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Norwegian Cruise Line Holdings NCLH

equity

Price History

$10.96$28.51$46.07$63.62
2013-01 · DCA start$26.37

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-82.8%-55.2%-27.6%0.0%
2013-012026-08 · -70.3%

Worst drawdown: −83%, peaking Oct 2015 and bottoming Mar 2020 — still unrecovered after 130 months.

DCA Backtest

Invested
$16,400
Value today
$11,626
Return
-29.1%
Months invested
164

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $20,544 today, so the real (inflation-adjusted) return is -43.4%.

Lump sum instead — $16,400 all at once in Jan 2013: $11,767 (-28.3%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Oct 2015): $9,931 on $13,100 invested (-24.2%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2013-01: -29.1%

About Norwegian Cruise Line Holdings

Norwegian Cruise Line Holdings Ltd. (NCLH) is a holding company that is based in the United States and domiciled in Bermuda. It operates three cruise lines as wholly owned subsidiaries: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. With its subsidiaries combined, it is the third-largest cruise operator in the world. It is a publicly traded company listed on the New York Stock Exchange. (Wikipedia)

It's a listed company categorised under consumer discretionary and hotels, resorts & cruise lines, with a market cap of about $8.7B.

It rates Extreme Risk at 3.6/5, meaning the rated factors are poor across the board — treat any position here as speculative.

What pushes the score up: leverage / financial (5.0/5) and earnings quality (5.0/5).

Scoring well: sector / regulatory at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Extreme Risk(3.6/5)80% rated

How these ratings work

Market / Volatility4.3/5 · weight 20%
  • Annualised volatility (3yr)4/548.3
  • Max drawdown from ATH4/582.8
  • Beta vs S&P 5005/52.4
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5394.6m
  • Float % of shares outstandingnot yet researched
Leverage / Financial5.0/5 · weight 20%
  • Debt / equity5/55.4
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/5308
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory1.0/5 · weight 10%
  • Sector regulatory exposure1/5low

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.