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AXIS Capital Holdings Limited (AXS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINBMG0692U1099
CUSIPG0692U109
SectorFinancial Services
IndustryInsurance—Property & Casualty

Highlights

Market Cap$5.31B
EPS$4.02
PE Ratio15.64
PEG Ratio-10.28
Revenue (TTM)$5.64B
Gross Profit (TTM)$871.01M
EBITDA (TTM)$629.53M
Year Range$50.02 - $64.42
Target Price$71.50
Short %1.52%
Short Ratio1.41

Share Price Chart


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AXIS Capital Holdings Limited

Popular comparisons: AXS vs. MBUU

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in AXIS Capital 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.


250.00%300.00%350.00%400.00%OctoberNovemberDecember2024FebruaryMarch
337.30%
434.30%
AXS (AXIS Capital Holdings Limited)
Benchmark (^GSPC)

S&P 500

Returns By Period

AXIS Capital Holdings Limited had a return of 18.21% year-to-date (YTD) and 26.28% in the last 12 months. Over the past 10 years, AXIS Capital Holdings Limited had an annualized return of 6.71%, while the S&P 500 had an annualized return of 10.96%, indicating that AXIS Capital Holdings Limited did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date18.21%10.04%
1 month5.96%3.53%
6 months16.28%22.79%
1 year26.28%32.16%
5 years (annualized)6.92%13.15%
10 years (annualized)6.71%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20247.50%5.12%
2023-0.47%3.54%1.29%-1.33%-0.92%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for AXIS Capital Holdings Limited (AXS) and compares them with a selected benchmark (^GSPC). These performance indicators 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
AXS
AXIS Capital Holdings Limited
1.29
^GSPC
S&P 500
2.76

Sharpe Ratio

The current AXIS Capital Holdings Limited Sharpe ratio is 1.29. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.29
2.76
AXS (AXIS Capital Holdings Limited)
Benchmark (^GSPC)

Dividends

Dividend History

AXIS Capital Holdings Limited granted a 3.39% dividend yield in the last twelve months. The annual payout for that period amounted to $2.20 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.20$1.76$1.73$1.69$1.65$1.61$1.57$1.53$1.43$1.22$1.10$1.02

Dividend yield

3.39%3.18%3.19%3.10%3.27%2.71%3.04%3.04%2.19%2.17%2.15%2.14%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44
2022$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.44
2021$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.00$0.42$0.00$0.43
2020$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.00$0.41$0.00$0.42
2019$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.00$0.40$0.00$0.41
2018$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.00$0.39$0.00$0.40
2017$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.00$0.38$0.00$0.39
2016$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.38
2015$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.35
2014$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.29
2013$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.27

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.4%
AXIS Capital Holdings Limited has a dividend yield of 3.39%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%17.9%
AXIS Capital Holdings Limited has a payout ratio of 17.89%, which is below the market average. This means AXIS Capital Holdings Limited returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
AXS (AXIS Capital Holdings Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the AXIS Capital 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 AXIS Capital Holdings Limited was 55.93%, occurring on Mar 9, 2009. Recovery took 911 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.93%Dec 10, 2007313Mar 9, 2009911Oct 16, 20121224
-49.31%Sep 27, 2019159May 14, 2020680Jan 26, 2023839
-30.73%Mar 2, 2017252Mar 1, 2018393Sep 23, 2019645
-27.36%Jan 26, 2004184Oct 15, 2004301Dec 23, 2005485
-18.54%Jan 27, 202335Mar 17, 2023230Feb 15, 2024265

Volatility

Volatility Chart

The current AXIS Capital Holdings Limited volatility is 4.13%, 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%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
4.13%
2.82%
AXS (AXIS Capital Holdings Limited)
Benchmark (^GSPC)

Financials

Financial Performance

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

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Income Statement


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Other Non-Operating Income (Expenses)

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Minority Interest

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Values in undefined except per share items