Assura plc (AGR.L)
Assura plc, a constituent of the FTSE 250 and the EPRA* indices, is a UK REIT and long-term investor in and developer of primary care property. The company, headquartered in Warrington, works with GPs, health professionals and the NHS to create outstanding spaces for health services in our communities. At 30 September 2020, Assura's property portfolio was valued at £2,259 million.
Company Info
Highlights
£1.57B
£0.02
24.08
£84.60M
£76.70M
£69.65M
£34.52 - £48.86
£49.67
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Assura plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Assura plc had a return of 28.24% year-to-date (YTD) and 28.63% in the last 12 months. Over the past 10 years, Assura plc had an annualized return of 3.52%, while the S&P 500 had an annualized return of 9.70%, indicating that Assura plc did not perform as well as the benchmark.
AGR.L
28.24%
2.69%
22.14%
28.63%
-3.81%
3.52%
^GSPC (Benchmark)
-10.18%
-6.92%
-9.92%
5.42%
12.98%
9.70%
Monthly Returns
The table below presents the monthly returns of AGR.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.36% | 10.31% | 13.10% | 4.20% | 28.24% | ||||||||
| 2024 | -7.44% | -6.65% | 3.76% | -2.60% | -0.29% | 0.14% | 0.89% | 2.41% | 4.08% | -5.32% | -1.69% | -1.00% | -13.60% |
| 2023 | 2.20% | -8.07% | -3.15% | 4.18% | -5.78% | -3.77% | 4.32% | -3.12% | -6.15% | -3.17% | 7.96% | 10.87% | -5.53% |
| 2022 | -4.15% | -7.70% | 9.56% | -1.49% | 8.95% | -7.90% | 5.05% | -5.17% | -16.71% | 4.38% | -4.20% | 3.23% | -17.95% |
| 2021 | -5.60% | 2.76% | -2.27% | 3.26% | -0.07% | 0.50% | 5.74% | 0.77% | -8.43% | 1.89% | -7.20% | 4.28% | -5.43% |
| 2020 | -0.00% | -5.27% | 14.39% | -8.62% | 3.54% | 0.27% | 0.64% | 2.53% | -3.86% | -1.30% | -1.84% | 3.68% | 2.44% |
| 2019 | 13.26% | -3.51% | 0.69% | 3.83% | 7.55% | 0.61% | 1.25% | 7.28% | 3.91% | 4.91% | 1.34% | 3.58% | 53.66% |
| 2018 | -3.60% | -6.17% | 3.69% | 0.51% | -5.03% | 2.93% | -1.74% | -3.18% | -0.12% | -3.14% | 1.91% | 0.13% | -13.45% |
| 2017 | -8.77% | 12.50% | -0.07% | 5.88% | 3.67% | 1.41% | 0.47% | 1.79% | -2.98% | -3.67% | -1.74% | 9.30% | 17.19% |
| 2016 | -1.45% | -8.17% | 7.20% | 6.69% | -0.97% | -1.46% | 7.49% | -0.59% | 0.60% | 0.86% | -2.64% | 0.63% | 7.28% |
| 2015 | 7.96% | -2.29% | 16.90% | -4.81% | -0.43% | -6.41% | 0.49% | -6.42% | 11.24% | 3.69% | -3.11% | 2.50% | 17.83% |
| 2014 | 5.18% | 4.11% | 3.95% | 4.07% | -1.70% | -1.16% | 4.03% | 6.82% | 0.33% | 8.08% | 3.52% | -0.97% | 42.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, AGR.L is among the top 19% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Assura plc (AGR.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Assura plc provided a 6.98% dividend yield over the last twelve months, with an annual payout of £0.03 per share. The company has been increasing its dividends for 8 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.03 | £0.03 | £0.03 | £0.03 | £0.03 | £0.03 | £0.03 | £0.03 | £0.02 | £0.02 | £0.03 | £0.02 |
Dividend yield | 6.98% | 8.71% | 6.73% | 5.65% | 4.20% | 3.68% | 3.54% | 5.02% | 3.84% | 3.96% | 4.63% | 3.67% |
Monthly Dividends
The table displays the monthly dividend distributions for Assura plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | £0.00 | £0.00 | £0.01 | £0.00 | £0.01 | ||||||||
| 2024 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.03 |
| 2023 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.03 |
| 2022 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.03 |
| 2021 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.03 |
| 2020 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.03 |
| 2019 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.03 |
| 2018 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.03 |
| 2017 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.02 |
| 2016 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.02 |
| 2015 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.01 | £0.03 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Assura plc. 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 Assura plc was 91.89%, occurring on Nov 14, 2008. The portfolio has not yet recovered.
The current Assura plc drawdown is 51.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.89% | Jun 5, 2007 | 370 | Nov 14, 2008 | — | — | — |
| -24.91% | Mar 16, 2006 | 119 | Sep 5, 2006 | 70 | Dec 12, 2006 | 189 |
| -22.05% | Jan 25, 2007 | 28 | Mar 5, 2007 | 24 | Apr 10, 2007 | 52 |
| -9.36% | Apr 24, 2007 | 6 | May 1, 2007 | 21 | Jun 1, 2007 | 27 |
| -6.58% | Dec 20, 2006 | 7 | Jan 2, 2007 | 3 | Jan 5, 2007 | 10 |
Volatility
Volatility Chart
The current Assura plc volatility is 8.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Assura plc.
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Income Statement
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