Caledonia Investments (CLDN.L)
Caledonia Investments plc is a self-managed investment trust company. It invests in private and public equity markets across the globe. The firm benchmarks the performance of its portfolios against the FTSE All-Share Total Return Index. Caledonia Investments plc was founded in 1928 and is based in London, United Kingdom.
Company Info
| ISIN | GB0001639920 |
|---|---|
| Sector | Financials |
| Industry | Collective Investments |
Highlights
| Market Cap | £1.91B |
|---|---|
| EPS | £2.29 |
| PE Ratio | 15.33 |
| Revenue (TTM) | £167.60M |
| Gross Profit (TTM) | £622.90M |
| EBITDA (TTM) | £137.55M |
| Year Range | £3,047.13 - £3,680.33 |
Share Price Chart
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Popular comparisons: CLDN.L vs. CTY.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Caledonia Investments, 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
Caledonia Investments had a return of -2.53% year-to-date (YTD) and -0.38% in the last 12 months. Over the past 10 years, Caledonia Investments had an annualized return of 8.12%, while the S&P 500 had an annualized return of 10.97%, indicating that Caledonia Investments did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.53% | 11.29% |
| 1 month | 0.14% | 4.87% |
| 6 months | -4.82% | 17.88% |
| 1 year | -0.38% | 29.16% |
| 5 years (annualized) | 5.98% | 13.20% |
| 10 years (annualized) | 8.12% | 10.97% |
Monthly Returns
The table below presents the monthly returns of CLDN.L, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.52% | -3.35% | -1.06% | 8.54% | -2.53% | ||||||||
| 2023 | -0.69% | 0.98% | -6.35% | 5.90% | -6.41% | -1.80% | 4.77% | -2.35% | 1.05% | -6.70% | 13.36% | 0.57% | 0.51% |
| 2022 | -10.07% | -4.92% | 1.72% | 4.80% | 4.45% | -4.99% | 9.24% | -5.68% | -11.48% | 7.12% | 12.85% | -5.04% | -5.31% |
| 2021 | -5.56% | -0.74% | -2.04% | 12.67% | 1.68% | 5.78% | 3.35% | 4.13% | 0.88% | 6.27% | -3.57% | 16.35% | 44.07% |
| 2020 | -1.92% | -6.35% | -15.30% | 9.45% | 0.38% | -0.44% | 0.19% | -1.90% | -4.47% | 10.77% | 9.17% | -2.66% | -5.95% |
| 2019 | 5.49% | -0.67% | 0.68% | 2.68% | -3.76% | 5.20% | -0.16% | -0.33% | -1.15% | -0.67% | 3.35% | 2.01% | 12.98% |
| 2018 | -0.71% | -3.04% | -2.39% | 2.45% | 0.18% | 4.84% | -0.00% | 2.85% | -3.98% | -1.08% | 4.43% | -0.88% | 2.25% |
| 2017 | 6.56% | 1.85% | -2.17% | 0.36% | 4.38% | 2.57% | 0.64% | -2.05% | -2.38% | -2.29% | 3.08% | 3.91% | 14.90% |
| 2016 | -7.54% | 4.33% | 1.49% | 8.75% | -3.02% | -6.64% | 6.27% | 1.21% | 1.03% | -4.87% | 7.27% | 4.43% | 11.63% |
| 2015 | -1.03% | 0.65% | -1.26% | 5.44% | 1.04% | -0.21% | -0.39% | -2.73% | -5.79% | 10.05% | -2.25% | 1.85% | 4.57% |
| 2014 | 0.95% | 3.18% | -2.83% | 8.68% | 6.36% | 0.09% | -2.04% | 0.56% | 0.05% | 4.03% | 2.49% | 1.39% | 24.78% |
| 2013 | 12.04% | 4.47% | 1.78% | 0.44% | 0.82% | -2.37% | 3.04% | -3.33% | 1.07% | 8.05% | -0.93% | -0.08% | 26.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CLDN.L is 39, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
CLDN.L (Caledonia Investments)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Caledonia Investments (CLDN.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Caledonia Investments granted a 0.02% dividend yield in the last twelve months. The annual payout for that period amounted to £0.68 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.68 | £0.68 | £2.41 | £0.63 | £0.62 | £0.60 | £0.58 | £1.55 | £0.53 | £0.51 | £0.50 | £0.48 |
Dividend yield | 0.02% | 0.02% | 0.07% | 0.02% | 0.02% | 0.02% | 0.02% | 0.06% | 0.02% | 0.02% | 0.02% | 0.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Caledonia Investments. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | |||||||
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.49 | £0.00 | £0.00 | £0.00 | £0.00 | £0.19 | £0.00 | £0.68 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.22 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.18 | £2.41 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.46 | £0.00 | £0.00 | £0.00 | £0.00 | £0.18 | £0.63 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.45 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.17 | £0.62 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.43 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.17 | £0.60 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.42 | £0.00 | £0.00 | £0.00 | £0.00 | £0.16 | £0.00 | £0.58 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £1.40 | £0.00 | £0.00 | £0.00 | £0.16 | £0.00 | £1.55 |
| 2016 | £0.00 | £0.00 | £0.38 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.15 | £0.53 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.37 | £0.00 | £0.00 | £0.00 | £0.00 | £0.14 | £0.51 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.36 | £0.00 | £0.00 | £0.00 | £0.00 | £0.14 | £0.50 |
| 2013 | £0.34 | £0.00 | £0.00 | £0.00 | £0.00 | £0.13 | £0.48 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Caledonia Investments. 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 Caledonia Investments was 49.91%, occurring on Mar 2, 2009. Recovery took 1176 trading sessions.
The current Caledonia Investments drawdown is 12.37%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.91% | Oct 16, 2006 | 602 | Mar 2, 2009 | 1176 | Oct 28, 2013 | 1778 |
| -45.45% | Mar 12, 1986 | 109 | Oct 9, 1986 | 88 | Mar 27, 1987 | 197 |
| -39.81% | Jun 11, 2001 | 366 | Nov 18, 2002 | 283 | Jan 7, 2004 | 649 |
| -39.25% | Jan 3, 2020 | 57 | Mar 23, 2020 | 302 | Jun 4, 2021 | 359 |
| -35.41% | Jun 22, 1998 | 79 | Oct 12, 1998 | 664 | Jun 8, 2001 | 743 |
Volatility
Volatility Chart
The current Caledonia Investments volatility is 3.23%, 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
Income Statement
| 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 |