PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
LVMUY vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LVMUY and V is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

LVMUY vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
-1.93%
33.49%
LVMUY
V

Key characteristics

Sharpe Ratio

LVMUY:

-0.42

V:

1.73

Sortino Ratio

LVMUY:

-0.44

V:

2.31

Omega Ratio

LVMUY:

0.95

V:

1.33

Calmar Ratio

LVMUY:

-0.35

V:

2.37

Martin Ratio

LVMUY:

-0.61

V:

5.98

Ulcer Index

LVMUY:

22.05%

V:

4.93%

Daily Std Dev

LVMUY:

31.90%

V:

17.04%

Max Drawdown

LVMUY:

-80.90%

V:

-51.90%

Current Drawdown

LVMUY:

-24.22%

V:

0.00%

Fundamentals

Market Cap

LVMUY:

$367.65B

V:

$682.50B

EPS

LVMUY:

$5.27

V:

$9.91

PE Ratio

LVMUY:

27.94

V:

35.70

PEG Ratio

LVMUY:

2.90

V:

2.34

Total Revenue (TTM)

LVMUY:

$41.68B

V:

$36.80B

Gross Profit (TTM)

LVMUY:

$28.69B

V:

$31.17B

EBITDA (TTM)

LVMUY:

$12.01B

V:

$25.99B

Returns By Period

The year-to-date returns for both investments are quite close, with LVMUY having a 12.66% return and V slightly higher at 13.06%. Over the past 10 years, LVMUY has underperformed V with an annualized return of 17.04%, while V has yielded a comparatively higher 18.87% annualized return.


LVMUY

YTD

12.66%

1M

3.63%

6M

-1.38%

1Y

-14.43%

5Y*

12.61%

10Y*

17.04%

V

YTD

13.06%

1M

11.80%

6M

33.57%

1Y

29.02%

5Y*

11.87%

10Y*

18.87%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

LVMUY vs. V — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LVMUY
The Risk-Adjusted Performance Rank of LVMUY is 2525
Overall Rank
The Sharpe Ratio Rank of LVMUY is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of LVMUY is 2121
Sortino Ratio Rank
The Omega Ratio Rank of LVMUY is 2222
Omega Ratio Rank
The Calmar Ratio Rank of LVMUY is 2525
Calmar Ratio Rank
The Martin Ratio Rank of LVMUY is 3333
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 8686
Overall Rank
The Sharpe Ratio Rank of V is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8383
Sortino Ratio Rank
The Omega Ratio Rank of V is 8484
Omega Ratio Rank
The Calmar Ratio Rank of V is 9292
Calmar Ratio Rank
The Martin Ratio Rank of V is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LVMUY vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and Visa Inc. (V). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for LVMUY, currently valued at -0.42, compared to the broader market-2.000.002.004.00-0.421.73
The chart of Sortino ratio for LVMUY, currently valued at -0.44, compared to the broader market-6.00-4.00-2.000.002.004.006.00-0.442.31
The chart of Omega ratio for LVMUY, currently valued at 0.95, compared to the broader market0.501.001.502.000.951.33
The chart of Calmar ratio for LVMUY, currently valued at -0.35, compared to the broader market0.002.004.006.00-0.352.37
The chart of Martin ratio for LVMUY, currently valued at -0.61, compared to the broader market0.0010.0020.0030.00-0.615.98
LVMUY
V

The current LVMUY Sharpe Ratio is -0.42, which is lower than the V Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of LVMUY and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50SeptemberOctoberNovemberDecember2025February
-0.42
1.73
LVMUY
V

Dividends

LVMUY vs. V - Dividend Comparison

LVMUY's dividend yield for the trailing twelve months is around 1.90%, more than V's 0.62% yield.


TTM20242023202220212020201920182017201620152014
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
1.90%2.14%1.65%1.78%0.99%1.64%1.49%2.21%1.60%2.10%12.91%2.40%
V
Visa Inc.
0.62%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

LVMUY vs. V - Drawdown Comparison

The maximum LVMUY drawdown since its inception was -80.90%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for LVMUY and V. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-24.22%
0
LVMUY
V

Volatility

LVMUY vs. V - Volatility Comparison

LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) has a higher volatility of 9.96% compared to Visa Inc. (V) at 3.35%. This indicates that LVMUY's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%SeptemberOctoberNovemberDecember2025February
9.96%
3.35%
LVMUY
V

Financials

LVMUY vs. V - Financials Comparison

This section allows you to compare key financial metrics between LVMH Moët Hennessy - Louis Vuitton, Société Européenne and Visa Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab