Var Energi ASA NOK

10-Year Study

0AAY.LSE · · GB · Common Stock

Executive Summary: Var Energi ASA NOK has compounded at 25.0% annually over the last 10 years, with a maximum drawdown of 37.7% and an annualized volatility of 32.9%.

1Y CAGR
+74.7%
3Y CAGR
+40.1%
5Y CAGR
+25.0%
10Y CAGR
+25.0%

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 →
37.7%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.78
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.62
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
36.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · +39.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · 8.7%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
100%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20265.65.440.3-10.5————————39.9%
2025-1.2-5.55.4-11.14.09.49.30.3-2.40.9-3.84.88.7%
2024-2.47.49.47.20.61.5-4.13.3-9.810.34.3-2.625.8%
2023-10.10.8-13.410.4-8.218.95.93.61.220.5-5.2-7.111.2%
2022——20.48.713.6-13.4-0.016.6-18.9-1.26.4-6.919.0%

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 32.9%. The dominant macroeconomic risk driver is USO.US, accounting for 24.3% of variance. Idiosyncratic stock-specific factors contribute 37.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2022-02-0110000
2022-03-0112041.088094696108
2022-04-0113085.64762121557
2022-05-0114862.67926246301
2022-06-0112876.735715911678
2022-07-0112871.727748691103
2022-08-0115006.430685180969
2022-09-0112168.051445481447
2022-10-0112020.430229911222
2022-11-0112787.332119280674
2022-12-0111904.564079216938
2023-01-0110698.383792396995
2023-02-0110781.47052128386
2023-03-019341.509219212383
2023-04-0110310.095606646939
2023-05-019465.91167766902
2023-06-0111251.593444115639
2023-07-0111909.970407466424
2023-08-0112336.330525836558
2023-09-0112486.9109947644
2023-10-0115042.62463009333
2023-11-0114257.625768267699
2023-12-0113238.390621443206
2024-01-0112917.368540860462
2024-02-0113867.971773275667
2024-03-0115176.644661962213
2024-04-0116273.10493967676
2024-05-0116378.727521056227
2024-06-0116632.255861597998
2024-07-0115951.513771909858
2024-08-0116482.756658320053
2024-09-0114875.085363077626
2024-10-0116399.954473025267
2024-11-0117112.2809014341
2024-12-0116659.458229000684
2025-01-0116467.732756658323
2025-02-0115567.83519235147
2025-03-0116415.888914181654
2025-04-0114598.565900295926
2025-05-0115180.173002503985
2025-06-0116613.58980195766
2025-07-0118165.888914181654
2025-08-0118226.382881857502
2025-09-0117797.51877987708
2025-10-0117952.424311404506
2025-11-0117274.470748918735
2025-12-0118103.168842707306
2026-01-0119118.654677896655
2026-02-0120158.149328477128
2026-03-0128291.201912132936
2026-04-0125324.37969496927
Annual Return Matrix
YearAnnual Return
20230.11204329140912184
20240.2584202041912951
20250.08666011786586303
20260.3988920898327126
Total Factor Risk
0.32941842041705366
VTI.US Exposure
0.05494243365944913
VEA.US Exposure
0.0743165082045262
VWO.US Exposure
0.002142371379465356
QQQ.US Exposure
0.00020426858463381338
VTV.US Exposure
0.0569767571264354
IJR.US Exposure
-0.006478784693694197
QUAL.US Exposure
0.0011758393744932753
SHV.US Exposure
0.02259214658436998
TLT.US Exposure
0.01757381116439753
LQD.US Exposure
0.029946282871507277
HYG.US Exposure
0.0031908953368733396
GLD.US Exposure
0.022847014753015017
USO.US Exposure
0.24299326933575327
VNQ.US Exposure
0.04267883023264314
BTC-USD.CC Exposure
0.0013707921272086267
CPER.US Exposure
0.001642619979177594
VIX.INDX Exposure
0.0010014332932290677
UUP.US Exposure
0.04951272215739041
TIP.US Exposure
0.009480607112984351
Idiosyncratic Exposure
0.37189018141614144
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
15.5
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
32.9%

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 →1.29%
Market Cap$0
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
$688
Avg Yield on Cost
6.88%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$688.036.88%Solid

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 →
+9.7%
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 →
+32.1%
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 →
11.5% 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 →
-0.02
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Var Energi ASA NOK a high-risk investment?

Var Energi ASA NOK (0AAY.LSE) has an annualized volatility of 32.9% and experienced a maximum drawdown of 37.7% over the last 10 years. Its primary macro risk driver is USO.US.

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

Over the past 10 years, 0AAY.LSE has generated a Compound Annual Growth Rate (CAGR) of 25.0%. It has had a positive return in 100% 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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