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Aedifica SA

AED.BR
Equity · Currency in EUR
Sector
Real Estate
Industry
REIT—Healthcare Facilities
ISIN
BE0003851681

AED.BRPrice Chart


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S&P 500

AED.BRPerformance

The chart shows the growth of €10,000 invested in Aedifica SA on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly €56,861 for a total return of roughly 468.61%. All prices are adjusted for splits and dividends.


AED.BR (Aedifica SA)
Benchmark (S&P 500)

AED.BRReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-9.02%
6M10.51%
YTD13.10%
1Y14.80%
5Y14.48%
10Y16.74%

AED.BRMonthly Returns Heatmap


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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 1.17. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


AED.BR (Aedifica SA)
Benchmark (S&P 500)

AED.BRDividends

Aedifica SA granted a 2.84% dividend yield in the last twelve months, as of Oct 9, 2021. The annual payout for that period amounted to €3.09 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend€3.09€3.95€5.53€4.84€2.10€1.91€1.66€1.58€0.87€2.05€1.02€1.85

Dividend yield

2.84%4.02%4.88%6.41%2.79%2.88%2.93%3.33%1.99%5.49%2.85%5.52%

AED.BRDrawdowns Chart

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


AED.BR (Aedifica SA)
Benchmark (S&P 500)

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 51.76%, recorded on Mar 17, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.76%Feb 17, 202022Mar 17, 2020
-14.57%Oct 17, 201784Feb 14, 2018223Dec 31, 2018307
-13.93%Apr 16, 201539Jun 10, 201585Oct 7, 2015124
-13.32%Dec 1, 201549Feb 10, 201636Apr 4, 201685
-12.97%Oct 4, 201644Dec 2, 2016107May 8, 2017151
-11.75%May 14, 201335Jul 1, 201391Nov 5, 2013126
-10.94%Feb 22, 2011118Aug 8, 201129Sep 16, 2011147
-10.41%Aug 7, 201234Sep 21, 2012110Feb 28, 2013144
-8.62%Oct 15, 201010Oct 28, 201038Dec 21, 201048
-8.56%Nov 21, 201920Dec 18, 201918Jan 16, 202038

AED.BRVolatility Chart

Current Aedifica SA volatility is 16.85%. 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.


AED.BR (Aedifica SA)
Benchmark (S&P 500)

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