PortfoliosLab logo

BHP Group (BHP)

Equity · Currency in USD · Last updated Apr 1, 2023

Share Price Chart


Loading data...

Performance

The chart shows the growth of $10,000 invested in BHP Group in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $3,554,372 for a total return of roughly 35,443.72%. All prices are adjusted for splits and dividends.


0.00%10,000.00%20,000.00%30,000.00%40,000.00%NovemberDecember2023FebruaryMarch
35,443.72%
1,832.02%
BHP (BHP Group)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BHP

BHP Group

Popular comparisons: BHP vs. CF, BHP vs. RIO, BHP vs. VZ, BHP vs. SCHD, BHP vs. VOO, BHP vs. VTI, BHP vs. EPD, BHP vs. FCX, BHP vs. COPX, BHP vs. AAPL

Return

BHP Group had a return of 5.18% year-to-date (YTD) and 4.44% in the last 12 months. Over the past 10 years, BHP Group had an annualized return of 8.50%, while the S&P 500 had an annualized return of 10.16%, indicating that BHP Group did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month7.05%3.51%
Year-To-Date5.18%7.03%
6 months29.45%12.88%
1 year4.44%-10.71%
5 years (annualized)20.89%9.25%
10 years (annualized)8.50%10.16%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202313.05%-13.09%
2022-2.63%-4.44%31.33%-1.19%

Sharpe 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 BHP Group Sharpe ratio is 0.12. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00NovemberDecember2023FebruaryMarch
0.12
-0.46
BHP (BHP Group)
Benchmark (^GSPC)

Dividend History

BHP Group granted a 12.89% dividend yield in the last twelve months. The annual payout for that period amounted to $8.17 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$8.17$6.37$5.77$2.30$4.50$2.26$1.59$0.57$2.30$2.17$2.08$2.01

Dividend yield

12.89%10.57%12.93%5.26%12.99%8.22%6.43%3.13%17.80%10.47%7.25%6.32%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$2.87$0.00$0.00$0.00$0.00$0.00$0.00$3.50$0.00$0.00$0.00
2021$0.00$0.00$1.94$0.00$0.00$0.00$0.00$0.00$3.83$0.00$0.00$0.00
2020$0.00$0.00$1.25$0.00$0.00$0.00$0.00$0.00$1.05$0.00$0.00$0.00
2019$1.95$0.00$1.05$0.00$0.00$0.00$0.00$0.00$1.49$0.00$0.00$0.00
2018$0.00$0.00$1.05$0.00$0.00$0.00$0.00$0.00$1.21$0.00$0.00$0.00
2017$0.00$0.00$0.77$0.00$0.00$0.00$0.00$0.00$0.82$0.00$0.00$0.00
2016$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00
2015$0.00$0.00$1.11$0.00$0.00$0.00$0.00$0.00$1.19$0.00$0.00$0.00
2014$0.00$0.00$1.06$0.00$0.00$0.00$0.00$0.00$1.11$0.00$0.00$0.00
2013$0.00$0.00$1.02$0.00$0.00$0.00$0.00$0.00$1.06$0.00$0.00$0.00
2012$0.99$0.00$0.00$0.00$0.00$0.00$0.00$1.02$0.00$0.00$0.00

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2023FebruaryMarch
-8.38%
-14.33%
BHP (BHP Group)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the BHP Group. 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 BHP Group is 75.42%, recorded on Jan 20, 2016. It took 1227 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.42%Apr 12, 20111201Jan 20, 20161227Dec 2, 20202428
-73.71%May 19, 2008131Nov 20, 2008492Nov 4, 2010623
-54.75%May 9, 1996657Dec 14, 1998269Jan 7, 2000926
-47.17%Sep 21, 198758Dec 10, 1987386Jun 28, 1989444
-38.16%Nov 4, 1991251Nov 16, 1992219Oct 6, 1993470
-37.72%Jan 10, 2000426Sep 21, 200199Feb 13, 2002525
-33.79%Oct 30, 200757Jan 22, 200873May 6, 2008130
-32.25%Jan 23, 198625Feb 27, 198658May 21, 198683
-30.52%May 11, 2021135Nov 18, 202170Mar 2, 2022205
-30.3%Jun 8, 202225Jul 14, 2022122Jan 6, 2023147

Volatility Chart

Current BHP Group volatility is 23.33%. 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%70.00%NovemberDecember2023FebruaryMarch
23.33%
15.42%
BHP (BHP Group)
Benchmark (^GSPC)