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The Estee Lauder Companies Inc.

EL
Equity · Currency in USD
ISIN
US5184391044
CUSIP
518439104
Sector
Consumer Defensive
Industry
Household & Personal Products

ELPrice Chart


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ELPerformance

The chart shows the growth of $10,000 invested in EL on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $137,627 for a total return of roughly 1,276.27%. All prices are adjusted for splits and dividends.


0.00%200.00%400.00%600.00%800.00%1,000.00%1,200.00%20122014201620182020
1,276.27%
259.57%
S&P 500

ELReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.15%
YTD11.02%
6M31.86%
1Y80.08%
5Y26.86%
10Y21.38%

ELMonthly Returns Heatmap


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ELSharpe 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 The Estee Lauder Companies Inc. Sharpe ratio is 3.00. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.0020122014201620182020
3.00

ELDividends

The Estee Lauder Companies Inc. granted a 0.52% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $1.54 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.54$1.49$1.77$1.57$1.40$1.54$1.02$0.84$0.74$0.72$0.53$0.38
Dividend yield
0.52%0.56%0.86%1.21%1.10%2.01%1.16%1.10%0.98%1.20%0.93%0.93%

ELDrawdowns Chart


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%20122014201620182020
-0.09%

ELWorst Drawdowns

The table below shows the maximum drawdowns of the The Estee Lauder Companies Inc.. 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 {{portfolioName}} is 34.17%, recorded on Mar 23, 2020. It took 111 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-34.17%Jan 21, 202044Mar 23, 2020111Aug 28, 2020155
-22.63%May 1, 201251Jul 12, 2012141Feb 5, 2013192
-22.06%Jun 18, 2018132Dec 24, 201840Feb 22, 2019172
-21.56%Apr 27, 201029Jun 7, 2010102Oct 29, 2010131
-21.48%Jul 22, 201151Oct 3, 201123Nov 3, 201174
-21.06%May 3, 2016150Dec 2, 2016124Jun 2, 2017274
-16.79%Aug 6, 201514Aug 25, 2015113Feb 5, 2016127
-13.4%Apr 18, 201811May 2, 201826Jun 8, 201837
-13.22%Jan 2, 201424Feb 5, 201460May 2, 201484
-12.21%Sep 9, 201941Nov 4, 201933Dec 20, 201974

ELVolatility Chart

Current The Estee Lauder Companies Inc. volatility is 17.86%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%20122014201620182020
17.86%

Portfolios with The Estee Lauder Companies Inc.


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