Itaú Unibanco Holding S.A. (ITUB)

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Itaú Unibanco Holding S.A. (ITUB) is up 12.0% since the beginning of the year. At $8 per share, ITUB is trading 17.4% below its 52-week high of $10. Investors who bought $1,000 worth of ITUB shares 5 years ago would now be looking at an investment worth $2,857.

Itaú Unibanco Holding S.A. (ITUB) has returned 12.03% so far this year and 33.67% over the past 12 months. Looking at the last ten years, ITUB has achieved an annualized return of 17.66%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Feb 25, 2002, ITUB's average daily return is +0.09%, while the average monthly return is +1.88%. At this rate, an investment would double in approximately 3.1 years.

Historically, 57% of months were positive and 43% were negative. The best month was Oct 2002 with a return of +41.7%, while the worst month was Oct 2008 at -36.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ITUB closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +37.3%, while the worst single day was Oct 15, 2008 at -21.7%.

Itaú Unibanco Holding S.A. has an annualized alpha of 11.92%, beta of 1.30, and R2 of 0.31 versus S&P 500 Index. Calculated based on daily prices since February 25, 2002.

• This stock captured 176.67% of S&P 500 Index gains and 133.82% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.31 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

ITUB ranks 70 for risk / return — better than 70% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Itaú Unibanco Holding S.A. provided a 7.32% dividend yield over the last twelve months, with an annual payout of $0.58 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Itaú Unibanco Holding S.A.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Itaú Unibanco Holding S.A.. 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 Itaú Unibanco Holding S.A. was 69.35%, occurring on Oct 24, 2008. Recovery took 278 trading sessions.

The current Itaú Unibanco Holding S.A. drawdown is 16.25%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Itaú Unibanco Holding S.A. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Itaú Unibanco Holding S.A. is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.