Willamette Valley Vineyards, Inc. (WVVIP)

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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. (WVVIP) has returned -6.92% so far this year and -11.00% over the past 12 months.

Based on dividend-adjusted daily data since Jun 29, 2016, WVVIP's average daily return is +0.05%, while the average monthly return is +0.36%. At this rate, your investment would double in approximately 16.1 years.

Historically, 46% of months were positive and 54% were negative. The best month was Aug 2021 with a return of +33.2%, while the worst month was May 2017 at -26.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 7 months.

On a daily basis, WVVIP closed higher 33% of trading days. The best single day was Jul 18, 2017 with a return of +39.4%, while the worst single day was May 5, 2017 at -25.7%.

Willamette Valley Vineyards, Inc. has an annualized alpha of 11.61%, beta of 0.07, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 30, 2016.

• This stock participated in 22.26% of S&P 500 Index downside but only 10.36% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.07 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.

WVVIP ranks 21 for risk / return — below 21% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

Willamette Valley Vineyards, Inc. provided a 7.43% dividend yield over the last twelve months, with an annual payout of $0.22 per share. The company has been increasing its dividends for 9 consecutive years.

The table displays the monthly dividend distributions for Willamette Valley Vineyards, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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 52.14%, occurring on Jul 11, 2025. The portfolio has not yet recovered.

The current Willamette Valley Vineyards, Inc. drawdown is 51.21%.

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.