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IGO Limited (IIDDY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

Sector

Basic Materials

Highlights

Market Cap

$2.39B

Total Revenue (TTM)

$604.65M

Gross Profit (TTM)

$275.25M

EBITDA (TTM)

-$268.35M

Year Range

$5.73 - $10.32

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 IGO Limited, 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%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
6.00%
9.52%
IIDDY (IGO Limited)
Benchmark (^GSPC)

Returns By Period

IGO Limited had a return of 4.83% year-to-date (YTD) and -26.54% in the last 12 months.


IIDDY

YTD

4.83%

1M

9.95%

6M

6.00%

1Y

-26.54%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-4.66%4.83%
2024-15.58%1.94%-1.49%-5.36%19.26%-26.00%-7.03%-16.31%2.47%14.12%-2.16%-11.62%-44.29%
20239.23%-9.65%-1.98%-0.27%1.98%10.67%-3.02%-19.13%-4.85%-15.22%-8.66%1.04%-36.42%
20222.33%5.11%12.90%-5.80%-12.01%-15.33%5.35%20.72%11.60%4.53%-2.62%-6.80%14.76%
20210.00%10.47%0.00%2.70%0.00%22.35%-10.11%-6.30%0.00%38.95%62.44%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IIDDY is 20, meaning it’s performing worse than 80% of other 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 IIDDY is 2020
Overall Rank
The Sharpe Ratio Rank of IIDDY is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of IIDDY is 2121
Sortino Ratio Rank
The Omega Ratio Rank of IIDDY is 1111
Omega Ratio Rank
The Calmar Ratio Rank of IIDDY is 2424
Calmar Ratio Rank
The Martin Ratio Rank of IIDDY is 2727
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 IGO Limited (IIDDY) 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 IIDDY, currently valued at -0.50, compared to the broader market-2.000.002.004.00-0.501.77
The chart of Sortino ratio for IIDDY, currently valued at -0.40, compared to the broader market-6.00-4.00-2.000.002.004.006.00-0.402.39
The chart of Omega ratio for IIDDY, currently valued at 0.87, compared to the broader market0.501.001.502.000.871.32
The chart of Calmar ratio for IIDDY, currently valued at -0.37, compared to the broader market0.002.004.006.00-0.372.66
The chart of Martin ratio for IIDDY, currently valued at -0.83, compared to the broader market0.0010.0020.0030.00-0.8310.85
IIDDY
^GSPC

The current IGO Limited Sharpe ratio is -0.50. 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 IGO Limited 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-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.50
1.77
IIDDY (IGO Limited)
Benchmark (^GSPC)

Dividends

Dividend History

IGO Limited provided a 7.89% dividend yield over the last twelve months, with an annual payout of $0.50 per share. The company has been increasing its dividends for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$0.10$0.20$0.30$0.40$0.502021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.50$0.50$0.39$0.14$0.15

Dividend yield

7.89%8.27%3.37%0.73%0.87%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.00$0.35$0.00$0.00$0.00$0.50
2023$0.00$0.00$0.19$0.00$0.00$0.00$0.00$0.00$0.20$0.00$0.00$0.00$0.39
2022$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.14
2021$0.15$0.00$0.00$0.00$0.15

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%7.9%
IGO Limited has a dividend yield of 7.89%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%14,782.6%
IGO Limited has a payout ratio of 14,782.59%, 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.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-69.55%
0
IIDDY (IGO Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the IGO Limited. 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 IGO Limited was 72.30%, occurring on Jan 6, 2025. The portfolio has not yet recovered.

The current IGO Limited drawdown is 69.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.3%Apr 5, 2022695Jan 6, 2025
-19.46%Sep 7, 202119Oct 1, 202153Dec 16, 202172
-8.4%Aug 19, 20211Aug 19, 202110Sep 2, 202111
-7.05%Mar 8, 20229Mar 18, 20225Mar 25, 202214
-6.96%Jan 26, 20224Jan 31, 202224Mar 7, 202228

Volatility

Volatility Chart

The current IGO Limited volatility is 9.48%, 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%SeptemberOctoberNovemberDecember2025February
9.48%
3.19%
IIDDY (IGO Limited)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of IGO Limited 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 IGO Limited.


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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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