Ferguson Enterprises (FERG): analysis and statistics
Return, volatility, Sharpe ratio and risk for Ferguson Enterprises, an S&P 500 component in the Industrials sector. Data as of 2026-08-06.
| Last close price | $255.25 |
| Sector (GICS) | Industrials |
| Annualized return (3.0 yr) | +18.56% |
| Total return over period | +66.08% |
| Annualized volatility | 30.46% |
| Sharpe ratio | 0.49 |
| Sortino ratio | 0.74 |
| Max drawdown | -32.92% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.09% |
| Correlation with the S&P 500 | 0.51 |
| Period range | $142.73 – $266.68 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Ferguson Enterprises (FERG) has posted an annualized return of +18.56% with annual volatility of 30.46%, a Sharpe ratio of 0.49. Its worst stretch (max drawdown from a peak) was -32.92%. Its correlation with the S&P 500 is 0.51, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how FERG would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
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