PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Bellevue Gold Limited (BGL.AX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

AU0000019374

Sector

Basic Materials

Industry

Gold

IPO Date

Dec 20, 2005

Highlights

Market Cap

A$1.53B

EPS (TTM)

A$0.06

PE Ratio

19.87

Total Revenue (TTM)

A$249.34M

Gross Profit (TTM)

A$91.28M

EBITDA (TTM)

A$108.55M

Year Range

A$0.95 - A$2.10

Target Price

A$1.60

Share Price Chart


Loading data...

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 A$10,000 in Bellevue Gold Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
-12.00%
16.18%
BGL.AX (Bellevue Gold Limited)
Benchmark (^GSPC)

Returns By Period

Bellevue Gold Limited had a return of 7.56% year-to-date (YTD) and -14.79% in the last 12 months. Over the past 10 years, Bellevue Gold Limited had an annualized return of 71.09%, outperforming the S&P 500 benchmark which had an annualized return of 11.31%.


BGL.AX

YTD

7.56%

1M

10.50%

6M

-12.00%

1Y

-14.79%

5Y*

15.40%

10Y*

71.09%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202511.11%7.56%
2024-20.60%15.04%23.20%-5.31%9.80%-8.93%-23.25%-7.66%4.35%23.11%-21.23%-12.11%-32.84%
20235.75%-10.88%20.19%10.55%-9.19%-1.17%14.17%16.55%-18.05%4.33%18.34%-2.05%48.23%
2022-8.88%22.73%1.59%0.00%-8.33%-27.27%32.81%-2.35%-9.64%-1.33%48.65%2.73%33.73%
2021-10.71%-28.00%8.33%20.51%-3.19%4.40%4.74%-3.02%-12.44%1.78%-7.56%6.29%-24.55%
2020-10.28%25.00%-33.33%42.50%49.12%24.71%-2.83%-0.00%-0.49%10.73%15.86%-14.83%109.35%
201919.51%30.61%-14.06%-5.45%19.23%12.90%-18.57%3.51%2.54%-9.09%-10.00%8.08%30.49%
2018-20.75%2.38%-11.63%-2.63%2.70%-10.53%2.94%8.57%21.05%65.22%17.11%-7.87%54.72%
201736.36%-0.00%26.67%-23.68%55.17%2.22%-8.70%114.29%-11.11%31.25%142.86%3.92%1,104.55%
20164.76%35.06%-34.13%-8.76%18.40%-15.54%52.00%15.79%59.09%0.00%2.86%-38.89%49.66%
201513.79%75.76%18.97%-10.14%3.23%-26.56%17.02%118.18%14.17%-12.41%45.83%-16.00%406.90%
2014-36.36%12.24%-0.00%-7.27%-25.49%-13.16%15.15%0.00%-13.16%-12.12%37.93%-27.50%-62.34%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BGL.AX is 31, 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 BGL.AX is 3131
Overall Rank
The Sharpe Ratio Rank of BGL.AX is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of BGL.AX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of BGL.AX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of BGL.AX is 2828
Calmar Ratio Rank
The Martin Ratio Rank of BGL.AX is 3535
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 Bellevue Gold Limited (BGL.AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BGL.AX, currently valued at -0.28, compared to the broader market-2.000.002.00-0.281.74
The chart of Sortino ratio for BGL.AX, currently valued at -0.02, compared to the broader market-4.00-2.000.002.004.006.00-0.022.35
The chart of Omega ratio for BGL.AX, currently valued at 1.00, compared to the broader market0.501.001.502.001.001.32
The chart of Calmar ratio for BGL.AX, currently valued at -0.29, compared to the broader market0.002.004.006.00-0.292.61
The chart of Martin ratio for BGL.AX, currently valued at -0.52, compared to the broader market0.0010.0020.0030.00-0.5210.66
BGL.AX
^GSPC

The current Bellevue Gold Limited Sharpe ratio is -0.28. 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 Bellevue Gold 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 Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.28
2.09
BGL.AX (Bellevue Gold Limited)
Benchmark (^GSPC)

Dividends

Dividend History

Bellevue Gold Limited provided a 0.00% dividend yield over the last twelve months, with an annual payout of A$0.00 per share.


0.00%20.00%40.00%60.00%80.00%100.00%A$0.00A$0.00A$0.00A$0.01A$0.01A$0.01A$0.0120142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
DividendA$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.01A$0.01A$0.01

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%59.09%48.39%92.44%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025A$0.00A$0.00A$0.00
2024A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00
2023A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00
2022A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00
2021A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00
2020A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00
2019A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00
2018A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00
2017A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00
2016A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.01A$0.00A$0.00A$0.00A$0.01
2015A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.01A$0.00A$0.00A$0.00A$0.00A$0.01
2014A$0.01A$0.00A$0.00A$0.00A$0.00A$0.01

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-40.39%
-0.97%
BGL.AX (Bellevue Gold Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Bellevue Gold 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 Bellevue Gold Limited was 99.36%, occurring on Aug 20, 2013. Recovery took 1311 trading sessions.

The current Bellevue Gold Limited drawdown is 40.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.36%Jul 12, 2011532Aug 20, 20131311Oct 22, 20181843
-97.36%Feb 23, 2006676Oct 23, 2008678Jul 4, 20111354
-60.96%Jun 27, 2019187Mar 19, 202046May 26, 2020233
-57.05%Nov 10, 2020413Jun 30, 2022199Apr 14, 2023612
-51.48%Jul 15, 2024123Jan 6, 2025

Volatility

Volatility Chart

The current Bellevue Gold Limited volatility is 14.68%, 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.


5.00%10.00%15.00%20.00%25.00%30.00%SeptemberOctoberNovemberDecember2025February
14.68%
3.07%
BGL.AX (Bellevue Gold Limited)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Bellevue Gold Limited compared to its peers in the Gold industry.


PE Ratio
20.040.060.080.0100.0120.0140.019.9
The chart displays the price to earnings (P/E) ratio for BGL.AX in comparison to other companies of the Gold industry. Currently, BGL.AX has a PE value of 19.9. This PE ratio falls in the average range for the industry.
PEG Ratio
0.05.010.015.020.025.00.0
The chart displays the price to earnings to growth (PEG) ratio for BGL.AX in comparison to other companies of the Gold industry. Currently, BGL.AX has a PEG value of 0.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

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


Loading data...

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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab