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VLVLY vs. TM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VLVLY vs. TM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Volvo AB ADR (VLVLY) and Toyota Motor Corporation (TM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VLVLY achieves a 9.31% return, which is significantly higher than TM's -18.27% return. Over the past 10 years, VLVLY has outperformed TM with an annualized return of 19.84%, while TM has yielded a comparatively lower 8.49% annualized return.


VLVLY

1D
0.12%
1M
-1.44%
YTD
9.31%
6M
9.31%
1Y
26.13%
3Y*
24.76%
5Y*
12.02%
10Y*
19.84%

TM

1D
0.00%
1M
-8.16%
YTD
-18.27%
6M
-15.94%
1Y
-0.68%
3Y*
5.91%
5Y*
1.79%
10Y*
8.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VLVLY vs. TM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VLVLY
Volvo AB ADR
9.31%40.70%-1.07%53.43%-15.39%11.22%56.05%36.41%-27.35%63.49%
TM
Toyota Motor Corporation
-18.27%13.82%8.88%38.23%-24.43%23.21%13.62%22.69%-5.81%12.10%

Correlation

The correlation between VLVLY and TM is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.41

Correlation (3Y)
Calculated over the trailing 3-year period

0.38

Correlation (5Y)
Calculated over the trailing 5-year period

0.43

Correlation (10Y)
Calculated over the trailing 10-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Jan 19, 2016

0.42

Fundamentals

Market Cap

VLVLY:

$68.13B

TM:

$228.02B

EPS

VLVLY:

SEK 16.17

TM:

¥2.98K

PE Ratio

VLVLY:

19.59

TM:

9.40

PEG Ratio

VLVLY:

4.47

TM:

0.49

PS Ratio

VLVLY:

1.38

TM:

0.71

PB Ratio

VLVLY:

3.38

TM:

0.91

Total Revenue (TTM)

VLVLY:

SEK 468.16B

TM:

¥51.16T

Gross Profit (TTM)

VLVLY:

SEK 114.67B

TM:

¥8.54T

EBITDA (TTM)

VLVLY:

SEK 70.74B

TM:

¥7.11T

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Return for Risk

VLVLY vs. TM — Risk / Return Rank

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

VLVLY
VLVLY Risk / Return Rank: 6464
Overall Rank
VLVLY Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
VLVLY Sortino Ratio Rank: 6363
Sortino Ratio Rank
VLVLY Omega Ratio Rank: 6161
Omega Ratio Rank
VLVLY Calmar Ratio Rank: 6363
Calmar Ratio Rank
VLVLY Martin Ratio Rank: 6868
Martin Ratio Rank

TM
TM Risk / Return Rank: 3737
Overall Rank
TM Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
TM Sortino Ratio Rank: 3434
Sortino Ratio Rank
TM Omega Ratio Rank: 3434
Omega Ratio Rank
TM Calmar Ratio Rank: 4141
Calmar Ratio Rank
TM Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VLVLY vs. TM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Volvo AB ADR (VLVLY) and Toyota Motor Corporation (TM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VLVLYTMDifference
Sharpe ratioReturn per unit of total volatility

+0.84

Sortino ratioReturn per unit of downside risk

+1.20

Omega ratioGain probability vs. loss probability

1.16

1.01

+0.15

Calmar ratioReturn relative to maximum drawdown

0.97

-0.08

+1.05

Martin ratioReturn relative to average drawdown

2.96

-0.22

+3.18

VLVLY vs. TM - Sharpe Ratio Comparison

The current VLVLY Sharpe Ratio is 0.76, which is higher than the TM Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of VLVLY and TM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VLVLY vs. TM - Drawdown Comparison

The maximum VLVLY drawdown since its inception was -50.35%, smaller than the maximum TM drawdown of -60.15%. Use the drawdown chart below to compare losses from any high point for VLVLY and TM.


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Drawdown Indicators


VLVLYTMDifference

Max Drawdown

Largest peak-to-trough decline

-50.35%

-60.15%

+9.80%

Max Drawdown (1Y)

Largest decline over 1 year

-24.99%

-30.71%

+5.72%

Max Drawdown (3Y)

Largest decline over 3 years

-26.55%

-34.92%

+8.37%

Max Drawdown (5Y)

Largest decline over 5 years

-42.08%

-36.80%

-5.28%

Max Drawdown (10Y)

Largest decline over 10 years

-50.35%

-36.80%

-13.55%

Current Drawdown

Current decline from peak

-11.07%

-29.54%

+18.47%

Average Drawdown

Average peak-to-trough decline

-12.33%

-21.00%

+8.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.22%

11.45%

-3.23%

Volatility

VLVLY vs. TM - Volatility Comparison

Volvo AB ADR (VLVLY) has a higher volatility of 11.02% compared to Toyota Motor Corporation (TM) at 6.62%. This indicates that VLVLY's price experiences larger fluctuations and is considered to be riskier than TM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VLVLYTMDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.02%

6.62%

+4.40%

Volatility (6M)

Calculated over the trailing 6-month period

24.74%

20.36%

+4.38%

Volatility (1Y)

Calculated over the trailing 1-year period

32.28%

29.20%

+3.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.55%

26.92%

+3.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.29%

23.63%

+8.66%

Dividends

VLVLY vs. TM - Dividend Comparison

VLVLY's dividend yield for the trailing twelve months is around 4.33%, more than TM's 1.64% yield.


PositionTTM20252024202320222021202020192018201720162015
TM
Toyota Motor Corporation
1.64%2.95%2.81%2.45%2.90%2.45%2.74%1.30%3.40%2.96%3.23%5.59%
VLVLY
Volvo AB ADR
4.33%5.27%7.14%5.04%7.66%12.75%5.59%6.50%4.10%1.94%3.17%0.00%

Financials

VLVLY vs. TM - Financials Comparison

This section allows you to compare key financial metrics between Volvo AB ADR and Toyota Motor Corporation. 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


0.002.00T4.00T6.00T8.00T10.00T12.00T14.00T20222023202420252026
110.77B
12.83T
(VLVLY) Total Revenue
(TM) Total Revenue
Please note, different currencies. VLVLY values in SEK, TM values in JPY

VLVLY vs. TM - Profitability Comparison

The chart below illustrates the profitability comparison between Volvo AB ADR and Toyota Motor Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

16.0%18.0%20.0%22.0%24.0%26.0%28.0%20222023202420252026
25.9%
15.1%
Portfolio components
VLVLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported a gross profit of 28.72B and revenue of 110.77B. Therefore, the gross margin over that period was 25.9%.

TM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Toyota Motor Corporation reported a gross profit of 1.94T and revenue of 12.83T. Therefore, the gross margin over that period was 15.1%.

VLVLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported an operating income of 10.95B and revenue of 110.77B, resulting in an operating margin of 9.9%.

TM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Toyota Motor Corporation reported an operating income of 579.96B and revenue of 12.83T, resulting in an operating margin of 4.5%.

VLVLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported a net income of 8.32B and revenue of 110.77B, resulting in a net margin of 7.5%.

TM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Toyota Motor Corporation reported a net income of 832.22B and revenue of 12.83T, resulting in a net margin of 6.5%.


Frequently Asked Questions


VLVLY and TM have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VLVLY has higher volatility (11.02%) compared to TM (6.62%). In terms of maximum drawdown, VLVLY dropped -50.35% vs TM's -60.15%.

VLVLY currently has the higher Sharpe Ratio (0.76 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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