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Caledonia Investments Plc (CDN.NZ)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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3,336.00-29.00 (-0.86%)
At close: 06:07PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date returnN/A
5-year average returnN/A
Number of years up14
Number of years down3
Best 1-yr total return (Invalid Date)19.21%
Worst 1-yr total return (Invalid Date)-26.69%
Best 3-yr total return19.21%
Worst 3-yr total return-3.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCDN.NZCategory
YTD3.82%3.30%
1-month7.40%0.61%
3-month4.22%3.30%
1-year26.44%15.22%
3-year13.74%7.11%
5-year11.31%6.80%
10-year12.32%5.19%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
CDN.NZCategory
2021
N/AN/A
2020
-1.12%N/A
2019
9.35%N/A
2018
3.90%N/A
2017
8.10%N/A
2016
17.35%N/A
2015
6.12%0.40%
2014
15.43%4.28%
2013
19.21%9.71%
2012
13.74%7.26%
2011
-15.18%-5.60%
2010
18.84%10.20%
2009
16.85%18.02%
2008
-26.69%-16.01%
2007
9.22%5.28%
2006
13.65%9.26%
2005
28.77%20.98%
2004
27.26%9.84%
2003
N/A19.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202110.99%7.36%N/AN/A
2020-13.03%6.87%4.27%2.02%
20193.75%4.03%1.57%-0.25%
2018-2.86%4.99%5.45%-3.39%
20170.71%2.78%2.19%2.20%
20164.40%1.32%4.77%5.89%
20156.54%-3.01%-0.07%2.76%
20147.54%-1.29%6.92%1.71%
201311.15%-1.43%4.53%4.09%
20126.18%-3.54%8.63%2.23%
2011-2.63%-0.32%-11.65%-1.09%
20109.32%-9.05%13.18%5.61%
2009-6.67%9.48%16.68%-2.00%
2008-6.55%-0.45%-9.17%-13.24%
20075.54%0.10%-0.67%4.08%
20066.89%-2.48%5.07%3.76%
20052.62%3.29%11.05%9.40%
20045.35%6.25%1.08%12.47%
200320.83%8.89%4.07%N/A

Rank in category (by total return)

YTD3
1-month48
3-month57
1-year18
3-year13
5-year13

Load adjusted returns

1-year26.75%
3-year9.49%
5-year9.93%
10-year9.44%