Otis Worldwide (OTIS): analysis and statistics
Return, volatility, Sharpe ratio and risk for Otis Worldwide, a component of the S&P 500 in the Industrials. Data as of 2026-10-29.
| Last close price | $72.87 |
| Sector (GICS) | Industrials |
| Annualized return (3.0 yr) | +0.15% |
| Total return over period | +0.44% |
| Annualized volatility | 21.75% |
| Period volatility | 37.56% |
| Period T-bill | 12.40% |
| Sharpe ratio | -0.32 |
| Sortino ratio | -0.41 |
| Max drawdown | -37.60% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.26% |
| Correlation with the S&P 500 | 0.31 |
| Period range | $64.05 – $102.64 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Otis Worldwide (OTIS) has posted an annualized return of +0.15% with annual volatility of 21.75%, a negative Sharpe ratio: over this period it did not beat the risk-free Treasury rate. Its worst stretch (max drawdown from a peak) was -37.60%. Its correlation with the S&P 500 is 0.31, 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 OTIS 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, Otis Worldwide (OTIS) is of the S&P 500.
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