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IQVIA Holdings Inc. (IQV)

Equity · Currency in USD
Sector
Healthcare
Industry
Diagnostics & Research
ISIN
US46266C1053
CUSIP
46266C1053

IQVPrice Chart


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IQVPerformance

The chart shows the growth of $10,000 invested in IQVIA Holdings Inc. on May 10, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $62,232 for a total return of roughly 522.32%. All prices are adjusted for splits and dividends.


IQV (IQVIA Holdings Inc.)
Benchmark (S&P 500)

IQVReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M2.33%0.43%
6M10.36%9.37%
YTD46.26%22.33%
1Y54.27%26.59%
5Y26.63%15.74%
10Y23.85%12.92%

IQVMonthly Returns Heatmap


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IQVSharpe 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 IQVIA Holdings Inc. Sharpe ratio is 2.58. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IQV (IQVIA Holdings Inc.)
Benchmark (S&P 500)

IQVDividends


IQVIA Holdings Inc. doesn't pay dividends

IQVDrawdowns Chart

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


IQV (IQVIA Holdings Inc.)
Benchmark (S&P 500)

IQVWorst Drawdowns

The table below shows the maximum drawdowns of the IQVIA Holdings 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 IQVIA Holdings Inc. is 49.43%, recorded on Mar 23, 2020. It took 114 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.43%Feb 13, 202027Mar 23, 2020114Sep 2, 2020141
-29.32%Jul 30, 2015133Feb 8, 2016159Sep 23, 2016292
-19.17%Sep 28, 201860Dec 24, 201833Feb 12, 201993
-14.91%Feb 20, 201453May 6, 201441Jul 3, 201494
-14.78%Jul 5, 201990Nov 8, 201947Jan 17, 2020137
-12.77%Sep 3, 202015Sep 24, 202012Oct 12, 202027
-12.63%Nov 7, 2017103Apr 6, 201870Jul 17, 2018173
-11.6%Oct 3, 201622Nov 1, 201671Feb 14, 201793
-11.24%Oct 21, 20208Oct 30, 20206Nov 9, 202014
-10.45%Sep 12, 201424Oct 15, 201413Nov 3, 201437

IQVVolatility Chart

Current IQVIA Holdings Inc. volatility is 36.27%. 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.


IQV (IQVIA Holdings Inc.)
Benchmark (S&P 500)

Portfolios with IQVIA Holdings Inc.


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