PortfoliosLab logoPortfoliosLab logo
TPVG vs. HTGC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

TPVG vs. HTGC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TriplePoint Venture Growth BDC Corp. (TPVG) and Hercules Capital, Inc. (HTGC). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

TPVG vs. HTGC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TPVG
TriplePoint Venture Growth BDC Corp.
-20.21%3.93%-20.01%20.29%-34.65%50.54%5.70%44.22%-2.83%19.62%
HTGC
Hercules Capital, Inc.
-18.99%3.54%33.33%42.91%-10.42%26.50%14.49%39.86%-6.86%1.86%

Fundamentals

Market Cap

TPVG:

$201.61M

HTGC:

$2.79B

EPS

TPVG:

$1.02

HTGC:

$0.00

PS Ratio

TPVG:

2.33

HTGC:

6.25

PB Ratio

TPVG:

0.57

HTGC:

1.26

Total Revenue (TTM)

TPVG:

$86.43M

HTGC:

$451.96M

Gross Profit (TTM)

TPVG:

$47.67M

HTGC:

$388.62M

EBITDA (TTM)

TPVG:

$41.10M

HTGC:

$245.95M

Returns By Period

In the year-to-date period, TPVG achieves a -20.21% return, which is significantly lower than HTGC's -18.99% return. Over the past 10 years, TPVG has underperformed HTGC with an annualized return of 5.43%, while HTGC has yielded a comparatively higher 12.98% annualized return.


TPVG

1D
5.72%
1M
0.54%
YTD
-20.21%
6M
-5.98%
1Y
-15.89%
3Y*
-12.75%
5Y*
-7.48%
10Y*
5.43%

HTGC

1D
4.01%
1M
3.94%
YTD
-18.99%
6M
-17.22%
1Y
-14.23%
3Y*
16.72%
5Y*
9.21%
10Y*
12.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

TPVG vs. HTGC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TPVG
TPVG Risk / Return Rank: 2121
Overall Rank
TPVG Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
TPVG Sortino Ratio Rank: 2020
Sortino Ratio Rank
TPVG Omega Ratio Rank: 2121
Omega Ratio Rank
TPVG Calmar Ratio Rank: 2424
Calmar Ratio Rank
TPVG Martin Ratio Rank: 1919
Martin Ratio Rank

HTGC
HTGC Risk / Return Rank: 1717
Overall Rank
HTGC Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
HTGC Sortino Ratio Rank: 1818
Sortino Ratio Rank
HTGC Omega Ratio Rank: 1818
Omega Ratio Rank
HTGC Calmar Ratio Rank: 2323
Calmar Ratio Rank
HTGC Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TPVG vs. HTGC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TriplePoint Venture Growth BDC Corp. (TPVG) 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.


TPVGHTGCDifference

Sharpe ratio

Return per unit of total volatility

-0.47

-0.56

+0.09

Sortino ratio

Return per unit of downside risk

-0.46

-0.62

+0.16

Omega ratio

Gain probability vs. loss probability

0.94

0.92

+0.03

Calmar ratio

Return relative to maximum drawdown

-0.54

-0.58

+0.04

Martin ratio

Return relative to average drawdown

-1.19

-1.54

+0.35

TPVG vs. HTGC - Sharpe Ratio Comparison

The current TPVG Sharpe Ratio is -0.47, which is comparable to the HTGC Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of TPVG and HTGC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


TPVGHTGCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.47

-0.56

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.24

0.36

-0.60

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.08

0.47

-0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

0.35

-0.30

Correlation

The correlation between TPVG 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

TPVG vs. HTGC - Dividend Comparison

TPVG's dividend yield for the trailing twelve months is around 20.24%, more than HTGC's 12.73% yield.


TTM20252024202320222021202020192018201720162015
TPVG
TriplePoint Venture Growth BDC Corp.
20.24%16.51%18.97%14.73%14.86%8.02%11.81%10.13%14.14%11.35%12.22%12.04%
HTGC
Hercules Capital, Inc.
12.73%9.99%9.56%11.40%13.77%9.76%9.02%9.49%11.40%9.45%8.79%10.17%

Drawdowns

TPVG vs. HTGC - Drawdown Comparison

The maximum TPVG drawdown since its inception was -81.78%, which is greater than HTGC's maximum drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for TPVG and HTGC.


Loading graphics...

Drawdown Indicators


TPVGHTGCDifference

Max Drawdown

Largest peak-to-trough decline

-81.78%

-68.21%

-13.57%

Max Drawdown (1Y)

Largest decline over 1 year

-31.61%

-24.74%

-6.87%

Max Drawdown (5Y)

Largest decline over 5 years

-54.79%

-36.11%

-18.68%

Max Drawdown (10Y)

Largest decline over 10 years

-81.78%

-57.54%

-24.24%

Current Drawdown

Current decline from peak

-49.87%

-23.41%

-26.46%

Average Drawdown

Average peak-to-trough decline

-17.98%

-10.79%

-7.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.43%

9.38%

+5.05%

Volatility

TPVG vs. HTGC - Volatility Comparison

TriplePoint Venture Growth BDC Corp. (TPVG) has a higher volatility of 13.29% compared to Hercules Capital, Inc. (HTGC) at 8.67%. This indicates that TPVG'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.


Loading graphics...

Volatility by Period


TPVGHTGCDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.29%

8.67%

+4.62%

Volatility (6M)

Calculated over the trailing 6-month period

22.64%

19.68%

+2.96%

Volatility (1Y)

Calculated over the trailing 1-year period

34.20%

25.56%

+8.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.01%

25.66%

+5.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

67.60%

27.76%

+39.84%

Financials

TPVG vs. HTGC - Financials Comparison

This section allows you to compare key financial metrics between TriplePoint Venture Growth BDC Corp. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
22.54M
62.62M
(TPVG) Total Revenue
(HTGC) Total Revenue
Values in USD except per share items