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Novartis AG (NVS)

Equity · Currency in USD · Last updated May 17, 2022

Company Info

Trading Data

  • Previous Close$87.81
  • Year Range$76.50 - $93.75
  • EMA (50)$87.08
  • EMA (200)$85.24
  • Average Volume$2.51M
  • Market Capitalization$190.43B

NVSShare Price Chart


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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 $30,606 for a total return of roughly 206.06%. All prices are adjusted for splits and dividends.


NVS (Novartis AG)
Benchmark (^GSPC)

NVSReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-5.09%-8.76%
YTD4.59%-15.91%
6M10.91%-14.41%
1Y2.84%-3.97%
5Y8.13%10.80%
10Y10.70%11.90%

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 0.21. 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 (^GSPC)

NVSDividend History

Novartis AG granted a 3.82% dividend yield in the last twelve months, as of May 17, 2022. The annual payout for that period amounted to $3.36 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$3.36$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

3.82%4.02%3.49%3.04%4.08%3.99%4.79%4.30%3.97%4.40%5.64%6.25%5.34%

NVSDrawdowns Chart

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


NVS (Novartis AG)
Benchmark (^GSPC)

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 33.79%, recorded on Dec 8, 2016. It took 567 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.79%Jul 21, 2015352Dec 8, 2016567Mar 14, 2019919
-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
-16.23%Aug 18, 202173Nov 30, 202189Apr 7, 2022162
-12.76%Jan 26, 202123Feb 26, 2021119Aug 17, 2021142
-11.3%Apr 1, 201915Apr 22, 201924May 24, 201939
-10.95%Apr 12, 202219May 9, 2022
-10.64%Oct 19, 201030Nov 30, 201063Mar 2, 201193
-10.51%Jul 19, 201953Oct 2, 201955Dec 19, 2019108

NVSVolatility Chart

Current Novartis AG volatility is 27.26%. 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 (^GSPC)

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