Aboitiz Equity Ventures Inc ADR (ABTZY)

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Aboitiz Equity Ventures Inc ADR (ABTZY) is up 16.3% since the beginning of the year. At $5 per share, ABTZY is trading 28.5% below its 52-week high of $6. Investors who bought $1,000 worth of ABTZY shares 5 years ago would now be looking at an investment worth $659.

Aboitiz Equity Ventures Inc ADR (ABTZY) has returned 16.33% so far this year and -29.76% over the past 12 months.

Based on dividend-adjusted daily data since Jul 5, 2018, ABTZY's average daily return is +0.02%, while the average monthly return is +0.13%. At this rate, an investment would double in approximately 44.5 years.

Historically, 26% of months were positive and 74% were negative. The best month was Feb 2019 with a return of +43.4%, while the worst month was Mar 2023 at -33.2%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ABTZY closed higher 4% of trading days. The best single day was Jan 24, 2023 with a return of +40.5%, while the worst single day was Mar 24, 2020 at -37.7%.

Aboitiz Equity Ventures Inc ADR has an annualized alpha of 7.53%, beta of -0.19, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 19, 2018.

• This stock tended to rise when S&P 500 Index fell (downside capture of -59.05%), but participation in market rallies was also limited (-38.43%) - a profile typical of counter-cyclical assets.
• Beta of -0.19 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ABTZY ranks 13 for risk / return — in the bottom 13% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Aboitiz Equity Ventures Inc ADR (ABTZY) and compare them to S&P 500 Index.

Aboitiz Equity Ventures Inc ADR provided a 5.69% dividend yield over the last twelve months, with an annual payout of $0.26 per share.

The table displays the monthly dividend distributions for Aboitiz Equity Ventures Inc ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Aboitiz Equity Ventures Inc ADR. 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 Aboitiz Equity Ventures Inc ADR was 69.55%, occurring on Nov 21, 2025. The portfolio has not yet recovered.

The current Aboitiz Equity Ventures Inc ADR drawdown is 60.80%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Aboitiz Equity Ventures Inc ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Aboitiz Equity Ventures Inc ADR is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.