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The Duckhorn Portfolio, Inc. (NAPA)

Equity · Currency in USD · Last updated May 21, 2022

Company Info

Trading Data

  • Previous Close$19.17
  • Year Range$17.28 - $24.01
  • EMA (50)$19.19
  • EMA (200)$19.83
  • Average Volume$345.06K
  • Market Capitalization$2.21B

NAPAShare Price Chart


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NAPAPerformance

The chart shows the growth of $10,000 invested in The Duckhorn Portfolio, Inc. on Mar 19, 2021 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,158 for a total return of roughly 11.58%. All prices are adjusted for splits and dividends.


NAPA (The Duckhorn Portfolio, Inc.)
Benchmark (^GSPC)

NAPAReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M1.43%-12.57%
YTD-17.87%-18.14%
6M-2.49%-17.07%
1Y2.68%-5.21%
5Y9.75%-0.31%
10Y9.75%-0.31%

NAPAMonthly Returns Heatmap


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NAPASharpe 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 The Duckhorn Portfolio, Inc. Sharpe ratio is 0.07. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


NAPA (The Duckhorn Portfolio, Inc.)
Benchmark (^GSPC)

NAPADividend History


The Duckhorn Portfolio, Inc. doesn't pay dividends

NAPADrawdowns Chart

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


NAPA (The Duckhorn Portfolio, Inc.)
Benchmark (^GSPC)

NAPAWorst Drawdowns

The table below shows the maximum drawdowns of the The Duckhorn Portfolio, 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 The Duckhorn Portfolio, Inc. is 28.03%, recorded on Mar 15, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.03%Jun 17, 2021188Mar 15, 2022
-17.04%Mar 24, 202136May 13, 202117Jun 8, 202153
-3.17%Jun 9, 20211Jun 9, 20211Jun 10, 20212
-1.82%Jun 11, 20211Jun 11, 20211Jun 14, 20212

NAPAVolatility Chart

Current The Duckhorn Portfolio, Inc. volatility is 59.80%. 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.


NAPA (The Duckhorn Portfolio, Inc.)
Benchmark (^GSPC)

Portfolios with The Duckhorn Portfolio, Inc.


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