Ironbark Capital Limited

Ironbark Capital Limitedverified

IBC.AX

Price:

$0.44

Market Cap:

$45.98M

Ironbark Capital Limited is an closed-ended balanced mutual fund launched and advised by Kaplan Funds Management Pty Ltd. The fund invests in the public equity and fixed income markets of Australia. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in various companies listed on the Australian stock exchanges. The fund benchmarks the performance of its portfolios against the ASX 300 Index. It was formerly known as BT Australian Equity Management Limited. Ironbark Capital Limited was formed in March 1987 and is domiciled in Australia.

Industry

Asset Management

IPO Date

1998-12-31

Stock Exchange

ASX

Ticker

IBC.AX

The ROE as of December 2025 (TTM) for Ironbark Capital Limited (IBC.AX) is 5.10%

According to Ironbark Capital Limited’s latest financial reports and current stock price. The company's current ROE is 5.10%. This represents a change of 119.42% compared to the average of 2.33% of the last 4 quarters.

Ironbark Capital Limited (IBC.AX) Historical ROE (quarterly & annually)

How has IBC.AX ROE performed in the past?

The mean historical ROE of Ironbark Capital Limited over the last ten years is 4.46%. The current 5.10% ROE has changed 14.50% with respect to the historical average. Over the past ten years (40 quarters), IBC.AX's ROE was at its highest in in the December 2022 quarter at 7.14%. The ROE was at its lowest in in the June 2020 quarter at -5.92%.

Quarterly (TTM)
Annual

Average

4.46%

Median

4.74%

Minimum

-4.25%

Maximum

9.95%

Ironbark Capital Limited (IBC.AX) ROE by Quarter and Year

Discovering the peaks and valleys of Ironbark Capital Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 1.00%

Maximum Annual ROE = 9.95%

Minimum Annual Increase = -334.12%

Minimum Annual ROE = -4.25%

Quarterly (TTM)
Annual
YearROEChange
20255.13%18.27%
20244.34%-51.27%
20238.91%286.80%
20222.30%-76.85%
20219.95%-334.12%
2020-4.25%-150.68%
20198.38%170.93%
20183.09%-49.77%
20176.16%1.00%
20160.56%-56.57%

Ironbark Capital Limited (IBC.AX) Average ROE

How has IBC.AX ROE performed in the past?

The current ROE of Ironbark Capital Limited (IBC.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

6.13%

5-year avg

6.13%

10-year avg

4.46%

Ironbark Capital Limited (IBC.AX) ROE vs. Peers

How is IBC.AX’s ROE compared to its peers?

Ironbark Capital Limited’s ROE is less than NGE Capital Limited (9.84%), less than Katana Capital Limited (6.42%), less than Teaminvest Private Group Limited (2.37%), less than WT Financial Group Limited (10.89%), greater than Touch Ventures Limited (-6.27%), greater than NAOS Small Cap Opportunities Company Limited (-13.24%), greater than BlackWall Limited (-23.46%), less than The Australian Wealth Advisors Group Limited (7.59%), less than 360 Capital Group Limited (5.75%), greater than Flagship Investments Limited (-0.91%),

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