Visa Inc. (V): analysis and statistics
Return, volatility, Sharpe ratio and risk for Visa Inc., an S&P 500 component in the Financials sector. Data as of 2026-07-30.
| Last close price | $366.26 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +16.47% |
| Total return over period | +57.62% |
| Annualized volatility | 20.09% |
| Sharpe ratio | 0.64 |
| Sortino ratio | 0.91 |
| Max drawdown | -20.38% |
| CVaR 95% (avg. loss, worst 5% of days) | -2.96% |
| Correlation with the S&P 500 | 0.49 |
| Period range | $224.07 – $370.38 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Visa Inc. (V) has posted an annualized return of +16.47% with annual volatility of 20.09%, a Sharpe ratio of 0.64. Its worst stretch (max drawdown from a peak) was -20.38%. Its correlation with the S&P 500 is 0.49, 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 S&P 500 stocks, try the optimizer.
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Information for educational purposes only. Not financial advice or a recommendation to buy or sell. Past performance does not guarantee future results.