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Hutchison Port Holdings Trust (HUPHY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

Sector

Industrials

Highlights

Market Cap

$1.63B

EPS (TTM)

$0.19

PE Ratio

19.68

Total Revenue (TTM)

$7.79B

Gross Profit (TTM)

$3.60B

EBITDA (TTM)

$3.26B

Year Range

$2.03 - $3.74

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.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Hutchison Port Holdings Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%SeptemberOctoberNovemberDecember2025February
58.02%
9.31%
HUPHY (Hutchison Port Holdings Trust)
Benchmark (^GSPC)

Returns By Period

Hutchison Port Holdings Trust had a return of 5.48% year-to-date (YTD) and 58.77% in the last 12 months.


HUPHY

YTD

5.48%

1M

5.48%

6M

58.01%

1Y

58.77%

5Y*

18.50%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of HUPHY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-4.83%5.48%
2024-5.45%-5.22%-5.73%2.43%2.76%-0.77%8.53%-5.88%29.88%-13.50%22.34%8.12%33.96%
20230.12%-2.47%4.01%0.26%-5.39%5.86%-2.46%-5.50%2.60%-12.92%-1.45%2.13%-15.48%
20223.71%4.18%3.16%-4.59%2.68%-1.56%5.82%-11.00%-6.86%-19.23%14.68%8.63%-5.13%
20210.00%8.24%0.00%0.00%92.31%-6.00%1.06%-11.66%20.99%-11.43%2.54%2.92%97.56%
20200.00%5.14%0.00%0.00%0.00%0.00%0.00%4.41%0.00%0.00%0.00%0.00%9.78%
20190.00%9.01%0.00%0.00%0.00%0.00%0.00%6.29%0.00%0.00%0.00%0.00%15.87%
20180.00%3.22%0.00%0.00%0.00%0.00%-71.27%9.08%0.00%0.00%0.00%0.00%-67.65%
20170.00%7.61%0.00%0.00%36.87%7.23%2.82%0.00%12.36%-9.50%0.00%0.00%65.12%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 77, HUPHY is among the top 23% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HUPHY is 7777
Overall Rank
The Sharpe Ratio Rank of HUPHY is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of HUPHY is 7070
Sortino Ratio Rank
The Omega Ratio Rank of HUPHY is 9090
Omega Ratio Rank
The Calmar Ratio Rank of HUPHY is 7777
Calmar Ratio Rank
The Martin Ratio Rank of HUPHY is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Hutchison Port Holdings Trust (HUPHY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HUPHY, currently valued at 0.68, compared to the broader market-2.000.002.000.681.74
The chart of Sortino ratio for HUPHY, currently valued at 1.50, compared to the broader market-4.00-2.000.002.004.006.001.502.35
The chart of Omega ratio for HUPHY, currently valued at 1.39, compared to the broader market0.501.001.502.001.391.32
The chart of Calmar ratio for HUPHY, currently valued at 0.93, compared to the broader market0.002.004.006.000.932.61
The chart of Martin ratio for HUPHY, currently valued at 4.41, compared to the broader market0.0010.0020.0030.004.4110.66
HUPHY
^GSPC

The current Hutchison Port Holdings Trust Sharpe ratio is 0.68. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Hutchison Port Holdings Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.68
1.74
HUPHY (Hutchison Port Holdings Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Hutchison Port Holdings Trust provided a 8.37% dividend yield over the last twelve months, with an annual payout of $0.31 per share.


8.00%10.00%12.00%14.00%16.00%18.00%20.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.7020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.31$0.32$0.34$0.37$0.36$0.24$0.37$0.50$0.67

Dividend yield

8.37%8.65%11.02%9.11%7.94%9.11%14.19%19.17%7.44%

Monthly Dividends

The table displays the monthly dividend distributions for Hutchison Port Holdings Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.18$0.18
2024$0.00$0.19$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.32
2023$0.00$0.21$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.34
2022$0.00$0.20$0.00$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.37
2021$0.00$0.20$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.36
2020$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.24
2019$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.37
2018$0.00$0.28$0.00$0.00$0.00$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.50
2017$0.43$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.67

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%8.4%
Hutchison Port Holdings Trust has a dividend yield of 8.37%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%169.5%
Hutchison Port Holdings Trust has a payout ratio of 169.47%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-16.65%
0
HUPHY (Hutchison Port Holdings Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Hutchison Port Holdings Trust. 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 Hutchison Port Holdings Trust was 73.16%, occurring on Jul 24, 2018. The portfolio has not yet recovered.

The current Hutchison Port Holdings Trust drawdown is 16.65%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.16%Oct 18, 2017192Jul 24, 2018

Volatility

Volatility Chart

The current Hutchison Port Holdings Trust volatility is 8.30%, 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.


0.00%10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February
8.30%
3.07%
HUPHY (Hutchison Port Holdings Trust)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Hutchison Port Holdings Trust.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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