PortfoliosLab logo

Welbilt, Inc.

WBT
Equity · Currency in USD
ISIN
US9490901041
CUSIP
949090104
Sector
Industrials
Industry
Specialty Industrial Machinery

WBTPrice Chart


Click Calculate to get results

WBTPerformance

The chart shows the growth of $10,000 invested in WBT on Mar 9, 2016 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,709 for a total return of roughly 7.09%. All prices are adjusted for splits and dividends.


-50.00%0.00%50.00%100.00%20172018201920202021
7.09%
108.60%
S&P 500

WBTReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-6.16%
YTD20.08%
6M125.14%
1Y207.77%
5Y1.14%
10Y1.36%

WBTMonthly Returns Heatmap


Click Calculate to get results

WBTSharpe 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 Welbilt, Inc. Sharpe ratio is 3.08. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.002018201920202021
3.08

WBTDividends


WBT doesn't pay dividends

WBTDrawdowns Chart


-80.00%-60.00%-40.00%-20.00%0.00%20172018201920202021
-32.84%

WBTWorst Drawdowns

The table below shows the maximum drawdowns of the Welbilt, Inc.. 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 85.17%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-85.17%Jan 5, 2018553Mar 18, 2020
-19.78%Aug 8, 201663Nov 3, 201638Dec 29, 2016101
-11.75%May 8, 201736Jun 27, 201754Sep 13, 201790
-9.75%Apr 18, 201615May 6, 201616May 31, 201631
-9.48%Sep 29, 201730Nov 9, 201731Dec 26, 201761
-8.25%Jun 24, 20162Jun 27, 20163Jun 30, 20165
-7.59%Jan 26, 201715Feb 15, 201744Apr 20, 201759
-6.94%Mar 22, 201610Apr 5, 20164Apr 11, 201614
-5.54%Mar 9, 20165Mar 15, 20162Mar 17, 20167
-4.37%Jul 1, 20165Jul 8, 20161Jul 11, 20166

WBTVolatility Chart

Current Welbilt, Inc. volatility is 27.14%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%200.00%250.00%300.00%20172018201920202021
27.14%

Portfolios with Welbilt, Inc.


Loading data...

More Tools for Welbilt, Inc.