Carlton Investments Ltd. (CIN.AX)
Company Info
Highlights
A$857.27M
A$1.47
22.07
A$30.18M
A$10.49M
A$9.85M
A$28.75 - A$32.45
A$29.51
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of A$10,000 in Carlton Investments Ltd., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Carlton Investments Ltd. had a return of 7.60% year-to-date (YTD) and 10.12% in the last 12 months. Over the past 10 years, Carlton Investments Ltd. had an annualized return of 4.02%, while the S&P 500 had an annualized return of 11.29%, indicating that Carlton Investments Ltd. did not perform as well as the benchmark.
CIN.AX
7.60%
6.36%
8.59%
10.12%
3.69%
4.02%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of CIN.AX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.39% | 7.60% | |||||||||||
| 2024 | 4.22% | -1.84% | 0.90% | -0.46% | -0.10% | -1.07% | 4.05% | 1.60% | -2.93% | 0.67% | 2.33% | -1.79% | 5.43% |
| 2023 | 4.35% | -3.57% | -2.67% | 0.03% | -3.22% | -0.57% | 5.73% | -0.40% | -5.17% | -1.82% | 1.48% | 8.03% | 1.35% |
| 2022 | -3.17% | 2.89% | 4.84% | -1.54% | 0.00% | -11.41% | 5.82% | 5.24% | -1.13% | -1.14% | 2.97% | -4.17% | -2.13% |
| 2021 | -0.36% | 0.02% | 2.72% | 1.89% | 6.07% | -0.79% | 4.77% | 3.38% | -0.28% | 2.16% | 0.15% | -3.79% | 16.69% |
| 2020 | 0.09% | -9.21% | -26.47% | -0.14% | 16.67% | -6.24% | -1.83% | 6.43% | -0.77% | 1.03% | 13.83% | 3.18% | -10.21% |
| 2019 | 3.12% | 3.51% | -5.33% | 0.83% | 0.95% | 2.80% | 0.95% | -1.98% | 3.28% | 1.27% | 1.19% | -0.68% | 9.98% |
| 2018 | 2.40% | 1.40% | -5.75% | -0.16% | 1.09% | 2.10% | -0.24% | 8.19% | -4.03% | -6.19% | -1.37% | -2.12% | -5.40% |
| 2017 | 3.01% | -1.75% | 1.05% | 0.57% | -0.03% | -1.56% | 2.41% | -2.50% | -0.75% | 5.17% | 3.02% | 0.60% | 9.33% |
| 2016 | -6.07% | 0.47% | 0.22% | -0.63% | -0.44% | 0.19% | 1.83% | -0.19% | 0.83% | -0.35% | -1.23% | 1.12% | -4.39% |
| 2015 | 3.54% | 7.69% | 2.99% | -1.56% | 1.59% | -0.97% | 1.58% | -3.41% | -4.76% | 9.48% | 0.79% | 5.97% | 24.26% |
| 2014 | 1.96% | 1.82% | 1.56% | -0.00% | 3.85% | 0.93% | 6.72% | -0.35% | -3.70% | 4.03% | 3.06% | -3.48% | 17.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CIN.AX is 75, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Carlton Investments Ltd. (CIN.AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Carlton Investments Ltd. provided a 3.21% dividend yield over the last twelve months, with an annual payout of A$1.04 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | A$1.04 | A$1.04 | A$0.69 | A$0.98 | A$0.67 | A$1.11 | A$1.33 | A$1.21 | A$1.16 | A$0.82 | A$1.08 | A$1.00 |
Dividend yield | 3.21% | 3.45% | 2.33% | 3.28% | 2.13% | 4.02% | 4.15% | 3.98% | 3.48% | 2.59% | 3.18% | 3.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Carlton Investments Ltd.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | A$0.00 | A$0.00 | A$0.00 | ||||||||||
| 2024 | A$0.00 | A$0.41 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.63 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.04 |
| 2023 | A$0.00 | A$0.09 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.60 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.69 |
| 2022 | A$0.00 | A$0.40 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.58 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.98 |
| 2021 | A$0.00 | A$0.26 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.41 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.67 |
| 2020 | A$0.00 | A$0.55 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.56 | A$0.00 | A$0.00 | A$0.00 | A$1.11 |
| 2019 | A$0.00 | A$0.55 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.78 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.33 |
| 2018 | A$0.00 | A$0.51 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.70 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.21 |
| 2017 | A$0.00 | A$0.48 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.68 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.16 |
| 2016 | A$0.00 | A$0.00 | A$0.07 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.75 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.82 |
| 2015 | A$0.00 | A$0.00 | A$0.43 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.65 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.08 |
| 2014 | A$0.37 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.63 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Carlton Investments Ltd.. 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 Carlton Investments Ltd. was 63.04%, occurring on Sep 24, 2001. Recovery took 1027 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.04% | Oct 31, 1997 | 1015 | Sep 24, 2001 | 1027 | Sep 8, 2005 | 2042 |
| -54.04% | Jul 20, 2007 | 410 | Mar 2, 2009 | 988 | Jan 31, 2013 | 1398 |
| -43.51% | Sep 3, 2018 | 395 | Mar 24, 2020 | 361 | Aug 25, 2021 | 756 |
| -14.82% | May 6, 2022 | 376 | Oct 27, 2023 | 212 | Aug 30, 2024 | 588 |
| -14.54% | May 20, 2013 | 25 | Jun 24, 2013 | 40 | Aug 19, 2013 | 65 |
Volatility
Volatility Chart
The current Carlton Investments Ltd. volatility is 3.99%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Carlton Investments Ltd. compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for CIN.AX in comparison to other companies of the Asset Management industry. Currently, CIN.AX has a PE value of 22.1. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for CIN.AX in comparison to other companies of the Asset Management industry. Currently, CIN.AX has a PEG value of 0.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Carlton Investments Ltd..
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Income Statement
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