Beijer Ref AB Series B

10-Year Study

0A0H.LSE · · GB · Common Stock

Executive Summary: Beijer Ref AB Series B has compounded at 28.4% annually over the last 10 years, with a maximum drawdown of 45.8% and an annualized volatility of 61.4%.

1Y CAGR
+3.7%
3Y CAGR
-2.3%
5Y CAGR
+1.5%
10Y CAGR
+28.4%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
45.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.95
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.89
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
44.0%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +105.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -25.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-13.16.9-7.013.0————————-2.3%
20251.0-2.4-12.65.2-3.96.010.6-2.6-9.73.9-0.1-1.1-7.8%
20245.42.58.6-1.18.6-4.24.34.5-5.7-4.13.2-1.121.5%
20239.3-1.114.3-7.7-4.7-13.74.1-12.2-8.3-8.011.614.8-7.3%
2022-18.5-14.824.7-5.7-1.7-11.713.2-12.0-1.725.94.8-18.3-25.1%
2021-8.83.67.23.87.08.818.59.7-12.31.61.510.859.4%
20207.0-12.8-30.417.533.15.221.61.5-15.9-14.819.130.246.9%
2019———46.04.47.6-5.03.11.618.8-4.610.8105.0%
20180.90.04.336.47.80.00.00.00.00.00.00.054.9%
20172.31.92.027.00.04.00.20.06.813.210.82.392.8%
2016———61.8-6.20.00.00.00.011.5-3.32.066.9%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 61.4%. The dominant macroeconomic risk driver is SHV.US, accounting for 66.7% of variance. Idiosyncratic stock-specific factors contribute 10.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0116178.74209285206
2016-05-0115179.602989432182
2016-06-0115179.602989432182
2016-07-0115179.602989432182
2016-08-0115179.602989432182
2016-09-0115179.602989432182
2016-10-0116922.48187750315
2016-11-0116364.645847109756
2016-12-0116686.920610363195
2017-01-0117074.199303796675
2017-02-0117392.356735579982
2017-03-0117741.95560768069
2017-04-0122524.048958814208
2017-05-0122524.048958814208
2017-06-0123427.491297458484
2017-07-0123477.77264844227
2017-08-0123477.77264844227
2017-09-0125082.159477972276
2017-10-0128385.382225604804
2017-11-0131452.295100375548
2017-12-0132177.19497436025
2018-01-0132478.88308026301
2018-02-0132478.88308026301
2018-03-0133886.51137256859
2018-04-0146207.937716003944
2018-05-0149826.44824015271
2018-06-0149826.44824015271
2018-07-0149826.44824015271
2018-08-0149826.44824015271
2018-09-0149826.44824015271
2018-10-0149826.44824015271
2018-11-0149826.44824015271
2018-12-0149826.44824015271
2019-04-0172732.28611710688
2019-05-0175932.45081036568
2019-06-0181678.24926075184
2019-07-0177568.90291831462
2019-08-0180005.36500767322
2019-09-0181314.5516475564
2019-10-0196635.14204793572
2019-11-0192181.93614393192
2019-12-01102127.41269385768
2020-01-01109326.87868844277
2020-02-0195299.25513730677
2020-03-0166353.16722604148
2020-04-0177979.38838912525
2020-05-01103803.91520792524
2020-06-01109223.19679596751
2020-07-01132861.1710688842
2020-08-01134918.33959250894
2020-09-01113531.67226041497
2020-10-0196773.63410647669
2020-11-01115227.38898800983
2020-12-01150063.25718349573
2021-01-01136881.93240090332
2021-02-01141781.9311532271
2021-03-01152001.64693258805
2021-04-01157826.67282186926
2021-05-01168808.59399368675
2021-06-01183655.81604262057
2021-07-01217585.37224419517
2021-08-01238699.54709353828
2021-09-01209346.8415076919
2021-10-01212650.93762866658
2021-11-01215833.26055222147
2021-12-01239174.41265642736
2022-01-01194941.04729940486
2022-02-01166122.72143133412
2022-03-01207147.56266453728
2022-04-01195277.67033899363
2022-05-01191899.71178679707
2022-06-01169421.57731225592
2022-07-01191838.57565284654
2022-08-01168770.04079901183
2022-09-01165917.1043930679
2022-10-01208940.0990654905
2022-11-01219056.75679047772
2022-12-01179035.9205978864
2023-01-01195629.88933112076
2023-02-01193519.44503362486
2023-03-01221147.73733920572
2023-04-01204211.9053263297
2023-05-01194574.48003094236
2023-06-01168005.3400541491
2023-07-01174831.5013287751
2023-08-01153507.09303921444
2023-09-01140800.75858713145
2023-10-01129595.2538397235
2023-11-01144668.80435189456
2023-12-01166034.26118853633
2024-01-01175082.28424559257
2024-02-01179520.2684999189
2024-03-01194973.73641592532
2024-04-01192848.44477161285
2024-05-01209510.41185791462
2024-06-01200622.71519295312
2024-07-01209325.75577986002
2024-08-01218667.7313503599
2024-09-01206140.81273627863
2024-10-01197602.83971103816
2024-11-01204021.88424060185
2024-12-01201690.85079040285
2025-01-01203729.80324146277
2025-02-01198778.1506943318
2025-03-01173806.41056033137
2025-04-01182810.26587979886
2025-05-01175731.32540643052
2025-06-01186341.5638373529
2025-07-01206006.31324158752
2025-08-01200641.05603313827
2025-09-01181252.04306978252
2025-10-01188336.72285368497
2025-11-01188157.6813185442
2025-12-01186028.5218780022
2026-01-01161632.3347764788
2026-02-01172742.39229435174
2026-03-01160700.6949556451
2026-04-01181661.65516725098
Annual Return Matrix
YearAnnual Return
20170.9282883718148105
20180.5485019213096702
20191.0496627052690095
20200.4693729452770232
20210.5938239456175971
2022-0.2514419974553447
2023-0.07262039576153945
20240.2147544087986606
2025-0.07765512838595212
2026-0.023474178403755874
Total Factor Risk
0.6135393064082848
VTI.US Exposure
-0.07390758819206267
VEA.US Exposure
0.05390027884003716
VWO.US Exposure
-0.01432731772076335
QQQ.US Exposure
0.1294220227965304
VTV.US Exposure
0.05534749852081356
IJR.US Exposure
-0.003378782180856401
QUAL.US Exposure
0.013516328429684131
SHV.US Exposure
0.6672701311725736
TLT.US Exposure
0.012481806862994693
LQD.US Exposure
0.0006153256938800113
HYG.US Exposure
0.025858139237415017
GLD.US Exposure
0.00007722644359055808
USO.US Exposure
0.0011516511366213816
VNQ.US Exposure
0.014035299487718096
BTC-USD.CC Exposure
0.008176710284839205
CPER.US Exposure
-0.0005899428481329205
VIX.INDX Exposure
-0.001566023671196646
UUP.US Exposure
0.004923324581424299
TIP.US Exposure
-0.001880228209331699
Idiosyncratic Exposure
0.10887413933422144
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
11.9
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
61.4%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.99%
Market Cap$52.4B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+8.9%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-1.8%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
15.8% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.05
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Beijer Ref AB Series B a high-risk investment?

Beijer Ref AB Series B (0A0H.LSE) has an annualized volatility of 61.4% and experienced a maximum drawdown of 45.8% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of 0A0H.LSE?

Over the past 10 years, 0A0H.LSE has generated a Compound Annual Growth Rate (CAGR) of 28.4%. It has had a positive return in 60% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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