VCTR vs. HLNE

Last updated Apr 2, 2026

Compare and contrast key facts about Victory Capital Holdings, Inc. (VCTR) and Hamilton Lane Incorporated (HLNE).

Performance

VCTR vs. HLNE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Capital Holdings, Inc. (VCTR) and Hamilton Lane Incorporated (HLNE). The values are adjusted to include any dividend payments, if applicable.

VCTR vs. HLNE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
VCTR Victory Capital Holdings, Inc.	3.58%	-0.76%	95.94%	33.46%	-23.85%	49.73%	19.73%	106.30%	-11.90%
HLNE Hamilton Lane Incorporated	-27.38%	-7.90%	32.40%	81.36%	-36.98%	34.74%	33.55%	64.25%	6.97%

Fundamentals

EPS VCTR : $3.23 HLNE : $6.50
PE Ratio VCTR : 20.06 HLNE : 14.93
PEG Ratio VCTR : 8.57 HLNE : 0.69
PS Ratio VCTR : 4.68 HLNE : 4.80
Total Revenue (TTM) VCTR : $932.38M HLNE : $733.69M
Gross Profit (TTM) VCTR : $667.25M HLNE : $506.86M
EBITDA (TTM) VCTR : $398.15M HLNE : $408.48M

Returns By Period

In the year-to-date period, VCTR achieves a 3.58% return, which is significantly higher than HLNE's -27.38% return.

VCTR

• 1D: -0.92%
• 1M: -5.29%
• YTD: 3.58%
• 6M: 5.26%
• 1Y: 11.07%
• 3Y*: 34.62%
• 5Y*: 23.95%
• 10Y*: —

HLNE

• 1D: -2.40%
• 1M: -8.70%
• YTD: -27.38%
• 6M: -23.97%
• 1Y: -35.05%
• 3Y*: 11.28%
• 5Y*: 3.07%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

VCTR vs. HLNE — Risk / Return Rank

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

VCTR

VCTR Risk / Return Rank: 53
VCTR Sharpe Ratio Rank: 52
VCTR Sortino Ratio Rank: 47
VCTR Omega Ratio Rank: 46
VCTR Calmar Ratio Rank: 62
VCTR Martin Ratio Rank: 60

HLNE

HLNE Risk / Return Rank: 11
HLNE Sharpe Ratio Rank: 8
HLNE Sortino Ratio Rank: 10
HLNE Omega Ratio Rank: 11
HLNE Calmar Ratio Rank: 14
HLNE Martin Ratio Rank: 10

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.

VCTR vs. HLNE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Capital Holdings, Inc. (VCTR) and Hamilton Lane Incorporated (HLNE). 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.

	VCTR	HLNE	Difference
Sharpe ratio Return per unit of total volatility	0.32	-0.80	+1.11
Sortino ratio Return per unit of downside risk	0.71	-1.04	+1.74
Omega ratio Gain probability vs. loss probability	1.09	0.87	+0.22
Calmar ratio Return relative to maximum drawdown	0.98	-0.74	+1.72
Martin ratio Return relative to average drawdown	1.93	-1.46	+3.39
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VCTR vs. HLNE - Sharpe Ratio Comparison

The current VCTR Sharpe Ratio is 0.32, which is higher than the HLNE Sharpe Ratio of -0.80. The chart below compares the historical Sharpe Ratios of VCTR and HLNE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	VCTR	HLNE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.32	-0.80	+1.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.69	0.09	+0.60
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	0.63	+0.05

Correlation

The correlation between VCTR and HLNE 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

VCTR vs. HLNE - Dividend Comparison

VCTR's dividend yield for the trailing twelve months is around 3.02%, more than HLNE's 2.23% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
VCTR Victory Capital Holdings, Inc.	3.02%	3.07%	2.38%	3.72%	3.73%	1.45%	0.93%	0.48%	0.00%	0.00%
HLNE Hamilton Lane Incorporated	2.23%	1.57%	1.29%	1.53%	2.43%	1.31%	1.55%	1.74%	2.20%	1.48%

Drawdowns

VCTR vs. HLNE - Drawdown Comparison

The maximum VCTR drawdown since its inception was -45.22%, smaller than the maximum HLNE drawdown of -52.41%. Use the drawdown chart below to compare losses from any high point for VCTR and HLNE.

Drawdown Indicators

	VCTR	HLNE	Difference
Max Drawdown Largest peak-to-trough decline	-45.22%	-52.41%	+7.19%
Max Drawdown (1Y) Largest decline over 1 year	-15.81%	-45.68%	+29.87%
Max Drawdown (5Y) Largest decline over 5 years	-45.22%	-52.41%	+7.19%
Current Drawdown Current decline from peak	-15.43%	-50.75%	+35.32%
Average Drawdown Average peak-to-trough decline	-14.97%	-15.26%	+0.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.02%	23.09%	-15.07%

Volatility

VCTR vs. HLNE - Volatility Comparison

The current volatility for Victory Capital Holdings, Inc. (VCTR) is 10.32%, while Hamilton Lane Incorporated (HLNE) has a volatility of 12.47%. This indicates that VCTR experiences smaller price fluctuations and is considered to be less risky than HLNE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VCTR	HLNE	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.32%	12.47%	-2.15%
Volatility (6M) Calculated over the trailing 6-month period	21.13%	28.12%	-6.99%
Volatility (1Y) Calculated over the trailing 1-year period	35.50%	44.11%	-8.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.03%	35.30%	-0.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.05%	36.21%	+2.84%

Financials