Citic Ltd ADR (CTPCY)

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Citic Ltd ADR (CTPCY) is up 3.9% since the beginning of the year. At $8 per share, CTPCY is trading 9.5% below its 52-week high of $9. Investors who bought $1,000 worth of CTPCY shares 5 years ago would now be looking at an investment worth $2,039.

Citic Ltd ADR (CTPCY) has returned 3.87% so far this year and 18.73% over the past 12 months. Over the last ten years, CTPCY has returned 6.34% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jul 13, 2007, CTPCY's average daily return is +0.05%, while the average monthly return is +0.68%. At this rate, an investment would double in approximately 8.5 years.

Historically, 48% of months were positive and 52% were negative. The best month was May 2009 with a return of +54.4%, while the worst month was Oct 2008 at -84.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 8 months.

On a daily basis, CTPCY closed higher 20% of trading days. The best single day was Nov 11, 2008 with a return of +56.6%, while the worst single day was Oct 27, 2008 at -89.4%.

Citic Ltd ADR has an annualized alpha of 9.40%, beta of 0.30, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.

• This stock participated in 141.50% of S&P 500 Index downside but only 96.06% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.30 may look defensive, but with R2 of 0.02 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.02 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CTPCY ranks 65 for risk / return — better than 65% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Citic Ltd ADR provided a 4.96% dividend yield over the last twelve months, with an annual payout of $0.39 per share.

The table displays the monthly dividend distributions for Citic Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Citic Ltd ADR. 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 Citic Ltd ADR was 91.90%, occurring on Oct 29, 2008. The portfolio has not yet recovered.

The current Citic Ltd ADR drawdown is 55.51%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Citic Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Citic Ltd ADR is priced in the market compared to other companies in the Conglomerates industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.