Shoprite Holdings Ltd ADR (SRGHY)

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

Shoprite Holdings Ltd ADR (SRGHY) has returned 1.10% so far this year and 14.47% over the past 12 months. Over the last ten years, SRGHY has returned 6.07% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Sep 23, 2009, SRGHY's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, your investment would double in approximately 7.8 years.

Historically, 53% of months were positive and 47% were negative. The best month was Apr 2011 with a return of +38.0%, while the worst month was Dec 2013 at -55.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SRGHY closed higher 46% of trading days. The best single day was Apr 6, 2011 with a return of +35.2%, while the worst single day was Dec 5, 2013 at -52.3%.

Shoprite Holdings Ltd ADR has an annualized alpha of 0.61%, beta of 0.82, and R² of 0.12 versus S&P 500 Index. Calculated based on daily prices since September 24, 2009.

• This stock participated in 70.99% of S&P 500 Index downside but only 40.52% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.12 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SRGHY ranks 57 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Shoprite Holdings Ltd ADR (SRGHY) and compare them to a chosen benchmark (S&P 500 Index).

Shoprite Holdings Ltd ADR provided a 2.77% dividend yield over the last twelve months, with an annual payout of $0.46 per share. The company has been increasing its dividends for 2 consecutive years.

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

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.

The table below displays the maximum drawdowns of the Shoprite Holdings Ltd 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 Shoprite Holdings Ltd ADR was 87.27%, occurring on May 14, 2020. The portfolio has not yet recovered.

The current Shoprite Holdings Ltd ADR drawdown is 53.49%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how Shoprite Holdings Ltd ADR is priced in the market compared to other companies in the Department Stores industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.