PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Ernst Russ AG (HXCK.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINDE000A161077
SectorIndustrials
IndustryMarine Shipping

Highlights

Market Cap€213.06M
EPS€1.66
PE Ratio3.83
Revenue (TTM)€202.67M
Gross Profit (TTM)€142.55M
EBITDA (TTM)€95.76M
Year Range€3.75 - €6.60
Target Price€9.00

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Ernst Russ AG

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Ernst Russ AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-100.00%0.00%100.00%200.00%300.00%400.00%December2024FebruaryMarchAprilMay
-69.85%
382.83%
HXCK.DE (Ernst Russ AG)
Benchmark (^GSPC)

S&P 500

Returns By Period

Ernst Russ AG had a return of 52.15% year-to-date (YTD) and 32.34% in the last 12 months. Over the past 10 years, Ernst Russ AG had an annualized return of 32.38%, outperforming the S&P 500 benchmark which had an annualized return of 10.41%.


PeriodReturnBenchmark
Year-To-Date52.15%6.17%
1 month-3.12%-2.72%
6 months44.19%17.29%
1 year32.34%23.80%
5 years (annualized)50.01%11.47%
10 years (annualized)32.38%10.41%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20248.59%-8.02%49.14%3.79%
2023-10.00%-8.51%5.30%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HXCK.DE is 72, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of HXCK.DE is 7272
Ernst Russ AG(HXCK.DE)
The Sharpe Ratio Rank of HXCK.DE is 7474Sharpe Ratio Rank
The Sortino Ratio Rank of HXCK.DE is 7575Sortino Ratio Rank
The Omega Ratio Rank of HXCK.DE is 7474Omega Ratio Rank
The Calmar Ratio Rank of HXCK.DE is 6767Calmar Ratio Rank
The Martin Ratio Rank of HXCK.DE is 7070Martin 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 Ernst Russ AG (HXCK.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


HXCK.DE
Sharpe ratio
The chart of Sharpe ratio for HXCK.DE, currently valued at 0.83, compared to the broader market-2.00-1.000.001.002.003.004.000.83
Sortino ratio
The chart of Sortino ratio for HXCK.DE, currently valued at 1.66, compared to the broader market-4.00-2.000.002.004.006.001.66
Omega ratio
The chart of Omega ratio for HXCK.DE, currently valued at 1.21, compared to the broader market0.501.001.501.21
Calmar ratio
The chart of Calmar ratio for HXCK.DE, currently valued at 0.40, compared to the broader market0.002.004.006.000.40
Martin ratio
The chart of Martin ratio for HXCK.DE, currently valued at 2.33, compared to the broader market-10.000.0010.0020.0030.002.33
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.97, compared to the broader market-2.00-1.000.001.002.003.004.001.97
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.84, compared to the broader market-4.00-2.000.002.004.006.002.84
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.34, compared to the broader market0.501.001.501.34
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.002.004.006.001.50
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market-10.000.0010.0020.0030.007.61

Sharpe Ratio

The current Ernst Russ AG Sharpe ratio is 0.83. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Ernst Russ AG 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 Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
0.83
2.33
HXCK.DE (Ernst Russ AG)
Benchmark (^GSPC)

Dividends

Dividend History

Ernst Russ AG granted a 3.23% dividend yield in the last twelve months. The annual payout for that period amounted to €0.20 per share.


PeriodTTM2023
Dividend€0.20€0.20

Dividend yield

3.23%4.91%

Monthly Dividends

The table displays the monthly dividend distributions for Ernst Russ AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024€0.00€0.00€0.00€0.00
2023€0.20€0.00€0.00€0.00€0.00€0.00€0.00€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.2%
Ernst Russ AG has a dividend yield of 3.23%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%12.1%
Ernst Russ AG has a payout ratio of 12.05%, which is below the market average. This means Ernst Russ AG returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-80.00%-60.00%-40.00%-20.00%0.00%December2024FebruaryMarchAprilMay
-73.23%
-3.27%
HXCK.DE (Ernst Russ AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Ernst Russ AG. 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 Ernst Russ AG was 98.98%, occurring on Feb 4, 2015. The portfolio has not yet recovered.

The current Ernst Russ AG drawdown is 73.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-98.98%Mar 21, 20062118Feb 4, 2015
-23.12%Oct 12, 200526Nov 16, 200580Mar 9, 2006106

Volatility

Volatility Chart

The current Ernst Russ AG volatility is 9.27%, 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%5.00%10.00%15.00%20.00%25.00%December2024FebruaryMarchAprilMay
9.27%
3.72%
HXCK.DE (Ernst Russ AG)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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
Values in undefined except per share items