Alpha Real Trust Ltd (ARTL.L)
Alpha Real Trust Limited specializes in investments in securities, services, and other related businesses. The fund seeks to invest in the United Kingdom and Europe.
Company Info
Highlights
£113.12M
-£0.02
101.25
£9.08M
£10.28M
£1.98M
£106.24 - £205.00
£99.00
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Alpha Real Trust 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
ARTL.L
N/A
N/A
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
-3.64%
-7.76%
-0.61%
8.13%
19.77%
10.51%
Monthly Returns
The table below presents the monthly returns of ARTL.L, 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 | 1.27% | 17.57% | -12.80% | 14.29% | -6.07% | -8.36% | 0.42% | -1.65% | -1.69% | 0.00% | 9.48% | 57.14% | 70.59% |
| 2023 | -0.78% | -0.39% | 2.36% | 2.30% | 2.25% | 0.37% | 1.10% | -13.00% | 4.99% | -3.16% | -5.31% | 1.73% | -8.50% |
| 2022 | -1.22% | -10.77% | 4.15% | 0.33% | -3.30% | 4.10% | 0.00% | -0.98% | -5.62% | -7.37% | -0.38% | -1.89% | -21.56% |
| 2021 | 2.20% | -1.54% | -0.31% | 0.31% | 0.62% | 9.94% | -1.69% | -1.15% | -2.32% | -1.79% | 0.61% | -0.90% | 3.48% |
| 2020 | 6.85% | 0.51% | -29.08% | 11.51% | -6.13% | 15.47% | 1.49% | 0.59% | -3.21% | -7.22% | -5.84% | 9.66% | -12.86% |
| 2019 | -0.71% | -0.71% | 16.13% | -5.25% | -2.28% | 15.01% | 1.16% | 0.57% | 2.57% | 2.78% | 0.27% | -1.61% | 29.00% |
| 2018 | -2.00% | -2.23% | -4.56% | 2.39% | -1.95% | 8.73% | -5.84% | 1.55% | -1.91% | 7.00% | -1.45% | 4.67% | 3.36% |
| 2017 | 1.50% | 13.79% | -2.59% | 1.56% | 9.41% | -3.80% | -2.29% | 7.66% | 1.58% | 0.19% | 2.14% | 4.37% | 37.28% |
| 2016 | 0.61% | 0.00% | 0.01% | 7.27% | -2.82% | -3.77% | 4.53% | 8.09% | -1.06% | -0.54% | 10.87% | -1.96% | 21.98% |
| 2015 | 5.50% | 21.44% | -8.30% | 3.94% | -0.76% | 3.05% | 7.42% | 2.42% | -1.68% | -0.68% | 14.14% | -0.90% | 51.75% |
| 2014 | -7.56% | 6.82% | -1.36% | 1.61% | -2.04% | 1.85% | -0.90% | -0.45% | -3.69% | -7.18% | 5.41% | 6.61% | -2.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 90, ARTL.L is among the top 10% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Alpha Real Trust Ltd (ARTL.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Alpha Real Trust Ltd provided a 1.48% dividend yield over the last twelve months, with an annual payout of £0.03 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.03 | £0.04 | £0.04 | £0.04 | £0.04 | £0.04 | £0.04 | £0.03 | £0.02 | £0.02 | £0.02 | £0.02 |
Dividend yield | 1.48% | 2.02% | 3.39% | 3.10% | 2.43% | 2.52% | 1.97% | 1.92% | 1.75% | 2.40% | 2.84% | 3.85% |
Monthly Dividends
The table displays the monthly dividend distributions for Alpha Real Trust Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | £0.00 | £0.00 | |||||||||||
| 2024 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.04 |
| 2023 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.04 |
| 2022 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.04 |
| 2021 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.04 |
| 2020 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.01 | £0.04 |
| 2019 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.04 |
| 2018 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.03 |
| 2017 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.02 |
| 2016 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.01 | £0.02 |
| 2015 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.01 | £0.00 | £0.00 | £0.00 | £0.01 | £0.02 |
| 2014 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.01 | £0.00 | £0.00 | £0.00 | £0.01 | £0.02 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Alpha Real Trust 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 Alpha Real Trust Ltd was 85.26%, occurring on Dec 17, 2008. Recovery took 1281 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.26% | Feb 28, 2008 | 123 | Dec 17, 2008 | 1281 | Nov 18, 2016 | 1404 |
| -45.86% | Feb 26, 2020 | 938 | Nov 14, 2023 | — | — | — |
| -20.6% | Aug 1, 2007 | 52 | Nov 5, 2007 | 48 | Feb 19, 2008 | 100 |
| -13.04% | Jan 3, 2007 | 39 | Mar 14, 2007 | 75 | Jul 17, 2007 | 114 |
| -11.31% | Sep 13, 2017 | 50 | Nov 22, 2017 | 21 | Dec 21, 2017 | 71 |
Volatility
Volatility Chart
The current Alpha Real Trust Ltd volatility is 13.72%, 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
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Alpha Real Trust Ltd.
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Income Statement
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