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Novartis AG

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

NVSPrice Chart


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S&P 500

NVSPerformance

The chart shows the growth of $10,000 invested in Novartis AG on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $30,347 for a total return of roughly 203.47%. All prices are adjusted for splits and dividends.


NVS (Novartis AG)
Benchmark (S&P 500)

NVSReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.61%
6M3.51%
YTD1.77%
1Y13.85%
5Y8.17%
10Y9.22%

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 0.83. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


NVS (Novartis AG)
Benchmark (S&P 500)

NVSDividends

Novartis AG granted a 3.66% dividend yield in the last twelve months, as of Jul 31, 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

3.66%3.22%2.71%3.47%3.27%3.79%3.27%2.93%3.15%3.89%4.12%3.37%

NVSDrawdowns Chart

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


NVS (Novartis AG)
Benchmark (S&P 500)

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 Novartis AG 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 7.32%. 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.


NVS (Novartis AG)
Benchmark (S&P 500)

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