Visa Inc
Provider: Exchange
| Annualised Return | 20.83% |
| Realised Volatility | 22.46% |
| Downside Volatility | 13% |
| Max Drawdown | -42.66% |
| Winning months | 62.93% |
| Sharpe Ratio | 0.93 |
| Sortino Ratio | 1.6 |
| Calmar Ratio | 0.49 |
| Viking Ratio | 0.35 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 8.15% | 6.3% | -3.38% | 11.08% | |||||||||
| 2024 | 4.96% | 3.63% | -1.26% | -3.75% | 1.62% | -3.67% | 1.22% | 4.24% | -0.51% | 5.42% | 8.91% | 0.3% | 22.32% |
| 2023 | 10.81% | -4.27% | 2.51% | 3.22% | -4.84% | 7.44% | 0.11% | 3.54% | -6.38% | 2.21% | 9.41% | 1.43% | 26.31% |
| 2022 | 4.37% | -4.29% | 2.61% | -3.9% | -0.26% | -7.2% | 7.73% | -6.15% | -10.6% | 16.61% | 4.98% | -4.26% | -3.4% |
| 2021 | -11.65% | 10.07% | -0.31% | 10.31% | -2.54% | 2.87% | 5.38% | -6.89% | -2.77% | -4.93% | -8.34% | 11.84% | -0.31% |
| 2020 | 5.89% | -8.52% | -11.36% | 10.92% | 9.43% | -1.06% | -1.43% | 11.51% | -5.67% | -9.13% | 15.94% | 3.98% | 17.12% |
| 2019 | 2.33% | 9.9% | 5.45% | 5.28% | -1.73% | 7.57% | 2.56% | 1.73% | -4.87% | 3.98% | 3.33% | 1.84% | 43.33% |
| 2018 | 8.95% | -0.87% | -2.7% | 6.07% | 3.19% | 1.32% | 3.24% | 7.58% | 2.18% | -8.16% | 2.98% | -6.89% | 16.49% |
| 2017 | 6.01% | 6.53% | 1.06% | 2.64% | 4.58% | -1.52% | 6.16% | 4.14% | 1.66% | 4.5% | 2.55% | 1.27% | 47.17% |
| 2016 | -3.95% | -2.63% | 5.65% | 0.99% | 2.38% | -6.04% | 5.23% | 3.83% | 2.22% | -0.23% | -6.09% | 0.91% | 1.37% |
| 2015 | -2.78% | 6.63% | -3.56% | 0.98% | 4.16% | -2.23% | 12.2% | -5.21% | -2.48% | 11.58% | 2.03% | -1.85% | 19.14% |
| 2014 | -3.26% | 5.07% | -4.46% | -6.14% | 6.23% | -1.92% | 0.14% | 0.91% | 0.4% | 13.15% | 7.15% | 1.55% | 18.64% |
| 2013 | 4.18% | 0.67% | 7.06% | -0.81% | 5.94% | 2.59% | -3.14% | -1.28% | 9.56% | 2.91% | 3.66% | 9.45% | 48.06% |
| 2012 | -0.88% | 15.85% | 1.4% | 4.22% | -6.15% | 7.32% | 4.4% | -0.47% | 4.7% | 3.34% | 8.14% | 1.25% | 50.47% |
| 2011 | -0.75% | 4.79% | 0.78% | 6.11% | 3.96% | 3.95% | 1.52% | 2.92% | -2.46% | 8.8% | 4.22% | 4.7% | 45.41% |
| 2010 | -6.21% | 4.12% | 6.74% | -0.88% | -19.57% | -2.36% | 3.67% | -5.8% | 7.65% | 5.25% | -5.33% | -4.7% | -18.99% |
| 2009 | -5.91% | 15.14% | -1.96% | 16.83% | 4.4% | -8.05% | 5.14% | 8.78% | -2.8% | 9.62% | 7.08% | 7.98% | 67.86% |
| 2008 | -3.52% | 33.82% | 3.49% | -5.85% | -10.15% | 4.04% | -19.12% | -9.84% | -4.86% | -0.21% | -18.58% |