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Electrolux AB Class B ADR (ELUXY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0101982082
SectorConsumer Cyclical
IndustryFurnishings, Fixtures & Appliances

Highlights

Market Cap$2.53B
EPS (TTM)-$3.84
Total Revenue (TTM)$133.96B
Gross Profit (TTM)$16.99B
EBITDA (TTM)$3.24B
Year Range$15.79 - $21.87
Target Price$25.58

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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


-10.00%-5.00%0.00%5.00%10.00%AprilMayJuneJulyAugustSeptember
7.54%
7.85%
ELUXY (Electrolux AB Class B ADR)
Benchmark (^GSPC)

Returns By Period

Electrolux AB Class B ADR had a return of -12.06% year-to-date (YTD) and -9.30% in the last 12 months. Over the past 10 years, Electrolux AB Class B ADR had an annualized return of -5.11%, while the S&P 500 had an annualized return of 10.88%, indicating that Electrolux AB Class B ADR did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-12.06%18.13%
1 month3.18%1.45%
6 months8.04%8.81%
1 year-9.30%26.52%
5 years (annualized)-9.67%13.43%
10 years (annualized)-5.11%10.88%

Monthly Returns

The table below presents the monthly returns of ELUXY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-12.48%-9.13%4.82%-1.46%8.08%-13.58%8.10%7.83%-12.06%
20233.26%-13.75%-0.29%24.07%-12.69%3.81%-9.64%-10.95%-6.06%-18.48%17.01%8.80%-21.67%
2022-15.12%-14.35%-11.11%-0.10%1.73%-13.67%6.99%-12.27%-14.29%19.25%16.19%-4.61%-39.71%
20216.68%-3.32%19.54%1.32%0.76%-2.75%-5.08%-3.58%-5.66%5.53%-1.29%8.94%19.93%
2020-2.84%-14.74%-31.51%17.56%19.44%1.88%10.66%17.49%7.13%-1.76%9.42%-3.54%17.22%
201911.98%10.21%-1.36%-2.84%-11.83%17.67%-9.57%-2.81%6.53%12.11%-4.32%-2.70%19.90%
20188.96%-6.47%-4.17%-15.01%-6.15%-7.71%3.09%-4.99%-1.51%-3.86%10.24%-7.31%-31.88%
20177.34%-0.63%7.82%6.68%8.24%2.31%3.43%6.96%-5.55%4.04%-6.23%-2.59%34.91%
2016-9.62%6.07%13.25%13.87%-6.81%0.52%0.13%-5.63%-1.96%-5.70%-1.13%6.26%6.31%
20155.34%5.24%-9.63%4.91%1.86%2.84%-7.98%-2.20%-0.57%-0.63%4.63%-17.59%-15.60%
2014-19.22%11.04%-3.10%26.85%-9.32%0.68%0.14%-0.52%4.51%7.45%4.85%-1.23%16.60%
2013-0.28%-3.64%4.37%10.27%-4.75%-6.93%16.81%-10.07%-1.31%-5.29%-1.30%8.18%2.80%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ELUXY is 34, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of ELUXY is 3434
ELUXY (Electrolux AB Class B ADR)
The Sharpe Ratio Rank of ELUXY is 3434Sharpe Ratio Rank
The Sortino Ratio Rank of ELUXY is 3131Sortino Ratio Rank
The Omega Ratio Rank of ELUXY is 3131Omega Ratio Rank
The Calmar Ratio Rank of ELUXY is 3838Calmar Ratio Rank
The Martin Ratio Rank of ELUXY is 3636Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Electrolux AB Class B ADR (ELUXY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ELUXY
Sharpe ratio
The chart of Sharpe ratio for ELUXY, currently valued at -0.26, compared to the broader market-4.00-2.000.002.00-0.26
Sortino ratio
The chart of Sortino ratio for ELUXY, currently valued at -0.09, compared to the broader market-6.00-4.00-2.000.002.004.00-0.09
Omega ratio
The chart of Omega ratio for ELUXY, currently valued at 0.99, compared to the broader market0.501.001.500.99
Calmar ratio
The chart of Calmar ratio for ELUXY, currently valued at -0.15, compared to the broader market0.001.002.003.004.005.00-0.15
Martin ratio
The chart of Martin ratio for ELUXY, currently valued at -0.62, compared to the broader market-10.000.0010.0020.00-0.62
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.10, compared to the broader market-4.00-2.000.002.002.10
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.82, compared to the broader market-6.00-4.00-2.000.002.004.002.82
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.88, compared to the broader market0.001.002.003.004.005.001.88
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 11.08, compared to the broader market-10.000.0010.0020.0011.08

Sharpe Ratio

The current Electrolux AB Class B ADR Sharpe ratio is -0.26. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Electrolux AB Class B ADR with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00AprilMayJuneJulyAugustSeptember
-0.26
2.10
ELUXY (Electrolux AB Class B ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Electrolux AB Class B ADR granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.00$0.00$1.95$5.86$6.86$1.82$1.98$2.09$1.60$1.55$2.02$2.05

Dividend yield

0.00%0.00%7.12%11.98%14.89%3.72%4.67%3.23%3.23%3.21%3.44%3.89%

Monthly Dividends

The table displays the monthly dividend distributions for Electrolux AB Class B ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.97$0.00$0.00$0.00$0.00$0.00$0.97$0.00$0.00$0.00$1.95
2021$0.00$0.00$0.95$0.00$0.00$0.00$0.00$0.00$0.95$3.96$0.00$0.00$5.86
2020$0.00$0.00$0.00$4.44$0.00$0.00$0.00$0.00$0.00$0.88$1.55$0.00$6.86
2019$0.00$0.00$0.00$0.91$0.00$0.00$0.00$0.00$0.00$0.91$0.00$0.00$1.82
2018$0.00$0.00$0.00$1.05$0.00$0.00$0.00$0.00$0.00$0.92$0.00$0.00$1.98
2017$0.00$0.00$1.26$0.00$0.00$0.00$0.00$0.00$0.83$0.00$0.00$0.00$2.09
2016$0.00$0.00$0.00$1.60$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.60
2015$0.00$0.00$1.55$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.55
2014$0.00$0.00$2.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.02
2013$2.05$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.05

Drawdowns

Drawdowns Chart

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.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AprilMayJuneJulyAugustSeptember
-62.27%
-0.58%
ELUXY (Electrolux AB Class B ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Electrolux AB Class B 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 Electrolux AB Class B ADR was 76.94%, occurring on Mar 5, 2009. Recovery took 174 trading sessions.

The current Electrolux AB Class B ADR drawdown is 62.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.94%Apr 23, 2007453Mar 5, 2009174Nov 16, 2009627
-68.1%Mar 26, 2021845Aug 6, 2024
-67.42%Nov 2, 2017582Mar 18, 2020243Mar 10, 2021825
-66.07%Jan 11, 2000425Sep 21, 2001601Feb 11, 20041026
-62.55%Aug 10, 1989297Nov 23, 1990642Apr 29, 1994939

Volatility

Volatility Chart

The current Electrolux AB Class B ADR volatility is 9.23%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%AprilMayJuneJulyAugustSeptember
9.23%
4.08%
ELUXY (Electrolux AB Class B ADR)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Electrolux AB Class B ADR.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items