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Phoenix Healthcare Grp Co Ltd (1515.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINKYG2133W1087
SectorHealthcare
IndustryMedical Care Facilities

Highlights

Market CapHK$4.38B
PE Ratio16.10
Total Revenue (TTM)HK$5.11B
Gross Profit (TTM)HK$1.09B
Year RangeHK$3.36 - HK$6.49
Target PriceHK$6.76

Share Price Chart


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Compare to other instruments

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Phoenix Healthcare Grp Co Ltd

Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in Phoenix Healthcare Grp 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.


-50.00%0.00%50.00%100.00%150.00%200.00%FebruaryMarchAprilMayJuneJuly
-65.74%
207.97%
1515.HK (Phoenix Healthcare Grp Co Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

Phoenix Healthcare Grp Co Ltd had a return of -28.66% year-to-date (YTD) and -44.27% in the last 12 months. Over the past 10 years, Phoenix Healthcare Grp Co Ltd had an annualized return of -10.72%, while the S&P 500 had an annualized return of 10.77%, indicating that Phoenix Healthcare Grp Co Ltd did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-28.66%15.41%
1 month-11.29%0.33%
6 months-21.14%13.74%
1 year-44.27%21.39%
5 years (annualized)-8.22%13.11%
10 years (annualized)-10.72%10.77%

Monthly Returns

The table below presents the monthly returns of 1515.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-16.60%6.22%-8.20%5.61%-7.73%-5.99%-28.66%
20236.42%10.93%0.00%7.50%-15.46%-2.18%7.32%-9.77%-11.85%-10.14%-3.25%8.07%-15.83%
2022-5.60%0.23%7.06%-6.60%-1.59%20.93%-6.10%-2.10%-9.85%-10.93%31.20%17.07%27.66%
202114.71%-12.83%-8.11%10.13%22.70%15.06%-23.65%-4.86%-7.74%-13.77%-9.91%-5.50%-29.70%
2020-7.96%-2.88%2.97%-4.81%-11.62%30.00%25.11%1.45%-9.98%-8.91%26.52%14.43%51.68%
20197.03%2.74%0.18%1.06%-7.37%7.95%2.26%-1.93%-15.53%-4.65%-3.99%4.39%-9.88%
201814.60%-11.33%-5.49%8.76%-2.52%-3.32%-24.06%-0.28%-2.06%-24.30%11.32%-14.67%-47.50%
20175.85%-8.48%-0.62%4.61%6.11%-8.77%2.71%0.20%-1.52%5.13%-2.34%-1.40%0.02%
2016-25.25%3.15%24.85%37.14%-6.79%-2.37%6.90%18.33%1.62%-10.45%-1.46%-18.42%11.17%
2015-7.69%-0.61%4.57%16.76%-0.62%-6.98%-13.96%-11.50%11.92%-6.36%-5.43%-18.67%-36.44%
20143.22%7.33%-18.02%1.95%-5.22%7.83%-1.03%5.54%0.98%23.54%-0.13%-5.92%15.86%
20138.19%8.19%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 1515.HK is 7, indicating that it is in the bottom 7% 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 1515.HK is 77
1515.HK (Phoenix Healthcare Grp Co Ltd)
The Sharpe Ratio Rank of 1515.HK is 22Sharpe Ratio Rank
The Sortino Ratio Rank of 1515.HK is 44Sortino Ratio Rank
The Omega Ratio Rank of 1515.HK is 77Omega Ratio Rank
The Calmar Ratio Rank of 1515.HK is 1515Calmar Ratio Rank
The Martin Ratio Rank of 1515.HK is 66Martin 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 Phoenix Healthcare Grp Co Ltd (1515.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


1515.HK
Sharpe ratio
The chart of Sharpe ratio for 1515.HK, currently valued at -1.13, compared to the broader market-2.00-1.000.001.002.003.00-1.13
Sortino ratio
The chart of Sortino ratio for 1515.HK, currently valued at -1.72, compared to the broader market-4.00-2.000.002.004.00-1.72
Omega ratio
The chart of Omega ratio for 1515.HK, currently valued at 0.81, compared to the broader market0.501.001.502.000.81
Calmar ratio
The chart of Calmar ratio for 1515.HK, currently valued at -0.57, compared to the broader market0.002.004.006.00-0.57
Martin ratio
The chart of Martin ratio for 1515.HK, currently valued at -1.39, compared to the broader market-30.00-20.00-10.000.0010.0020.00-1.39
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.82, compared to the broader market-2.00-1.000.001.002.003.001.82
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.59, compared to the broader market-4.00-2.000.002.004.002.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.45, compared to the broader market0.002.004.006.001.45
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.82, compared to the broader market-30.00-20.00-10.000.0010.0020.006.82

Sharpe Ratio

The current Phoenix Healthcare Grp Co Ltd Sharpe ratio is -1.13. 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 Phoenix Healthcare Grp 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-1.000.001.002.003.00FebruaryMarchAprilMayJuneJuly
-1.13
1.83
1515.HK (Phoenix Healthcare Grp Co Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Phoenix Healthcare Grp Co Ltd granted a 1.95% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.07 per share.


PeriodTTM2023202220212020201920182017201620152014
DividendHK$0.07HK$0.04HK$0.12HK$0.09HK$0.10HK$0.12HK$0.11HK$0.06HK$0.12HK$0.05HK$0.07

Dividend yield

1.95%0.77%2.08%1.90%1.50%2.65%2.15%0.64%1.21%0.55%0.47%

Monthly Dividends

The table displays the monthly dividend distributions for Phoenix Healthcare Grp 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$0.00HK$0.00HK$0.00HK$0.07HK$0.00HK$0.07
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.04HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.04
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.09HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.09
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.10HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.10
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.11HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.11
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06
2016HK$0.12HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.05HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.05
2014HK$0.07HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.07

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.0%
Phoenix Healthcare Grp Co Ltd has a dividend yield of 1.95%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%16.7%
Phoenix Healthcare Grp Co Ltd has a payout ratio of 16.72%, which is below the market average. This means Phoenix Healthcare Grp Co Ltd returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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%FebruaryMarchAprilMayJuneJuly
-76.31%
-2.83%
1515.HK (Phoenix Healthcare Grp Co Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Phoenix Healthcare Grp 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 Phoenix Healthcare Grp Co Ltd was 80.44%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Phoenix Healthcare Grp Co Ltd drawdown is 76.31%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.44%May 5, 20151205Mar 23, 2020
-27.35%Feb 21, 201452May 9, 2014119Oct 30, 2014171
-22.24%Nov 20, 201455Feb 9, 201554May 4, 2015109
-8.36%Dec 10, 201310Dec 23, 20133Dec 30, 201313
-7.87%Jan 24, 20147Feb 5, 20148Feb 17, 201415

Volatility

Volatility Chart

The current Phoenix Healthcare Grp Co Ltd volatility is 7.49%, 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%5.00%10.00%15.00%20.00%FebruaryMarchAprilMayJuneJuly
7.49%
2.78%
1515.HK (Phoenix Healthcare Grp Co Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

P/E Ratio

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Phoenix Healthcare Grp Co Ltd.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items