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

Company Info

ISIN

US6385171029

CUSIP

638517102

Sector

Financial Services

IPO Date

Mar 26, 1990

Highlights

Market Cap

$1.82B

EPS (TTM)

$44.05

PE Ratio

11.35

Total Revenue (TTM)

$196.15M

Gross Profit (TTM)

$170.32M

EBITDA (TTM)

$53.17M

Year Range

$480.00 - $499.99

Short %

2.35%

Short Ratio

3.38

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


NWLI (National Western Life Group, Inc.)
Benchmark (^GSPC)

Returns By Period


NWLI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of NWLI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.20%0.33%1.31%-0.64%0.34%1.31%3.51%
2023-1.49%-2.53%-10.07%5.09%46.30%11.40%1.47%7.80%-3.75%9.47%0.23%0.71%72.02%
2022-0.27%-0.24%-1.38%-5.53%5.20%-3.06%-0.35%-5.79%-10.25%15.94%6.65%33.30%31.28%
2021-12.81%16.02%19.24%-7.91%6.86%-8.42%-7.35%6.62%-4.99%2.10%-5.13%5.30%4.04%
2020-8.55%-10.18%-28.01%12.05%1.66%3.71%-4.13%12.94%-16.92%-7.19%9.91%10.94%-28.89%
20190.86%1.55%-14.78%1.62%-0.03%-3.62%4.67%-4.16%4.09%1.58%-7.36%15.32%-3.15%
2018-2.15%-5.84%-0.04%4.11%-1.97%-1.25%5.45%0.60%-2.07%-15.64%14.23%-2.12%-9.04%
2017-5.68%8.43%-4.31%0.68%0.30%4.06%5.31%-0.65%4.36%2.46%-1.04%-6.36%6.61%
2016-8.42%-6.99%7.46%-6.04%-1.47%-8.54%-3.14%2.57%5.86%4.88%21.58%18.88%23.57%
2015-11.46%5.45%1.16%-5.78%2.24%-2.24%0.63%-5.63%-2.08%16.01%2.04%-4.30%-6.30%
2014-2.42%3.62%8.16%-4.60%4.91%1.92%-3.37%5.39%-2.75%9.87%-5.22%4.83%20.61%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 90, NWLI is among the top 10% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NWLI is 9090
Overall Rank
The Sharpe Ratio Rank of NWLI is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of NWLI is 8888
Sortino Ratio Rank
The Omega Ratio Rank of NWLI is 9494
Omega Ratio Rank
The Calmar Ratio Rank of NWLI is 9393
Calmar Ratio Rank
The Martin Ratio Rank of NWLI is 9494
Martin 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.


Sharpe ratio
No data
NWLI
^GSPC

There is not enough data available to calculate the Sharpe ratio for National Western Life Group, Inc.. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
NWLI (National Western Life Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

National Western Life Group, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.08%0.10%0.12%0.14%0.16%$0.00$0.10$0.20$0.30$0.402014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$0.00$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36$0.36

Dividend yield

0.00%0.07%0.13%0.17%0.17%0.12%0.12%0.11%0.12%0.14%0.13%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$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$0.36
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$0.36
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$0.36
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$0.36
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$0.36
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$0.36
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$0.36
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$0.36
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$0.36
2014$0.36$0.00$0.00$0.36

Drawdowns

Drawdowns Chart

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.


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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.76%Oct 6, 2008106Mar 9, 20091422Nov 3, 20141528
-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
-45.57%Jun 8, 199067Oct 23, 1990118May 8, 1991185

Volatility

Volatility Chart

The current National Western Life Group, Inc. volatility is 0.95%, 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.


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

Valuation

The Valuation section provides an assessment of the market value of National Western Life Group, Inc. compared to its peers in the Insurance - Life industry.


PE Ratio
20.040.060.080.0100.011.4
The chart displays the price to earnings (P/E) ratio for NWLI in comparison to other companies of the Insurance - Life industry. Currently, NWLI has a PE value of 11.4. This PE ratio falls in the average range for the industry.
PEG Ratio
0.51.01.52.02.53.00.0
The chart displays the price to earnings to growth (PEG) ratio for NWLI in comparison to other companies of the Insurance - Life industry. Currently, NWLI has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for National Western Life Group, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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