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The Carlyle Group Inc.

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

CGPrice Chart


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S&P 500

CGPerformance

The chart shows the growth of $10,000 invested in The Carlyle Group Inc. on May 4, 2012 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $35,822 for a total return of roughly 258.22%. All prices are adjusted for splits and dividends.


CG (The Carlyle Group Inc.)
Benchmark (S&P 500)

CGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M4.45%
YTD42.13%
6M44.85%
1Y52.48%
5Y30.51%
10Y15.03%

CGMonthly Returns Heatmap


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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 2.21. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


CG (The Carlyle Group Inc.)
Benchmark (S&P 500)

CGDividends

The Carlyle Group Inc. granted a 2.27% dividend yield in the last twelve months, as of Jun 12, 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

2.27%3.18%4.24%7.87%6.11%11.02%21.70%6.84%3.73%1.04%

CGDrawdowns Chart

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


CG (The Carlyle Group Inc.)
Benchmark (S&P 500)

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 The Carlyle Group Inc. 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
-7%May 10, 20213May 12, 202124Jun 16, 202127

CGVolatility Chart

Current The Carlyle Group Inc. volatility is 22.96%. 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.


CG (The Carlyle Group Inc.)
Benchmark (S&P 500)

Portfolios with The Carlyle Group Inc.


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