Starbucks (SBUX): analysis and statistics
Return, volatility, Sharpe ratio and risk for Starbucks, a component of both the S&P 500 and the Nasdaq 100 in the Consumer Discretionary. Data as of 2026-10-29.
| Last close price | $103.20 |
| Sector (GICS) | Consumer Discretionary |
| Annualized return (3.0 yr) | +6.37% |
| Total return over period | +20.25% |
| Annualized volatility | 33.18% |
| Period volatility | 57.31% |
| Period T-bill | 12.40% |
| Sharpe ratio | 0.14 |
| Sortino ratio | 0.21 |
| Max drawdown | -31.97% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.11% |
| Correlation with the S&P 500 | 0.40 |
| Period range | $68.40 – $112.04 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Starbucks (SBUX) has posted an annualized return of +6.37% with annual volatility of 33.18%, a Sharpe ratio of 0.14. Its worst stretch (max drawdown from a peak) was -31.97%. Its correlation with the S&P 500 is 0.40, 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 SBUX would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Other Consumer Discretionary stocks
Is it part of the S&P 500?
Yes, Starbucks (SBUX) is of both the S&P 500 and the Nasdaq 100.
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