PortfoliosLab logo

A. O. Smith Corporation (AOS)

Equity · Currency in USD · Last updated Aug 13, 2022

Company Info

ISINUS8318652091
CUSIP831865209
SectorIndustrials
IndustrySpecialty Industrial Machinery

Trading Data

Previous Close$63.87
Year Range$52.65 - $84.76
EMA (50)$59.41
EMA (200)$64.47
Average Volume$961.04K
Market Capitalization$9.31B

AOSShare Price Chart


Chart placeholderClick Calculate to get results

AOSPerformance

The chart shows the growth of $10,000 invested in A. O. Smith Corporation in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $103,920 for a total return of roughly 939.20%. All prices are adjusted for splits and dividends.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%5.00%MarchAprilMayJuneJulyAugust
-11.05%
-4.27%
AOS (A. O. Smith Corporation)
Benchmark (^GSPC)

AOSReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M14.30%12.08%
6M-10.77%-4.97%
YTD-24.64%-10.20%
1Y-10.07%-3.65%
5Y5.32%11.89%
10Y19.12%11.81%

AOSMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-10.65%-10.26%-6.84%-8.14%2.89%-9.05%16.25%0.95%
2021-0.46%9.34%13.88%0.60%4.90%1.39%-2.03%3.40%-16.02%20.17%8.18%8.60%
2020-9.90%-7.36%-4.40%12.71%12.08%-0.80%2.63%1.72%7.82%-1.61%8.94%-2.65%
201912.60%8.50%2.68%-1.02%-22.96%16.44%-3.14%2.35%2.56%4.64%-2.58%-1.57%
20189.27%-3.88%-0.93%-3.24%2.80%-6.22%0.95%-2.44%-8.11%-14.24%4.06%-9.88%
20173.25%3.30%1.59%5.60%1.84%2.66%-4.69%4.00%6.72%-0.15%7.13%-3.37%
2016-8.82%1.11%8.43%1.50%6.58%7.06%5.70%3.86%2.39%-8.31%7.66%-2.63%
20155.32%6.43%4.17%-2.40%11.71%0.84%0.05%-10.18%1.05%18.14%3.83%-3.95%
2014-12.46%5.60%-7.40%1.93%5.60%0.40%-5.52%5.10%-3.67%13.16%1.09%4.60%
201310.16%3.25%2.85%2.86%3.94%-7.45%14.23%1.77%7.49%14.54%4.84%-0.39%
20126.29%6.31%-0.47%6.25%-3.03%5.91%1.49%10.70%5.17%5.97%3.59%0.19%
201112.79%-5.63%9.75%-0.51%-5.69%2.00%-1.60%-5.26%-18.48%16.52%5.65%2.19%
2010-4.11%6.39%16.05%-1.42%-9.70%3.37%13.90%-6.09%12.74%-2.85%6.09%-3.37%

AOSSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current A. O. Smith Corporation Sharpe ratio is -0.30. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.00MarchAprilMayJuneJulyAugust
-0.30
-0.20
AOS (A. O. Smith Corporation)
Benchmark (^GSPC)

AOSDividend History

A. O. Smith Corporation granted a 1.75% dividend yield in the last twelve months. The annual payout for that period amounted to $1.12 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.12$1.06$0.98$0.90$0.76$0.56$0.48$0.38$0.30$0.23$0.18$0.15$0.19

Dividend yield

1.75%1.25%1.84%1.99%1.91%0.99%1.11%1.10%1.19%0.97%1.31%1.75%2.33%

AOSDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-24.64%
-10.77%
AOS (A. O. Smith Corporation)
Benchmark (^GSPC)

AOSWorst Drawdowns

The table below shows the maximum drawdowns of the A. O. Smith Corporation. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the A. O. Smith Corporation is 46.81%, recorded on Mar 20, 2020. It took 244 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.81%Jan 29, 2018540Mar 20, 2020244Mar 10, 2021784
-37.89%Jan 3, 2022117Jun 21, 2022
-31.6%Jul 25, 201150Oct 3, 201185Feb 3, 2012135
-23.25%Nov 30, 201535Jan 20, 201685May 20, 2016120
-19.95%Apr 15, 201037Jun 7, 201070Sep 15, 2010107
-18.32%Nov 27, 201392Apr 10, 2014157Nov 21, 2014249
-18.01%Jun 24, 201544Aug 25, 201542Oct 23, 201586
-17.15%Sep 3, 202119Sep 30, 202122Nov 1, 202141
-14.56%Oct 7, 201620Nov 3, 201677Feb 27, 201797
-11.73%Dec 13, 201016Jan 4, 201115Jan 26, 201131

AOSVolatility Chart

Current A. O. Smith Corporation volatility is 29.00%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%MarchAprilMayJuneJulyAugust
29.00%
16.68%
AOS (A. O. Smith Corporation)
Benchmark (^GSPC)