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Aedifica SA (AED.BR)

Equity · Currency in EUR · Last updated Sep 30, 2022

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 Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly €36,069 for a total return of roughly 260.69%. All prices are adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%MayJuneJulyAugustSeptember
-32.11%
-20.54%
AED.BR (Aedifica SA)
Benchmark (^GSPC)

AED.BRReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-23.39%-9.68%
6M-31.75%-20.89%
YTD-32.64%-23.60%
1Y-29.13%-16.34%
5Y3.20%7.49%
10Y10.58%9.34%

AED.BRMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-7.14%-5.15%12.65%-0.79%-3.10%-13.84%10.82%-6.95%-20.51%
20211.42%3.31%-5.05%3.89%4.93%6.20%8.54%3.15%-13.48%6.96%2.52%-2.79%
20207.77%-3.77%-19.51%-4.37%8.83%1.25%0.72%0.71%5.57%-13.96%12.04%1.55%
20196.61%-3.81%5.45%1.47%3.00%1.82%13.11%8.32%3.31%1.86%2.97%1.98%
2018-1.55%-3.23%-0.27%0.53%7.85%-3.70%4.48%0.37%-5.13%-2.11%-0.54%7.07%
2017-0.98%2.42%2.45%2.20%3.35%2.40%1.30%5.55%-2.24%2.48%-1.70%-1.60%
2016-4.56%3.65%3.32%-0.42%8.70%4.00%1.75%0.56%8.34%-2.14%-6.05%2.19%
20156.52%2.16%3.39%1.28%-3.32%-13.01%5.33%-0.15%0.53%19.01%3.28%-3.86%
2014-0.74%3.32%-5.47%0.58%1.09%-1.58%0.40%4.36%-0.69%6.05%1.63%2.15%
2013-0.91%5.32%8.19%2.66%1.49%-8.23%2.13%-0.54%5.70%0.19%2.31%0.31%
20121.13%0.94%3.49%2.92%1.13%0.02%2.89%-1.80%-5.31%1.38%-0.63%5.14%
20110.17%1.03%0.24%-2.85%1.49%-0.02%0.43%-0.98%4.92%3.65%-0.05%1.31%
2010-1.12%-0.59%-0.62%5.30%1.85%-1.61%1.73%-1.02%1.46%-1.71%6.06%2.72%

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 -1.11. 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.


-1.00-0.500.000.50MayJuneJulyAugustSeptember
-1.11
-0.79
AED.BR (Aedifica SA)
Benchmark (^GSPC)

AED.BRDividend History

Aedifica SA granted a 4.17% dividend yield in the last twelve months. The annual payout for that period amounted to €3.13 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend€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

4.17%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.BRDrawdowns Chart

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


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2022FebruaryMarchAprilMayJuneJulyAugustSeptember
-38.70%
-24.09%
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 32.66%. 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.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%MayJuneJulyAugustSeptember
32.66%
20.76%
AED.BR (Aedifica SA)
Benchmark (^GSPC)