IQVIA (IQV): analysis and statistics
Return, volatility, Sharpe ratio and risk for IQVIA, a component of the S&P 500 in the Health Care sector. Data as of 2026-09-13.
| Last close price | $261.77 |
| Sector (GICS) | Health Care |
| Annualized return (3.0 yr) | +6.56% |
| Total return over period | +20.85% |
| Annualized volatility | 36.86% |
| Period volatility | 63.63% |
| Sharpe ratio | 0.07 |
| Sortino ratio | 0.11 |
| Max drawdown | -47.12% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.98% |
| Correlation with the S&P 500 | 0.43 |
| Period range | $137.00 – $271.62 |
| Trading days analyzed | 751 |
Over the last 3.0 years, IQVIA (IQV) has posted an annualized return of +6.56% with annual volatility of 36.86%, a Sharpe ratio of 0.07. Its worst stretch (max drawdown from a peak) was -47.12%. Its correlation with the S&P 500 is 0.43, 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 IQV would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, IQVIA (IQV) is of the S&P 500.
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