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ANZ Group Holdings Limited (ANZGY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

Highlights

Market Cap

$55.88B

EPS (TTM)

$1.45

PE Ratio

12.79

Year Range

$15.72 - $21.77

Target Price

$20.80

Share Price Chart


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Compare to other instruments

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ANZ Group Holdings Limited

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Performance

Performance Chart


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S&P 500

Returns By Period

ANZ Group Holdings Limited (ANZGY) returned 5.69% year-to-date (YTD) and 4.04% over the past 12 months. Over the past 10 years, ANZGY returned 2.43% annually, underperforming the S&P 500 benchmark at 10.84%.


ANZGY

YTD

5.69%

1M

-2.05%

6M

-9.49%

1Y

4.04%

3Y*

5.54%

5Y*

15.58%

10Y*

2.43%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.05%-0.96%-2.14%4.99%-2.97%5.69%
20240.34%5.48%3.38%-6.17%7.23%-0.21%1.12%7.25%2.94%-3.05%3.34%-14.24%5.39%
202310.16%-6.50%-7.50%5.69%-5.16%6.75%10.56%-6.64%0.18%-3.36%6.10%9.10%17.91%
2022-5.97%0.74%7.77%-7.45%-3.04%-15.30%7.12%-2.95%-5.43%10.88%6.21%-5.14%-14.79%
20213.03%13.03%5.30%2.89%3.68%-5.69%-2.99%-0.78%-0.69%6.11%-8.97%6.18%20.94%
2020-1.33%-5.77%-34.77%4.31%8.63%8.78%-0.78%6.66%-7.36%7.06%26.62%5.42%4.74%
20196.63%9.46%-6.93%3.73%3.60%2.69%-3.98%-5.77%7.02%-4.06%-6.83%2.56%6.39%
20183.22%-2.78%-6.87%-3.11%4.93%1.79%3.48%-2.26%-4.90%-8.91%10.55%-13.67%-19.12%
20171.33%6.87%2.62%1.03%-13.13%7.09%6.99%-1.22%-0.38%-1.50%-3.71%3.57%8.01%
2016-14.10%-7.71%11.73%2.68%2.61%-0.99%8.46%2.40%5.77%-0.85%3.03%3.65%14.94%
2015-1.73%8.02%0.69%-3.99%-2.43%-2.37%-3.88%-17.14%-3.40%2.68%4.45%2.59%-17.25%
2014-8.77%9.54%5.97%5.01%-0.30%0.77%-0.64%-0.51%-12.93%9.05%-5.30%-4.24%-4.91%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ANZGY is 50, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ANZGY is 5050
Overall Rank
The Sharpe Ratio Rank of ANZGY is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of ANZGY is 4444
Sortino Ratio Rank
The Omega Ratio Rank of ANZGY is 4444
Omega Ratio Rank
The Calmar Ratio Rank of ANZGY is 5454
Calmar Ratio Rank
The Martin Ratio Rank of ANZGY is 5353
Martin 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 ANZ Group Holdings Limited (ANZGY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

ANZ Group Holdings Limited Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.15
  • 5-Year: 0.61
  • 10-Year: 0.08
  • All Time: 0.36

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of ANZ Group Holdings Limited compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

ANZ Group Holdings Limited provided a 2.95% dividend yield over the last twelve months, with an annual payout of $0.55 per share.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.55$1.09$1.15$1.12$1.09$0.43$0.95$1.17$1.22$1.21$1.36$1.60

Dividend yield

2.95%6.22%6.51%6.97%5.40%2.44%5.51%6.84%5.45%5.55%6.72%6.16%

Monthly Dividends

The table displays the monthly dividend distributions for ANZ Group Holdings Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.55$0.00$1.09
2023$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.60$0.00$1.15
2022$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.13$0.00$0.00$0.48$0.00$1.12
2021$0.00$0.00$0.00$0.00$0.54$0.00$0.00$0.00$0.00$0.00$0.54$0.00$1.09
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.25$0.00$0.43
2019$0.00$0.00$0.00$0.00$0.56$0.00$0.00$0.00$0.00$0.00$0.39$0.00$0.95
2018$0.00$0.00$0.00$0.00$0.60$0.00$0.00$0.00$0.00$0.00$0.57$0.00$1.17
2017$0.00$0.00$0.00$0.00$0.60$0.00$0.00$0.00$0.00$0.00$0.62$0.00$1.22
2016$0.00$0.00$0.00$0.00$0.60$0.00$0.00$0.00$0.00$0.00$0.61$0.00$1.21
2015$0.00$0.00$0.00$0.00$0.68$0.00$0.00$0.00$0.00$0.00$0.67$0.00$1.36
2014$0.77$0.00$0.00$0.00$0.00$0.00$0.83$0.00$1.60

Dividend Yield & Payout


Dividend Yield

ANZ Group Holdings Limited has a dividend yield of 2.95%, which is quite average when compared to the overall market.

Payout Ratio

ANZ Group Holdings Limited has a payout ratio of 72.97%, which is quite average when compared to the overall market. This suggests that ANZ Group Holdings Limited strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the ANZ Group Holdings Limited. 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 ANZ Group Holdings Limited was 71.14%, occurring on Nov 20, 2008. Recovery took 487 trading sessions.

The current ANZ Group Holdings Limited drawdown is 11.94%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.14%Oct 15, 2007280Nov 20, 2008487Oct 28, 2010767
-65.34%Jun 20, 20141449Mar 23, 2020277Apr 28, 20211726
-38.63%Oct 7, 1997230Sep 3, 1998152Apr 14, 1999382
-32.07%Jun 7, 2021262Jun 17, 2022431Mar 7, 2024693
-30.65%Apr 29, 2011109Oct 3, 2011206Jul 27, 2012315
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

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


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of ANZ Group Holdings Limited, comparing actual results with analytics estimates.


Actual
Estimate

Valuation

The Valuation section provides an overview of how ANZ Group Holdings Limited is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for ANZGY, comparing it with other companies in the Banks - Diversified industry. Currently, ANZGY has a P/E ratio of 12.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ANZGY relative to other companies in the Banks - Diversified industry. Currently, ANZGY has a P/S ratio of 2.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ANZGY in comparison with other companies in the Banks - Diversified industry. Currently, ANZGY has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



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