PortfoliosLab logo

Telefonaktiebolaget LM Ericsson (publ)

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

ERICPrice Chart


Click Calculate to get results
S&P 500

ERICPerformance

The chart shows the growth of $10,000 invested in Telefonaktiebolaget LM Ericsson (publ) on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,099 for a total return of roughly 80.99%. All prices are adjusted for splits and dividends.


ERIC (Telefonaktiebolaget LM Ericsson (publ))
Benchmark (S&P 500)

ERICReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.15%
YTD11.31%
6M11.59%
1Y46.19%
5Y13.20%
10Y1.91%

ERICMonthly Returns Heatmap


Click Calculate to get results

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 1.50. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


ERIC (Telefonaktiebolaget LM Ericsson (publ))
Benchmark (S&P 500)

ERICDividends

Telefonaktiebolaget LM Ericsson (publ) granted a 1.56% dividend yield in the last twelve months, as of Jun 12, 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

1.56%1.36%1.24%1.42%1.68%14.72%8.20%3.82%3.54%3.74%3.44%1.67%

ERICDrawdowns Chart

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


ERIC (Telefonaktiebolaget LM Ericsson (publ))
Benchmark (S&P 500)

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 Telefonaktiebolaget LM Ericsson (publ) 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
-9.55%Apr 22, 202115May 12, 2021
-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

ERICVolatility Chart

Current Telefonaktiebolaget LM Ericsson (publ) volatility is 14.05%. 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.


ERIC (Telefonaktiebolaget LM Ericsson (publ))
Benchmark (S&P 500)

Portfolios with Telefonaktiebolaget LM Ericsson (publ)


Loading data...

More Tools for Telefonaktiebolaget LM Ericsson (publ)