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SVB Financial Group

SIVB
Equity · Currency in USD
ISIN
US78486Q1013
CUSIP
78486Q101
Sector
Financial Services
Industry
Banks—Regional

SIVBPrice Chart


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SIVBPerformance

The chart shows the growth of $10,000 invested in SIVB on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $113,962 for a total return of roughly 1,039.62%. All prices are adjusted for splits and dividends.


0.00%200.00%400.00%600.00%800.00%1,000.00%1,200.00%20122014201620182020
1,039.62%
259.57%
S&P 500

SIVBReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-11.21%
YTD26.30%
6M78.35%
1Y163.78%
5Y37.69%
10Y24.14%

SIVBMonthly Returns Heatmap


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SIVBSharpe 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 SVB Financial Group Sharpe ratio is 5.04. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-2.000.002.004.006.0020122014201620182020
5.04

SIVBDividends


SIVB doesn't pay dividends

SIVBDrawdowns Chart


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-11.21%

SIVBWorst Drawdowns

The table below shows the maximum drawdowns of the SVB Financial Group. 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 {{portfolioName}} is 60.46%, recorded on Mar 16, 2020. It took 166 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-60.46%Aug 28, 2018389Mar 16, 2020166Nov 9, 2020555
-46.91%Jul 21, 2015143Feb 11, 2016192Nov 14, 2016335
-44.94%Jul 25, 201150Oct 3, 2011111Mar 13, 2012161
-28.47%Apr 26, 201089Aug 30, 201078Dec 20, 2010167
-27.41%Mar 21, 2014145Oct 15, 2014134Apr 29, 2015279
-22.05%Mar 27, 2012161Nov 14, 201256Feb 6, 2013217
-18.68%Mar 2, 2017132Sep 7, 201736Oct 27, 2017168
-15.47%Jan 11, 201023Feb 11, 201027Mar 23, 201050
-14.91%Mar 12, 202112Mar 29, 2021
-13.78%Mar 12, 201815Apr 2, 201819Apr 27, 201834

SIVBVolatility Chart

Current SVB Financial Group volatility is 41.73%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%200.00%20122014201620182020
41.73%

Portfolios with SVB Financial Group


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