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 | Financial Services |
| Industry | Collective Investments |
Highlights
| Market Cap | £1.85B |
|---|---|
| EPS (TTM) | £3.69 |
| PE Ratio | 9.17 |
| Total Revenue (TTM) | £114.20M |
| Gross Profit (TTM) | £99.40M |
| EBITDA (TTM) | £101.05M |
| Year Range | £3,153.21 - £3,730.00 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: CLDN.L vs. CTY.L, CLDN.L vs. BNKR.L, CLDN.L vs. ATST.L, CLDN.L vs. LWDB.L, CLDN.L vs. SWDA.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 -3.37% year-to-date (YTD) and 2.79% in the last 12 months. Over the past 10 years, Caledonia Investments had an annualized return of 6.96%, while the S&P 500 had an annualized return of 11.41%, indicating that Caledonia Investments did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.37% | 25.70% |
| 1 month | -0.15% | 3.51% |
| 6 months | -2.13% | 14.80% |
| 1 year | 2.79% | 37.91% |
| 5 years (annualized) | 5.29% | 14.18% |
| 10 years (annualized) | 6.96% | 11.41% |
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% | -0.56% | -0.38% | 5.47% | -2.32% | -3.91% | -4.36% | -3.37% | ||
| 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% | -3.58% | 0.56% | 0.05% | 4.03% | 2.49% | 0.79% | 22.08% |
| 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 42, 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.
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 provided a 2.08% dividend yield over the last twelve months, with an annual payout of £0.70 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.70 | £0.68 | £2.41 | £0.63 | £0.62 | £0.60 | £0.58 | £1.55 | £0.53 | £0.51 | £0.00 | £0.48 |
Dividend yield | 2.08% | 1.92% | 6.66% | 1.56% | 2.14% | 1.91% | 2.04% | 5.51% | 2.05% | 2.15% | 0.02% | 2.51% |
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 | £0.51 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.51 | |
| 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 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 13.12%.
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 5.00%, 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
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Caledonia Investments.
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Income Statement
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