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Fortune Real Estate Investment Trust (0778.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINSG1O33912138
SectorReal Estate
IndustryREIT—Retail

Highlights

Market CapHK$8.25B
PE Ratio21.80
Revenue (TTM)HK$1.79B
Gross Profit (TTM)HK$1.19B
Year RangeHK$3.33 - HK$5.84
Target PriceHK$5.69

Share Price Chart


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Fortune Real Estate Investment Trust

Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in Fortune Real Estate Investment Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%300.00%350.00%December2024FebruaryMarchAprilMay
156.16%
340.90%
0778.HK (Fortune Real Estate Investment Trust)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fortune Real Estate Investment Trust had a return of -10.54% year-to-date (YTD) and -25.20% in the last 12 months. Over the past 10 years, Fortune Real Estate Investment Trust had an annualized return of 1.76%, while the S&P 500 had an annualized return of 10.90%, indicating that Fortune Real Estate Investment Trust did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-10.54%11.05%
1 month22.83%4.86%
6 months-7.94%17.50%
1 year-25.20%27.37%
5 years (annualized)-11.33%13.14%
10 years (annualized)1.76%10.90%

Monthly Returns

The table below presents the monthly returns of 0778.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-9.68%0.67%-11.80%1.31%-10.54%
20236.94%-1.92%0.90%0.92%-13.87%-0.18%-0.18%-9.60%-3.49%-6.81%8.45%4.42%-15.60%
20220.25%-8.59%-1.12%-2.55%2.33%-7.54%3.08%-1.29%-10.48%-12.41%10.58%14.44%-15.66%
2021-6.23%8.02%2.90%5.10%5.49%0.73%1.44%2.45%-7.86%4.26%-0.87%0.12%15.37%
2020-2.31%-3.02%-14.22%1.11%-4.68%0.72%-3.16%2.63%-3.13%-0.46%9.60%4.38%-13.51%
20197.79%2.47%6.82%-1.74%1.58%4.07%-4.47%-9.87%-0.33%2.56%-1.20%0.00%6.57%
20181.76%-2.67%2.04%-2.10%1.83%-2.74%6.29%-1.40%-1.17%-7.64%4.55%0.22%-1.80%
20171.01%-0.57%-0.11%3.91%6.08%1.04%0.72%-1.61%-1.93%3.05%2.01%0.21%14.40%
2016-1.13%6.82%1.59%3.37%0.35%7.31%7.57%2.21%-1.92%-3.39%-2.55%-2.73%17.94%
201510.71%3.87%-6.48%-2.80%-2.12%-0.25%8.19%-7.74%-4.22%11.29%-3.47%2.31%7.26%
2014-1.94%2.23%-0.50%2.51%11.24%-0.44%8.09%1.54%-4.14%2.88%7.97%1.55%34.40%
20137.04%2.01%1.47%7.09%-1.22%-3.01%0.35%-9.22%1.74%-2.03%2.71%-4.03%1.75%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 0778.HK is 8, indicating that it is in the bottom 8% 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 0778.HK is 88
0778.HK (Fortune Real Estate Investment Trust)
The Sharpe Ratio Rank of 0778.HK is 11Sharpe Ratio Rank
The Sortino Ratio Rank of 0778.HK is 33Sortino Ratio Rank
The Omega Ratio Rank of 0778.HK is 55Omega Ratio Rank
The Calmar Ratio Rank of 0778.HK is 1616Calmar Ratio Rank
The Martin Ratio Rank of 0778.HK is 1515Martin 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 Fortune Real Estate Investment Trust (0778.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


