PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios

Credit Suisse Group AG (0QP5.L)

Equity · Currency in GBP · Last updated Sep 21, 2023

Credit Suisse Group AG, together with its subsidiaries, provides various financial services in Switzerland, Europe, the Middle East, Africa, the Americas, and Asia Pacific. The company offers wealth management solutions, including investment advice and discretionary asset management services; risk management solutions, such as managed investment products; and wealth and succession planning. It also provides financing and lending solutions, including consumer credit and real estate mortgage lending, real asset lending relating to ship, and aviation financing for UHNWI; standard and structured hedging, and lombard lending solutions, as well as collateral trading services; and investment banking solutions, such as global securities sales, trading and execution, capital raising, and advisory services. In addition, the company offers banking solutions, such as payments, accounts, debit and credit cards, product bundles, and mortgages; asset management products; equity and debt capital markets, and advisory services; cash equities, equity derivatives, and convertibles, as well as prime services and fixed income products, such as credit, securitized, macro, emerging markets, financing, structured credit, and other products. Further, it provides HOLT, a framework for assessing the performance of approximately 20,000 companies; and equity and fixed income research services. The company serves private and institutional clients; ultra-high-net-worth individuals, high-net-worth individuals, and affluent and retail clients; corporate clients, small and medium-sized enterprises, external asset managers, financial institutions, and commodity traders; and pension funds, hedge funds, governments, foundations and endowments, corporations, entrepreneurs, private individuals, and financial sponsors. Credit Suisse Group AG was founded in 1856 and is based in Zurich, Switzerland.

SummaryFinancials

Company Info

ISINCH0012138530
SectorFinancial
IndustryMoney Center Banks

Highlights

Market Cap£23.74B
Revenue (TTM)£28.40B
Gross Profit (TTM)£13.53B
Year Range£0.67 - £4.62

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of £10,000 in Credit Suisse Group AG, 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%5.00%10.00%15.00%Mar 26Apr 02Apr 09Apr 16Apr 23Apr 30May 07May 14May 21May 28Jun 04Jun 11
7.56%
8.53%
0QP5.L (Credit Suisse Group AG)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with 0QP5.L

Credit Suisse Group AG

Return

Credit Suisse Group AG had a return of -70.72% year-to-date (YTD) and -82.41% in the last 12 months. Over the past 10 years, Credit Suisse Group AG had an annualized return of -38.45%, while the S&P 500 had an annualized return of 12.94%, indicating that Credit Suisse Group AG did not perform as well as the benchmark.


PeriodReturnBenchmark
1 monthN/AN/A
6 months0.92%9.11%
Year-To-Date-70.72%10.18%
1 year-82.41%6.19%
5 years (annualized)-47.38%9.05%
10 years (annualized)-38.45%12.94%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-9.17%-70.63%-3.05%-5.50%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Credit Suisse Group AG (0QP5.L) and S&P 500 (^GSPC). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
0QP5.L
Credit Suisse Group AG
N/A
^GSPC
S&P 500
0.74

Sharpe Ratio


Rolling 12-month Sharpe Ratio-1.00-0.500.00Mar 26Apr 02Apr 09Apr 16Apr 23Apr 30May 07May 14May 21May 28Jun 04Jun 11
-1.08
0.39
0QP5.L (Credit Suisse Group AG)
Benchmark (^GSPC)

Dividend History

Credit Suisse Group AG granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to £0.00 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend£0.00£0.00£0.00£0.00£0.00£0.00£0.01£0.01£0.01£0.01£0.00£0.01

Dividend yield

0.00%0.02%0.01%0.01%0.02%0.02%0.04%0.05%0.03%0.03%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Credit Suisse Group AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023£0.00£0.00£0.00£0.00£0.00
2022£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2021£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2020£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2019£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2018£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2017£0.00£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2016£0.00£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2015£0.00£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2014£0.00£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2013£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2012£0.01£0.00£0.00£0.00£0.00£0.00£0.00£0.00

Drawdowns Chart

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


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%Mar 26Apr 02Apr 09Apr 16Apr 23Apr 30May 07May 14May 21May 28Jun 04Jun 11
-99.01%
-5.62%
0QP5.L (Credit Suisse Group AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Credit Suisse Group AG. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Credit Suisse Group AG is 99.10%, recorded on May 4, 2023. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.1%Apr 27, 20072472May 4, 2023
-19.57%May 3, 200614Jul 14, 200622Nov 9, 200636
-10.47%Feb 20, 20078Mar 15, 200711Apr 26, 200719
-3.77%Nov 27, 20061Nov 27, 20062Dec 11, 20063
-3.47%Mar 10, 20066Mar 27, 20063Apr 5, 20069

Volatility Chart

The current Credit Suisse Group AG volatility is 6.99%, 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.


0.00%20.00%40.00%60.00%80.00%100.00%Mar 26Apr 02Apr 09Apr 16Apr 23Apr 30May 07May 14May 21May 28Jun 04Jun 11
6.99%
4.12%
0QP5.L (Credit Suisse Group AG)
Benchmark (^GSPC)