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The historical rank and industry rank for AUR Portfolio III SE&Co KGaA's 5-Year Yield-on-Cost % or its related term are showing as below:
HAM:AR4'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0 Med: 0 Max: 0.33
Current: 0.33
During the past 13 years, AUR Portfolio III SE&Co KGaA's highest Yield on Cost was 0.33. The lowest was 0.00. And the median was 0.00.
HAM:AR4's 5-Year Yield-on-Cost % is not ranked
in the Asset Management industry.
Industry Median: 6.47
vs HAM:AR4: 0.33
AUR Portfolio III SE&Co KGaA (HAM:AR4) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
AUR Portfolio III SE&Co KGaA 5-Year Yield-on-Cost % Related Terms
HAM:AR4 vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, AUR Portfolio III SE&Co KGaA's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
AUR Portfolio III SE&Co KGaA 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AUR Portfolio III SE&Co KGaA's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where AUR Portfolio III SE&Co KGaA's 5-Year Yield-on-Cost % falls into.
AUR Portfolio III SE&Co KGaA 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
AUR Portfolio III SE&Co KGaA (HAM:AR4) has a 5-Year Yield-on-Cost % of 0.33 as of Jul. 25, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on AUR Portfolio III SE&Co KGaA and its competitors.
Is AUR Portfolio III SE&Co KGaA's 5-Year Yield-on-Cost % too high?
AUR Portfolio III SE&Co KGaA's current 5-Year Yield-on-Cost % is 0.33. The Asset Management industry median 5-Year Yield-on-Cost % is 6.47. AUR Portfolio III SE&Co KGaA's value of 0.33 is 94.9% below this industry median. Overall, AUR Portfolio III SE&Co KGaA has a GF Score™ of 10/100, reflecting its overall financial health beyond just this single metric.
How does AUR Portfolio III SE&Co KGaA's 5-Year Yield-on-Cost % compare to BLK and BX?
AUR Portfolio III SE&Co KGaA's 5-Year Yield-on-Cost % of 0.33 can be compared against companies in the Asset Management industry. The industry median 5-Year Yield-on-Cost % is 6.47. AUR Portfolio III SE&Co KGaA's value of 0.33 is 94.9% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.47, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AUR Portfolio III SE&Co KGaA's current 5-Year Yield-on-Cost % of 0.33 is 94.9% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on AUR Portfolio III SE&Co KGaA and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.47 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AUR Portfolio III SE&Co KGaA's current 5-Year Yield-on-Cost % is 0.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AUR Portfolio III SE&Co KGaA stock overvalued right now?
AUR Portfolio III SE&Co KGaA (HAM:AR4) has a current 5-Year Yield-on-Cost % of 0.33. The current 5-Year Yield-on-Cost % is 0.33 and 94.9% below the Asset Management industry median of 6.47. AUR Portfolio III SE&Co KGaA's overall GF Score™ is 10/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For AUR Portfolio III SE&Co KGaA (HAM:AR4), the current 5-Year Yield-on-Cost % is 0.33 as of Jul. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
AUR Portfolio III SE&Co KGaA is the investment vehicle for the Lower Mid-Market portfolio. Its core element is the operational support for portfolio companies.
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