PortfoliosLab logo

The Carlyle Group Inc.

CG
Equity · Currency in USD
ISIN
US14316J1088
CUSIP
14316J108
Sector
Financial Services
Industry
Asset Management

CGPrice Chart


Click Calculate to get results

CGPerformance

The chart shows the growth of $10,000 invested in CG on May 4, 2012 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $30,103 for a total return of roughly 201.03%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%2014201620182020
201.03%
192.76%
S&P 500

CGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.41%
YTD19.44%
6M41.42%
1Y60.60%
5Y26.05%
10Y13.17%

CGMonthly Returns Heatmap


Click Calculate to get results

CGSharpe 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 The Carlyle Group Inc. Sharpe ratio is 2.50. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.002014201620182020
2.50

CGDividends

The Carlyle Group Inc. granted a 2.68% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $1.00 per share.


PeriodTTM202020192018201720162015201420132012
Dividend$1.00$1.00$1.36$1.24$1.40$1.68$3.39$1.88$1.33$0.27
Dividend yield
2.68%3.18%4.24%7.87%6.11%11.02%21.70%6.84%3.73%1.04%

CGDrawdowns Chart


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2014201620182020
-0.59%

CGWorst Drawdowns

The table below shows the maximum drawdowns of the The Carlyle 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 {{portfolioName}} is 62.69%, recorded on Feb 9, 2016. It took 858 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-62.69%Jan 15, 2014521Feb 9, 2016858Jul 9, 20191379
-50.04%Jan 24, 202038Mar 18, 2020207Jan 12, 2021245
-33.08%Feb 20, 201387Jun 24, 2013128Dec 24, 2013215
-14.02%Jul 29, 201914Aug 15, 201915Sep 6, 201929
-9.11%Sep 26, 20195Oct 2, 201911Oct 17, 201916
-8.78%Jan 21, 20215Jan 27, 20216Feb 4, 202111
-8.75%Sep 18, 201261Dec 14, 201221Jan 16, 201382
-8.66%May 7, 201213May 23, 201225Jun 28, 201238
-7.83%Feb 17, 20218Feb 26, 202111Mar 15, 202119
-5.19%Jul 10, 20198Jul 19, 20193Jul 24, 201911

CGVolatility Chart

Current The Carlyle Group Inc. volatility is 16.94%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%200.00%2014201620182020
16.94%

Portfolios with The Carlyle Group Inc.


Loading data...

More Tools for The Carlyle Group Inc.