EFG International AG ADR (EFGXY)

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The chart shows the growth of an initial investment of $10,000 in EFG International AG ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

EFG International AG ADR (EFGXY) has returned 97.03% so far this year and 88.28% over the past 12 months. Looking at the last ten years, EFGXY has achieved an annualized return of 21.23%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 18, 2015, EFGXY's average daily return is +0.07%, while the average monthly return is +1.53%. At this rate, your investment would double in approximately 3.8 years.

Historically, 21% of months were positive and 79% were negative. The best month was Jan 2026 with a return of +90.6%, while the worst month was Mar 2016 at -41.1%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 3 months.

On a daily basis, EFGXY closed higher 2% of trading days. The best single day was Jan 29, 2026 with a return of +90.6%, while the worst single day was Mar 4, 2016 at -37.0%.

EFG International AG ADR has an annualized alpha of 20.54%, beta of -0.01, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since November 19, 2015.

• This stock captured 36.66% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -3.95%) — a profile typical of hedging or uncorrelated assets.
• Beta of -0.01 may look defensive, but with R² of 0.00 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.00 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

EFGXY ranks 94 for risk / return — in the top 94% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for EFG International AG ADR (EFGXY) and compare them to a chosen benchmark (S&P 500 Index).

EFG International AG ADR provided a 3.25% dividend yield over the last twelve months, with an annual payout of $0.84 per share. The company has been increasing its dividends for 6 consecutive years.

The table displays the monthly dividend distributions for EFG International AG ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the EFG International AG ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the EFG International AG ADR was 68.16%, occurring on Jul 14, 2016. Recovery took 1678 trading sessions.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of EFG International AG ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how EFG International AG ADR is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.