Mutares SE & Co. KGaA (MUX.DE)
Company Info
| ISIN | DE000A2NB650 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | €600.95M |
|---|---|
| EPS (TTM) | -€1.93 |
| Total Revenue (TTM) | €7.50B |
| Gross Profit (TTM) | €420.50M |
| EBITDA (TTM) | -€246.90M |
| Year Range | €23.51 - €43.43 |
| Target Price | €43.90 |
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.
Popular comparisons: MUX.DE vs. TM2.F, MUX.DE vs. ASY.PA, MUX.DE vs. FRO, MUX.DE vs. ARCC, MUX.DE vs. TRMD
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Mutares SE & Co. KGaA, 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
Mutares SE & Co. KGaA had a return of -19.28% year-to-date (YTD) and 17.83% in the last 12 months. Over the past 10 years, Mutares SE & Co. KGaA had an annualized return of 15.30%, outperforming the S&P 500 benchmark which had an annualized return of 10.85%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -19.28% | 17.79% |
| 1 month | -8.97% | 0.18% |
| 6 months | -16.82% | 7.53% |
| 1 year | 17.83% | 26.42% |
| 5 years (annualized) | 33.50% | 13.48% |
| 10 years (annualized) | 15.30% | 10.85% |
Monthly Returns
The table below presents the monthly returns of MUX.DE, 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 | 6.78% | -7.41% | 5.43% | 14.23% | -0.83% | -22.01% | -1.08% | -4.37% | -19.28% | ||||
| 2023 | 13.33% | -0.74% | -3.11% | 7.03% | 12.86% | 5.91% | -9.83% | 0.23% | 25.23% | 3.09% | 12.32% | 10.97% | 102.77% |
| 2022 | -3.52% | -2.05% | 3.95% | -2.01% | 2.66% | -24.92% | 7.65% | -9.24% | -7.58% | 19.62% | 3.26% | -2.07% | -18.96% |
| 2021 | 5.10% | 1.58% | 19.63% | 20.20% | 2.97% | -11.16% | 12.08% | 10.78% | -1.31% | -2.51% | -7.73% | 5.81% | 63.79% |
| 2020 | -1.89% | -15.38% | -32.01% | 49.58% | 2.74% | -1.29% | -0.60% | 1.72% | -1.39% | 6.87% | 52.74% | -2.85% | 35.38% |
| 2019 | 7.30% | -4.12% | -2.79% | 31.86% | -5.40% | 4.12% | -6.50% | -7.75% | -9.72% | 24.79% | 8.33% | 13.77% | 55.55% |
| 2018 | 18.75% | -3.16% | -1.09% | -1.10% | -41.11% | 8.49% | 2.32% | 3.27% | -4.07% | -14.15% | 9.01% | -8.87% | -37.86% |
| 2017 | 17.80% | 13.92% | -9.83% | 1.45% | 0.90% | -1.24% | -3.06% | -4.90% | 7.23% | -3.20% | 4.66% | 17.65% | 44.12% |
| 2016 | -0.29% | -10.94% | -2.57% | -4.29% | 8.55% | -13.92% | 3.77% | -5.11% | 5.00% | -1.12% | -12.90% | -1.47% | -32.12% |
| 2015 | 0.87% | -2.08% | 22.84% | 13.97% | 11.64% | -0.96% | 19.74% | -3.19% | -2.01% | -8.46% | -1.40% | -0.51% | 55.95% |
| 2014 | 151.43% | -1.12% | 20.67% | -5.81% | -4.26% | 0.00% | -3.57% | -6.17% | 3.04% | -4.86% | -1.34% | -3.58% | 128.24% |
| 2013 | -15.39% | 0.00% | 0.00% | 53.69% | 18.65% | 54.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MUX.DE is 54, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Mutares SE & Co. KGaA (MUX.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Mutares SE & Co. KGaA granted a 0.88% dividend yield in the last twelve months. The annual payout for that period amounted to €0.25 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €0.25 | €1.00 | €0.50 | €1.50 | €1.00 | €1.00 | €1.00 | €0.35 | €0.60 | €0.78 | €1.67 | €0.68 |
Dividend yield | 0.88% | 2.82% | 2.78% | 6.59% | 6.76% | 8.34% | 11.74% | 2.32% | 5.58% | 4.75% | 14.97% | 12.38% |
Monthly Dividends
The table displays the monthly dividend distributions for Mutares SE & Co. KGaA. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.25 | €0.00 | €0.00 | €0.00 | €0.25 | |||
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.00 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.50 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.50 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €1.50 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.50 |
| 2020 | €0.00 | €0.00 | €0.00 | €0.00 | €1.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.00 |
| 2019 | €0.00 | €0.00 | €0.00 | €0.00 | €1.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.00 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.00 |
| 2017 | €0.00 | €0.00 | €0.00 | €0.00 | €0.35 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.35 |
| 2016 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.60 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.60 |
| 2015 | €0.00 | €0.00 | €0.00 | €0.00 | €0.78 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.78 |
| 2014 | €0.00 | €0.00 | €0.00 | €0.00 | €1.67 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.67 |
| 2013 | €0.68 | €0.00 | €0.00 | €0.68 |
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 Mutares SE & Co. KGaA. 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 Mutares SE & Co. KGaA was 67.68%, occurring on Feb 14, 2012. Recovery took 17 trading sessions.
The current Mutares SE & Co. KGaA drawdown is 34.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.68% | Nov 21, 2011 | 10 | Feb 14, 2012 | 17 | Oct 29, 2012 | 27 |
| -64.52% | Feb 21, 2018 | 520 | Mar 19, 2020 | 175 | Nov 25, 2020 | 695 |
| -47.52% | Sep 10, 2021 | 216 | Jul 14, 2022 | 311 | Sep 28, 2023 | 527 |
| -47.26% | Aug 5, 2015 | 326 | Nov 17, 2016 | 317 | Feb 19, 2018 | 643 |
| -34.71% | May 9, 2024 | 90 | Sep 11, 2024 | — | — | — |
Volatility
Volatility Chart
The current Mutares SE & Co. KGaA volatility is 5.93%, 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 Mutares SE & Co. KGaA.
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Income Statement
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