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 sector. Data as of 2026-09-13.
| Last close price | $69.10 |
| Sector (GICS) | Industrials |
| Annualized return (3.0 yr) | -3.76% |
| Total return over period | -10.79% |
| Annualized volatility | 21.33% |
| Period volatility | 36.82% |
| Sharpe ratio | -0.36 |
| Sortino ratio | -0.45 |
| Max drawdown | -33.86% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.25% |
| Correlation with the S&P 500 | 0.35 |
| Period range | $67.89 – $102.64 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Otis Worldwide (OTIS) has posted an annualized return of -3.76% with annual volatility of 21.33%, 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 -33.86%. Its correlation with the S&P 500 is 0.35, 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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