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Colefax Group (CFX.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB0002090453
SectorConsumer Cyclical
IndustryFurnishings, Fixtures & Appliances

Highlights

Market Cap£50.11M
EPS£0.86
PE Ratio9.36
Revenue (TTM)£105.00M
Gross Profit (TTM)£59.73M
EBITDA (TTM)£11.46M
Year Range£615.42 - £840.00
Target Price£700.00

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Colefax Group

Performance

Performance Chart

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


400.00%600.00%800.00%1,000.00%1,200.00%December2024FebruaryMarchAprilMay
1,155.92%
372.11%
CFX.L (Colefax Group)
Benchmark (^GSPC)

S&P 500

Returns By Period

Colefax Group had a return of 14.61% year-to-date (YTD) and 7.77% in the last 12 months. Over the past 10 years, Colefax Group had an annualized return of 8.31%, while the S&P 500 had an annualized return of 10.41%, indicating that Colefax Group did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date14.61%6.17%
1 month3.87%-2.72%
6 months8.46%17.29%
1 year7.77%23.80%
5 years (annualized)9.18%11.47%
10 years (annualized)8.31%10.41%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-7.09%10.69%7.30%3.87%
2023-0.67%-2.68%-2.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CFX.L is 67, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of CFX.L is 6767
Colefax Group(CFX.L)
The Sharpe Ratio Rank of CFX.L is 6868Sharpe Ratio Rank
The Sortino Ratio Rank of CFX.L is 6060Sortino Ratio Rank
The Omega Ratio Rank of CFX.L is 7979Omega Ratio Rank
The Calmar Ratio Rank of CFX.L is 6363Calmar Ratio Rank
The Martin Ratio Rank of CFX.L is 6565Martin 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 Colefax Group (CFX.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


CFX.L
Sharpe ratio
The chart of Sharpe ratio for CFX.L, currently valued at 0.58, compared to the broader market-2.00-1.000.001.002.003.004.000.58
Sortino ratio
The chart of Sortino ratio for CFX.L, currently valued at 0.92, compared to the broader market-4.00-2.000.002.004.006.000.92
Omega ratio
The chart of Omega ratio for CFX.L, currently valued at 1.24, compared to the broader market0.501.001.501.24
Calmar ratio
The chart of Calmar ratio for CFX.L, currently valued at 0.31, compared to the broader market0.002.004.006.000.31
Martin ratio
The chart of Martin ratio for CFX.L, currently valued at 1.51, compared to the broader market-10.000.0010.0020.0030.001.51
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.97, compared to the broader market-2.00-1.000.001.002.003.004.001.97
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.84, compared to the broader market-4.00-2.000.002.004.006.002.84
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.34, compared to the broader market0.501.001.501.34
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.002.004.006.001.50
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market-10.000.0010.0020.0030.007.61

Sharpe Ratio

The current Colefax Group Sharpe ratio is 0.58. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Colefax Group 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-2.00-1.000.001.002.00December2024FebruaryMarchAprilMay
0.58
1.69
CFX.L (Colefax Group)
Benchmark (^GSPC)

Dividends

Dividend History

Colefax Group granted a 0.01% dividend yield in the last twelve months. The annual payout for that period amounted to £0.06 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.06£0.05£0.05£0.00£0.03£0.05£0.05£0.05£0.05£0.04£0.04£0.04

Dividend yield

0.01%0.01%0.01%0.00%0.01%0.01%0.01%0.01%0.01%0.01%0.01%0.01%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024£0.00£0.00£0.03£0.00
2023£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.00
2022£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.00
2021£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2020£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2019£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.00
2018£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.00
2017£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.00
2016£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.00
2015£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.00
2014£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.00
2013£0.02£0.00£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.0%
Colefax Group has a dividend yield of 0.01%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%6.3%
Colefax Group has a payout ratio of 6.30%, which is below the market average. This means Colefax Group 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-7.22%
-3.02%
CFX.L (Colefax Group)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Colefax Group. 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 Colefax Group was 89.82%, occurring on Oct 29, 1992. Recovery took 1419 trading sessions.

The current Colefax Group drawdown is 7.22%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.82%Aug 3, 1989645Oct 29, 19921419Aug 3, 20052064
-68.91%Jun 18, 2007202Mar 27, 2009150Jan 20, 2011352
-48.33%Dec 11, 2018332Apr 2, 2020347Aug 20, 2021679
-37.08%Mar 9, 201169Jan 26, 2012232Nov 8, 2013301
-30.44%Aug 8, 202288Dec 9, 2022

Volatility

Volatility Chart

The current Colefax Group volatility is 3.80%, 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.


1.00%2.00%3.00%4.00%5.00%6.00%December2024FebruaryMarchAprilMay
3.80%
4.84%
CFX.L (Colefax Group)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items