Novartis

ISIN US66987V1098

 | 

WKN 907122

 

Overview

Description

Novartis AG is a holding company, which engages in the business of developing, manufacturing, and marketing healthcare products. It operates through the following segments: Innovative Medicines, Sandoz, and Corporate. The Innovative Medicines segment includes researching, distributing and selling patented pharmaceuticals. The Sandoz segment focuses on marketing finished dosage form medicines and intermediary products including active pharmaceutical ingredients. The Corporate segment is involved in group management and central services. The company was founded on February 29, 1996 and is headquartered in Basel, Switzerland.
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Healthcare Biopharmaceuticals Other Biopharmaceuticals Switzerland

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Financials

Key metrics

Market capitalisation, EUR 190,446.71 m
EPS, EUR 6.65
P/B ratio 4.99
P/E ratio 12.95
Dividend yield 3.46%

Income statement (2023)

Revenue, EUR 42,031.24 m
Net income, EUR 7,925.26 m
Profit margin 18.86%

What ETF is Novartis in?

There is 1 ETF which contains Novartis.
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y WKN ISIN
First Trust Value Line® Dividend Index UCITS ETF Acc 0.59%
Equity
United States
Dividend
165 0.70% 18 +4.20% A2PZMV IE00BKVKW020

Performance

Returns overview

YTD -3.53%
1 month +0.85%
3 months -10.53%
6 months -2.24%
1 year -3.36%
3 years +20.03%
5 years -
Since inception (MAX) +8.88%
2023 +4.16%
2022 +16.57%
2021 -
2020 -

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 18.09%
Volatility 3 years 18.45%
Volatility 5 years -
Return per risk 1 year -0.19
Return per risk 3 years 0.34
Return per risk 5 years -
Maximum drawdown 1 year -12.83%
Maximum drawdown 3 years -14.51%
Maximum drawdown 5 years -
Maximum drawdown since inception -14.67%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.