0778.HK
Sharpe ratio
The chart of Sharpe ratio for 0778.HK, currently valued at -1.23, compared to the broader market-2.00-1.000.001.002.003.004.00-1.23
Sortino ratio
The chart of Sortino ratio for 0778.HK, currently valued at -1.88, compared to the broader market-4.00-2.000.002.004.006.00-1.88
Omega ratio
The chart of Omega ratio for 0778.HK, currently valued at 0.79, compared to the broader market0.501.001.502.000.79
Calmar ratio
The chart of Calmar ratio for 0778.HK, currently valued at -0.50, compared to the broader market0.002.004.006.00-0.50
Martin ratio
The chart of Martin ratio for 0778.HK, currently valued at -1.19, compared to the broader market-10.000.0010.0020.0030.00-1.19
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.49, compared to the broader market-2.00-1.000.001.002.003.004.002.49
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.52, compared to the broader market-4.00-2.000.002.004.006.003.52
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 2.03, compared to the broader market0.002.004.006.002.03
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.57, compared to the broader market-10.000.0010.0020.0030.009.57

Sharpe Ratio

The current Fortune Real Estate Investment Trust Sharpe ratio is -1.23. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fortune Real Estate Investment Trust 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
-1.23
2.45
0778.HK (Fortune Real Estate Investment Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Fortune Real Estate Investment Trust granted a 9.50% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.40 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$0.40HK$0.43HK$0.43HK$0.50HK$0.48HK$0.51HK$0.52HK$0.50HK$0.48HK$0.44HK$0.39HK$0.35

Dividend yield

9.50%8.76%6.77%6.18%6.46%5.62%5.74%5.17%5.42%5.54%4.96%5.58%

Monthly Dividends

The table displays the monthly dividend distributions for Fortune Real Estate Investment Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024HK$0.00HK$0.00HK$0.18HK$0.00HK$0.00HK$0.18
2023HK$0.00HK$0.00HK$0.21HK$0.00HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.00HK$0.43
2022HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00HK$0.00HK$0.23HK$0.00HK$0.00HK$0.00HK$0.00HK$0.43
2021HK$0.00HK$0.25HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.25HK$0.00HK$0.00HK$0.00HK$0.00HK$0.50
2020HK$0.00HK$0.25HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.23HK$0.00HK$0.00HK$0.00HK$0.00HK$0.48
2019HK$0.00HK$0.25HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.26HK$0.00HK$0.00HK$0.00HK$0.00HK$0.51
2018HK$0.00HK$0.25HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.26HK$0.00HK$0.00HK$0.00HK$0.00HK$0.52
2017HK$0.00HK$0.24HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.26HK$0.00HK$0.00HK$0.00HK$0.00HK$0.50
2016HK$0.00HK$0.24HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.25HK$0.00HK$0.00HK$0.00HK$0.00HK$0.48
2015HK$0.00HK$0.21HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.23HK$0.00HK$0.00HK$0.00HK$0.00HK$0.44
2014HK$0.00HK$0.18HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.21HK$0.00HK$0.00HK$0.00HK$0.00HK$0.39
2013HK$0.17HK$0.00HK$0.00HK$0.00HK$0.00HK$0.18HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.35

Drawdowns

Drawdowns Chart

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


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-47.39%
-0.32%
0778.HK (Fortune Real Estate Investment Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fortune Real Estate Investment Trust. 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 Fortune Real Estate Investment Trust was 58.03%, occurring on Apr 19, 2024. The portfolio has not yet recovered.

The current Fortune Real Estate Investment Trust drawdown is 47.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.03%Jul 5, 20191182Apr 19, 2024
-29.98%May 20, 2013164Jan 16, 2014242Jan 9, 2015406
-17.38%Aug 3, 201143Oct 4, 201179Feb 1, 2012122
-16.21%Sep 7, 201672Dec 20, 2016231Nov 28, 2017303
-15.82%Feb 27, 2015145Sep 29, 2015131Apr 13, 2016276

Volatility

Volatility Chart

The current Fortune Real Estate Investment Trust volatility is 8.37%, 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.


2.00%4.00%6.00%8.00%10.00%December2024FebruaryMarchAprilMay
8.37%
3.42%
0778.HK (Fortune Real Estate Investment Trust)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Fortune Real Estate Investment Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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TTM
Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

0.00

Net Income

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Income Tax Expense

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Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

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Effect Of Accounting Charges

0.00

Non Recurring

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Minority Interest

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Other Items

0.00
Values in undefined except per share items