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XP Inc. (XP)

Equity · Currency in USD
Sector
Financial Services
Industry
Capital Markets
ISIN
KYG982391099
CUSIP
G98239109

XPPrice Chart


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XPPerformance

The chart shows the growth of $10,000 invested in XP Inc. on Dec 12, 2019 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $8,578 for a total return of roughly -14.22%. All prices are adjusted for splits and dividends.


XP (XP Inc.)
Benchmark (S&P 500)

XPReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-12.52%0.43%
6M-23.66%9.37%
YTD-25.49%22.33%
1Y-29.59%26.59%
5Y-7.53%21.40%
10Y-7.53%21.40%

XPMonthly Returns Heatmap


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XPSharpe 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 XP Inc. Sharpe ratio is -0.63. 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.


XP (XP Inc.)
Benchmark (S&P 500)

XPDividends


XP Inc. doesn't pay dividends

XPDrawdowns Chart

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


XP (XP Inc.)
Benchmark (S&P 500)

XPWorst Drawdowns

The table below shows the maximum drawdowns of the XP 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 XP Inc. is 60.55%, recorded on Mar 23, 2020. It took 59 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-60.55%Feb 21, 202022Mar 23, 202059Jun 16, 202081
-43.91%Sep 3, 202156Nov 22, 2021
-29.9%Sep 2, 202071Dec 11, 2020182Sep 2, 2021253
-15.01%Jun 24, 20205Jun 30, 202026Aug 6, 202031
-12.96%Aug 7, 202011Aug 21, 20207Sep 1, 202018
-12.15%Jan 23, 202013Feb 10, 20206Feb 19, 202019
-9.48%Dec 23, 20199Jan 6, 202010Jan 21, 202019
-9.04%Dec 16, 20192Dec 17, 20191Dec 18, 20193
-3.39%Jun 19, 20202Jun 22, 20201Jun 23, 20203
-0.89%Dec 19, 20191Dec 19, 20191Dec 20, 20192

XPVolatility Chart

Current XP Inc. volatility is 57.28%. 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.


XP (XP Inc.)
Benchmark (S&P 500)

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