Walmart Inc
Provider: Exchange
| Annualised Return | 14% |
| Realised Volatility | 21.5% |
| Downside Volatility | 13.21% |
| Max Drawdown | -36.2% |
| Winning months | 59.63% |
| Sharpe Ratio | 0.65 |
| Sortino Ratio | 1.06 |
| Calmar Ratio | 0.39 |
| Viking Ratio | 0.47 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.94% | 7.39% | -2.67% | 0.39% | 12.21% | ||||||||
| 2025 | 8.64% | 0.46% | -10.73% | 10.78% | 1.76% | -0.95% | 0.2% | -0.79% | 6.27% | -1.82% | 9.22% | 1.02% | 24.49% |
| 2024 | 4.82% | 6.4% | 3.01% | -1.36% | 11.18% | 2.97% | 1.37% | 12.83% | 4.56% | 1.49% | 12.87% | -2.11% | 73.99% |
| 2023 | 1.47% | -1.21% | 4.17% | 2.39% | -2.35% | 7.02% | 1.71% | 2.08% | -1.65% | 2.18% | -4.72% | 1.63% | 12.88% |
| 2022 | -3.37% | -3.33% | 10.61% | 2.73% | -15.62% | -5.48% | 8.61% | 0.82% | -2.15% | 9.74% | 7.09% | -6.62% | -0.46% |
| 2021 | -2.54% | -7.52% | 4.99% | 3% | 1.91% | -0.71% | 1.08% | 4.28% | -5.89% | 7.2% | -5.88% | 3.3% | 1.97% |
| 2020 | -3.66% | -5.95% | 5.98% | 6.98% | 2.51% | -3.45% | 8.03% | 7.74% | 0.76% | -0.83% | 10.12% | -5.31% | 23.32% |
| 2019 | 2.88% | 3.3% | -0.94% | 5.44% | -0.84% | 8.92% | -0.1% | 4.02% | 3.87% | -1.2% | 1.56% | 0.24% | 30.16% |
| 2018 | 7.95% | -15.56% | -0.57% | -0.57% | -6.1% | 3.77% | 4.18% | 8.05% | -2.03% | 6.78% | -2.62% | -4.09% | -3.43% |
| 2017 | -3.44% | 6.28% | 2.37% | 4.3% | 5.25% | -3.72% | 5.7% | -1.79% | 0.09% | 11.74% | 11.36% | 2.1% | 46.56% |
| 2016 | 8.25% | -0.03% | 4.01% | -2.37% | 6.62% | 3.16% | -0.07% | -1.43% | 0.95% | -2.91% | 0.59% | -1.16% | 16.03% |
| 2015 | -1.05% | -1.24% | -1.41% | -5.11% | -4.24% | -4.5% | 1.48% | -9.46% | 0.17% | -11.72% | 2.8% | 5.05% | -26.64% |
| 2014 | -5.1% | 0.03% | 2.98% | 4.29% | -3.09% | -2.21% | -1.98% | 3.29% | 1.28% | -0.26% | 14.78% | -1.35% | 11.87% |
| 2013 | 2.52% | 1.19% | 6.4% | 3.86% | -3.13% | -0.47% | 4.63% | -5.79% | 1.34% | 3.77% | 5.55% | -2.3% | 18.16% |
| 2012 | 2.68% | -3.72% | 4.28% | -3.74% | 12.49% | 5.93% | 6.76% | -1.93% | 1.65% | 1.65% | -4% | -4.74% | 16.98% |
| 2011 | 3.97% | -7.29% | 0.84% | 5.63% | 1.1% | -3.77% | -0.81% | 1.64% | -2.43% | 9.29% | 3.84% | 2.09% | 13.85% |
| 2010 | -0.04% | 1.2% | 3.41% | -3.52% | -5.2% | -4.92% | 6.49% | -1.48% | 6.74% | 1.21% | -0.15% | 0.25% | 3.22% |
