Performance analysis of Novartis (NVS)
Annual Return
Over the past 3 years, NVS has had an average annual return of +16.49%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, NVS has had an average annual return of +14.79%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, NVS has had an average annual return of +10.04%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, NVS has had an average annual return of +8.76%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.80% | +46.89% | -0.02% | +16.12% | +8.06% | -3.62% | +3.36% | +13.89% | +5.94% | +19.40% | -12.13% | -4.67% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +19.13% | +31.60% | +15.71% | +1.16% | +12.19% | +14.21% | -5.57% | -3.62% | +11.26% | +5.69% | +12.04% | +27.37% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +1.79% | -17.49% | +26.90% | -0.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.84% | +13.41% | -6.64% | -3.21% | +1.57% | +4.36% | -4.57% | +11.80% | |||||
| 2025 | +7.62% | +4.13% | +5.99% | +1.80% | +2% | +4.53% | -6.01% | +11.26% | +1.34% | -3.47% | +5.34% | +5.73% | +46.89% |
| 2024 | +2.48% | -2.42% | -0.61% | +0.41% | +6.18% | +3.23% | +4.72% | +8.44% | -4.86% | -5.76% | -2.43% | -8.00% | -0.02% |
| 2023 | -0.11% | -7.17% | +14.11% | +11.49% | -6.16% | +4.84% | +3.95% | -4.21% | +1.37% | -8.13% | +4.62% | +3.14% | +16.12% |
| 2022 | -0.64% | +0.63% | +4.54% | +0.32% | +3.31% | -7.05% | +1.54% | -6.19% | -5.60% | +6.74% | +10.39% | +1.30% | +8.06% |
| 2021 | -4.19% | -5.04% | +3.52% | -0.28% | +3.68% | +3.24% | +1.26% | +0% | -11.48% | +1.20% | -3.70% | +9.75% | -3.62% |
| 2020 | -0.19% | -11.16% | +1.77% | +2.77% | +3.19% | -0.10% | -5.95% | +4.77% | +1.04% | -10.21% | +16.33% | +3.96% | +3.36% |
| 2019 | +1.99% | +4.24% | +8.76% | -14.47% | +4.15% | +6.62% | +0.30% | -1.61% | -3.56% | +0.62% | +5.56% | +2.59% | +13.89% |
| 2018 | +7.27% | -7.45% | +0.54% | -5.14% | -2.83% | +1.37% | +11.07% | -1.06% | +3.79% | +1.51% | +4.65% | -6.25% | +5.94% |
| 2017 | +1.48% | +5.75% | -1.58% | +3.72% | +6.16% | +2.08% | +2.07% | -1.07% | +1.85% | -3.81% | +3.90% | -2.15% | +19.40% |
Drawdown analysis of Novartis (NVS)
The maximum drawdown for the NVS was -41.93%, occurring on Mar 3, 2009. Recovery took 391 trading sessions.
The current NVS drawdown is -8.59%.
Since Nov 1, 1999 NVS has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 8 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.93% | Aug 4, 2008 | 145 | Mar 3, 2009 | 391 | Sep 20, 2010 | 536 |
| -33.89% | Jul 20, 2015 | 352 | Dec 8, 2016 | 568 | Mar 15, 2019 | 920 |
| -26.03% | Feb 12, 2020 | 27 | Mar 23, 2020 | 207 | Jan 15, 2021 | 234 |
| -25.86% | Jan 3, 2001 | 130 | Jul 11, 2001 | 601 | Dec 3, 2003 | 731 |
| -25.15% | Dec 3, 1999 | 68 | Mar 13, 2000 | 77 | Jun 30, 2000 | 145 |
| -21.57% | Mar 29, 2019 | 15 | Apr 22, 2019 | 200 | Feb 5, 2020 | 215 |
| -20.64% | Nov 7, 2006 | 361 | Apr 17, 2008 | 66 | Jul 22, 2008 | 427 |
| -20.42% | Apr 11, 2022 | 115 | Sep 26, 2022 | 125 | Mar 27, 2023 | 240 |
| -19.95% | Aug 30, 2024 | 77 | Dec 19, 2024 | 110 | Jun 2, 2025 | 187 |
| -19.95% | May 31, 2011 | 125 | Nov 25, 2011 | 213 | Oct 1, 2012 | 338 |
| -16.23% | Aug 17, 2021 | 73 | Nov 30, 2021 | 89 | Apr 7, 2022 | 162 |
| -12.76% | Jan 25, 2021 | 23 | Feb 26, 2021 | 119 | Aug 17, 2021 | 142 |
| -12.63% | Feb 27, 2026 | 42 | Apr 29, 2026 | Ongoing | Ongoing | Ongoing |
| -12.23% | Jul 20, 2023 | 70 | Oct 27, 2023 | 46 | Jan 4, 2024 | 116 |
| -11.81% | Feb 11, 2004 | 27 | Mar 22, 2004 | 113 | Sep 1, 2004 | 140 |
| -11.46% | Jan 22, 2024 | 61 | Apr 18, 2024 | 32 | Jun 4, 2024 | 93 |
| -10.84% | May 1, 2006 | 30 | Jun 13, 2006 | 71 | Sep 22, 2006 | 101 |
| -10.64% | Oct 18, 2010 | 30 | Nov 30, 2010 | 63 | Mar 2, 2011 | 93 |
| -10.32% | Sep 18, 2014 | 20 | Oct 16, 2014 | 23 | Nov 18, 2014 | 43 |
| -10.21% | Jul 11, 2000 | 42 | Sep 8, 2000 | 45 | Nov 10, 2000 | 87 |
| -9.70% | May 8, 2023 | 41 | Jul 7, 2023 | 9 | Jul 20, 2023 | 50 |
| -9.37% | May 15, 2013 | 27 | Jun 24, 2013 | 52 | Sep 6, 2013 | 79 |
| -8.33% | Jul 2, 2025 | 24 | Aug 6, 2025 | 7 | Aug 15, 2025 | 31 |
| -8.18% | Mar 2, 2011 | 10 | Mar 16, 2011 | 25 | Apr 20, 2011 | 35 |
| -8.02% | Dec 30, 2004 | 64 | Apr 4, 2005 | 22 | May 4, 2005 | 86 |