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The Unilever Group

UL
Equity · Currency in USD
ISIN
US9047677045
CUSIP
904767704
Sector
Consumer Defensive
Industry
Household & Personal Products

ULPrice Chart


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ULPerformance

The chart shows the growth of $10,000 invested in UL on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $25,750 for a total return of roughly 157.50%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
157.50%
259.57%
S&P 500

ULReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.01%
YTD-5.53%
6M-8.91%
1Y12.98%
5Y7.82%
10Y9.77%

ULMonthly Returns Heatmap


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ULSharpe 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 The Unilever Group Sharpe ratio is 0.78. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.0020122014201620182020
0.78

ULDividends

The Unilever Group granted a 3.39% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $1.91 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.91$1.85$1.82$1.83$1.56$1.40$1.32$1.51$1.40$1.23$1.24$1.12
Dividend yield
3.39%3.07%3.18%3.49%2.82%3.45%3.05%3.72%3.39%3.17%3.70%3.62%

ULDrawdowns Chart


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%20122014201620182020
-9.42%

ULWorst Drawdowns

The table below shows the maximum drawdowns of the The Unilever 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 30.13%, recorded on Mar 23, 2020. It took 136 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-30.13%Sep 5, 2019138Mar 23, 2020136Oct 5, 2020274
-19.58%Sep 6, 201654Nov 18, 201661Feb 17, 2017115
-18.6%Jan 20, 201089May 26, 2010217Apr 5, 2011306
-16.51%Nov 12, 202072Feb 26, 2021
-15.17%Aug 11, 201532Sep 24, 2015127Mar 29, 2016159
-14.24%Jul 7, 201479Oct 24, 2014118Apr 16, 2015197
-13.18%Oct 16, 201794Mar 1, 2018264Mar 20, 2019358
-12.73%May 16, 2013102Oct 9, 2013117Mar 28, 2014219
-11.75%Aug 18, 201125Sep 22, 201170Jan 3, 201295
-9.8%Apr 27, 201225Jun 1, 201238Jul 26, 201263

ULVolatility Chart

Current The Unilever Group volatility is 11.30%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%20122014201620182020
11.30%

Portfolios with The Unilever Group


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