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Associated Capital Group, Inc. (AC)

Equity · Currency in USD · Last updated Apr 1, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Associated Capital Group, Inc. in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,861 for a total return of roughly 48.61%. All prices are adjusted for splits and dividends.


40.00%50.00%60.00%70.00%80.00%90.00%100.00%NovemberDecember2023FebruaryMarch
48.61%
100.52%
AC (Associated Capital Group, Inc.)
Benchmark (^GSPC)

S&P 500

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Associated Capital Group, Inc.

Return

Associated Capital Group, Inc. had a return of -12.00% year-to-date (YTD) and -9.42% in the last 12 months. Over the past 10 years, Associated Capital Group, Inc. had an annualized return of 5.54%, while the S&P 500 had an annualized return of 9.94%, indicating that Associated Capital Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month2.58%3.51%
Year-To-Date-12.00%7.03%
6 months1.91%12.88%
1 year-9.42%-10.71%
5 years (annualized)0.38%9.25%
10 years (annualized)5.54%9.94%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-9.38%-5.34%
2022-7.15%9.63%0.63%3.81%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Associated Capital Group, Inc. Sharpe ratio is -0.30. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.200.000.200.40NovemberDecember2023FebruaryMarch
-0.30
-0.46
AC (Associated Capital Group, Inc.)
Benchmark (^GSPC)

Dividend History

Associated Capital Group, Inc. granted a 0.54% dividend yield in the last twelve months. The annual payout for that period amounted to $0.20 per share.


PeriodTTM2022202120202019201820172016
Dividend$0.20$0.20$0.20$0.20$0.20$0.20$0.30$0.10

Dividend yield

0.54%0.48%0.47%0.57%0.52%0.58%0.90%0.32%

Monthly Dividends

The table displays the monthly dividend distributions for Associated Capital Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.10$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.10$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.10$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10
2018$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10
2017$0.10$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10
2016$0.10$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.


-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-40.61%
-14.33%
AC (Associated Capital Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Associated Capital Group, Inc.. 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 Associated Capital Group, Inc. is 58.82%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.82%Jan 22, 202043Mar 23, 2020
-28.4%Nov 13, 201820Dec 12, 2018273Jan 14, 2020293
-28.15%Dec 3, 201544Feb 5, 2016165Sep 30, 2016209
-17.21%Mar 17, 2017103Aug 11, 2017197May 24, 2018300
-15.25%Jul 16, 201817Aug 7, 201837Sep 28, 201854
-14.41%Oct 9, 201812Oct 24, 201810Nov 7, 201822
-8%Oct 4, 201657Dec 22, 201621Jan 25, 201778
-7.44%Jun 26, 20184Jun 29, 20188Jul 12, 201812
-3.68%May 29, 201811Jun 12, 20188Jun 22, 201819
-3.28%Nov 16, 20151Nov 16, 20151Nov 19, 20152

Volatility Chart

Current Associated Capital Group, Inc. volatility is 18.00%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2023FebruaryMarch
18.00%
15.42%
AC (Associated Capital Group, Inc.)
Benchmark (^GSPC)