| 2009 | -15.95% | 4.5% | 6.4% | -3.26% | -0.78% | -2.61% | 2.97% | 2.54% | -3.5% | 1.2% | 9.8% | -1.52% | -2.59% |
| 2008 | 6.75% | -2.27% | 6.74% | 10.06% | 0.01% | -2.67% | 4.31% | 1.17% | 1.39% | -6.81% | 0.12% | 0.76% | 20% |
| 2007 | 3.27% | 1.3% | -2.35% | 2.07% | -0.21% | 1.07% | -4.49% | -4.57% | 0.05% | 3.57% | 5.95% | -0.33% | 4.89% |
| 2006 | -1.48% | -1.63% | 4.53% | -4.68% | 7.97% | -0.58% | -7.62% | 0.87% | 10.29% | -0.08% | -6.45% | 0.54% | 0.13% |
| 2005 | -0.8% | -1.51% | -2.62% | -5.93% | 0.51% | 2.05% | 2.39% | -8.61% | -2.54% | 7.96% | 2.64% | -3.33% | -10.3% |
| 2004 | 1.51% | 10.6% | 0.44% | -4.51% | -2% | -5.33% | 0.47% | -0.41% | 1.01% | 1.35% | -3.45% | 1.71% | 0.51% |
| 2003 | -5.36% | 0.54% | 8.45% | 8.25% | -6.59% | 2.18% | 4.17% | 5.83% | -5.61% | 5.72% | -5.61% | -4.49% | 5.73% |
| 2002 | 4.22% | 3.38% | -1.03% | -8.87% | -3.15% | 1.81% | -10.6% | 8.74% | -7.8% | 8.75% | 0.65% | -6.15% | -11.76% |
| 2001 | 6.92% | -11.81% | 0.97% | 2.46% | 0.02% | -5.56% | 14.55% | -14.04% | 3.18% | 3.84% | 7.3% | 4.48% | 8.95% |
| 2000 | -20.8% | -10.96% | 16.04% | -1.99% | 4.06% | 0.11% | -4.12% | -13.8% | 1.16% | -5.71% | 15.01% | 1.92% | -22.78% |
| 1999 | 5.6% | 0.15% | 7.15% | -0.2% | -7.34% | 13.33% | -12.44% | 4.88% | 7.45% | 18.4% | 2.33% | 20.05% | 70.45% |
| 1998 | 0.95% | 16.33% | 9.88% | -0.49% | 9.02% | 10.35% | 3.91% | -6.53% | -7.3% | 26.43% | 9.05% | 8.24% | 107.56% |
| 1997 | 4.4% | 11.05% | 5.94% | 0.9% | 6.22% | 13.41% | 10.9% | -5.33% | 3.35% | -4.44% | 14.47% | -1.4% | 74.71% |
| 1996 | -8.42% | 4.29% | 8.48% | 3.8% | 8.38% | -1.73% | -5.42% | 10.11% | 0% | 0.47% | -3.78% | -10.59% | 3.1% |
| 1995 | 7.64% | 3.82% | 8.12% | -7.32% | 4.74% | 7.75% | -0.47% | -7.79% | 1.02% | -12.63% | 11.21% | -7.29% | 5.55% |
| 1994 | 6% | 7.08% | -8.67% | -2.41% | -6.93% | 3.37% | 3.09% | -1.33% | -5.08% | 0.54% | -0.89% | -8.6% | -14.42% |
| 1993 | 1.76% | -0.19% | -2.21% | -15.75% | 4.21% | -5.71% | -3.34% | 1.61% | -4.37% | 7.1% | 8.65% | -12.66% | -21.52% |
| 1992 | -8.49% | 0.23% | -1.29% | -1.88% | 1.44% | 1.51% | 3.95% | 2.24% | 3.6% | 2.96% | 5.75% | -0.5% | 9.11% |
| 1991 | 9.09% | 7.2% | 9.66% | 4.52% | 5.55% | 0.1% | 11.4% | 6.39% | -5.68% | -3.14% | 5.68% | 20.56% | 95.38% |
| 1990 | -9.55% | 3.23% | 7.55% | 5.03% | 13.6% | 10.77% | 0.6% | -9.04% | -4.39% | -1.37% | 12.09% | 0.53% | 29.04% |