Caledonian Trust plc (CNN.L)
Caledonian Trust plc engages in the property investment and development business in the United Kingdom. Its properties include office spaces, garages, and public house/restaurant. The company was formerly known as Towngrade Securities plc and changed its name to Caledonian Trust plc in June 1988. Caledonian Trust plc was incorporated in 1972 and is headquartered in Edinburgh, the United Kingdom.
Company Info
| ISIN | GB0001628584 |
|---|---|
| Sector | Real Estate |
| Industry | Real Estate Services |
Highlights
| Market Cap | £13.55M |
|---|---|
| PE Ratio | 21.67 |
| Revenue (TTM) | £1.69M |
| Gross Profit (TTM) | £216.00K |
| EBITDA (TTM) | -£85.00K |
| Year Range | £100.00 - £174.00 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Caledonian Trust plc, 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
Caledonian Trust plc had a return of -7.69% year-to-date (YTD) and -25.00% in the last 12 months. Over the past 10 years, Caledonian Trust plc had an annualized return of 1.64%, while the S&P 500 had an annualized return of 10.90%, indicating that Caledonian Trust plc did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -7.69% | 11.05% |
| 1 month | -7.69% | 4.86% |
| 6 months | -7.69% | 17.50% |
| 1 year | -25.00% | 27.37% |
| 5 years (annualized) | -13.32% | 13.14% |
| 10 years (annualized) | 1.64% | 10.90% |
Monthly Returns
The table below presents the monthly returns of CNN.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 | 0.00% | 0.00% | 0.00% | -3.85% | -7.69% | ||||||||
| 2023 | -13.79% | 8.00% | 20.37% | -4.62% | 3.23% | -6.25% | -1.67% | 8.47% | 0.00% | -18.75% | 0.00% | 0.00% | -10.34% |
| 2022 | 10.42% | 2.26% | -0.37% | 5.56% | -5.26% | 14.81% | 0.00% | 0.00% | -1.61% | 4.92% | -15.62% | 7.41% | 20.83% |
| 2021 | -3.28% | -20.00% | 5.08% | 4.84% | 7.69% | -3.57% | 5.56% | 0.00% | -3.51% | 5.45% | -17.24% | -0.00% | -21.31% |
| 2020 | -1.37% | 2.78% | -16.22% | -0.00% | -11.29% | 1.82% | -5.36% | 5.66% | -16.07% | 2.13% | 12.50% | 12.96% | -16.44% |
| 2019 | 1.32% | 27.27% | -14.29% | 4.76% | 2.27% | -2.22% | 2.27% | 0.00% | 0.00% | -2.22% | -9.09% | -8.75% | -3.95% |
| 2018 | 19.34% | 29.67% | 1.69% | -2.92% | 18.03% | -1.82% | -3.70% | -17.31% | -2.33% | -11.90% | 4.32% | -1.55% | 24.59% |
| 2017 | 17.84% | -8.26% | -6.00% | 24.47% | -1.71% | 24.35% | -9.09% | -9.62% | -2.55% | 1.75% | 30.90% | 0.00% | 64.86% |
| 2016 | -1.92% | -7.84% | 0.00% | -9.79% | -0.94% | -21.43% | -3.64% | 6.29% | 3.55% | -3.43% | 5.92% | 3.35% | -28.85% |
| 2015 | 15.38% | 5.00% | -3.17% | -4.92% | -3.45% | 0.00% | -1.79% | -1.82% | -3.70% | -0.00% | 0.00% | 0.00% | -0.00% |
| 2014 | 8.70% | 8.67% | 7.36% | 8.57% | 12.63% | 7.48% | -2.17% | 2.22% | -10.87% | 21.46% | 0.00% | 4.42% | 88.41% |
| 2013 | 49.06% | -24.05% | 10.00% | -1.52% | 0.00% | 0.00% | 1.54% | 1.52% | 0.00% | 2.99% | 30.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CNN.L is 8, indicating that it is in the bottom 8% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
CNN.L (Caledonian Trust plc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Caledonian Trust plc (CNN.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 Caledonian Trust plc. 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 Caledonian Trust plc was 83.02%, occurring on Mar 27, 2009. Recovery took 1360 trading sessions.
The current Caledonian Trust plc drawdown is 61.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.02% | Aug 23, 2007 | 47 | Mar 27, 2009 | 1360 | May 16, 2018 | 1407 |
| -64.52% | Jun 18, 2018 | 1489 | May 14, 2024 | — | — | — |
| -53.33% | Feb 2, 1996 | 72 | Sep 28, 1998 | 11 | Dec 21, 2000 | 83 |
| -32.26% | Feb 26, 2004 | 25 | Sep 6, 2004 | 23 | Jan 12, 2005 | 48 |
| -31.83% | Dec 30, 2002 | 25 | Aug 14, 2003 | 22 | Jan 8, 2004 | 47 |
Volatility
Volatility Chart
The current Caledonian Trust plc volatility is 13.65%, 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 |