Visa Inc. (V): analysis and statistics
Return, volatility, Sharpe ratio and risk for Visa Inc., a component of the S&P 500 in the Financials. Data as of 2026-10-29.
| Last close price | $400.60 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +21.41% |
| Total return over period | +78.43% |
| Annualized volatility | 20.33% |
| Period volatility | 35.12% |
| Period T-bill | 12.40% |
| Sharpe ratio | 1.88 |
| Sortino ratio | 2.73 |
| Max drawdown | -20.38% |
| CVaR 95% (avg. loss, worst 5% of days) | -2.93% |
| Correlation with the S&P 500 | 0.47 |
| Period range | $228.25 – $414.34 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Visa Inc. (V) has posted an annualized return of +21.41% with annual volatility of 20.33%, a Sharpe ratio of 1.88. Its worst stretch (max drawdown from a peak) was -20.38%. Its correlation with the S&P 500 is 0.47, 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 V 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, Visa Inc. (V) is of the S&P 500.
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