Altria (MO): analysis and statistics
Return, volatility, Sharpe ratio and risk for Altria, a component of the S&P 500 in the Consumer Staples sector. Data as of 2026-09-13.
| Last close price | $68.98 |
| Sector (GICS) | Consumer Staples |
| Annualized return (3.0 yr) | +24.85% |
| Total return over period | +93.73% |
| Annualized volatility | 21.46% |
| Period volatility | 37.04% |
| Sharpe ratio | 0.98 |
| Sortino ratio | 1.37 |
| Max drawdown | -16.40% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.17% |
| Correlation with the S&P 500 | -0.04 |
| Period range | $31.94 – $74.92 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Altria (MO) has posted an annualized return of +24.85% with annual volatility of 21.46%, a Sharpe ratio of 0.98. Its worst stretch (max drawdown from a peak) was -16.40%. Its correlation with the S&P 500 is -0.04, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how MO 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, Altria (MO) is of the S&P 500.
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