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PetroChina Company Limited

PTR
Equity · Currency in USD
Sector
Energy
Industry
Oil & Gas Integrated
ISIN
US71646E1001
CUSIP
71646E100

PTRPrice Chart


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S&P 500

PTRPerformance

The chart shows the growth of $10,000 invested in PetroChina Company Limited on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $5,324 for a total return of roughly -46.76%. All prices are adjusted for splits and dividends.


PTR (PetroChina Company Limited)
Benchmark (S&P 500)

PTRReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-10.39%
6M27.85%
YTD41.54%
1Y24.65%
5Y-5.59%
10Y-8.31%

PTRMonthly Returns Heatmap


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PTRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current PetroChina Company Limited Sharpe ratio is 0.62. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


PTR (PetroChina Company Limited)
Benchmark (S&P 500)

PTRDividends

PetroChina Company Limited granted a 6.16% dividend yield in the last twelve months, as of Jul 25, 2021. The annual payout for that period amounted to $2.60 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.60$2.20$2.43$2.27$1.59$0.70$2.53$5.25$4.73$5.01$5.34$3.97

Dividend yield

6.16%7.15%4.83%3.68%2.27%0.95%3.85%4.73%4.31%3.48%4.29%3.02%

PTRDrawdowns Chart

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


PTR (PetroChina Company Limited)
Benchmark (S&P 500)

PTRWorst Drawdowns

The table below shows the maximum drawdowns of the PetroChina Company Limited. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the PetroChina Company Limited is 77.66%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.66%Sep 5, 20141393Mar 18, 2020
-32.9%Feb 9, 2012498Feb 3, 2014118Jul 23, 2014616
-25.06%Apr 12, 2011114Sep 22, 201195Feb 8, 2012209
-21.91%Jan 11, 201091May 20, 201099Oct 11, 2010190
-11.73%Nov 12, 20108Nov 23, 201035Jan 13, 201143
-8.25%Jul 25, 20145Jul 31, 201417Aug 25, 201422
-7.87%Feb 2, 201116Feb 24, 201120Mar 24, 201136
-5.12%Oct 14, 201010Oct 27, 20106Nov 4, 201016
-4%Jan 19, 20118Jan 28, 20111Jan 31, 20119
-2.44%Aug 28, 20142Aug 29, 20142Sep 3, 20144

PTRVolatility Chart

Current PetroChina Company Limited volatility is 28.61%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


PTR (PetroChina Company Limited)
Benchmark (S&P 500)

Portfolios with PetroChina Company Limited


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