Willamette Valley Vineyards, Inc. (WVVI)
Company Info
US9691361003
969136100
Sep 15, 1994
Highlights
$16.23M
-$0.60
$28.51M
$17.55M
$2.38M
$3.17 - $6.33
0.07%
0.48
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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.
Returns By Period
Willamette Valley Vineyards, Inc. had a return of 79.10% year-to-date (YTD) and 14.72% in the last 12 months. Over the past 10 years, Willamette Valley Vineyards, Inc. had an annualized return of 0.17%, while the S&P 500 had an annualized return of 11.26%, indicating that Willamette Valley Vineyards, Inc. did not perform as well as the benchmark.
WVVI
79.10%
10.09%
64.38%
14.72%
-2.65%
0.17%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of WVVI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 73.13% | 79.10% | |||||||||||
| 2024 | -4.62% | 2.74% | -0.19% | -20.42% | -4.08% | -1.75% | -3.31% | -1.05% | -7.45% | -0.00% | -3.16% | -0.59% | -37.47% |
| 2023 | 5.75% | 1.82% | -5.84% | 0.90% | -1.87% | -4.84% | 5.26% | -0.67% | -2.10% | -9.17% | -0.93% | 2.03% | -10.22% |
| 2022 | 1.15% | 6.39% | -2.89% | 2.54% | -32.87% | 0.64% | 1.28% | 1.73% | -4.49% | -0.81% | -0.33% | -2.18% | -31.10% |
| 2021 | 8.01% | 15.70% | 13.69% | 44.75% | 9.69% | -4.80% | -5.92% | -1.94% | 0.69% | 18.04% | -13.73% | -33.08% | 35.95% |
| 2020 | -1.21% | -5.06% | -25.38% | 24.24% | 0.30% | 0.00% | 5.06% | 3.15% | -6.11% | -0.65% | 8.25% | -3.69% | -8.08% |
| 2019 | 2.61% | -0.57% | 2.56% | 1.39% | -4.86% | -0.50% | 0.87% | -0.29% | -0.57% | 1.16% | 0.71% | -1.70% | 0.58% |
| 2018 | -2.44% | -0.25% | -1.12% | 5.46% | -2.27% | 4.48% | -4.09% | -0.73% | -2.83% | -6.45% | -2.57% | -4.44% | -16.49% |
| 2017 | -0.75% | -1.13% | 1.78% | -1.13% | 2.97% | -0.68% | -0.87% | -2.62% | 1.28% | 8.63% | -3.64% | -0.35% | 3.01% |
| 2016 | -1.13% | -0.43% | -0.72% | 2.07% | 4.49% | 13.69% | -0.83% | -1.14% | -2.75% | 2.27% | -0.98% | -1.11% | 13.14% |
| 2015 | 0.52% | 2.06% | -0.33% | 8.26% | 6.57% | 1.15% | 9.83% | -9.08% | -3.42% | 13.28% | -6.22% | -0.14% | 22.07% |
| 2014 | -1.75% | 4.04% | 0.93% | -5.70% | -11.76% | 9.44% | -3.90% | -2.07% | -0.93% | -1.00% | 5.59% | 0.69% | -7.79% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WVVI is 55, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Willamette Valley Vineyards, Inc. (WVVI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
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 81.35%, occurring on Dec 16, 2024. The portfolio has not yet recovered.
The current Willamette Valley Vineyards, Inc. drawdown is 65.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.35% | Nov 9, 2021 | 780 | Dec 16, 2024 | — | — | — |
| -80% | Sep 20, 1994 | 1491 | Nov 15, 2002 | 659 | Oct 31, 2005 | 2150 |
| -79.5% | Jun 27, 2006 | 606 | Nov 20, 2008 | 3027 | Mar 22, 2021 | 3633 |
| -44.13% | Nov 11, 2005 | 34 | Dec 30, 2005 | 121 | Jun 26, 2006 | 155 |
| -19.55% | May 7, 2021 | 68 | Aug 12, 2021 | 56 | Nov 1, 2021 | 124 |
Volatility
Volatility Chart
The current Willamette Valley Vineyards, Inc. volatility is 15.85%, 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.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Willamette Valley Vineyards, Inc..
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Income Statement
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