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The Unilever Group

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

ULPrice Chart


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ULPerformance

The chart shows the growth of $10,000 invested in The Unilever Group on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,916 for a total return of roughly 149.16%. All prices are adjusted for splits and dividends.


UL (The Unilever Group)
Benchmark (S&P 500)

ULReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-1.40%
6M-4.39%
YTD-8.59%
1Y-9.65%
5Y8.25%
10Y8.33%

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 -0.51. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


UL (The Unilever Group)
Benchmark (S&P 500)

ULDividends

The Unilever Group granted a 3.76% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $2.02 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.02$1.85$1.82$1.83$1.56$1.40$1.32$1.51$1.40$1.23$1.24$1.12

Dividend yield

3.76%3.07%3.18%3.49%2.82%3.45%3.05%3.72%3.39%3.17%3.70%3.62%

ULDrawdowns Chart

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


UL (The Unilever Group)
Benchmark (S&P 500)

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 The Unilever Group 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 10.91%. 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.


UL (The Unilever Group)
Benchmark (S&P 500)

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