Katana Capital Limited (KAT.AX)
Company Info
Highlights
A$37.53M
A$0.06
20.00
A$1.45M
A$1.45M
A$320.00K
A$1.13 - A$1.25
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of A$10,000 in Katana Capital 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
Katana Capital Limited had a return of -2.45% year-to-date (YTD) and 4.72% in the last 12 months. Over the past 10 years, Katana Capital Limited had an annualized return of 5.60%, while the S&P 500 had an annualized return of 11.21%, indicating that Katana Capital Limited did not perform as well as the benchmark.
KAT.AX
-2.45%
-4.00%
-0.01%
4.72%
9.42%
5.60%
^GSPC (Benchmark)
2.90%
3.70%
10.94%
22.18%
12.41%
11.21%
Monthly Returns
The table below presents the monthly returns of KAT.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.40% | -2.45% | |||||||||||
| 2024 | 2.65% | -0.43% | 1.30% | 1.71% | 1.26% | 0.84% | 2.48% | -2.02% | -3.30% | 2.99% | 0.84% | 2.07% | 10.68% |
| 2023 | 2.74% | -0.89% | -1.80% | 3.22% | -2.68% | 2.75% | 3.14% | -2.60% | -1.79% | 2.73% | 0.00% | 0.89% | 5.55% |
| 2022 | -1.33% | 4.02% | -3.00% | 0.45% | -4.43% | 4.64% | -7.97% | 4.35% | -0.00% | 0.46% | 1.85% | -0.45% | -2.18% |
| 2021 | -0.00% | 4.79% | 0.00% | 0.01% | 3.07% | 0.98% | 4.42% | -0.94% | 0.95% | 6.14% | 0.89% | 0.89% | 23.06% |
| 2020 | 2.71% | -7.65% | -27.39% | 8.78% | 8.06% | 19.40% | 0.60% | 2.50% | 3.05% | -0.00% | 7.15% | 4.99% | 15.55% |
| 2019 | -3.34% | -0.36% | 1.39% | 2.05% | -1.36% | 2.74% | 8.70% | -6.17% | 1.97% | 0.01% | 3.90% | 4.37% | 13.92% |
| 2018 | 2.23% | -6.09% | -0.65% | -0.68% | -0.66% | 2.00% | 1.33% | 0.64% | 0.65% | -0.96% | -4.60% | 3.46% | -3.70% |
| 2017 | 9.31% | -6.95% | 3.40% | -3.63% | -1.37% | -1.38% | -0.71% | 6.91% | -4.01% | 5.58% | 6.61% | 0.00% | 13.06% |
| 2016 | -4.38% | 9.34% | -4.26% | 3.86% | -2.51% | 0.63% | -1.91% | 3.62% | -2.54% | -1.94% | -3.33% | -0.00% | -4.22% |
| 2015 | -2.08% | 2.71% | -4.21% | 2.81% | -2.18% | -8.89% | 1.83% | -1.19% | -0.00% | 0.65% | -0.00% | 0.00% | -10.60% |
| 2014 | 2.07% | -1.75% | 11.24% | 3.88% | 0.00% | 0.00% | -0.00% | 2.89% | -5.11% | 0.03% | -1.09% | 6.07% | 18.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of KAT.AX is 67, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Katana Capital Limited (KAT.AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Katana Capital Limited provided a 1.67% dividend yield over the last twelve months, with an annual payout of A$0.02 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | A$0.02 | A$0.02 | A$0.02 | A$0.02 | A$0.02 | A$0.02 | A$0.02 | A$0.03 | A$0.01 | A$0.04 | A$0.06 | A$0.05 |
Dividend yield | 1.67% | 1.62% | 1.76% | 1.83% | 1.75% | 1.85% | 2.10% | 3.37% | 1.71% | 5.86% | 7.50% | 5.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Katana Capital Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | A$0.01 | A$0.00 | A$0.01 | ||||||||||
| 2024 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.02 |
| 2023 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.02 |
| 2022 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.02 |
| 2021 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.02 |
| 2020 | A$0.01 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.02 |
| 2019 | A$0.00 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.02 |
| 2018 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.03 |
| 2017 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.01 |
| 2016 | A$0.00 | A$0.02 | A$0.00 | A$0.02 | A$0.00 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.04 |
| 2015 | A$0.00 | A$0.02 | A$0.00 | A$0.02 | A$0.00 | A$0.00 | A$0.00 | A$0.02 | A$0.00 | A$0.02 | A$0.00 | A$0.00 | A$0.06 |
| 2014 | A$0.01 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.00 | A$0.00 | A$0.01 | A$0.00 | A$0.02 | A$0.00 | A$0.00 | A$0.05 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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 Katana Capital 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 Katana Capital Limited was 65.27%, occurring on Dec 9, 2008. Recovery took 161 trading sessions.
The current Katana Capital Limited drawdown is 4.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.27% | Dec 7, 2007 | 255 | Dec 9, 2008 | 161 | Jul 31, 2009 | 416 |
| -54.28% | Aug 27, 2014 | 39 | Oct 20, 2014 | 822 | Jan 17, 2018 | 861 |
| -33.34% | Feb 10, 2020 | 32 | Mar 24, 2020 | 151 | Oct 26, 2020 | 183 |
| -31.73% | Apr 20, 2011 | 312 | Jul 19, 2012 | 320 | Oct 22, 2013 | 632 |
| -27.08% | Jan 13, 2010 | 95 | May 31, 2010 | 133 | Dec 3, 2010 | 228 |
Volatility
Volatility Chart
The current Katana Capital Limited volatility is 3.96%, 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
Valuation
The Valuation section provides an assessment of the market value of Katana Capital Limited compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for KAT.AX in comparison to other companies of the Asset Management industry. Currently, KAT.AX has a PE value of 20.0. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for KAT.AX in comparison to other companies of the Asset Management industry. Currently, KAT.AX has a PEG value of 0.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Katana Capital Limited.
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Income Statement
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