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Bayerische Motoren Werke Aktiengesellschaft (BMW.DE)

Equity · Currency in EUR · Last updated Mar 23, 2023

Share Price Chart


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Performance

The chart shows the growth of €10,000 invested in Bayerische Motoren Werke Aktiengesellschaft in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly €176,864 for a total return of roughly 1,668.64%. All prices are adjusted for splits and dividends.


600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%1,800.00%NovemberDecember2023FebruaryMarch
1,668.64%
650.31%
BMW.DE (Bayerische Motoren Werke Aktiengesellschaft)
Benchmark (^GSPC)

S&P 500

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Return

Bayerische Motoren Werke Aktiengesellschaft had a return of 17.77% year-to-date (YTD) and 36.43% in the last 12 months. Over the past 10 years, Bayerische Motoren Werke Aktiengesellschaft had an annualized return of 7.92%, while the S&P 500 had an annualized return of 9.04%, indicating that Bayerische Motoren Werke Aktiengesellschaft did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-1.55%-3.48%
Year-To-Date17.77%2.54%
6 months30.81%2.10%
1 year36.43%-11.73%
5 years (annualized)7.99%7.64%
10 years (annualized)7.92%9.04%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202311.81%4.85%
2022-4.74%13.62%8.54%-3.39%

Sharpe 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 Bayerische Motoren Werke Aktiengesellschaft Sharpe ratio is 1.23. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.001.502.00NovemberDecember2023FebruaryMarch
1.23
-0.62
BMW.DE (Bayerische Motoren Werke Aktiengesellschaft)
Benchmark (^GSPC)

Dividend History

Bayerische Motoren Werke Aktiengesellschaft granted a 5.91% dividend yield in the last twelve months. The annual payout for that period amounted to €5.80 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend€5.80€5.80€1.90€2.50€3.50€4.00€3.50€3.20€2.90€2.60€2.50€2.30

Dividend yield

5.91%6.96%2.31%3.81%5.57%6.93%5.16%4.80%4.13%4.14%4.32%4.81%

Monthly Dividends

The table displays the monthly dividend distributions for Bayerische Motoren Werke Aktiengesellschaft. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023€0.00€0.00
2022€0.00€0.00€0.00€0.00€5.80€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2021€0.00€0.00€0.00€0.00€1.90€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2020€0.00€0.00€0.00€0.00€2.50€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2019€0.00€0.00€0.00€0.00€3.50€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2018€0.00€0.00€0.00€0.00€4.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2017€0.00€0.00€0.00€0.00€3.50€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2016€0.00€0.00€0.00€0.00€3.20€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2015€0.00€0.00€0.00€0.00€2.90€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2014€0.00€0.00€0.00€0.00€2.60€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2013€0.00€0.00€0.00€0.00€2.50€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2012€2.30€0.00€0.00€0.00€0.00€0.00€0.00€0.00

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2023FebruaryMarch
-3.23%
-17.90%
BMW.DE (Bayerische Motoren Werke Aktiengesellschaft)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Bayerische Motoren Werke Aktiengesellschaft. 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 Bayerische Motoren Werke Aktiengesellschaft is 64.55%, recorded on Oct 28, 2008. It took 477 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.55%Jun 4, 2007360Oct 28, 2008477Sep 14, 2010837
-62.25%Mar 17, 20151266Mar 19, 2020304Jun 3, 20211570
-55.63%May 20, 2002208Mar 12, 2003776Mar 23, 2006984
-54.04%Jul 17, 199860Oct 8, 1998479Aug 29, 2000539
-41.81%May 21, 200189Sep 20, 200190Jan 31, 2002179
-38.74%Jul 26, 201151Oct 4, 2011116Mar 15, 2012167
-29%Jan 17, 202236Mar 7, 2022220Jan 12, 2023256
-26.9%Jul 18, 199772Oct 28, 199771Feb 11, 1998143
-25.96%May 18, 1994217Mar 24, 1995307Jun 24, 1996524
-24.59%Mar 16, 201270Jun 26, 2012123Dec 14, 2012193

Volatility Chart

Current Bayerische Motoren Werke Aktiengesellschaft volatility is 27.88%. 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%NovemberDecember2023FebruaryMarch
27.88%
21.56%
BMW.DE (Bayerische Motoren Werke Aktiengesellschaft)
Benchmark (^GSPC)