A merger between Astra of Sweden and Zeneca of the United Kingdom formed AstraZeneca in 1999. The firm sells branded drugs across a number of major therapeutic areas, including oncology (over 40% of total revenue), cardiovascular, renal, and metabolic (over 20%), rare disease (16%), and respiratory and immunology (15%). The majority of sales comes from international markets, with the United States representing close to one-third of its sales.
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The chart shows the growth of an initial investment of $10,000 in AstraZeneca PLC, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
AstraZeneca PLC (AZN) has returned 120.25% so far this year and 214.12% over the past 12 months. Looking at the last ten years, AZN has achieved an annualized return of 21.60%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of AstraZeneca PLC (AZN) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.41% | 11.17% | -4.09% | 2.31% | ||||||||
| 2025 | 7.20% | 8.48% | -3.60% | -2.99% | 3.91% | -2.35% | 4.25% | 8.63% | -3.93% | 1.68% | 13.10% | -1.08% |
| 2024 | -0.30% | -3.10% | 5.30% | 11.26% | 2.20% | -0.65% | 1.85% | 10.01% | -10.63% | -8.75% | -5.64% | -2.98% |
| 2023 | -4.78% | 1.15% | 6.52% | 5.31% | -0.37% | -0.98% | 6.87% | -4.92% | -0.99% | -5.51% | 2.12% | 4.27% |
| 2022 | -0.10% | 6.16% | 6.60% | 1.02% | 0.79% | -0.68% | 3.32% | -6.22% | -10.67% | 6.79% | 13.47% | -1.02% |
| 2021 | -0.63% | -5.61% | 2.60% | 6.97% | 6.37% | 4.83% | -4.39% | 2.16% | 2.25% | 5.21% | -11.83% | 5.15% |
| 2020 | -3.18% | -9.91% | 0.47% | 19.50% | 4.94% | -2.63% | 5.58% | -1.20% | -1.88% | -9.13% | 4.89% | -5.79% |
| 2019 | -3.02% | 13.61% | -2.84% | -9.12% | -0.35% | 8.52% | 4.23% | 3.35% | -1.31% | 11.36% | -1.48% | 2.45% |
| 2018 | -0.51% | -5.58% | 4.89% | 1.83% | 3.75% | -4.38% | 13.35% | -0.90% | 4.60% | -2.05% | 3.51% | -4.93% |
| 2017 | -1.09% | 7.10% | 7.34% | -2.58% | 13.42% | -1.87% | -10.82% | -1.97% | 12.22% | 1.92% | -4.72% | 5.79% |
| 2016 | 4.36% | 2.03% | 2.83% | 13.08% | -2.53% | 1.51% | -13.82% | -7.47% | 4.24% |
The charts below present risk-adjusted performance metrics for AstraZeneca PLC (AZN) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of AZN compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current AstraZeneca PLC volatility is 1.55%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
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