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Pernod Ricard SA (RI.PA)

Equity · Currency in EUR
Sector
Consumer Defensive
Industry
Beverages—Wineries & Distilleries
ISIN
FR0000120693

RI.PAPrice Chart


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RI.PAPerformance

The chart shows the growth of €10,000 invested in Pernod Ricard SA on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly €40,436 for a total return of roughly 304.36%. All prices are adjusted for splits and dividends.


RI.PA (Pernod Ricard SA)
Benchmark (S&P 500)

RI.PAReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-6.74%-7.73%
1M-5.94%-5.40%
6M8.29%0.70%
1Y29.99%12.55%
5Y14.58%13.61%
10Y12.14%12.38%

RI.PAMonthly Returns Heatmap


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RI.PASharpe 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 Pernod Ricard SA Sharpe ratio is 1.84. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


RI.PA (Pernod Ricard SA)
Benchmark (S&P 500)

RI.PADividends

Pernod Ricard SA granted a 1.58% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to €3.12 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend€3.12€3.12€2.66€3.12€2.36€2.02€1.88€1.80€1.64€1.64€1.58€1.44€1.34

Dividend yield

1.58%1.48%1.72%2.02%1.74%1.64%1.99%1.89%2.01%2.28%2.14%2.40%2.30%

RI.PADrawdowns Chart

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


RI.PA (Pernod Ricard SA)
Benchmark (S&P 500)

RI.PAWorst Drawdowns

The table below shows the maximum drawdowns of the Pernod Ricard SA. 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 Pernod Ricard SA is 31.07%, recorded on Mar 17, 2020. It took 279 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.07%Sep 4, 2019138Mar 17, 2020279Apr 21, 2021417
-24.1%Apr 27, 2015111Sep 29, 2015395Apr 12, 2017506
-20.64%Dec 28, 2010166Aug 19, 201193Dec 29, 2011259
-19.83%Mar 19, 2013225Feb 4, 2014240Jan 13, 2015465
-12.34%Jun 23, 201055Sep 7, 201062Dec 2, 2010117
-11.51%Jun 18, 201886Oct 15, 201842Dec 12, 2018128
-11.29%Apr 27, 201021May 25, 201017Jun 17, 201038
-9.04%Jan 5, 201039Feb 26, 201019Mar 25, 201058
-8.97%Sep 7, 201237Oct 29, 201253Jan 17, 201390
-8.85%Jan 6, 202212Jan 21, 2022

RI.PAVolatility Chart

Current Pernod Ricard SA volatility is 17.88%. 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.


RI.PA (Pernod Ricard SA)
Benchmark (S&P 500)

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