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Anglo American plc ADR (NGLOY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US03485P3001

Sector

Basic Materials

Highlights

Market Cap

$35.59B

EPS (TTM)

-$0.68

PEG Ratio

2.07

Year Range

$10.05 - $17.34

Target Price

$16.35

Short %

0.06%

Short Ratio

0.52

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:
NGLOY vs. VALE NGLOY vs. AAL.L NGLOY vs. LVMUY NGLOY vs. IAU NGLOY vs. VOO
Popular comparisons:
NGLOY vs. VALE NGLOY vs. AAL.L NGLOY vs. LVMUY NGLOY vs. IAU NGLOY vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Anglo American plc ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
-9.42%
12.14%
NGLOY (Anglo American plc ADR)
Benchmark (^GSPC)

Returns By Period

Anglo American plc ADR had a return of 23.54% year-to-date (YTD) and 8.66% in the last 12 months. Over the past 10 years, Anglo American plc ADR had an annualized return of 8.27%, while the S&P 500 had an annualized return of 11.16%, indicating that Anglo American plc ADR did not perform as well as the benchmark.


NGLOY

YTD

23.54%

1M

-4.11%

6M

-9.31%

1Y

8.66%

5Y (annualized)

7.80%

10Y (annualized)

8.27%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.41%-9.47%17.03%31.94%-1.71%-1.55%-4.54%-2.06%10.88%-3.89%23.54%
20239.89%-19.81%-2.00%-7.02%-9.63%2.74%8.04%-11.70%4.13%-8.58%6.51%-7.60%-33.36%
20227.29%16.21%5.87%-15.02%10.13%-26.75%0.22%-7.45%-6.89%0.53%35.94%-4.34%2.18%
2021-1.73%18.29%3.45%8.11%4.75%-10.69%11.51%1.21%-16.49%7.70%-3.45%11.30%32.69%
2020-9.07%-11.49%-22.16%0.79%18.76%11.54%6.02%-2.52%0.33%-1.41%23.24%14.36%20.54%
201916.03%4.68%1.94%-2.68%-7.62%18.46%-13.48%-10.37%6.28%14.79%0.84%9.22%37.38%
201817.78%1.31%-3.22%2.18%0.42%-5.75%1.15%-10.18%11.53%-4.79%-5.92%10.29%11.78%
201721.35%-8.12%-3.18%-6.05%-7.34%0.41%23.72%12.94%1.22%4.36%-3.12%12.01%51.12%
2016-8.93%65.33%18.24%42.93%-21.76%11.26%13.43%-7.65%24.26%11.35%8.05%-6.99%222.65%
2015-7.90%11.51%-17.51%14.02%-8.00%-7.42%-13.60%-7.72%-26.69%1.70%-27.68%-27.89%-74.50%
20147.71%7.84%2.96%4.16%-8.06%0.57%9.62%-4.95%-11.60%-5.06%-2.83%-11.55%-13.43%
2013-4.10%-3.14%-9.63%-5.36%-5.91%-15.97%10.95%7.99%7.85%-3.34%-7.58%-0.73%-28.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NGLOY is 48, 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.


The Risk-Adjusted Performance Rank of NGLOY is 4848
Combined Rank
The Sharpe Ratio Rank of NGLOY is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of NGLOY is 4545
Sortino Ratio Rank
The Omega Ratio Rank of NGLOY is 4545
Omega Ratio Rank
The Calmar Ratio Rank of NGLOY is 5050
Calmar Ratio Rank
The Martin Ratio Rank of NGLOY is 5050
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 Anglo American plc ADR (NGLOY) 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 NGLOY, currently valued at 0.21, compared to the broader market-4.00-2.000.002.004.000.212.54
The chart of Sortino ratio for NGLOY, currently valued at 0.63, compared to the broader market-4.00-2.000.002.004.000.633.40
The chart of Omega ratio for NGLOY, currently valued at 1.09, compared to the broader market0.501.001.502.001.091.47
The chart of Calmar ratio for NGLOY, currently valued at 0.17, compared to the broader market0.002.004.006.000.173.66
The chart of Martin ratio for NGLOY, currently valued at 0.65, compared to the broader market0.0010.0020.0030.000.6516.26
NGLOY
^GSPC

The current Anglo American plc ADR Sharpe ratio is 0.21. 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 Anglo American plc ADR 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 Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.21
2.54
NGLOY (Anglo American plc ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Anglo American plc ADR provided a 2.78% dividend yield over the last twelve months, with an annual payout of $0.42 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.42$0.65$1.46$1.70$0.38$0.57$0.52$0.24$0.00$0.43$0.43$0.41

Dividend yield

2.78%5.17%7.45%8.28%2.23%3.91%4.66%2.32%0.00%19.45%4.67%3.72%

Monthly Dividends

The table displays the monthly dividend distributions for Anglo American plc ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.00$0.42
2023$0.00$0.00$0.37$0.00$0.00$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.65
2022$0.00$0.00$0.84$0.00$0.00$0.00$0.00$0.62$0.00$0.00$0.00$0.00$1.46
2021$0.00$0.00$0.36$0.00$0.00$0.09$0.00$1.26$0.00$0.00$0.00$0.00$1.70
2020$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.38
2019$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.57
2018$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.52
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.24
2016$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
2015$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.43
2014$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.43
2013$0.25$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.41

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.8%
Anglo American plc ADR has a dividend yield of 2.78%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%560.9%
Anglo American plc ADR has a payout ratio of 560.87%, 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-39.63%
-0.88%
NGLOY (Anglo American plc ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Anglo American plc ADR. 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 Anglo American plc ADR was 94.67%, occurring on Jan 25, 2016. Recovery took 1526 trading sessions.

The current Anglo American plc ADR drawdown is 39.63%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.67%Nov 9, 20072065Jan 25, 20161526Feb 14, 20223591
-69.8%Jan 26, 1996650Aug 31, 1998866Feb 12, 20021516
-69.77%Sep 24, 1980438Jun 21, 1982207Apr 14, 1983645
-64.86%May 19, 1983621Nov 4, 1985349Mar 25, 1987970
-61.23%Feb 6, 1990672Nov 24, 1992257Dec 8, 1993929

Volatility

Volatility Chart

The current Anglo American plc ADR volatility is 11.99%, 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%14.00%JuneJulyAugustSeptemberOctoberNovember
11.99%
3.96%
NGLOY (Anglo American plc ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Anglo American plc ADR 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 Anglo American plc ADR.


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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