The Carlyle Group Inc. (CG)

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

The Carlyle Group Inc. (CG) has returned -17.61% so far this year and 13.94% over the past 12 months. Looking at the last ten years, CG has achieved an annualized return of 16.39%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 3, 2012, CG's average daily return is +0.07%, while the average monthly return is +1.44%. At this rate, your investment would double in approximately 4.0 years.

Historically, 52% of months were positive and 48% were negative. The best month was Nov 2023 with a return of +25.9%, while the worst month was Apr 2022 at -25.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CG closed higher 52% of trading days. The best single day was Mar 19, 2020 with a return of +17.0%, while the worst single day was Mar 16, 2020 at -21.2%.

The Carlyle Group Inc. has an annualized alpha of 0.24%, beta of 1.36, and R² of 0.41 versus S&P 500 Index. Calculated based on daily prices since May 04, 2012.

• This stock captured 172.80% of S&P 500 Index gains and 164.88% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.41 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

CG ranks 50 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and compare them to a chosen benchmark (S&P 500 Index).

The Carlyle Group Inc. provided a 2.89% dividend yield over the last twelve months, with an annual payout of $1.40 per share. The company has been increasing its dividends for 5 consecutive years.

The table displays the monthly dividend distributions for The Carlyle Group Inc.. 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 The Carlyle Group Inc.. 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 The Carlyle Group Inc. was 62.69%, occurring on Feb 9, 2016. Recovery took 858 trading sessions.

The current The Carlyle Group Inc. drawdown is 29.30%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of The Carlyle Group Inc. 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 The Carlyle Group Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.