Highlights
- Market Cap
- £1.08B
- Enterprise Value
- £1.07B
- EPS (TTM)
- £1.45
- PE Ratio
- 2.57
- PEG Ratio
- 0.10
- Total Revenue (TTM)
- £413.92M
- Gross Profit (TTM)
- £467.53M
- EBITDA (TTM)
- £305.76M
- Year Range
- £2.49 - £4.06
- ROA (TTM)
- 36.32%
- ROE (TTM)
- 38.93%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Temple Bar Investment Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Different Benchmark Currency
TMPL.L is traded in GBp, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBp using the latest available exchange rates.
Returns By Period
Temple Bar Investment Trust (TMPL.L) has returned 3,212.03% so far this year and -6,084,216.12% over the past 12 months.
Temple Bar Investment Trust
- 1D
- 2.19%
- 1M
- 3,006.83%
- YTD
- 3,212.03%
- 6M
- -81,544.07%
- 1Y
- -6,084,216.12%
- 3Y*
- 41,749,235.65%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.61%
- 1M
- -3.22%
- YTD
- -2.82%
- 6M
- -0.72%
- 1Y
- 13.66%
- 3Y*
- 14.01%
- 5Y*
- 11.18%
- 10Y*
- 12.98%
Monthly Returns
Based on dividend-adjusted daily data since Jan 4, 1983, TMPL.L's average daily return is -9.92%, while the average monthly return is -190.36%.
Historically, 54% of months were positive and 46% were negative. The best month was Mar 2026 with a return of +3,006.8%, while the worst month was Aug 2024 at -52,385.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, TMPL.L closed higher 48% of trading days. The best single day was Mar 5, 2026 with a return of +3,195.7%, while the worst single day was Aug 22, 2024 at -54,200.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.32% | 5.22% | 3,006.83% | 3,212.03% | |||||||||
| 2025 | 3.49% | 5.68% | -5,920.67% | 0.51% | -642.67% | 2.57% | 4.55% | -1,319.93% | 4.69% | 3.22% | -2,422.50% | 2.57% | 11,694,735.08% |
| 2024 | -2.10% | 0.21% | -2,056.96% | 7.28% | 1,508.55% | -4.60% | 9.46% | -52,385.71% | -1.30% | -1.31% | -834.27% | 1.68% | -131,550,261.36% |
| 2023 | 7.94% | 3.78% | -15,593.52% | 2.81% | -6.74% | -2,705.88% | 6.32% | -4,466.24% | 3.28% | -5.30% | -1,311.14% | 3.93% | 247,860,293.16% |
| 2022 | 9.39% | -0.17% | 1,600.88% | -2.94% | 5.39% | 622.06% | -0.00% | -0.23% | -1,935.30% | 5.24% | 9.24% | -873.99% | 2,235,191.60% |
| 2021 | -4.61% | 9.44% | 326.42% | -2.28% | 3.23% | 497.68% | -3.56% | 4.66% | 1,033.47% | 2.44% | -0.92% | 683.05% | 243,972.85% |
Benchmark Metrics
Temple Bar Investment Trust has an annualized alpha of -100.00%, beta of 5.29, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 05, 1983.
- This stock captured 27205.18% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -50734.63%) — a profile typical of hedging or uncorrelated assets.
- R² of 0.00 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.
- Alpha
- -100.00%
- Beta
- 5.29
- R²
- 0.00
- Upside Capture
- 27,205.18%
- Downside Capture
- -50,734.63%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Temple Bar Investment Trust (TMPL.L) and compare them to a chosen benchmark (S&P 500 Index).
| TMPL.L | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | — | 0.73 | — |
Sortino ratioReturn per unit of downside risk | -0.38 | 1.14 | -1.52 |
Omega ratioGain probability vs. loss probability | 0.76 | 1.18 | -0.42 |
Calmar ratioReturn relative to maximum drawdown | -76.55 | 1.24 | -77.79 |
Martin ratioReturn relative to average drawdown | -285.03 | 4.87 | -289.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore TMPL.L risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Temple Bar Investment Trust provided a 402.14% dividend yield over the last twelve months, with an annual payout of £15.00 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £15.00 | £14.25 | £10.75 | £9.60 | £8.90 | £7.50 | £9.73 | £10.69 | £8.75 | £8.23 | £8.03 | £9.42 |
Dividend yield | 402.14% | 376.49% | 395.22% | 403.36% | 403.63% | 338.45% | 509.32% | 362.26% | 381.59% | 313.32% | 328.21% | 447.91% |
Monthly Dividends
The table displays the monthly dividend distributions for Temple Bar Investment Trust. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | £0.00 | £0.00 | £3.75 | £3.75 | |||||||||
| 2025 | £0.00 | £0.00 | £3.00 | £0.00 | £3.75 | £0.00 | £0.00 | £3.75 | £0.00 | £0.00 | £3.75 | £0.00 | £14.25 |
| 2024 | £0.00 | £0.00 | £2.50 | £0.00 | £2.50 | £0.00 | £0.00 | £2.75 | £0.00 | £0.00 | £3.00 | £0.00 | £10.75 |
| 2023 | £0.00 | £0.00 | £2.50 | £0.00 | £0.00 | £2.30 | £0.00 | £2.30 | £0.00 | £0.00 | £2.50 | £0.00 | £9.60 |
| 2022 | £0.00 | £0.00 | £2.05 | £0.00 | £0.00 | £2.05 | £0.00 | £0.00 | £2.30 | £0.00 | £0.00 | £2.50 | £8.90 |
| 2021 | £0.00 | £0.00 | £1.65 | £0.00 | £0.00 | £1.95 | £0.00 | £0.00 | £1.95 | £0.00 | £0.00 | £1.95 | £7.50 |
Dividend Yield & Payout
Dividend Yield
Temple Bar Investment Trust has a dividend yield of 402.14%, which means its dividend payment is significantly above the market average.
Payout Ratio
Temple Bar Investment Trust has a payout ratio of 17.17%, which is below the market average. This means Temple Bar Investment Trust returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Temple Bar Investment Trust. 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 Temple Bar Investment Trust was 84,637.18%, occurring on Dec 27, 2019. Recovery took 53 trading sessions.
The current Temple Bar Investment Trust drawdown is 77,428.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84637.18% | Mar 6, 2019 | 206 | Dec 27, 2019 | 53 | Mar 12, 2020 | 259 |
| -78672.44% | Nov 13, 2025 | 78 | Mar 5, 2026 | — | — | — |
| -34478.5% | Dec 21, 2023 | 153 | Jul 31, 2024 | 16 | Aug 22, 2024 | 169 |
| -16700% | Mar 2, 2023 | 3 | Mar 6, 2023 | 58 | Jun 1, 2023 | 61 |
| -9469.29% | Mar 2, 2017 | 218 | Jan 11, 2018 | 40 | Mar 8, 2018 | 258 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Temple Bar Investment Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Temple Bar Investment Trust is priced in the market compared to other companies in the Closed End Investments industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for TMPL.L, comparing it with other companies in the Closed End Investments industry. Currently, TMPL.L has a P/E ratio of 2.6. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for TMPL.L compared to other companies in the Closed End Investments industry. TMPL.L currently has a PEG ratio of 0.1. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for TMPL.L relative to other companies in the Closed End Investments industry. Currently, TMPL.L has a P/S ratio of 2.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for TMPL.L in comparison with other companies in the Closed End Investments industry. Currently, TMPL.L has a P/B value of 1.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
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 | — |