Novartis AG (NVS)

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Novartis AG (NVS) is up 7.4% since the beginning of the year. At $144 per share, NVS is trading 15.7% below its 52-week high of $170. Investors who bought $1,000 worth of NVS shares 5 years ago would now be looking at an investment worth $1,929.

Novartis AG (NVS) has returned 7.37% so far this year and 27.68% over the past 12 months. Over the last ten years, NVS has returned 9.84% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Nov 7, 1996, NVS's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jun 1997 with a return of +17.3%, while the worst month was Jan 2009 at -17.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, NVS closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +10.6%, while the worst single day was Apr 9, 2019 at -12.1%.

Novartis AG has an annualized alpha of 5.87%, beta of 0.52, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since November 08, 1996.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (58.98%) than losses (49.51%) - typical of diversified or defensive assets.
• Beta of 0.52 may look defensive, but with R2 of 0.22 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.22 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

NVS ranks 76 for risk / return — better than 76% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Novartis AG (NVS) and compare them to S&P 500 Index.

Novartis AG provided a 3.32% dividend yield over the last twelve months, with an annual payout of $4.77 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Novartis AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Novartis AG. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Novartis AG was 42.10%, occurring on Mar 13, 2000. Recovery took 1123 trading sessions.

The current Novartis AG drawdown is 12.21%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Novartis AG over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Novartis AG is priced in the market compared to other companies in the Drug Manufacturers - General industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.