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LVMH Moët Hennessy - Louis Vuitton, Société Européenne

LVMUY
Equity · Currency in USD
ISIN
US5024413065
Sector
Consumer Cyclical
Industry
Luxury Goods

LVMUYPrice Chart


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LVMUYPerformance

The chart shows the growth of $10,000 invested in LVMUY on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $84,766 for a total return of roughly 747.66%. All prices are adjusted for splits and dividends.


0.00%200.00%400.00%600.00%800.00%20122014201620182020
747.66%
259.57%
S&P 500

LVMUYReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.20%
YTD10.22%
6M40.95%
1Y83.61%
5Y35.97%
10Y19.48%

LVMUYMonthly Returns Heatmap


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LVMUYSharpe 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 LVMH Moët Hennessy - Louis Vuitton, Société Européenne Sharpe ratio is 3.35. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.0020122014201620182020
3.35

LVMUYDividends

LVMH Moët Hennessy - Louis Vuitton, Société Européenne granted a 1.49% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $2.05 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.05$2.05$1.39$1.29$0.94$0.80$4.07$0.83$0.79$0.76$0.63$0.52
Dividend yield
1.49%1.64%1.49%2.21%1.60%2.10%12.91%2.40%2.17%2.01%2.25%1.58%

LVMUYDrawdowns Chart


-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-0.28%

LVMUYWorst Drawdowns

The table below shows the maximum drawdowns of the LVMH Moët Hennessy - Louis Vuitton, Société Européenne. 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 35.68%, recorded on Mar 19, 2020. It took 111 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-35.68%Jan 21, 202042Mar 19, 2020111Aug 26, 2020153
-33.23%Jul 27, 201148Oct 3, 2011306Dec 20, 2012354
-24.94%May 22, 2018150Dec 24, 201858Mar 20, 2019208
-23.13%Aug 11, 2015108Jan 13, 2016227Dec 6, 2016335
-20.91%Jun 2, 201493Oct 10, 201485Feb 12, 2015178
-18.69%Apr 15, 201017May 7, 201054Jul 26, 201071
-18.08%Nov 5, 201090Mar 16, 201125Apr 20, 2011115
-17.67%Feb 4, 201352Apr 18, 2013104Sep 16, 2013156
-16.55%Sep 20, 201390Jan 29, 201484May 30, 2014174
-13.67%Jun 26, 20158Jul 8, 201520Aug 5, 201528

LVMUYVolatility Chart

Current LVMH Moët Hennessy - Louis Vuitton, Société Européenne volatility is 19.66%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%20122014201620182020
19.66%

Portfolios with LVMH Moët Hennessy - Louis Vuitton, Société Européenne


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