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Sanlam Ltd PK (SLLDY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US80104Q2084

Sector

Financial Services

Highlights

Market Cap

$9.88B

EPS (TTM)

$0.86

PE Ratio

11.15

Total Revenue (TTM)

$96.79B

Gross Profit (TTM)

$96.79B

EBITDA (TTM)

$13.69B

Year Range

$6.60 - $10.46

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.


Performance

Performance Chart

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


-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-0.52%
9.31%
SLLDY (Sanlam Ltd PK)
Benchmark (^GSPC)

Returns By Period

Sanlam Ltd PK had a return of 5.50% year-to-date (YTD) and 29.50% in the last 12 months. Over the past 10 years, Sanlam Ltd PK had an annualized return of 1.08%, while the S&P 500 had an annualized return of 11.31%, indicating that Sanlam Ltd PK did not perform as well as the benchmark.


SLLDY

YTD

5.50%

1M

4.01%

6M

-0.52%

1Y

29.50%

5Y*

6.02%

10Y*

1.08%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-3.30%5.50%
2024-2.03%-0.77%-3.12%2.93%3.67%18.42%1.92%12.17%0.72%-2.38%-0.20%-8.64%21.96%
202316.34%-0.72%-3.91%6.46%-15.20%19.62%18.30%-4.53%-3.21%1.37%3.06%9.26%49.57%
202210.84%2.05%18.46%-12.48%3.74%-23.55%-0.00%-5.28%-8.60%0.70%12.63%-13.52%-21.02%
2021-1.72%3.96%3.43%-1.67%10.35%0.41%-7.94%12.62%-3.94%-3.40%-16.26%8.26%0.42%
2020-14.93%-15.51%-31.04%15.56%4.57%4.34%4.60%-8.58%-4.32%-6.27%23.70%9.58%-27.36%
201916.22%-12.01%-9.48%9.68%-2.69%5.53%-5.42%-9.33%4.16%6.48%0.19%9.30%8.60%
20185.49%5.12%-5.90%-9.40%-5.86%-14.85%14.81%-7.64%3.77%-10.58%11.34%-1.82%-18.49%
20175.86%6.54%-2.81%11.34%-1.52%-5.02%1.15%9.42%-9.20%0.40%14.54%21.16%59.85%
2016-2.99%-9.52%36.74%9.50%-18.82%3.48%12.94%-8.38%9.68%4.68%-9.15%3.51%23.33%
2015-1.57%9.71%-0.86%3.95%-12.75%-3.50%-3.54%-9.42%-10.14%5.08%-7.36%-8.78%-34.67%
2014-15.24%14.45%11.53%1.32%4.95%3.48%-2.26%8.38%-6.08%8.54%5.00%-8.47%23.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SLLDY is 74, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SLLDY is 7474
Overall Rank
The Sharpe Ratio Rank of SLLDY is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of SLLDY is 7272
Sortino Ratio Rank
The Omega Ratio Rank of SLLDY is 6969
Omega Ratio Rank
The Calmar Ratio Rank of SLLDY is 7474
Calmar Ratio Rank
The Martin Ratio Rank of SLLDY is 8080
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 Sanlam Ltd PK (SLLDY) 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 SLLDY, currently valued at 0.99, compared to the broader market-2.000.002.000.991.74
The chart of Sortino ratio for SLLDY, currently valued at 1.57, compared to the broader market-4.00-2.000.002.004.006.001.572.35
The chart of Omega ratio for SLLDY, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.32
The chart of Calmar ratio for SLLDY, currently valued at 0.75, compared to the broader market0.002.004.006.000.752.61
The chart of Martin ratio for SLLDY, currently valued at 4.68, compared to the broader market0.0010.0020.0030.004.6810.66
SLLDY
^GSPC

The current Sanlam Ltd PK Sharpe ratio is 0.99. 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 Sanlam Ltd PK 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 Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
0.99
1.74
SLLDY (Sanlam Ltd PK)
Benchmark (^GSPC)

Dividends

Dividend History

Sanlam Ltd PK provided a 4.43% dividend yield over the last twelve months, with an annual payout of $0.43 per share.


3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.43$0.43$0.39$0.45$0.40$0.37$0.45$0.49$0.41$0.31$0.38$0.38

Dividend yield

4.43%4.68%4.93%7.90%5.37%4.76%3.86%4.45%2.89%3.36%4.94%3.12%

Monthly Dividends

The table displays the monthly dividend distributions for Sanlam Ltd PK. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.43$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43
2023$0.00$0.00$0.00$0.39$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.39
2022$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45
2021$0.00$0.00$0.00$0.40$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.40
2020$0.00$0.00$0.00$0.37$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37
2019$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45
2018$0.00$0.00$0.00$0.49$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49
2017$0.00$0.00$0.00$0.41$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.41
2016$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31
2015$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38
2014$0.38$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%4.4%
Sanlam Ltd PK has a dividend yield of 4.43%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%51.5%
Sanlam Ltd PK has a payout ratio of 51.54%, which is quite average when compared to the overall market. This suggests that Sanlam Ltd PK 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-16.95%
0
SLLDY (Sanlam Ltd PK)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Sanlam Ltd PK. 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 Sanlam Ltd PK was 67.68%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Sanlam Ltd PK drawdown is 16.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.68%Feb 16, 2018527Mar 23, 2020
-57.26%Apr 7, 2015175Dec 11, 2015508Dec 18, 2017683
-26.92%Oct 23, 201367Jan 29, 201465May 2, 2014132
-26.56%May 3, 2011101Sep 23, 2011121Mar 19, 2012222
-22.26%May 17, 201326Jun 24, 201382Oct 21, 2013108

Volatility

Volatility Chart

The current Sanlam Ltd PK volatility is 6.80%, 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%SeptemberOctoberNovemberDecember2025February
6.80%
3.07%
SLLDY (Sanlam Ltd PK)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Sanlam Ltd PK over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Sanlam Ltd PK compared to its peers in the Insurance - Life industry.


PE Ratio
20.040.060.080.0100.011.2
The chart displays the price to earnings (P/E) ratio for SLLDY in comparison to other companies of the Insurance - Life industry. Currently, SLLDY has a PE value of 11.2. This PE ratio falls in the average range for the industry.
PEG Ratio
0.51.01.52.02.53.00.0
The chart displays the price to earnings to growth (PEG) ratio for SLLDY in comparison to other companies of the Insurance - Life industry. Currently, SLLDY has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sanlam Ltd PK.


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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