PortfoliosLab logo

Birks Group Inc. (BGI)

Equity · Currency in USD · Last updated Jul 29, 2022

Company Info

ISINCA09088U1093
CUSIP09088U109
SectorConsumer Cyclical
IndustryLuxury Goods

Trading Data

Previous Close$5.09
Year Range$2.30 - $7.81
EMA (50)$5.13
EMA (200)$4.58
Average Volume$50.74K
Market Capitalization$94.99M

BGIShare Price Chart


Chart placeholderClick Calculate to get results

BGIPerformance

The chart shows the growth of $10,000 invested in Birks Group Inc. in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $43,842 for a total return of roughly 338.42%. All prices are adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%30.00%FebruaryMarchAprilMayJuneJuly
11.76%
-10.43%
BGI (Birks Group Inc.)
Benchmark (^GSPC)

BGIReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-1.54%4.42%
6M11.76%-6.38%
YTD5.77%-14.56%
1Y82.56%-7.48%
5Y31.54%10.27%
10Y18.76%11.51%

BGIMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-4.33%0.65%11.13%-0.77%-2.52%3.39%-1.16%
202144.52%74.19%54.63%-31.14%44.35%-29.22%16.17%8.79%-5.39%141.99%-38.97%16.87%
20205.51%-10.50%-42.35%-7.35%32.31%29.82%17.16%-18.14%-9.61%3.57%24.08%-1.23%
2019-4.22%14.31%6.72%-12.61%2.49%4.51%-5.97%-2.76%-4.20%8.22%9.66%-16.66%
201813.08%-15.65%-13.71%7.48%26.08%-8.45%24.30%-13.94%-11.27%-4.76%0.00%-20.83%
201763.55%1.71%-20.22%1.42%-0.70%-10.49%3.91%45.11%-4.66%20.80%-21.05%-25.93%
2016-7.85%-32.17%95.65%6.22%-2.20%13.37%315.09%-22.27%8.77%-26.34%-16.79%-6.14%
2015-30.37%-4.51%-8.66%3.45%7.50%-9.30%-26.50%8.72%-11.23%-9.64%-0.00%-50.93%
2014-18.42%-7.22%-6.13%12.04%-2.48%-0.85%7.69%-9.52%-11.40%4.95%41.31%27.51%
201319.74%-6.59%-1.16%-0.01%2.38%53.49%27.42%-1.31%7.22%-6.18%-1.79%-7.32%
201232.48%-22.14%1.96%-0.96%-9.71%21.51%-7.96%3.84%-3.70%-1.92%-22.85%-3.42%
20112.12%-3.45%6.43%-15.44%11.90%-0.71%-3.57%-15.56%-12.43%6.18%6.61%-12.50%
2010-29.92%-18.66%22.94%15.85%25.27%3.34%-6.50%-4.36%9.10%12.50%-7.40%13.58%

BGISharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Birks Group Inc. Sharpe ratio is 1.01. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.001.502.002.50FebruaryMarchAprilMayJuneJuly
1.01
-0.37
BGI (Birks Group Inc.)
Benchmark (^GSPC)

BGIDividend History


Birks Group Inc. doesn't pay dividends

BGIDrawdowns Chart

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


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJuly
-34.31%
-15.10%
BGI (Birks Group Inc.)
Benchmark (^GSPC)

BGIWorst Drawdowns

The table below shows the maximum drawdowns of the Birks Group Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Birks Group Inc. is 90.65%, recorded on Mar 1, 2016. It took 61 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-90.65%Aug 15, 2013523Mar 1, 201661Jul 5, 2016584
-88.31%Jul 8, 2016916Mar 24, 2020229Feb 19, 20211145
-67.33%Mar 18, 202137May 10, 2021118Oct 26, 2021155
-63.51%Nov 2, 202110Nov 15, 2021
-63.31%May 5, 2010478Jan 7, 201395Aug 6, 2013573
-46.9%Jan 5, 201032Mar 2, 201032May 3, 201064
-46.02%Feb 22, 20214Feb 25, 20216Mar 5, 202110
-14.91%Aug 9, 20132Aug 12, 20132Aug 14, 20134
-6.57%Mar 11, 20213Mar 15, 20211Mar 16, 20214

BGIVolatility Chart

Current Birks Group Inc. volatility is 11.73%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%FebruaryMarchAprilMayJuneJuly
11.73%
22.95%
BGI (Birks Group Inc.)
Benchmark (^GSPC)