PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Volkswagen AG 1/10 ADR (VWAGY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9286626000

Sector

Consumer Cyclical

Highlights

Market Cap

$46.79B

EPS (TTM)

$2.57

PE Ratio

3.63

PEG Ratio

0.64

Total Revenue (TTM)

$324.46B

Gross Profit (TTM)

$59.98B

EBITDA (TTM)

$51.62B

Year Range

$8.57 - $15.35

Target Price

$20.03

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
VWAGY vs. VGR VWAGY vs. VOW3.DE VWAGY vs. PODD VWAGY vs. F VWAGY vs. TM VWAGY vs. BRK-B VWAGY vs. VOO VWAGY vs. VTSAX VWAGY vs. SCHD VWAGY vs. PEP
Popular comparisons:
VWAGY vs. VGR VWAGY vs. VOW3.DE VWAGY vs. PODD VWAGY vs. F VWAGY vs. TM VWAGY vs. BRK-B VWAGY vs. VOO VWAGY vs. VTSAX VWAGY vs. SCHD VWAGY vs. PEP

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Volkswagen AG 1/10 ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
-13.60%
108.09%
VWAGY (Volkswagen AG 1/10 ADR)
Benchmark (^GSPC)

Returns By Period

Volkswagen AG 1/10 ADR had a return of -22.87% year-to-date (YTD) and -23.38% in the last 12 months.


VWAGY

YTD

-22.87%

1M

7.67%

6M

-21.52%

1Y

-23.38%

5Y*

-7.49%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of VWAGY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20249.25%9.95%-2.70%-7.15%7.48%-16.23%-0.92%-4.74%-1.42%-10.73%-11.58%-22.87%
202310.65%2.66%-4.11%-2.28%-5.50%11.44%-3.86%-10.73%-7.77%-12.90%12.90%0.78%-12.05%
2022-3.03%-7.29%-4.73%-12.31%5.85%-18.96%7.80%-5.49%-10.80%3.49%10.23%-6.58%-37.60%
20211.86%10.90%54.57%-12.48%14.90%-10.17%2.97%0.69%-7.09%4.62%-14.65%5.95%43.73%
2020-5.63%-8.84%-20.38%12.07%6.10%1.61%-2.50%14.47%-2.60%-8.08%19.53%11.89%10.60%
20199.69%1.46%-7.93%9.64%-8.45%8.70%0.06%-5.09%5.17%10.25%0.72%1.86%26.31%
20183.17%8.03%-5.24%0.00%-3.75%1.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VWAGY is 16, meaning it’s performing worse than 84% of other 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 VWAGY is 1616
Overall Rank
The Sharpe Ratio Rank of VWAGY is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of VWAGY is 99
Sortino Ratio Rank
The Omega Ratio Rank of VWAGY is 1212
Omega Ratio Rank
The Calmar Ratio Rank of VWAGY is 2727
Calmar Ratio Rank
The Martin Ratio Rank of VWAGY is 2424
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 Volkswagen AG 1/10 ADR (VWAGY) 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 VWAGY, currently valued at -0.91, compared to the broader market-4.00-2.000.002.00-0.912.10
The chart of Sortino ratio for VWAGY, currently valued at -1.22, compared to the broader market-4.00-2.000.002.004.00-1.222.80
The chart of Omega ratio for VWAGY, currently valued at 0.86, compared to the broader market0.501.001.502.000.861.39
The chart of Calmar ratio for VWAGY, currently valued at -0.35, compared to the broader market0.002.004.006.00-0.353.09
The chart of Martin ratio for VWAGY, currently valued at -1.07, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.0713.49
VWAGY
^GSPC

The current Volkswagen AG 1/10 ADR Sharpe ratio is -0.91. 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 Volkswagen AG 1/10 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 Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.91
2.10
VWAGY (Volkswagen AG 1/10 ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Volkswagen AG 1/10 ADR provided a 10.24% dividend yield over the last twelve months, with an annual payout of $0.96 per share.


0.00%5.00%10.00%15.00%$0.00$0.50$1.00$1.50$2.00$2.5020192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019
Dividend$0.96$0.94$2.72$0.58$0.57$0.54

Dividend yield

10.24%7.15%17.23%1.99%2.72%2.75%

Monthly Dividends

The table displays the monthly dividend distributions for Volkswagen AG 1/10 ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.96$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.96
2023$0.00$0.00$0.00$0.00$0.94$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.94
2022$0.00$0.00$0.00$0.00$0.82$0.00$0.00$0.00$0.00$0.00$0.00$1.90$2.72
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.00$0.00$0.00$0.58
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.57$0.00$0.00$0.57
2019$0.54$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.54

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%10.2%
Volkswagen AG 1/10 ADR has a dividend yield of 10.24%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%37.1%
Volkswagen AG 1/10 ADR has a payout ratio of 37.08%, which is quite average when compared to the overall market. This suggests that Volkswagen AG 1/10 ADR strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-67.55%
-2.62%
VWAGY (Volkswagen AG 1/10 ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Volkswagen AG 1/10 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 Volkswagen AG 1/10 ADR was 70.27%, occurring on Nov 26, 2024. The portfolio has not yet recovered.

The current Volkswagen AG 1/10 ADR drawdown is 67.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.27%Mar 19, 2021930Nov 26, 2024
-45.96%Jan 13, 202046Mar 18, 2020175Nov 24, 2020221
-17.02%Sep 24, 201823Oct 24, 2018118Apr 16, 2019141
-12.79%Apr 23, 201928May 31, 201996Oct 16, 2019124
-6.7%Aug 29, 20184Sep 4, 20189Sep 17, 201813

Volatility

Volatility Chart

The current Volkswagen AG 1/10 ADR volatility is 6.03%, 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%JulyAugustSeptemberOctoberNovemberDecember
6.03%
3.79%
VWAGY (Volkswagen AG 1/10 ADR)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Volkswagen AG 1/10 ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Volkswagen AG 1/10 ADR compared to its peers in the Auto Manufacturers industry.


PE Ratio
20.040.060.080.0100.0120.03.6
The chart displays the price to earnings (P/E) ratio for VWAGY in comparison to other companies of the Auto Manufacturers industry. Currently, VWAGY has a PE value of 3.6. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
10.020.030.040.050.00.6
The chart displays the price to earnings to growth (PEG) ratio for VWAGY in comparison to other companies of the Auto Manufacturers industry. Currently, VWAGY has a PEG value of 0.6. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Volkswagen AG 1/10 ADR.


Loading data...

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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2024 PortfoliosLab