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

Company Info

SectorFinancial Services
IndustryBanks - Diversified

Highlights

Market Cap$63.05B
EPS (TTM)$1.56
PE Ratio13.47
Year Range$14.60 - $22.29
Target Price$20.80

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 ANZ Group Holdings Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%MayJuneJulyAugustSeptemberOctober
12.92%
9.54%
ANZGY (ANZ Group Holdings Limited)
Benchmark (^GSPC)

Returns By Period

ANZ Group Holdings Limited had a return of 21.24% year-to-date (YTD) and 39.36% in the last 12 months. Over the past 10 years, ANZ Group Holdings Limited had an annualized return of 2.85%, while the S&P 500 had an annualized return of 11.26%, indicating that ANZ Group Holdings Limited did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date21.24%19.70%
1 month1.76%1.08%
6 months12.92%9.56%
1 year39.36%34.99%
5 years (annualized)7.97%14.15%
10 years (annualized)2.85%11.26%

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
20240.34%5.48%3.38%-6.17%7.23%-0.21%1.12%7.25%2.94%21.24%
202310.16%-6.50%-7.50%5.69%-5.17%6.77%10.56%-6.64%0.18%-3.36%6.10%9.10%17.91%
2022-5.94%0.74%7.77%-7.45%-3.04%-15.33%7.15%-2.95%-5.43%10.88%6.21%-5.14%-14.77%
20213.03%13.03%5.31%2.88%3.68%-5.69%-2.99%-0.78%-0.69%6.11%-8.97%6.15%20.91%
2020-1.31%-5.76%-34.77%4.31%8.62%8.78%-0.78%6.66%-7.36%7.06%26.62%5.42%4.77%
20196.63%9.43%-6.91%3.73%3.60%2.69%-3.98%-5.77%7.02%-4.06%-6.83%2.53%6.36%
20183.22%-2.78%-6.89%-3.09%4.90%1.79%3.48%-2.23%-4.92%-8.91%10.56%-13.65%-19.12%
20171.33%6.87%2.60%1.05%-13.13%7.09%6.99%-1.22%-0.38%-1.50%-3.71%3.57%8.01%
2016-14.09%-7.71%11.70%2.71%2.64%-1.01%8.46%2.40%5.77%-0.87%3.05%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%-12.95%9.07%-5.31%-4.24%-4.91%
20135.48%5.38%2.29%10.48%-18.98%-0.25%2.78%-2.57%9.29%12.14%-6.91%-0.62%15.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ANZGY is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of ANZGY is 8686
ANZGY (ANZ Group Holdings Limited)
The Sharpe Ratio Rank of ANZGY is 8787Sharpe Ratio Rank
The Sortino Ratio Rank of ANZGY is 8383Sortino Ratio Rank
The Omega Ratio Rank of ANZGY is 8181Omega Ratio Rank
The Calmar Ratio Rank of ANZGY is 8888Calmar Ratio Rank
The Martin Ratio Rank of ANZGY is 9090Martin 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.


ANZGY
Sharpe ratio
The chart of Sharpe ratio for ANZGY, currently valued at 1.77, compared to the broader market-4.00-2.000.002.001.77
Sortino ratio
The chart of Sortino ratio for ANZGY, currently valued at 2.41, compared to the broader market-4.00-2.000.002.004.002.41
Omega ratio
The chart of Omega ratio for ANZGY, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ANZGY, currently valued at 1.67, compared to the broader market0.002.004.006.001.67
Martin ratio
The chart of Martin ratio for ANZGY, currently valued at 10.80, compared to the broader market-10.000.0010.0020.0010.80
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.64, compared to the broader market-4.00-2.000.002.002.64
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.52, compared to the broader market-4.00-2.000.002.004.003.52
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.48, compared to the broader market0.501.001.501.48
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.34, compared to the broader market0.002.004.006.002.34
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 16.17, compared to the broader market-10.000.0010.0020.0016.17

Sharpe Ratio

The current ANZ Group Holdings Limited Sharpe ratio is 1.77. 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 ANZ Group Holdings Limited 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 Ratio1.001.502.002.50MayJuneJulyAugustSeptemberOctober
1.77
2.64
ANZGY (ANZ Group Holdings Limited)
Benchmark (^GSPC)

Dividends

Dividend History

ANZ Group Holdings Limited granted a 5.51% dividend yield in the last twelve months. The annual payout for that period amounted to $1.14 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.14$1.15$1.12$1.09$0.43$0.95$1.17$1.22$1.21$1.36$1.60$1.62

Dividend yield

5.51%6.51%6.97%5.40%2.44%5.52%6.84%5.45%5.55%6.72%6.16%5.60%

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
2024$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.55
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$0.00$0.00$0.00$0.00$0.77$0.00$0.00$0.00$0.00$0.00$0.83$0.00$1.60
2013$0.75$0.00$0.00$0.00$0.00$0.00$0.87$0.00$1.62

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.5%
ANZ Group Holdings Limited has a dividend yield of 5.51%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%79.5%
ANZ Group Holdings Limited has a payout ratio of 79.47%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%MayJuneJulyAugustSeptemberOctober
-4.06%
-0.93%
ANZGY (ANZ Group Holdings Limited)
Benchmark (^GSPC)

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 4.06%.


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
-32.1%Jun 7, 2021262Jun 17, 2022427Mar 7, 2024689
-30.65%Apr 29, 2011109Oct 3, 2011206Jul 27, 2012315

Volatility

Volatility Chart

The current ANZ Group Holdings Limited volatility is 6.29%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%MayJuneJulyAugustSeptemberOctober
6.29%
4.04%
ANZGY (ANZ Group Holdings Limited)
Benchmark (^GSPC)

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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for ANZ Group Holdings Limited.


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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