DE has yielded a comparatively higher 73.14% annualized return.
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
- 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 vs. IPOK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Correlation
The correlation between SB1.DE and IPOK.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
SB1.DE vs. IPOK.DE — Risk / Return Rank
SB1.DE
IPOK.DE
SB1.DE vs. IPOK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Smartbroker Holding AG (SB1.DE) and Heidelberger Beteiligungsholding AG (IPOK.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.
| SB1.DE | IPOK.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 | 1.01 | 1.44 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 4.78 | -4.98 |
| Martin ratioReturn relative to average drawdown | -0.37 | 10.75 | -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
| SB1.DE | IPOK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.14 | 2.37 | -2.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.37 | 0.42 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.03 | +0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.00 | +0.12 |
Drawdowns
SB1.DE vs. IPOK.DE - Drawdown Comparison
The maximum SB1.DE drawdown since its inception was -94.59%, roughly equal to the maximum IPOK.DE drawdown of -99.17%. Use the drawdown chart below to compare losses from any high point for SB1.DE and IPOK.DE.
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Drawdown Indicators
| SB1.DE | IPOK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.59% | -99.17% | +4.58% |
Max Drawdown (1Y)Largest decline over 1 year | -23.84% | -32.66% | +8.82% |
Max Drawdown (3Y)Largest decline over 3 years | -54.40% | -56.12% | +1.72% |
Max Drawdown (5Y)Largest decline over 5 years | -80.34% | -56.12% | -24.22% |
Max Drawdown (10Y)Largest decline over 10 years | -80.48% | -56.12% | -24.36% |
Current DrawdownCurrent decline from peak | -59.08% | -20.59% | -38.49% |
Average DrawdownAverage peak-to-trough decline | -63.53% | -76.69% | +13.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.05% | 14.56% | -1.51% |
Volatility
SB1.DE vs. IPOK.DE - Volatility Comparison
The current volatility for Smartbroker Holding AG (SB1.DE) is 7.59%, while Heidelberger Beteiligungsholding AG (IPOK.DE) has a volatility of 15.53%. This indicates that SB1.DE experiences smaller price fluctuations and is considered to be less risky than IPOK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SB1.DE | IPOK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.59% | 15.53% | -7.94% |
Volatility (6M)Calculated over the trailing 6-month period | 22.56% | 43.44% | -20.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.68% | 65.95% | -31.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.31% | 41.01% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 52.90% | 2,845.87% | -2,792.97% |
Dividends
SB1.DE vs. IPOK.DE - Dividend Comparison
Neither SB1.DE nor IPOK.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
SB1.DE vs. IPOK.DE - Financials Comparison
This section allows you to compare key financial metrics between Smartbroker Holding AG and Heidelberger Beteiligungsholding 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
SB1.DE and IPOK.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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