Willamette Valley Vineyards, Inc. (WVVIP)
Company Info
US9691362092
969136209
Jun 29, 2016
Highlights
$26.05M
$0.14
25.28
$30.98M
$18.92M
$3.67M
$3.06 - $5.59
0.03%
0.80
Share Price Chart
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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 -2.81% year-to-date (YTD) and -12.49% in the last 12 months.
WVVIP
-2.81%
-1.18%
-4.53%
-12.49%
-1.09%
N/A
^GSPC (Benchmark)
-6.75%
-5.05%
-5.60%
8.15%
14.14%
10.05%
Monthly Returns
The table below presents the monthly returns of WVVIP, 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 | -3.96% | -1.20% | 8.26% | -5.38% | -2.81% | ||||||||
| 2024 | -5.40% | 0.63% | 0.26% | -6.79% | -4.98% | 1.25% | 5.26% | -2.25% | -4.09% | -5.33% | 4.79% | -1.25% | -17.26% |
| 2023 | -8.89% | 0.43% | -3.29% | -2.60% | -1.13% | 2.22% | -6.54% | -4.35% | 5.46% | -4.96% | -0.46% | 6.26% | -17.44% |
| 2022 | -14.38% | -8.86% | -6.09% | -2.46% | -6.06% | -4.26% | -7.57% | 20.76% | -7.22% | 5.84% | 3.83% | 15.48% | -15.51% |
| 2021 | 1.87% | -3.48% | -2.85% | 8.40% | -7.60% | -1.53% | 5.15% | 33.15% | -1.72% | -0.70% | 1.45% | 3.03% | 34.55% |
| 2020 | -7.36% | -2.06% | -2.18% | 3.80% | 5.12% | 4.41% | 20.72% | -12.75% | -0.29% | 0.57% | 6.67% | -0.29% | 13.61% |
| 2019 | 11.11% | -1.20% | -6.48% | 2.38% | -3.12% | 0.02% | 2.54% | -2.55% | 3.71% | 2.62% | -1.77% | 7.37% | 14.25% |
| 2018 | -11.71% | -1.96% | 7.54% | -2.52% | -1.65% | 7.53% | -11.00% | 10.59% | -7.21% | 2.93% | 11.49% | -10.04% | -9.52% |
| 2017 | 5.24% | 2.35% | 5.45% | 28.03% | -26.57% | -1.19% | -2.48% | -4.72% | 8.91% | 4.34% | -11.13% | 6.72% | 5.68% |
| 2016 | -4.44% | 1.16% | 1.15% | 1.14% | 21.17% | 19.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WVVIP is 34, 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. (WVVIP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Willamette Valley Vineyards, Inc. provided a 6.55% dividend yield over the last twelve months, with an annual payout of $0.22 per share. The company has been increasing its dividends for 8 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 |
Dividend yield | 6.55% | 6.36% | 4.95% | 3.89% | 3.15% | 4.10% | 4.48% | 4.89% | 4.22% | 4.27% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2016 | $0.22 | $0.22 |
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 49.83%, occurring on Mar 7, 2025. The portfolio has not yet recovered.
The current Willamette Valley Vineyards, Inc. drawdown is 48.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.83% | Sep 8, 2021 | 860 | Mar 7, 2025 | — | — | — |
| -39.75% | May 1, 2017 | 69 | Dec 26, 2017 | 666 | Aug 30, 2021 | 735 |
| -19.26% | Jan 27, 2017 | 2 | Jan 30, 2017 | 14 | Apr 28, 2017 | 16 |
| -12.97% | Dec 28, 2016 | 1 | Dec 28, 2016 | 5 | Jan 26, 2017 | 6 |
| -7.78% | Jul 6, 2016 | 2 | Jul 7, 2016 | 7 | Dec 5, 2016 | 9 |
Volatility
Volatility Chart
The current Willamette Valley Vineyards, Inc. volatility is 9.37%, 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
Valuation
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.
PE Ratio
PEG Ratio
PS Ratio
PB Ratio
Income Statement
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