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Aurubis AG ADR (AIAGY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS05207U1034
SectorIndustrials
IndustryMetal Fabrication

Highlights

Market Cap$3.26B
EPS (TTM)$4.78
PE Ratio7.80
Total Revenue (TTM)$12.98B
Gross Profit (TTM)$838.00M
EBITDA (TTM)$517.00M
Year Range$31.05 - $45.86

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Aurubis AG ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%MayJuneJulyAugustSeptemberOctober
6.26%
10.51%
AIAGY (Aurubis AG ADR)
Benchmark (^GSPC)

Returns By Period

Aurubis AG ADR had a return of -10.71% year-to-date (YTD) and 6.05% in the last 12 months. Over the past 10 years, Aurubis AG ADR had an annualized return of 6.31%, while the S&P 500 had an annualized return of 11.53%, indicating that Aurubis AG ADR did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-10.71%20.57%
1 month1.08%4.18%
6 months6.27%10.51%
1 year6.05%35.06%
5 years (annualized)12.15%14.29%
10 years (annualized)6.31%11.53%

Monthly Returns

The table below presents the monthly returns of AIAGY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-10.42%-17.02%12.72%19.51%9.63%-13.87%4.81%-19.49%11.91%-10.71%
202328.89%-2.23%-8.15%4.35%-13.44%-5.90%7.26%-7.73%-6.98%13.33%2.94%1.80%7.58%
20227.20%14.29%8.55%-3.62%-21.32%-20.25%0.00%-16.67%-18.75%23.46%11.06%13.60%-15.18%
2021-1.72%2.01%1.25%1.98%0.00%11.40%10.85%0.00%-27.45%0.00%0.00%31.08%21.57%
20200.00%2.44%0.00%0.00%0.00%-2.05%21.50%0.72%-6.57%0.00%19.27%4.36%42.78%
20190.00%0.00%2.16%0.00%0.00%0.00%0.00%0.00%-43.92%16.74%-1.80%9.32%-28.21%
20180.00%-1.52%2.02%0.00%0.00%-8.28%0.00%0.00%0.00%0.00%0.00%0.00%-7.85%
20170.00%0.00%2.74%0.00%0.00%54.75%0.00%0.00%14.02%0.00%0.00%5.34%90.95%
20160.00%-26.05%0.00%0.00%0.00%9.03%0.00%0.00%0.00%0.00%0.00%0.00%-19.38%
201512.82%9.90%-3.79%7.50%3.90%0.00%0.00%0.00%0.00%0.00%0.00%0.00%33.23%
20140.00%-3.80%0.00%-4.07%0.00%0.00%-7.72%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AIAGY is 46, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of AIAGY is 4646
AIAGY (Aurubis AG ADR)
The Sharpe Ratio Rank of AIAGY is 4444Sharpe Ratio Rank
The Sortino Ratio Rank of AIAGY is 3939Sortino Ratio Rank
The Omega Ratio Rank of AIAGY is 5757Omega Ratio Rank
The Calmar Ratio Rank of AIAGY is 4545Calmar Ratio Rank
The Martin Ratio Rank of AIAGY is 4444Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Aurubis AG ADR (AIAGY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AIAGY
Sharpe ratio
The chart of Sharpe ratio for AIAGY, currently valued at 0.14, compared to the broader market-4.00-2.000.002.000.14
Sortino ratio
The chart of Sortino ratio for AIAGY, currently valued at 0.50, compared to the broader market-4.00-2.000.002.004.000.50
Omega ratio
The chart of Omega ratio for AIAGY, currently valued at 1.16, compared to the broader market0.501.001.502.001.16
Calmar ratio
The chart of Calmar ratio for AIAGY, currently valued at 0.12, compared to the broader market0.002.004.006.000.12
Martin ratio
The chart of Martin ratio for AIAGY, currently valued at 0.40, compared to the broader market-10.000.0010.0020.000.40
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.79, compared to the broader market-4.00-2.000.002.002.80
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.73, compared to the broader market-4.00-2.000.002.004.003.73
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.51, compared to the broader market0.501.001.502.001.51
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.46, compared to the broader market0.002.004.006.002.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 17.01, compared to the broader market-10.000.0010.0020.0017.01

Sharpe Ratio

The current Aurubis AG ADR Sharpe ratio is 0.14. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Aurubis AG ADR with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00MayJuneJulyAugustSeptemberOctober
0.14
2.80
AIAGY (Aurubis AG ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Aurubis AG ADR granted a 2.03% dividend yield in the last twelve months. The annual payout for that period amounted to $0.76 per share.


PeriodTTM202320222021202020192018201720162015
Dividend$0.76$0.98$0.91$0.79$0.69$0.88$0.90$0.66$0.74$0.53

Dividend yield

2.03%2.28%2.24%1.63%1.71%3.00%2.16%1.44%3.00%1.70%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.76$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.76
2023$0.00$0.98$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.98
2022$0.00$0.91$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.91
2021$0.00$0.79$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.79
2020$0.00$0.69$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.69
2019$0.00$0.00$0.88$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.88
2018$0.00$0.00$0.90$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.90
2017$0.00$0.00$0.66$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.66
2016$0.00$0.74$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.74
2015$0.53$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.53

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.0%
Aurubis AG ADR has a dividend yield of 2.03%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%22.5%
Aurubis AG ADR has a payout ratio of 22.45%, which is below the market average. This means Aurubis AG ADR returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%MayJuneJulyAugustSeptemberOctober
-38.73%
-0.20%
AIAGY (Aurubis AG ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Aurubis AG ADR. 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 Aurubis AG ADR was 59.06%, occurring on Sep 27, 2022. The portfolio has not yet recovered.

The current Aurubis AG ADR drawdown is 38.73%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.06%Apr 12, 2022116Sep 27, 2022
-47.46%Jun 18, 2018310Sep 10, 2019313Dec 4, 2020623
-27.45%Sep 27, 20211Sep 27, 202168Jan 3, 202269
-26.05%Feb 22, 20163Feb 24, 2016339Jun 28, 2017342
-10.73%Dec 29, 202020Jan 27, 202199Jun 18, 2021119

Volatility

Volatility Chart

The current Aurubis AG ADR volatility is 1.08%, 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.


0.00%5.00%10.00%15.00%20.00%25.00%MayJuneJulyAugustSeptemberOctober
1.08%
3.37%
AIAGY (Aurubis AG ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Aurubis AG ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Aurubis AG ADR.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items