Willamette Valley Vineyards, Inc. (WVVI)

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

Willamette Valley Vineyards, Inc. (WVVI) has returned -15.74% so far this year and -56.73% over the past 12 months. Over the last ten years, WVVI has returned -9.42% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Sep 15, 1994, WVVI's average daily return is +0.11%, while the average monthly return is +0.44%. At this rate, your investment would double in approximately 13.2 years.

Historically, 44% of months were positive and 56% were negative. The best month was Jan 2025 with a return of +73.1%, while the worst month was Dec 2021 at -33.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 11 months.

On a daily basis, WVVI closed higher 40% of trading days. The best single day was Nov 21, 2008 with a return of +70.5%, while the worst single day was Nov 20, 2008 at -43.0%.

Willamette Valley Vineyards, Inc. has an annualized alpha of 29.41%, beta of 0.16, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since September 16, 1994.

• This stock participated in 62.18% of S&P 500 Index downside but only 25.31% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.16 may look defensive, but with R² of 0.00 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.00 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WVVI ranks 5 for risk / return — in the bottom 5% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Willamette Valley Vineyards, Inc. (WVVI) and compare them to a chosen benchmark (S&P 500 Index).

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.

The table below displays the maximum drawdowns of the Willamette Valley Vineyards, Inc.. 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 Willamette Valley Vineyards, Inc. was 85.57%, occurring on Mar 20, 2026. The portfolio has not yet recovered.

The current Willamette Valley Vineyards, Inc. drawdown is 85.16%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how Willamette Valley Vineyards, Inc. is priced in the market compared to other companies in the Beverages - Wineries & Distilleries industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.