PortfoliosLab logo
Volkswagen AG Pref 1/10 ADR (VWAPY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9286625010

Highlights

Market Cap

$54.92B

EPS (TTM)

$2.11

PE Ratio

5.14

PEG Ratio

0.81

Total Revenue (TTM)

$326.75B

Gross Profit (TTM)

$58.73B

EBITDA (TTM)

$50.83B

Year Range

$7.89 - $11.70

Target Price

$11.77

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.


Volkswagen AG Pref 1/10 ADR

Performance

Performance Chart


Loading data...

S&P 500

Returns By Period

Volkswagen AG Pref 1/10 ADR (VWAPY) returned 25.61% year-to-date (YTD) and -3.82% over the past 12 months.


VWAPY

YTD

25.61%

1M

4.00%

6M

36.39%

1Y

-3.82%

3Y*

-1.25%

5Y*

3.60%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202511.21%5.58%-6.65%7.35%6.75%25.61%
20245.41%4.19%-2.19%-7.19%9.99%-9.52%-1.14%-4.66%-0.24%-9.08%-11.70%8.14%-19.01%
202310.95%-0.65%-0.34%0.03%-2.29%7.92%-0.90%-7.70%-5.99%-8.51%10.04%6.36%6.69%
20221.82%-2.69%-12.65%-10.05%11.24%-19.61%5.10%2.09%-13.36%3.23%12.69%0.41%-24.40%
20211.91%10.50%33.53%-6.98%5.60%-9.08%-0.31%-2.48%-5.56%-0.05%-18.88%10.92%10.89%
2020-9.04%-9.30%-28.17%19.80%4.95%2.83%-2.47%12.74%-3.31%-6.24%16.02%10.30%-2.27%
20197.38%0.76%-8.30%10.28%-7.53%8.58%-0.43%-4.27%5.75%11.93%1.60%2.25%28.75%
20183.53%7.45%-4.28%0.02%-5.80%0.33%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VWAPY is 43, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VWAPY is 4343
Overall Rank
The Sharpe Ratio Rank of VWAPY is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of VWAPY is 3939
Sortino Ratio Rank
The Omega Ratio Rank of VWAPY is 3838
Omega Ratio Rank
The Calmar Ratio Rank of VWAPY is 4848
Calmar Ratio Rank
The Martin Ratio Rank of VWAPY is 4848
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 Pref 1/10 ADR (VWAPY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Volkswagen AG Pref 1/10 ADR Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: -0.13
  • 5-Year: 0.11
  • All Time: 0.06

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Volkswagen AG Pref 1/10 ADR compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Volkswagen AG Pref 1/10 ADR provided a 15.43% dividend yield over the last twelve months, with an annual payout of $1.67 per share.


5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
Dividend$1.67$0.97$0.95$2.84$0.59$0.57$0.54

Dividend yield

15.43%10.53%7.70%22.83%2.93%3.06%2.74%

Monthly Dividends

The table displays the monthly dividend distributions for Volkswagen AG Pref 1/10 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$0.00$0.70$0.70
2024$0.00$0.00$0.00$0.00$0.97$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.97
2023$0.00$0.00$0.00$0.00$0.95$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.95
2022$0.00$0.00$0.00$0.00$0.79$0.00$0.00$0.00$0.00$0.00$0.00$2.04$2.84
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.59$0.00$0.00$0.00$0.00$0.00$0.59
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

Volkswagen AG Pref 1/10 ADR has a dividend yield of 15.43%, which means its dividend payment is significantly above the market average.

Payout Ratio

Volkswagen AG Pref 1/10 ADR has a payout ratio of 86.13%, 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.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the Volkswagen AG Pref 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 Pref 1/10 ADR was 57.92%, occurring on Nov 26, 2024. The portfolio has not yet recovered.

The current Volkswagen AG Pref 1/10 ADR drawdown is 42.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.92%Apr 19, 2021910Nov 26, 2024
-54.43%Jan 14, 202046Mar 19, 2020213Jan 22, 2021259
-16.08%Sep 24, 201823Oct 24, 2018119Apr 17, 2019142
-13.61%Apr 23, 201981Aug 15, 201940Oct 11, 2019121
-8.68%Mar 23, 20212Mar 24, 20216Apr 1, 20218
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...

Financials

Financial Performance

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


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Volkswagen AG Pref 1/10 ADR, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -20.2%.


0.002.004.006.0020212022202320242025
0.38
0.78
Actual
Estimate

Valuation

The Valuation section provides an overview of how Volkswagen AG Pref 1/10 ADR is priced in the market compared to other companies in the Auto Manufacturers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for VWAPY, comparing it with other companies in the Auto Manufacturers industry. Currently, VWAPY has a P/E ratio of 5.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for VWAPY compared to other companies in the Auto Manufacturers industry. VWAPY currently has a PEG ratio of 0.8. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for VWAPY relative to other companies in the Auto Manufacturers industry. Currently, VWAPY has a P/S ratio of 0.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for VWAPY in comparison with other companies in the Auto Manufacturers industry. Currently, VWAPY has a P/B value of 0.3. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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