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Allfunds Group Ltd (ALLFG.AS)

Equity · Currency in EUR · Last updated Jun 3, 2023

Company Info

SectorFinancial Services
IndustryAsset Management


Market Cap€4.17B
PE Ratio83.00
PEG RatioN/A
Revenue (TTM)€2.74B
Gross Profit (TTM)€505.69M
EBITDA (TTM)€279.19M
Year Range€5.58 - €9.45
Target Price€9.50

Share Price Chart

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

ALLFG.AS (Allfunds Group Ltd)
Benchmark (^GSPC)

S&P 500

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Allfunds Group Ltd


Allfunds Group Ltd had a return of 1.76% year-to-date (YTD) and -22.79% in the last 12 months. Over the past 10 years, Allfunds Group Ltd had an annualized return of -28.86%, while the S&P 500 had an annualized return of 6.28%, indicating that Allfunds Group Ltd did not perform as well as the benchmark.

1 month14.29%8.12%
6 months-9.48%2.44%
1 year-22.79%1.83%
5 years (annualized)-28.86%6.28%
10 years (annualized)-28.86%6.28%

Monthly Returns Heatmap


Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Allfunds Group Ltd (ALLFG.AS) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
Allfunds Group Ltd
S&P 500

Sharpe 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 Allfunds Group Ltd Sharpe ratio is -0.33. 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.

ALLFG.AS (Allfunds Group Ltd)
Benchmark (^GSPC)

Dividend History

Allfunds Group Ltd doesn't pay dividends

Drawdowns Chart

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

ALLFG.AS (Allfunds Group Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Allfunds Group Ltd. 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 Allfunds Group Ltd is 69.50%, recorded on Apr 5, 2023. The portfolio has not recovered from it yet.



To Bottom


To Recover



-69.5%Oct 8, 2021386Apr 5, 2023
-12.89%Jun 14, 202124Jul 15, 202136Sep 3, 202160
-8.36%Sep 10, 202113Sep 28, 20216Oct 6, 202119
-7.25%Apr 27, 20219May 7, 202118Jun 2, 202127
-2.7%Jun 4, 20211Jun 4, 20212Jun 8, 20213

Volatility Chart

The current Allfunds Group Ltd volatility is 8.70%, 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.

ALLFG.AS (Allfunds Group Ltd)
Benchmark (^GSPC)