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Mitsubishi UFJ Financial Group, Inc. (MUFG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS6068221042
CUSIP606822104
SectorFinancial Services
IndustryBanks—Diversified

Highlights

Market Cap$124.82B
EPS$1.13
PE Ratio9.36
PEG Ratio1.02
Revenue (TTM)$4.08T
Gross Profit (TTM)$4.21T
EBITDA (TTM)$11.88M
Year Range$5.89 - $11.22
Target Price$11.73
Short %0.07%
Short Ratio2.96

Share Price Chart


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Mitsubishi UFJ Financial Group, Inc.

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Mitsubishi UFJ Financial Group, Inc., 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%500.00%1,000.00%1,500.00%OctoberNovemberDecember2024FebruaryMarch
-2.27%
1,414.50%
MUFG (Mitsubishi UFJ Financial Group, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Mitsubishi UFJ Financial Group, Inc. had a return of 19.63% year-to-date (YTD) and 66.44% in the last 12 months. Over the past 10 years, Mitsubishi UFJ Financial Group, Inc. had an annualized return of 10.34%, while the S&P 500 had an annualized return of 10.96%, indicating that Mitsubishi UFJ Financial Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date19.63%10.04%
1 month2.08%3.53%
6 months20.18%22.79%
1 year66.44%32.16%
5 years (annualized)20.44%13.15%
10 years (annualized)10.34%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20248.59%9.84%
2023-1.73%8.80%-1.06%2.26%0.23%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Mitsubishi UFJ Financial Group, Inc. (MUFG) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
MUFG
Mitsubishi UFJ Financial Group, Inc.
2.39
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Mitsubishi UFJ Financial Group, Inc. Sharpe ratio is 2.39. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.39
2.76
MUFG (Mitsubishi UFJ Financial Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Mitsubishi UFJ Financial Group, Inc. granted a 2.43% dividend yield in the last twelve months. The annual payout for that period amounted to $0.25 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.25$0.25$0.22$0.23$0.24$0.22$0.19$0.16$0.17$0.15$0.16$0.20

Dividend yield

2.43%2.90%3.36%4.25%5.33%3.99%3.85%2.20%2.70%2.34%2.94%3.01%

Monthly Dividends

The table displays the monthly dividend distributions for Mitsubishi UFJ Financial Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00
2022$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00
2021$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00
2020$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00
2019$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00
2018$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00
2017$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00
2016$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00
2015$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00
2014$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00
2013$0.07$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.4%
Mitsubishi UFJ Financial Group, Inc. has a dividend yield of 2.43%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%20.4%
Mitsubishi UFJ Financial Group, Inc. has a payout ratio of 20.37%, which is quite average when compared to the overall market. This suggests that Mitsubishi UFJ Financial Group, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

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


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-28.90%
0
MUFG (Mitsubishi UFJ Financial Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Mitsubishi UFJ Financial Group, Inc.. 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 Mitsubishi UFJ Financial Group, Inc. was 88.37%, occurring on Apr 25, 2003. The portfolio has not yet recovered.

The current Mitsubishi UFJ Financial Group, Inc. drawdown is 28.90%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.37%Oct 26, 19932328Apr 25, 2003
-51.1%Oct 23, 199190Apr 8, 1992240Apr 2, 1993330
-47.79%Jan 3, 1990149Oct 3, 1990174Oct 4, 1991323
-12.74%Jun 15, 19935Jun 21, 199314Jul 13, 199319
-7.33%Aug 18, 199328Sep 27, 199318Oct 25, 199346

Volatility

Volatility Chart

The current Mitsubishi UFJ Financial Group, Inc. volatility is 6.98%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%OctoberNovemberDecember2024FebruaryMarch
6.98%
2.82%
MUFG (Mitsubishi UFJ Financial Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Mitsubishi UFJ Financial Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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EBIT

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Earnings From Continuing Operations

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Net Income

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Other Non-Operating Income (Expenses)

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Effect Of Accounting Charges

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Minority Interest

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Values in undefined except per share items