Investor AB (publ) Class B (IVSBF)

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Investor AB (publ) Class B (IVSBF) is up 16.1% since the beginning of the year. At $41 per share, IVSBF is trading just below its 52-week high of $42. Investors who bought $1,000 worth of IVSBF shares 5 years ago would now be looking at an investment worth $1,833.

Investor AB (publ) Class B (IVSBF) has returned 16.11% so far this year and 35.85% over the past 12 months. Looking at the last ten years, IVSBF has achieved an annualized return of 18.63%, outperforming the S&P 500 Index benchmark, which averaged 13.08% per year.

Based on dividend-adjusted daily data since Feb 22, 2010, IVSBF's average daily return is +0.07%, while the average monthly return is +1.44%. At this rate, an investment would double in approximately 4.0 years.

Historically, 59% of months were positive and 41% were negative. The best month was Sep 2010 with a return of +21.1%, while the worst month was May 2010 at -18.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IVSBF closed higher 30% of trading days. The best single day was Oct 14, 2021 with a return of +11.4%, while the worst single day was Aug 5, 2011 at -18.3%.

Investor AB (publ) Class B has an annualized alpha of 13.20%, beta of 0.48, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since February 22, 2010.

• This stock captured 129.22% of S&P 500 Index gains and 116.42% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• Beta of 0.48 may look defensive, but with R2 of 0.08 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.08 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IVSBF ranks 81 for risk / return — in the top 81% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Investor AB (publ) Class B provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Investor AB (publ) Class B. 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 Investor AB (publ) Class B. 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 Investor AB (publ) Class B was 47.65%, occurring on Sep 29, 2022. Recovery took 352 trading sessions.

The current Investor AB (publ) Class B drawdown is 2.53%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Investor AB (publ) Class B 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 Investor AB (publ) Class B is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.