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Novartis AG

NVS
Equity · Currency in USD
ISIN
US66987V1098
CUSIP
66987V109
Sector
Healthcare
Industry
Drug Manufacturers—General

NVSPrice Chart


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NVSPerformance

The chart shows the growth of $10,000 invested in NVS on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $28,757 for a total return of roughly 187.57%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
187.57%
264.42%
S&P 500

NVSReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M4.07%
YTD-3.57%
6M3.02%
1Y7.32%
5Y9.23%
10Y9.68%

NVSMonthly Returns Heatmap


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NVSSharpe 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 Novartis AG Sharpe ratio is 0.33. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.0020122014201620182020
0.33

NVSDividends

Novartis AG granted a 3.86% dividend yield in the last twelve months, as of Apr 11, 2021. The annual payout for that period amounted to $3.38 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$3.38$3.04$2.57$2.67$2.46$2.47$2.52$2.44$2.27$2.20$2.11$1.78
Dividend yield
3.86%3.22%2.71%3.47%3.27%3.79%3.27%2.93%3.15%3.89%4.12%3.37%

NVSDrawdowns Chart


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%20122014201620182020
-7.52%

NVSWorst Drawdowns

The table below shows the maximum drawdowns of the Novartis AG. 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 33.83%, recorded on Dec 8, 2016. It took 568 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-33.83%Jul 21, 2015352Dec 8, 2016568Mar 15, 2019920
-26.03%Feb 13, 202027Mar 23, 2020207Jan 15, 2021234
-20.65%Mar 24, 201045May 26, 201076Sep 14, 2010121
-19.95%Jun 1, 2011125Nov 25, 2011213Oct 1, 2012338
-12.76%Jan 26, 202123Feb 26, 2021
-12.48%Apr 1, 201915Apr 22, 201924May 24, 201939
-10.64%Oct 19, 201030Nov 30, 201063Mar 2, 201193
-10.51%Jul 19, 201953Oct 2, 201955Dec 19, 2019108
-10.32%Sep 19, 201420Oct 16, 201423Nov 18, 201443
-9.38%May 16, 201327Jun 24, 201352Sep 6, 201379

NVSVolatility Chart

Current Novartis AG volatility is 15.73%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%20.00%40.00%60.00%80.00%100.00%20122014201620182020
15.73%

Portfolios with Novartis AG


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