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 sector. Data as of 2026-09-13.
| Last close price | $98.74 |
| Sector (GICS) | Consumer Discretionary |
| Annualized return (3.0 yr) | +3.00% |
| Total return over period | +9.22% |
| Annualized volatility | 33.02% |
| Period volatility | 56.99% |
| Sharpe ratio | -0.03 |
| Sortino ratio | -0.04 |
| Max drawdown | -31.97% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.10% |
| Correlation with the S&P 500 | 0.41 |
| Period range | $68.40 – $112.04 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Starbucks (SBUX) has posted an annualized return of +3.00% with annual volatility of 33.02%, 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 -31.97%. Its correlation with the S&P 500 is 0.41, 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 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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