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Telefonaktiebolaget LM Ericsson (publ)

ERIC
Equity · Currency in USD
ISIN
US2948216088
CUSIP
294821608
Sector
Technology
Industry
Communication Equipment

ERICPrice Chart


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ERICPerformance

The chart shows the growth of $10,000 invested in ERIC on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,565 for a total return of roughly 85.65%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
85.65%
259.57%
S&P 500

ERICReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M8.55%
YTD14.18%
6M25.52%
1Y69.36%
5Y8.72%
10Y3.07%

ERICMonthly Returns Heatmap


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ERICSharpe 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 Telefonaktiebolaget LM Ericsson (publ) Sharpe ratio is 2.09. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.0020122014201620182020
2.09

ERICDividends

Telefonaktiebolaget LM Ericsson (publ) granted a 1.52% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $0.21 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.21$0.16$0.11$0.13$0.11$0.86$0.79$0.46$0.43$0.38$0.35$0.19
Dividend yield
1.52%1.36%1.24%1.42%1.68%14.72%8.20%3.82%3.54%3.74%3.44%1.67%

ERICDrawdowns Chart


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-0.98%

ERICWorst Drawdowns

The table below shows the maximum drawdowns of the Telefonaktiebolaget LM Ericsson (publ). 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 63.53%, recorded on Nov 1, 2016. It took 1031 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-63.53%May 11, 20111380Nov 1, 20161031Dec 7, 20202411
-22.09%Apr 26, 201090Aug 31, 2010102Jan 26, 2011192
-11.58%Feb 16, 202115Mar 8, 20215Mar 15, 202120
-10.71%Mar 17, 20107Mar 25, 201014Apr 15, 201021
-10.27%Mar 7, 20118Mar 16, 201115Apr 6, 201123
-9.14%Jan 28, 20211Jan 28, 20214Feb 3, 20215
-6.79%Dec 9, 20203Dec 11, 202030Jan 27, 202133
-6.29%Apr 11, 20116Apr 18, 20114Apr 25, 201110
-6.23%Jan 15, 201016Feb 8, 201016Mar 3, 201032
-4.99%Feb 2, 201114Feb 22, 20114Feb 28, 201118

ERICVolatility Chart

Current Telefonaktiebolaget LM Ericsson (publ) volatility is 24.84%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%20122014201620182020
24.84%

Portfolios with Telefonaktiebolaget LM Ericsson (publ)


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