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IQVIA Holdings Inc.

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

IQVPrice Chart


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IQVPerformance

The chart shows the growth of $10,000 invested in IQV on May 10, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $48,342 for a total return of roughly 383.42%. All prices are adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%2014201620182020
383.42%
150.45%
S&P 500

IQVReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M7.29%
YTD13.62%
6M22.07%
1Y58.38%
5Y23.59%
10Y22.08%

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 2.98. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.002015201620172018201920202021
2.98

IQVDividends


IQV doesn't pay dividends

IQVDrawdowns Chart


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2014201620182020
0.00%

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 {{portfolioName}} 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 22.42%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%2014201620182020
22.42%

Portfolios with IQVIA Holdings Inc.


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