Berkeley Group Holdings PLC ADR (BKGFY)

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The chart shows the growth of an initial investment of $10,000 in Berkeley Group Holdings PLC ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Berkeley Group Holdings PLC ADR (BKGFY) has returned -16.03% so far this year and -0.76% over the past 12 months. Over the last ten years, BKGFY has returned 4.41% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Apr 6, 2010, BKGFY's average daily return is +0.08%, while the average monthly return is +1.65%. At this rate, your investment would double in approximately 3.5 years.

Historically, 39% of months were positive and 61% were negative. The best month was Jun 2014 with a return of +133.2%, while the worst month was Mar 2020 at -29.4%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 7 months.

On a daily basis, BKGFY closed higher 22% of trading days. The best single day was Jun 30, 2014 with a return of +133.2%, while the worst single day was Jun 27, 2016 at -26.6%.

Berkeley Group Holdings PLC ADR has an annualized alpha of 18.05%, beta of 0.40, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since April 07, 2010.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (67.61%) than losses (47.51%) — typical of diversified or defensive assets.
• Beta of 0.40 may look defensive, but with R² of 0.02 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.02 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BKGFY ranks 37 for risk / return — below 37% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Berkeley Group Holdings PLC ADR (BKGFY) and compare them to a chosen benchmark (S&P 500 Index).

Berkeley Group Holdings PLC ADR provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

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

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.

The table below displays the maximum drawdowns of the Berkeley Group Holdings PLC ADR. 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 Berkeley Group Holdings PLC ADR was 53.22%, occurring on Sep 27, 2022. Recovery took 473 trading sessions.

The current Berkeley Group Holdings PLC ADR drawdown is 35.95%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how Berkeley Group Holdings PLC ADR is priced in the market compared to other companies in the Residential Construction industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.