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National Western Life Group, Inc. (NWLI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS6385171029
CUSIP638517102
SectorFinancial Services
IndustryInsurance—Life

Highlights

Market Cap$1.77B
EPS$26.72
PE Ratio18.25
Revenue (TTM)$703.35M
Gross Profit (TTM)$261.85M
EBITDA (TTM)$139.58M
Year Range$242.82 - $493.00
Target Price$43.00
Short %1.01%
Short Ratio2.27

Share Price Chart


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National Western Life Group, Inc.

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in National Western Life Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
2.10%
22.02%
NWLI (National Western Life Group, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

National Western Life Group, Inc. had a return of 1.06% year-to-date (YTD) and 95.36% in the last 12 months. Over the past 10 years, National Western Life Group, Inc. had an annualized return of 7.76%, while the S&P 500 had an annualized return of 10.46%, indicating that National Western Life Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date1.06%5.84%
1 month-0.60%-2.98%
6 months2.10%22.02%
1 year95.36%24.47%
5 years (annualized)13.85%11.44%
10 years (annualized)7.76%10.46%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.20%0.33%1.31%
2023-3.75%9.47%0.23%0.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of NWLI is 97, placing it in the top 3% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of NWLI is 9797
National Western Life Group, Inc.(NWLI)
The Sharpe Ratio Rank of NWLI is 9191Sharpe Ratio Rank
The Sortino Ratio Rank of NWLI is 9999Sortino Ratio Rank
The Omega Ratio Rank of NWLI is 9999Omega Ratio Rank
The Calmar Ratio Rank of NWLI is 9696Calmar Ratio Rank
The Martin Ratio Rank of NWLI is 9999Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for National Western Life Group, Inc. (NWLI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


NWLI
Sharpe ratio
The chart of Sharpe ratio for NWLI, currently valued at 1.83, compared to the broader market-2.00-1.000.001.002.003.004.001.83
Sortino ratio
The chart of Sortino ratio for NWLI, currently valued at 7.07, compared to the broader market-4.00-2.000.002.004.006.007.07
Omega ratio
The chart of Omega ratio for NWLI, currently valued at 2.11, compared to the broader market0.501.001.502.11
Calmar ratio
The chart of Calmar ratio for NWLI, currently valued at 3.04, compared to the broader market0.002.004.006.003.04
Martin ratio
The chart of Martin ratio for NWLI, currently valued at 37.36, compared to the broader market0.0010.0020.0030.0037.36
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.05, compared to the broader market-2.00-1.000.001.002.003.004.002.05
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.98, compared to the broader market-4.00-2.000.002.004.006.002.98
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.002.004.006.001.55
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.05, compared to the broader market0.0010.0020.0030.008.05

Sharpe Ratio

The current National Western Life Group, Inc. Sharpe ratio is 1.83. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.83
2.05
NWLI (National Western Life Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

National Western Life Group, Inc. granted a 0.07% dividend yield in the last twelve months. The annual payout for that period amounted to $0.36 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36

Dividend yield

0.07%0.07%0.13%0.17%0.17%0.12%0.12%0.11%0.12%0.14%0.13%0.16%

Monthly Dividends

The table displays the monthly dividend distributions for National Western Life Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00$0.00
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00$0.00
2013$0.36$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.1%
National Western Life Group, Inc. has a dividend yield of 0.07%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%1.3%
National Western Life Group, Inc. has a payout ratio of 1.34%, which is below the market average. This means National Western Life Group, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-0.92%
-3.92%
NWLI (National Western Life Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the National Western Life Group, Inc.. 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 National Western Life Group, Inc. was 78.76%, occurring on Mar 9, 2009. Recovery took 1422 trading sessions.

The current National Western Life Group, Inc. drawdown is 0.92%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.76%Oct 6, 2008106Mar 9, 20091422Nov 3, 20141528
-76.5%Jul 8, 1986973Oct 23, 1990231Oct 22, 19911204
-66.42%Oct 17, 2017611Mar 23, 2020794May 17, 20231405
-57.23%Jul 27, 1998400Apr 17, 2000909Jan 7, 20041309
-49.17%Mar 19, 1993420Dec 13, 1994287Feb 23, 1996707

Volatility

Volatility Chart

The current National Western Life Group, Inc. volatility is 0.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
0.93%
3.60%
NWLI (National Western Life Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items