PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
New World Development Co Ltd (0017.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINHK0000608585
SectorReal Estate
IndustryReal Estate—Diversified

Highlights

Market CapHK$24.59B
PE Ratio21.71
PEG Ratio0.71
Revenue (TTM)HK$89.49B
Gross Profit (TTM)HK$21.45B
EBITDA (TTM)HK$11.25B
Year RangeHK$7.24 - HK$20.63
Target PriceHK$10.74

Share Price Chart


Loading data...

Compare to other instruments

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


New World Development Co Ltd

Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in New World Development Co Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%500.00%1,000.00%1,500.00%December2024FebruaryMarchAprilMay
-10.15%
1,468.06%
0017.HK (New World Development Co Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

New World Development Co Ltd had a return of -24.17% year-to-date (YTD) and -50.75% in the last 12 months. Over the past 10 years, New World Development Co Ltd had an annualized return of -8.21%, while the S&P 500 had an annualized return of 10.70%, indicating that New World Development Co Ltd did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-24.17%11.24%
1 month10.44%4.04%
6 months-24.80%16.49%
1 year-50.75%26.17%
5 years (annualized)-24.23%13.76%
10 years (annualized)-8.21%10.70%

Monthly Returns

The table below presents the monthly returns of 0017.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-20.96%3.03%-14.45%1.45%-24.17%
20236.36%-8.76%0.72%-0.95%-10.31%3.10%-0.52%-13.14%-8.52%-5.91%-17.40%4.30%-42.63%
20222.76%-1.42%3.92%-5.49%-0.66%-5.85%-6.93%-2.10%-13.06%-27.98%24.76%19.05%-21.16%
2021-0.14%9.43%3.33%2.24%1.82%-3.58%-8.67%-0.68%-12.98%5.97%-4.60%0.16%-9.41%
2020-8.15%2.14%-15.42%9.71%-14.64%17.80%2.72%6.48%-6.83%-1.60%10.45%-8.14%-10.94%
201918.73%1.95%4.98%-0.31%-10.94%5.71%-9.17%-11.89%4.09%10.41%-5.84%4.50%7.94%
20187.84%-5.85%-5.96%4.69%3.79%-8.31%1.27%-6.26%1.91%-6.93%9.33%-1.52%-7.78%
20179.76%12.89%-4.65%1.36%0.10%2.16%6.56%1.33%4.86%3.57%0.25%3.71%49.29%
2016-17.75%3.49%15.41%4.74%-5.17%6.95%14.90%7.87%3.60%-4.07%-7.43%-5.09%12.93%
20153.81%-1.19%-0.40%14.57%0.39%-1.93%-7.59%-15.90%-4.82%10.80%-3.59%-0.78%-9.65%
2014-0.92%3.51%-16.26%2.56%11.25%-0.90%11.45%-0.31%-7.75%7.74%-1.84%-3.67%1.40%
201318.64%0.14%-7.18%3.04%-8.42%-13.39%5.59%-4.06%7.17%-7.89%-1.96%-6.94%-17.77%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 0017.HK is 5, indicating that it is in the bottom 5% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 0017.HK is 55
0017.HK (New World Development Co Ltd)
The Sharpe Ratio Rank of 0017.HK is 11Sharpe Ratio Rank
The Sortino Ratio Rank of 0017.HK is 22Sortino Ratio Rank
The Omega Ratio Rank of 0017.HK is 44Omega Ratio Rank
The Calmar Ratio Rank of 0017.HK is 1313Calmar Ratio Rank
The Martin Ratio Rank of 0017.HK is 77Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for New World Development Co Ltd (0017.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


0017.HK
Sharpe ratio
The chart of Sharpe ratio for 0017.HK, currently valued at -1.29, compared to the broader market-2.00-1.000.001.002.003.004.00-1.29
Sortino ratio
The chart of Sortino ratio for 0017.HK, currently valued at -2.08, compared to the broader market-4.00-2.000.002.004.006.00-2.08
Omega ratio
The chart of Omega ratio for 0017.HK, currently valued at 0.76, compared to the broader market0.501.001.502.000.76
Calmar ratio
The chart of Calmar ratio for 0017.HK, currently valued at -0.59, compared to the broader market0.002.004.006.00-0.59
Martin ratio
The chart of Martin ratio for 0017.HK, currently valued at -1.38, compared to the broader market-10.000.0010.0020.0030.00-1.38
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.43, compared to the broader market-2.00-1.000.001.002.003.004.002.43
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.44, compared to the broader market-4.00-2.000.002.004.006.003.44
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.501.001.502.001.43
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.96, compared to the broader market0.002.004.006.001.96
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.23, compared to the broader market-10.000.0010.0020.0030.009.23

Sharpe Ratio

The current New World Development Co Ltd Sharpe ratio is -1.29. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of New World Development Co Ltd with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.003.00December2024FebruaryMarchAprilMay
-1.29
2.41
0017.HK (New World Development Co Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

New World Development Co Ltd granted a 5.56% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.50 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$0.50HK$0.76HK$2.06HK$2.06HK$2.04HK$2.04HK$1.92HK$1.84HK$1.76HK$1.68HK$1.65HK$0.49

Dividend yield

5.56%6.27%9.36%6.68%5.65%4.78%4.63%3.92%5.37%5.48%4.63%1.33%

Monthly Dividends

The table displays the monthly dividend distributions for New World Development Co Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.20
2023HK$0.00HK$0.00HK$0.46HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.30HK$0.00HK$0.76
2022HK$0.00HK$0.00HK$0.56HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.50HK$0.00HK$2.06
2021HK$0.00HK$0.00HK$0.56HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.50HK$0.00HK$2.06
2020HK$0.00HK$0.00HK$0.56HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.48HK$0.00HK$2.04
2019HK$0.00HK$0.00HK$0.56HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.48HK$0.00HK$2.04
2018HK$0.00HK$0.00HK$0.56HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.36HK$0.00HK$1.92
2017HK$0.00HK$0.00HK$0.52HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.32HK$0.00HK$1.84
2016HK$0.00HK$0.00HK$0.52HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.24HK$0.00HK$1.76
2015HK$0.00HK$0.00HK$0.48HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.20HK$0.00HK$1.68
2014HK$0.00HK$0.00HK$0.45HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.20HK$0.00HK$1.65
2013HK$0.45HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.04HK$0.00HK$0.49

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-80.00%-60.00%-40.00%-20.00%0.00%December2024FebruaryMarchAprilMay
-87.62%
-0.20%
0017.HK (New World Development Co Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the New World Development Co Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the New World Development Co Ltd was 95.34%, occurring on Apr 25, 2003. The portfolio has not yet recovered.

The current New World Development Co Ltd drawdown is 87.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.34%Aug 11, 19971400Apr 25, 2003
-61.7%Dec 31, 1993264Jan 24, 1995253Jan 31, 1996517
-27.25%Jan 9, 199765Apr 15, 199762Jul 31, 1997127
-25.64%Jul 2, 199237Aug 24, 199256Nov 12, 199293
-24.87%Nov 13, 199215Dec 3, 199257Feb 26, 199372

Volatility

Volatility Chart

The current New World Development Co Ltd volatility is 14.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


5.00%10.00%15.00%20.00%December2024FebruaryMarchAprilMay
14.46%
3.01%
0017.HK (New World Development Co Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of New World Development Co Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items