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Abrdn plc (ABDN.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB00BF8Q6K64
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap£2.57B
Total Revenue (TTM)£1.60B
Gross Profit (TTM)£1.52B
EBITDA (TTM)£280.00M
Year Range£134.60 - £216.83
Target Price£158.38
Short %520.00%

Share Price Chart


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Compare to other instruments

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Abrdn plc

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Abrdn plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%300.00%400.00%500.00%2024FebruaryMarchAprilMayJune
192.86%
528.41%
ABDN.L (Abrdn plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Abrdn plc had a return of -10.85% year-to-date (YTD) and -19.50% in the last 12 months. Over the past 10 years, Abrdn plc had an annualized return of 0.89%, while the S&P 500 had an annualized return of 10.85%, indicating that Abrdn plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-10.85%14.57%
1 month-4.48%3.01%
6 months-12.78%14.93%
1 year-19.50%25.67%
5 years (annualized)-5.04%13.42%
10 years (annualized)0.89%10.85%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.68%-6.59%-5.73%3.83%5.84%-10.85%
202312.34%5.64%-6.11%4.52%-6.68%9.92%6.28%-25.69%-5.66%0.58%4.02%9.63%2.11%
2022-0.00%-14.20%3.97%-8.76%3.01%-18.03%3.66%-7.30%-5.28%14.31%22.26%-2.65%-14.88%
20217.39%2.88%-6.72%-1.82%-0.90%-1.45%4.80%-3.96%-3.73%-0.63%-8.15%3.26%-9.77%
2020-8.11%-8.33%-18.99%5.98%16.82%3.60%-6.43%-2.57%-4.72%-0.66%20.67%3.84%-5.36%
2019-1.99%-1.95%6.97%11.44%-4.16%10.21%1.43%-14.05%14.64%6.19%4.42%3.53%38.83%
2018-2.54%-13.49%-2.28%6.15%-4.05%-7.08%-4.11%4.24%-3.47%2.45%-1.89%-3.26%-26.85%
2017-7.07%6.65%-3.80%6.95%5.19%4.26%9.35%-1.56%2.89%-0.85%0.09%1.49%24.75%
2016-6.72%-8.25%6.78%-4.65%3.99%-13.42%3.17%20.34%-3.67%-1.77%2.31%7.64%1.48%
20150.72%5.66%29.09%1.14%4.23%-8.96%2.34%-8.43%-5.26%8.54%-1.05%-6.43%17.64%
20141.67%6.67%-3.21%5.20%4.66%-6.47%0.19%2.56%9.87%-5.00%7.70%-5.64%17.83%
20134.07%2.00%3.63%7.53%4.97%-11.99%9.72%-12.68%6.48%1.91%-0.17%2.33%16.06%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ABDN.L is 23, indicating that it is in the bottom 23% 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 ABDN.L is 2323
ABDN.L (Abrdn plc)
The Sharpe Ratio Rank of ABDN.L is 1717Sharpe Ratio Rank
The Sortino Ratio Rank of ABDN.L is 1919Sortino Ratio Rank
The Omega Ratio Rank of ABDN.L is 2020Omega Ratio Rank
The Calmar Ratio Rank of ABDN.L is 2424Calmar Ratio Rank
The Martin Ratio Rank of ABDN.L is 3333Martin 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 Abrdn plc (ABDN.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ABDN.L
Sharpe ratio
The chart of Sharpe ratio for ABDN.L, currently valued at -0.63, compared to the broader market-2.00-1.000.001.002.003.00-0.63
Sortino ratio
The chart of Sortino ratio for ABDN.L, currently valued at -0.72, compared to the broader market-4.00-2.000.002.004.00-0.72
Omega ratio
The chart of Omega ratio for ABDN.L, currently valued at 0.91, compared to the broader market0.501.001.502.000.91
Calmar ratio
The chart of Calmar ratio for ABDN.L, currently valued at -0.42, compared to the broader market0.002.004.006.00-0.42
Martin ratio
The chart of Martin ratio for ABDN.L, currently valued at -0.72, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.72
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.24, compared to the broader market-2.00-1.000.001.002.003.002.24
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.16, compared to the broader market-4.00-2.000.002.004.003.16
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.78, compared to the broader market0.002.004.006.001.78
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.36, compared to the broader market-5.000.005.0010.0015.0020.0025.008.36

Sharpe Ratio

The current Abrdn plc Sharpe ratio is -0.63. 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 Abrdn plc 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-1.00-0.500.000.501.001.502.002.502024FebruaryMarchAprilMayJune
-0.63
2.06
ABDN.L (Abrdn plc)
Benchmark (^GSPC)

Dividends

Dividend History

Abrdn plc granted a 0.10% dividend yield in the last twelve months. The annual payout for that period amounted to £0.15 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.15£0.15£0.15£0.15£0.22£0.22£0.59£0.23£0.22£0.93£0.23£0.25

Dividend yield

0.10%0.08%0.08%0.06%0.08%0.07%0.23%0.05%0.06%0.24%0.06%0.07%

Monthly Dividends

The table displays the monthly dividend distributions for Abrdn plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024£0.00£0.00£0.07£0.00£0.00£0.00£0.07
2023£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.15
2022£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.15
2021£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.15
2020£0.00£0.00£0.00£0.14£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.22
2019£0.00£0.00£0.00£0.14£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.22
2018£0.00£0.00£0.00£0.16£0.00£0.00£0.00£0.08£0.00£0.34£0.00£0.00£0.59
2017£0.00£0.00£0.00£0.15£0.00£0.00£0.00£0.00£0.08£0.00£0.00£0.00£0.23
2016£0.00£0.00£0.00£0.14£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.22
2015£0.00£0.00£0.73£0.13£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.93
2014£0.00£0.00£0.00£0.15£0.00£0.00£0.00£0.00£0.08£0.00£0.00£0.00£0.23
2013£0.18£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.25

Drawdowns

Drawdowns Chart

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


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2024FebruaryMarchAprilMayJune
-40.60%
0
ABDN.L (Abrdn plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Abrdn plc. 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 Abrdn plc was 58.94%, occurring on Mar 9, 2009. Recovery took 763 trading sessions.

The current Abrdn plc drawdown is 40.60%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.94%May 21, 2007458Mar 9, 2009763Mar 15, 20121221
-54.14%Feb 16, 2021414Oct 7, 2022
-48.35%Dec 27, 201961Mar 23, 2020200Jan 7, 2021261
-44.51%May 26, 2015284Jul 6, 2016273Aug 3, 2017557
-37.81%Oct 17, 2017256Oct 19, 2018297Dec 20, 2019553

Volatility

Volatility Chart

The current Abrdn plc volatility is 10.31%, 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%2024FebruaryMarchAprilMayJune
10.31%
2.87%
ABDN.L (Abrdn plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Abrdn plc 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

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