Industrivarden AB ser. A

10-Year Study

0H13.LSE · · GB · Common Stock

Executive Summary: Industrivarden AB ser. A has compounded at 14.7% annually over the last 10 years, with a maximum drawdown of 32.9% and an annualized volatility of 27.8%.

1Y CAGR
+46.9%
3Y CAGR
+21.6%
5Y CAGR
+10.4%
10Y CAGR
+14.7%

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 →
32.9%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.65
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.07
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
19.5%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +31.6%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -11.0%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
80%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20267.114.0-8.46.7————————19.4%
202513.91.5-8.8-6.03.8-0.95.72.8-0.96.40.54.522.7%
2024-0.17.25.2-2.63.6-2.22.40.41.9-2.6-2.3-2.77.9%
20237.84.7-3.86.61.51.50.3-4.61.5-1.610.34.731.6%
20221.9-11.02.2-1.80.1-11.315.4-9.4-5.910.87.3-3.8-9.1%
20211.96.17.93.62.6-1.03.2-7.7-11.10.3-3.26.06.9%
20200.1-5.2-13.06.82.5-0.33.56.25.0-1.211.23.217.9%
20193.33.21.913.6-11.47.82.5-2.84.5-2.65.83.530.9%
20184.5-5.9-4.70.5-1.0-5.86.44.80.3-4.3-1.8-3.6-11.0%
20170.15.07.68.11.4-1.7-2.5-4.88.44.8-5.2-1.220.4%
2016———4.31.6-5.15.36.43.30.4-1.06.423.1%

