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Aedifica SA (AED.BR)

Equity · Currency in EUR · Last updated Feb 4, 2023

Company Info

ISINBE0003851681
SectorReal Estate
IndustryREIT—Healthcare Facilities

AED.BRShare Price Chart


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AED.BRPerformance

The chart shows the growth of €10,000 invested in Aedifica SA in Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly €40,229 for a total return of roughly 302.29%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%OctoberNovemberDecember2023February
-9.62%
4.28%
AED.BR (Aedifica SA)
Benchmark (^GSPC)

AED.BRCompare to other instruments

Search for stocks, ETFs, and funds to compare with AED.BR

Aedifica SA

AED.BRReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M6.76%8.17%
YTD10.36%7.73%
6M-17.18%-0.37%
1Y-18.03%-9.85%
5Y6.40%8.20%
10Y11.20%10.23%

AED.BRMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20236.27%
2022-6.95%-16.43%-2.09%-2.91%1.13%

AED.BRSharpe 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 Aedifica SA Sharpe ratio is -0.42. 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.


-1.40-1.20-1.00-0.80-0.60-0.40-0.20OctoberNovemberDecember2023February
-0.42
-0.27
AED.BR (Aedifica SA)
Benchmark (^GSPC)

AED.BRDividend History

Aedifica SA granted a 3.74% dividend yield in the last twelve months. The annual payout for that period amounted to €3.13 per share.


PeriodTTM2022202120202019201820172016201520142013201220112010
Dividend€3.13€3.13€1.79€3.37€2.32€1.97€1.46€1.38€3.53€1.42€0.79€2.16€1.08€1.52

Dividend yield

3.74%4.12%1.61%3.59%2.29%3.03%2.31%2.54%7.79%3.75%2.30%7.54%4.19%6.47%

AED.BRMonthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2023€0.00
2022€0.00€0.00€0.00€0.00€1.58€1.54€0.00€0.00€0.00€0.00€0.00€0.00
2021€0.00€0.00€0.00€0.00€0.48€1.31€0.00€0.00€0.00€0.00€0.00€0.00
2020€0.00€0.00€0.00€2.06€0.00€0.00€0.00€0.00€0.00€1.31€0.00€0.00
2019€0.00€0.00€0.00€1.98€0.00€0.00€0.00€0.00€0.00€0.35€0.00€0.00
2018€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.97€0.00€0.00
2017€0.00€0.00€1.08€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.38€0.00
2016€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.38€0.00
2015€0.00€0.00€0.00€0.00€0.00€1.53€0.00€0.00€0.00€2.00€0.00€0.00
2014€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.42€0.00€0.00
2013€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.79€0.00€0.00
2012€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.55€0.61€0.00
2011€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.08€0.00€0.00
2010€1.52€0.00€0.00

AED.BRDrawdowns Chart

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


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%OctoberNovemberDecember2023February
-31.63%
-13.74%
AED.BR (Aedifica SA)
Benchmark (^GSPC)

AED.BRWorst Drawdowns

The table below shows the maximum drawdowns of the Aedifica SA. 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 Aedifica SA is 51.03%, recorded on Mar 17, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.03%Feb 19, 202020Mar 17, 2020
-18.73%Apr 16, 201559Jul 8, 201577Oct 23, 2015136
-14.74%Oct 17, 201784Feb 14, 2018245Jan 31, 2019329
-13.59%Oct 4, 201644Dec 2, 2016108May 9, 2017152
-13.32%Dec 1, 201550Feb 10, 201636Apr 4, 201686
-11.75%May 14, 201335Jul 1, 2013168Feb 25, 2014203
-10.94%Feb 22, 2011118Aug 8, 201129Sep 16, 2011147
-10.41%Aug 7, 201234Sep 21, 2012110Feb 28, 2013144
-9.75%Oct 15, 201012Nov 1, 201048Jan 6, 201160
-8.56%Nov 21, 201920Dec 18, 201918Jan 16, 202038

AED.BRVolatility Chart

Current Aedifica SA volatility is 32.10%. 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%OctoberNovemberDecember2023February
32.10%
16.33%
AED.BR (Aedifica SA)
Benchmark (^GSPC)