PortfoliosLab logo

Welbilt, Inc.

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

WBTPrice Chart


Click Calculate to get results
S&P 500

WBTPerformance

The chart shows the growth of $10,000 invested in Welbilt, Inc. on Mar 9, 2016 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,872 for a total return of roughly 58.72%. All prices are adjusted for splits and dividends.


WBT (Welbilt, Inc.)
Benchmark (S&P 500)

WBTReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-1.01%
6M70.22%
YTD77.95%
1Y255.91%
5Y5.08%
10Y8.94%

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 3.58. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


WBT (Welbilt, Inc.)
Benchmark (S&P 500)

WBTDividends


WBT doesn't pay dividends

WBTDrawdowns Chart

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


WBT (Welbilt, Inc.)
Benchmark (S&P 500)

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 Welbilt, Inc. is 85.17%, recorded on Mar 18, 2020. It took 302 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.17%Jan 5, 2018553Mar 18, 2020302May 28, 2021855
-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
-7.03%Jul 7, 20215Jul 13, 2021
-6.94%Mar 22, 201610Apr 5, 20164Apr 11, 201614
-6.65%Jun 3, 202120Jun 30, 20213Jul 6, 202123

WBTVolatility Chart

Current Welbilt, Inc. volatility is 5.82%. 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.


WBT (Welbilt, Inc.)
Benchmark (S&P 500)

Portfolios with Welbilt, Inc.


Loading data...

More Tools for Welbilt, Inc.