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 27.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 36.9% of variance. Idiosyncratic stock-specific factors contribute 11.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110429.397397576471
2016-05-0110598.858882586157
2016-06-0110053.138404174877
2016-07-0110590.328247252599
2016-08-0111272.472633639029
2016-09-0111639.132591747812
2016-10-0111690.291557238495
2016-11-0111570.912355590008
2016-12-0112312.746342800683
2017-01-0112321.276978134243
2017-02-0112935.2094105331
2017-03-0113915.793518870509
2017-04-0115049.862805850194
2017-05-0115265.522236384735
2017-06-0115012.40254991457
2017-07-0114637.096006089052
2017-08-0113938.842798611577
2017-09-0115108.41774935337
2017-10-0115832.850896917626
2017-11-0115012.40254991457
2017-12-0114829.118122796426
2018-01-0115494.201238515738
2018-02-0114572.511642660796
2018-03-0113891.7089678511
2018-04-0113961.535945032892
2018-05-0113821.492728668649
2018-06-0113013.525612197318
2018-07-0113846.62911530686
2018-08-0114514.536451073494
2018-09-0114561.223044641727
2018-10-0113939.985738102869
2018-11-0113688.62187172078
2018-12-0113193.074780543197
2019-01-0113631.16845685776
2019-02-0114069.26213317233
2019-03-0114338.58174460603
2019-04-0116283.127645635754
2019-05-0114424.724597134535
2019-06-0115545.666644304807
2019-07-0115936.518821645948
2019-08-0115494.043877281427
2019-09-0116187.261525261034
2019-10-0115759.528843900142
2019-11-0116681.359236648936
2019-12-0117263.95193690974
2020-01-0117278.702482083598
2020-02-0116378.993766010472
2020-03-0114247.734619388726
2020-04-0115221.1877791609
2020-05-0115604.660542830003
2020-06-0115553.037775806622
2020-07-0116098.76653638813
2020-08-0117101.712504337786
2020-09-0117949.790171217304
2020-10-0117743.299103123787
2020-11-0119727.069362347433
2020-12-0120353.905415959576
2021-01-0120744.76587547095
2021-02-0122005.817396367274
2021-03-0123746.224365647875
2021-04-0124596.331164232954
2021-05-0125242.41498145208
2021-06-0124979.47264109298
2021-07-0125768.299662170277
2021-08-0123784.968357968646
2021-09-0121140.52109758633
2021-10-0121200.624806921907
2021-11-0120524.484993949878
2021-12-0121749.04527282711
2022-01-0122154.722534874152
2022-02-0119720.63411608124
2022-03-0120148.85544548551
2022-04-0119778.311149540383
2022-05-0119797.567195317595
2022-06-0117559.749646558386
2022-07-0120267.472687473135
2022-08-0118364.75174608854
2022-09-0117290.13187699652
2022-10-0119158.191935982137
2022-11-0120564.048921123096
2022-12-0119778.311149540383
2023-01-0121315.12581030683
2023-02-0122312.71321411978
2023-03-0121469.190740864975
2023-04-0122875.619195751577
2023-05-0123226.882599408815
2023-06-0123566.310781812026
2023-07-0123645.248146243248
2023-08-0122567.770928423
2023-09-0122911.14142385414
2023-10-0122555.935707168966
2023-11-0124872.698902529624
2023-12-0126037.0063930072
2024-01-0126013.327668328897
2024-02-0127884.104279148894
2024-03-0129328.63071707858
2024-04-0128565.122290384486
2024-05-0129605.760415036115
2024-06-0128944.27176119522
2024-07-0129629.960916438697
2024-08-0129759.03025725249
2024-09-0130315.650071682187
2024-10-0129541.22574462922
2024-11-0128855.528307215507
2024-12-0128081.10398016254
2025-01-0131985.50951497127
2025-02-0132469.527825193203
2025-03-0129621.894082637835
2025-04-0127852.938472585603
2025-05-0128904.77409138381
2025-06-0128634.932703225822
2025-07-0130263.050008572045
2025-08-0131099.549201474558
2025-09-0130834.652268941943
2025-10-0132813.95843841336
2025-11-0132963.037502495004
2025-12-0134445.5459730846
2026-01-0136897.06836020484
2026-02-0142069.28366681492
2026-03-0138528.65589487607
2026-04-0141129.25734607794
Annual Return Matrix
YearAnnual Return
20170.20437128402852855
2018-0.11032640840173646
20190.30856166769934257
20200.17898297506514838
20210.06854408666818301
2022-0.09061244291715786
20230.31644234920493997
20240.07850739659933925
20250.2266450064576564
20260.1940370281317625
Total Factor Risk
0.27780653505611985
VTI.US Exposure
-0.10930789462689833
VEA.US Exposure
0.35872702951318336
VWO.US Exposure
-0.04441185690022333
QQQ.US Exposure
0.004489899577882243
VTV.US Exposure
0.12552918339135857
IJR.US Exposure
-0.008656319648176904
QUAL.US Exposure
0.11138831752955591
SHV.US Exposure
0.3687692390931112
TLT.US Exposure
0.05763263809383915
LQD.US Exposure
-0.02238730632099176
HYG.US Exposure
0.06090826684171184
GLD.US Exposure
-0.005711850464179352
USO.US Exposure
-0.0005943129905811375
VNQ.US Exposure
-0.003547637728705041
BTC-USD.CC Exposure
-0.002925407204691047
CPER.US Exposure
0.011757707689121877
VIX.INDX Exposure
-0.004916758769619224
UUP.US Exposure
-0.009773261163183479
TIP.US Exposure
-0.0021530883442185886
Idiosyncratic Exposure
0.115183412431704
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
42
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
27.8%

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 →3.50%
Market Cap$121.9B
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
$725
Avg Yield on Cost
7.25%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$724.697.25%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 →
+3.4%
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 →
+20.4%
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 →
2.2% 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 →
0.91
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Industrivarden AB ser. A a high-risk investment?

Industrivarden AB ser. A (0H13.LSE) has an annualized volatility of 27.8% and experienced a maximum drawdown of 32.9% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of 0H13.LSE?

Over the past 10 years, 0H13.LSE has generated a Compound Annual Growth Rate (CAGR) of 14.7%. It has had a positive return in 80% 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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