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Willamette Valley Vineyards, Inc. (WVVIP)

Equity · Currency in USD · Last updated May 19, 2022

Company Info

Trading Data

  • Previous Close$4.50
  • Year Range$4.50 - $7.55
  • EMA (50)$5.09
  • EMA (200)$5.51
  • Average Volume$1.71K
  • Market Capitalization$36.30M

WVVIPShare Price Chart


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WVVIPPerformance

The chart shows the growth of $10,000 invested in Willamette Valley Vineyards, Inc. on Jul 6, 2016 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,892 for a total return of roughly 28.92%. All prices are adjusted for splits and dividends.


WVVIP (Willamette Valley Vineyards, Inc.)
Benchmark (^GSPC)

WVVIPReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-11.24%-10.68%
YTD-35.57%-17.68%
6M-35.96%-14.92%
1Y-11.50%-5.66%
5Y1.78%8.50%
10Y7.00%8.86%

WVVIPMonthly Returns Heatmap


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WVVIPSharpe 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 Willamette Valley Vineyards, Inc. Sharpe ratio is -0.27. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


WVVIP (Willamette Valley Vineyards, Inc.)
Benchmark (^GSPC)

WVVIPDividend History

Willamette Valley Vineyards, Inc. granted a 4.89% dividend yield in the last twelve months, as of May 19, 2022. The annual payout for that period amounted to $0.22 per share.


PeriodTTM202120202019201820172016
Dividend$0.22$0.22$0.22$0.22$0.22$0.22$0.22

Dividend yield

4.89%3.15%4.24%4.81%5.50%4.98%5.26%

WVVIPDrawdowns Chart

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


WVVIP (Willamette Valley Vineyards, Inc.)
Benchmark (^GSPC)

WVVIPWorst Drawdowns

The table below shows the maximum drawdowns of the Willamette Valley Vineyards, 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 Willamette Valley Vineyards, Inc. is 40.43%, recorded on May 16, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.43%Sep 8, 2021170May 16, 2022
-39.75%May 1, 201769Dec 26, 2017666Aug 30, 2021735
-19.26%Jan 27, 20172Jan 30, 201714Apr 28, 201716
-12.97%Dec 28, 20161Dec 28, 20165Jan 26, 20176
-7.78%Jul 6, 20162Jul 7, 20167Dec 5, 20169

WVVIPVolatility Chart

Current Willamette Valley Vineyards, Inc. volatility is 54.41%. 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.


WVVIP (Willamette Valley Vineyards, Inc.)
Benchmark (^GSPC)

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