InvestSMART Group Limited (INV.AX)
Company Info
| ISIN | AU000000INV5 |
|---|---|
| Sector | Financial Services |
| Industry | Financial Conglomerates |
Highlights
| Market Cap | A$15.69M |
|---|---|
| EPS (TTM) | -A$0.01 |
| Total Revenue (TTM) | A$9.98M |
| Gross Profit (TTM) | A$7.77M |
| EBITDA (TTM) | -A$137.88K |
| Year Range | A$0.09 - A$0.18 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of A$10,000 in InvestSMART Group Limited, 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
InvestSMART Group Limited had a return of -31.25% year-to-date (YTD) and -37.14% in the last 12 months. Over the past 10 years, InvestSMART Group Limited had an annualized return of 4.46%, while the S&P 500 had an annualized return of 10.92%, indicating that InvestSMART Group Limited did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -31.25% | 17.95% |
| 1 month | 4.76% | 3.13% |
| 6 months | -33.33% | 9.95% |
| 1 year | -37.14% | 24.88% |
| 5 years (annualized) | 7.92% | 13.37% |
| 10 years (annualized) | 4.46% | 10.92% |
Monthly Returns
The table below presents the monthly returns of INV.AX, 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 | -3.12% | -0.00% | 6.45% | -9.09% | -13.33% | -23.08% | 15.00% | 8.70% | -31.25% | ||||
| 2023 | -11.11% | -1.79% | -29.09% | -12.82% | 8.82% | -8.11% | -14.71% | -10.34% | 34.62% | -17.14% | -10.34% | 23.08% | -49.21% |
| 2022 | -6.52% | -13.95% | -13.51% | 3.13% | -21.21% | -7.69% | 29.17% | -0.00% | -9.68% | -10.71% | 28.00% | -1.56% | -31.52% |
| 2021 | 4.88% | 5.81% | 92.31% | 8.57% | -5.26% | 19.44% | 2.33% | 2.27% | 26.67% | 45.61% | 12.05% | -1.08% | 460.98% |
| 2020 | -6.25% | -21.11% | -22.54% | 7.27% | 50.85% | -16.85% | -2.70% | 11.11% | -8.75% | 4.11% | 18.42% | -8.89% | -14.58% |
| 2019 | -10.34% | 7.69% | -28.57% | -5.00% | 1.05% | -35.42% | 19.35% | 8.11% | 6.25% | 41.18% | 4.17% | -23.20% | -33.79% |
| 2018 | -9.68% | 7.14% | -8.33% | -16.36% | -19.57% | 2.70% | -2.63% | -2.70% | -5.56% | -0.00% | -17.65% | 3.57% | -53.23% |
| 2017 | 6.90% | -3.23% | -5.00% | 5.26% | -1.67% | 1.69% | -8.33% | -1.82% | -5.56% | -13.73% | 54.55% | -8.82% | 6.90% |
| 2016 | 0.00% | 0.00% | 0.00% | 0.00% | 371.83% | -10.45% | 10.00% | 9.09% | -13.89% | 3.23% | -3.12% | -6.45% | 308.45% |
| 2015 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| 2014 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| 2013 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of INV.AX is 22, indicating that it is in the bottom 22% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for InvestSMART Group Limited (INV.AX) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the InvestSMART Group 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 InvestSMART Group Limited was 91.94%, occurring on Jun 1, 2005. Recovery took 3801 trading sessions.
The current InvestSMART Group Limited drawdown is 78.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.94% | May 9, 2000 | 1317 | Jun 1, 2005 | 3801 | Nov 15, 2021 | 5118 |
| -80.39% | Nov 24, 2021 | 653 | Jun 28, 2024 | — | — | — |
| -4% | Nov 18, 2021 | 1 | Nov 18, 2021 | 1 | Nov 19, 2021 | 2 |
Volatility
Volatility Chart
The current InvestSMART Group Limited volatility is 19.10%, 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
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for InvestSMART Group Limited.
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Income Statement
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