Plato Income (Australia) Performance

PL8 Stock   1.51  0.02  1.34%   
Plato Income has a performance score of 12 on a scale of 0 to 100. The company holds a Beta of -0.0752, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Plato Income are expected to decrease at a much lower rate. During the bear market, Plato Income is likely to outperform the market. Plato Income Maximiser right now holds a risk of 0.82%. Please check Plato Income Maximiser downside deviation, information ratio, and the relationship between the semi deviation and coefficient of variation , to decide if Plato Income Maximiser will be following its historical price patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Plato Income Maximiser are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Plato Income may actually be approaching a critical reversion point that can send shares even higher in February 2026. ...more
Forward Dividend Yield
0.0437
Payout Ratio
0.2
Forward Dividend Rate
0.07
Ex Dividend Date
2026-01-22
1
Plato Income Maximiser Builds Strength Among ASX 200 Dividend Stocks - Kalkine Media
11/07/2025
2
Plato Income Maximiser Ltd. Announces AGM Results and Director Re-elections - TipRanks
11/17/2025
3
Plato Income Maximiser Ltd. Reports November 2025 NTA - TipRanks
12/09/2025
4
1 perfect retirement stock with a 4.58 percent payout each month - The Motley Fool Australia
12/16/2025
5
Plato Income Maximiser posts December NTA ahead of monthly dividend - MSN
12/24/2025
6
Plato Income Maximiser Reports December NTA and Franking Balance - TipRanks
01/08/2026
7
Plato Income Maximiser Declares Monthly Dividend for December 2025 - TipRanks
01/19/2026
Begin Period Cash Flow306 K
Total Cashflows From Investing Activities7.4 M
  

Plato Income Relative Risk vs. Return Landscape

If you would invest  140.00  in Plato Income Maximiser on October 24, 2025 and sell it today you would earn a total of  11.00  from holding Plato Income Maximiser or generate 7.86% return on investment over 90 days. Plato Income Maximiser is generating 0.1273% of daily returns assuming 0.8156% volatility of returns over the 90 days investment horizon. Simply put, 7% of all stocks have less volatile historical return distribution than Plato Income, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Plato Income is expected to generate 1.1 times more return on investment than the market. However, the company is 1.1 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of risk.

Plato Income Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Plato Income's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Plato Income Maximiser, and traders can use it to determine the average amount a Plato Income's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1561

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Estimated Market Risk

 0.82
  actual daily
7
93% of assets are more volatile

Expected Return

 0.13
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.16
  actual daily
12
88% of assets perform better
Based on monthly moving average Plato Income is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Plato Income by adding it to a well-diversified portfolio.

Plato Income Fundamentals Growth

Plato Stock prices reflect investors' perceptions of the future prospects and financial health of Plato Income, and Plato Income fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Plato Stock performance.

About Plato Income Performance

Assessing Plato Income's fundamental ratios provides investors with valuable insights into Plato Income's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Plato Income is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Plato Income is entity of Australia. It is traded as Stock on AU exchange.

Things to note about Plato Income Maximiser performance evaluation

Checking the ongoing alerts about Plato Income for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Plato Income Maximiser help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Plato Income may become a speculative penny stock
Plato Income is unlikely to experience financial distress in the next 2 years
Latest headline from news.google.com: Plato Income Maximiser Declares Monthly Dividend for December 2025 - TipRanks
Evaluating Plato Income's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Plato Income's stock performance include:
  • Analyzing Plato Income's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Plato Income's stock is overvalued or undervalued compared to its peers.
  • Examining Plato Income's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Plato Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Plato Income's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Plato Income's stock. These opinions can provide insight into Plato Income's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Plato Income's stock performance is not an exact science, and many factors can impact Plato Income's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional Tools for Plato Stock Analysis

When running Plato Income's price analysis, check to measure Plato Income's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Plato Income is operating at the current time. Most of Plato Income's value examination focuses on studying past and present price action to predict the probability of Plato Income's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Plato Income's price. Additionally, you may evaluate how the addition of Plato Income to your portfolios can decrease your overall portfolio volatility.