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Volvo AB ADR (VLVLY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9288541082

Sector

Industrials

Highlights

Market Cap

$63.88B

EPS (TTM)

$2.32

PE Ratio

13.19

Total Revenue (TTM)

$526.82B

Gross Profit (TTM)

$144.05B

EBITDA (TTM)

$91.35B

Year Range

$23.27 - $31.37

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.


Popular comparisons:
VLVLY vs. MBG.DE VLVLY vs. CAT VLVLY vs. VOO VLVLY vs. PCAR VLVLY vs. SPY VLVLY vs. FAT VLVLY vs. ERIC VLVLY vs. MOD
Popular comparisons:
VLVLY vs. MBG.DE VLVLY vs. CAT VLVLY vs. VOO VLVLY vs. PCAR VLVLY vs. SPY VLVLY vs. FAT VLVLY vs. ERIC VLVLY vs. MOD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Volvo AB ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
18.41%
9.31%
VLVLY (Volvo AB ADR)
Benchmark (^GSPC)

Returns By Period

Volvo AB ADR had a return of 26.75% year-to-date (YTD) and 23.54% in the last 12 months.


VLVLY

YTD

26.75%

1M

19.43%

6M

18.41%

1Y

23.54%

5Y*

20.60%

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 VLVLY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202513.71%26.75%
2024-6.86%13.92%-1.53%0.23%5.70%-5.24%0.29%3.81%-0.56%-1.71%-4.24%-2.78%-0.63%
20239.22%1.83%2.51%6.26%-10.47%12.21%6.96%-8.53%2.79%-4.78%17.40%11.87%53.07%
2022-3.65%-12.72%-2.68%-7.55%8.07%-11.60%15.22%-10.61%-10.52%14.85%10.04%0.48%-15.41%
20215.20%3.73%-1.58%4.29%7.65%-4.22%-2.13%-4.14%-0.28%3.34%-7.49%7.53%11.07%
20202.32%-10.51%-21.42%11.74%9.54%10.69%10.20%11.05%0.89%0.61%17.12%3.57%46.91%
201910.78%1.45%6.01%10.19%-12.77%13.86%-5.31%-8.11%1.77%6.59%3.20%8.37%37.62%
201810.33%-8.04%-1.92%-4.70%1.21%-7.99%10.23%-1.43%2.27%-15.68%-6.37%-6.23%-27.35%
20179.83%1.92%13.21%13.60%0.00%4.60%-1.00%0.89%13.16%2.61%-4.09%-2.50%63.30%
20162.39%12.16%10.20%11.06%-6.68%-11.80%9.68%0.75%5.58%-6.17%-0.84%9.85%37.93%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 75, VLVLY is among the top 25% 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 VLVLY is 7575
Overall Rank
The Sharpe Ratio Rank of VLVLY is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of VLVLY is 6969
Sortino Ratio Rank
The Omega Ratio Rank of VLVLY is 6969
Omega Ratio Rank
The Calmar Ratio Rank of VLVLY is 8888
Calmar Ratio Rank
The Martin Ratio Rank of VLVLY is 7373
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 Volvo AB ADR (VLVLY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for VLVLY, currently valued at 0.96, compared to the broader market-2.000.002.000.961.74
The chart of Sortino ratio for VLVLY, currently valued at 1.46, compared to the broader market-4.00-2.000.002.004.006.001.462.35
The chart of Omega ratio for VLVLY, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.32
The chart of Calmar ratio for VLVLY, currently valued at 1.75, compared to the broader market0.002.004.006.001.752.61
The chart of Martin ratio for VLVLY, currently valued at 3.16, compared to the broader market0.0010.0020.0030.003.1610.66
VLVLY
^GSPC

The current Volvo AB ADR Sharpe ratio is 0.96. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Volvo AB ADR with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.96
1.74
VLVLY (Volvo AB ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Volvo AB ADR provided a 5.63% dividend yield over the last twelve months, with an annual payout of $1.72 per share.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$1.72$1.72$1.31$1.38$2.94$0.53$1.08$0.53$0.34$0.35

Dividend yield

5.63%7.13%5.03%7.63%12.71%2.24%6.44%4.10%1.86%3.04%

Monthly Dividends

The table displays the monthly dividend distributions for Volvo AB ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$1.72$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.72
2023$0.00$0.00$0.00$1.31$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.31
2022$0.00$0.00$0.00$1.38$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.38
2021$0.00$0.00$0.00$1.80$0.00$1.15$0.00$0.00$0.00$0.00$0.00$0.00$2.94
2020$0.00$0.00$0.00$0.53$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.53
2019$0.00$0.00$0.00$1.08$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.08
2018$0.00$0.00$0.00$0.53$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.53
2017$0.00$0.00$0.00$0.34$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34
2016$0.35$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%5.6%
Volvo AB ADR has a dividend yield of 5.63%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%92.9%
Volvo AB ADR has a payout ratio of 92.92%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.02%
0
VLVLY (Volvo AB ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Volvo AB ADR. 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 Volvo AB ADR was 49.44%, occurring on Mar 18, 2020. Recovery took 87 trading sessions.

The current Volvo AB ADR drawdown is 2.02%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.44%Jan 24, 2018541Mar 18, 202087Jul 22, 2020628
-43.19%Jun 3, 2021335Sep 29, 2022292Nov 28, 2023627
-23.79%Apr 25, 201645Jun 27, 2016140Jan 17, 2017185
-15.44%Mar 27, 202492Aug 7, 2024120Jan 30, 2025212
-14.01%Mar 19, 202110Apr 1, 202125May 7, 202135

Volatility

Volatility Chart

The current Volvo AB ADR volatility is 9.87%, 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.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
9.87%
3.07%
VLVLY (Volvo AB ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Volvo AB ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Volvo AB ADR.


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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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Disclaimer

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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