Allfunds Group Ltd (ALLFG.AS)
Company Info
| ISIN | GB00BNTJ3546 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | €3.29B |
|---|---|
| EPS (TTM) | €0.14 |
| PE Ratio | 37.96 |
| PEG Ratio | 0.51 |
| Total Revenue (TTM) | €1.04B |
| Gross Profit (TTM) | €329.63M |
| EBITDA (TTM) | €258.67M |
| Year Range | €4.66 - €7.22 |
| Target Price | €7.80 |
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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.
Returns By Period
Allfunds Group Ltd had a return of -17.74% year-to-date (YTD) and -5.03% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -17.74% | 13.78% |
| 1 month | -0.75% | -0.38% |
| 6 months | -17.36% | 11.47% |
| 1 year | -5.03% | 18.82% |
| 5 years (annualized) | N/A | 12.44% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns
The table below presents the monthly returns of ALLFG.AS, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.81% | -1.65% | 2.06% | -11.28% | -7.91% | -4.20% | -17.74% | ||||||
| 2023 | 11.34% | 13.83% | -26.48% | -1.40% | 6.42% | -12.38% | 5.99% | -7.68% | -4.20% | -8.05% | 20.17% | 10.97% | -1.53% |
| 2022 | -28.17% | -17.79% | 2.21% | -21.55% | 3.85% | -13.46% | 11.62% | -4.44% | -3.50% | -15.71% | 9.01% | -6.25% | -62.27% |
| 2021 | 0.95% | -1.65% | 6.75% | 1.05% | 2.90% | 9.95% | 4.21% | -16.77% | 18.84% | 24.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ALLFG.AS is 32, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Allfunds Group Ltd (ALLFG.AS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Allfunds Group Ltd. 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 Allfunds Group Ltd was 74.14%, occurring on Oct 25, 2023. The portfolio has not yet recovered.
The current Allfunds Group Ltd drawdown is 71.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.14% | Oct 8, 2021 | 528 | Oct 25, 2023 | — | — | — |
| -12.89% | Jun 14, 2021 | 24 | Jul 15, 2021 | 36 | Sep 3, 2021 | 60 |
| -8.36% | Sep 10, 2021 | 13 | Sep 28, 2021 | 6 | Oct 6, 2021 | 19 |
| -7.25% | Apr 27, 2021 | 9 | May 7, 2021 | 18 | Jun 2, 2021 | 27 |
| -2.7% | Jun 4, 2021 | 1 | Jun 4, 2021 | 2 | Jun 8, 2021 | 3 |
Volatility
Volatility Chart
The current Allfunds Group Ltd volatility is 6.24%, 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
P/E Ratio
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Allfunds Group Ltd.
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Income Statement
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