The total return over the past 12 months is +10.35% vs. +15.54% for the S&P 500. So far it's up +5.42% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +7.09% | +13.50% | +12.70% | +7.88% | +7.65% | +5.44% |
| Total Return CAGR | +10.35% | +17.25% | +16.96% | +11.99% | +11.78% | +9.45% |
| Revenue CAGR | +0.81% | +6.04% | +1.53% | +1.12% | (0.12%) | +2.51% |
| Net Income CAGR | (6.55%) | +18.60% | +7.27% | +6.56% | +1.69% | +3.30% |
| EPS CAGR | (3.48%) | +31.47% | +15.42% | +11.06% | +3.58% | +5.20% |
| Free Cash Flow CAGR | (5.87%) | +7.09% | +8.92% | +6.46% | +2.52% | +4.17% |
| Operating Cash Flow CAGR | (11.54%) | +6.17% | +6.50% | +4.42% | +2.26% | +3.81% |
| Dividends CAGR | +18.70% | +10.65% | +8.18% | +6.72% | +5.55% | +9.30% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Novartis AG (NVS)
| Year | Start price | End price | NVS Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $137.87 | $141.05 | +5.42% | +12.91% | (7.49%) |
| 2025 | $97.31 | $137.87 | +46.89% | +17.72% | +29.17% |
| 2024 | $100.97 | $97.31 | (0.54%) | +24.89% | (25.43%) |
| 2023 | $85.85 | $100.97 | +23.05% | +26.19% | (3.14%) |
| 2022 | $82.77 | $85.85 | +8.27% | (18.17%) | +26.44% |
| 2021 | $89.36 | $82.77 | (3.62%) | +28.74% | (32.36%) |
| 2020 | $89.60 | $89.36 | +3.62% | +18.37% | (14.75%) |
| 2019 | $71.79 | $89.60 | +29.10% | +31.22% | (2.12%) |
| 2018 | $70.25 | $71.79 | +6.19% | (4.56%) | +10.75% |
| 2017 | $60.94 | $70.25 | +19.75% | +21.70% | (1.95%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
