- ISIN
- KYG8945S1021
- Sector
- Consumer Defensive
- Industry
- Food Distribution
- IPO Date
- Apr 16, 2024
Highlights
- Market Cap
- $4.32M
- Enterprise Value
- $4.07M
- EPS (TTM)
- -$1.45
- Total Revenue (TTM)
- $9.54M
- Gross Profit (TTM)
- $1.88M
- EBITDA (TTM)
- $575.11K
- Year Range
- $2.56 - $26.36
- ROA (TTM)
- -42.58%
- ROE (TTM)
- -45.15%
Share Price Chart
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Performance
TWG Performance Chart
Top Wealth Group Holding Ltd (TWG) is down 17.6% since the beginning of the year. At $3 per share, TWG is trading 89.7% below its 52-week high of $26.
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Returns By Period
Top Wealth Group Holding Ltd (TWG) has returned -17.63% so far this year and -78.84% over the past 12 months.
Top Wealth Group Holding Ltd
- 1D
- -2.87%
- 1M
- -19.10%
- YTD
- -17.63%
- 6M
- -53.99%
- 1Y
- -78.84%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
TWG Monthly Returns History
Based on dividend-adjusted daily data since Apr 16, 2024, TWG's average daily return is +0.60%, while the average monthly return is -8.51%.
Historically, 22% of months were positive and 78% were negative. The best month was Sep 2024 with a return of +146.0%, while the worst month was Oct 2024 at -71.9%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 7 months.
On a daily basis, TWG closed higher 43% of trading days. The best single day was Dec 8, 2025 with a return of +266.2%, while the worst single day was Oct 25, 2024 at -96.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 22.49% | -5.71% | -2.89% | -8.67% | -18.69% | -1.09% | -17.63% | ||||||
| 2025 | -22.00% | -14.19% | -12.70% | -17.03% | 1.49% | -5.22% | -16.82% | -45.28% | 30.11% | -21.69% | 4.83% | -41.67% | -86.77% |
| 2024 | -39.69% | -15.38% | -12.93% | 0.93% | -15.43% | 145.99% | -71.93% | -44.29% | -2.33% | -85.75% |
Benchmark Metrics
Top Wealth Group Holding Ltd has an annualized alpha of 341.85%, beta of 0.12, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 17, 2024.
- This stock participated in 456.33% of S&P 500 Index downside but only -117.88% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.12 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- 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
- 341.85%
- Beta
- 0.12
- R²
- 0.00
- Upside Capture
- -117.88%
- Downside Capture
- 456.33%
Return for Risk
Risk / Return Rank
TWG ranks 32 for risk / return — below 32% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Top Wealth Group Holding Ltd (TWG) and compare them to S&P 500 Index.
| TWG | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.27 | 2.24 | -2.51 |
Sortino ratioReturn per unit of downside risk | 0.90 | 3.07 | -2.17 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.41 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.90 | 2.93 | -3.83 |
Martin ratioReturn relative to average drawdown | -1.18 | 13.52 | -14.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
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 Top Wealth Group Holding Ltd. 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 Top Wealth Group Holding Ltd was 99.78%, occurring on Jun 2, 2026. The portfolio has not yet recovered.
The current Top Wealth Group Holding Ltd drawdown is 99.78%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -99.78%Jun 2026 | 1y 7mo | — | 1y 7moOct 2024 - now |
2024 bear market2024 | -81.18%Jul 2024 | 3mo 4d | 2mo 18d | 5mo 22dApr 2024 - Oct 2024 |
2024 bear market2024 | -37.68%Oct 2024 | 1d | 6d | 7dOct 2024 - Oct 2024 |
2024 correction2024 | -10.82%Apr 2024 | 0s | 2d | 2dApr 2024 - Apr 2024 |
2024 pullback2024 | -3.36%Oct 2024 | 0s | 1d | 1dOct 2024 - Oct 2024 |
Drawdown Indicators
| TWG | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.78% | -56.78% | -43.00% |
Max Drawdown (1Y)Largest decline over 1 year | -87.69% | -9.10% | -78.59% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -99.78% | -0.74% | -99.04% |
Average DrawdownAverage peak-to-trough decline | -90.50% | -10.72% | -79.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 67.00% | 1.97% | +65.03% |
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 Top Wealth Group Holding Ltd 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 Top Wealth Group Holding Ltd is priced in the market compared to other companies in the Food Distribution industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for TWG relative to other companies in the Food Distribution industry. Currently, TWG has a P/S ratio of 0.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for TWG in comparison with other companies in the Food Distribution industry. Currently, TWG has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
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 | — |
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