Swedbank AB ser A

10-Year Study

0H6T.LSE · · GB · Common Stock

Executive Summary: Swedbank AB ser A has compounded at 12.6% annually over the last 10 years, with a maximum drawdown of 44.6% and an annualized volatility of 31.9%.

1Y CAGR
+31.3%
3Y CAGR
+33.8%
5Y CAGR
+24.7%
10Y CAGR
+12.6%

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 →
44.6%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.52
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.68
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
24.6%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +61.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · -22.4%
% 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.
20268.3-0.6-7.33.4————————3.2%
202511.56.1-3.95.68.3-3.55.21.17.31.43.87.461.5%
20245.76.2-0.7-0.12.70.85.2-4.5-1.80.5-1.52.315.3%
202312.46.0-16.35.3-6.79.06.70.63.3-8.25.63.819.4%
20220.3-15.9-2.812.4-6.2-13.07.80.45.112.72.16.04.5%
202110.1-4.26.3-3.82.64.05.8-0.55.110.0-2.60.136.5%
20206.4-1.4-24.46.52.10.818.94.2-5.2-1.211.8-6.85.1%
20193.2-17.3-14.020.8-13.82.7-5.6-4.813.0-4.9-7.210.4-22.4%
20181.72.8-5.75.0-4.63.89.11.83.3-6.22.0-6.05.8%
20171.1-0.1-1.40.51.1-1.62.72.23.0-6.7-4.0-0.2-3.6%
2016———5.57.3-5.53.29.51.36.9-0.94.235.0%

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 31.9%. The dominant macroeconomic risk driver is VTI.US, accounting for 57.6% of variance. Idiosyncratic stock-specific factors contribute 18.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110545.051298360111
2016-05-0111310.295622355576
2016-06-0110682.80191366389
2016-07-0111027.161859461852
2016-08-0112075.539946351038
2016-09-0112228.588811150134
2016-10-0113078.012223113297
2016-11-0112955.570918945825
2016-12-0113498.896601310804
2017-01-0113651.945466109895
2017-02-0113636.636154973588
2017-03-0113446.30956002323
2017-04-0113511.429440557506
2017-05-0113666.082243300792
2017-06-0113446.30956002323
2017-07-0113812.582616631176
2017-08-0114121.888222117752
2017-09-0114545.139791488069
2017-10-0113576.549321091785
2017-11-0113039.340726196731
2017-12-0113014.927684521997
2018-01-0113229.81112248002
2018-02-0113605.851608086059
2018-03-0112836.547661845634
2018-04-0113484.560714582009
2018-05-0112859.201902602252
2018-06-0113341.721744420785
2018-07-0114555.869583252674
2018-08-0114817.167666823372
2018-09-0115308.404081745526
2018-10-0114360.77542103371
2018-11-0114642.96894444291
2018-12-0113765.017560355078
2019-01-0114210.967617045986
2019-02-0111751.301125521972
2019-03-0110103.282541965102
2019-04-0112204.750974807113
2019-05-0110518.934763972235
2019-06-0110799.258870053372
2019-07-0110192.21813556041
2019-08-019699.233981361134
2019-09-0110961.654821492768
2019-10-0110428.074444843893
2019-11-019677.962445728825
2019-12-0110685.202289759685
2020-01-0111373.44653079284
2020-02-0111216.846879234534
2020-03-018479.334089212134
2020-04-019027.615386742624
2020-05-019213.207599347363
2020-06-019283.581759354
2020-07-0111039.761068554519
2020-08-0111502.204031968142
2020-09-0110899.798125051851
2020-10-0110773.739664279195
2020-11-0112048.162384889798
2020-12-0111229.999170376925
2021-01-0112359.801996626198
2021-02-0111844.971101462903
2021-03-0112590.558889411242
2021-04-0112107.640828516911
2021-05-0112422.554685987665
2021-06-0112918.448051768479
2021-07-0113665.13094217527
2021-08-0113601.825170764081
2021-09-0114301.440778739525
2021-10-0115728.027432869667
2021-11-0115319.84181853378
2021-12-0115329.963220043694
2022-01-0115370.437764442353
2022-02-0112933.093664445121
2022-03-0112567.68341583474
2022-04-0114129.68667901883
2022-05-0113252.465363236637
2022-06-0111531.56162716739
2022-07-0112428.937252841459
2022-08-0112475.927103785847
2022-09-0113118.188103205111
2022-10-0114787.610962086224
2022-11-0115105.389784574541
2022-12-0116013.948729293992
2023-01-0118001.150410663424
2023-02-0119088.73095323691
2023-03-0115981.582367744253
2023-04-0116831.315505655264
2023-05-0115709.38856779403
2023-06-0117124.81402616078
2023-07-0118279.88164044136
2023-08-0118395.862946268076
2023-09-0118997.07419595697
2023-10-0117439.61726722159
2023-11-0118414.800475650565
2023-12-0119113.044440142694
2024-01-0120199.474572052764
2024-02-0121458.687536296005
2024-03-0121315.417162136004
2024-04-0121295.152235834186
2024-05-0121877.680373883464
2024-06-0122054.976355742372
2024-07-0123209.900168690023
2024-08-0122161.345095544923
2024-09-0121771.311634080914
2024-10-0121872.61414230801
2024-11-0121543.364398108457
2024-12-0122034.71142944056
2025-01-0124562.373828157408
2025-02-0126061.746080030975
2025-03-0125032.49357042117
2025-04-0126425.275849672296
2025-05-0128605.40361162579
2025-06-0127608.462155360747
2025-07-0129031.27678991178
2025-08-0129357.595199247804
2025-09-0131509.084372666686
2025-10-0131946.019191947125
2025-11-0133146.20723984403
2025-12-0135585.299079118384
2026-01-0138549.81886562872
2026-02-0138328.58604573989
2026-03-0135524.46005364895
2026-04-0136724.64810154586
Annual Return Matrix
YearAnnual Return
2017-0.03585247973095895
20180.057633042150908365
2019-0.22374219699258746
20200.050986108249850615
20210.36509032524969953
20220.044617557096027216
20230.19352476789060713
20240.15286245989998082
20250.6149655144370487
20260.03201740752253657
Total Factor Risk
0.3185243452338977
VTI.US Exposure
0.5763855012176667
VEA.US Exposure
0.3531759496737548
VWO.US Exposure
-0.03438721207074109
QQQ.US Exposure
-0.052431189846598614
VTV.US Exposure
-0.0675856653065925
IJR.US Exposure
-0.03536927240839508
QUAL.US Exposure
-0.038187319928857454
SHV.US Exposure
0.10522271922705363
TLT.US Exposure
0.010189685545120647
LQD.US Exposure
0.005045552349306411
HYG.US Exposure
0.023479911686547398
GLD.US Exposure
-0.002433898322993139
USO.US Exposure
0.0028121204842544746
VNQ.US Exposure
0.00017706493065754565
BTC-USD.CC Exposure
-0.0006096465745473954
CPER.US Exposure
0.0022452049283221667
VIX.INDX Exposure
-0.03300969614345077
UUP.US Exposure
-0.0005178987518959471
TIP.US Exposure
0.0020766087776803543
Idiosyncratic Exposure
0.18372148053370774
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
100
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
31.9%

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 →15.07%
Market Cap$192.5B
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
$2,262
Avg Yield on Cost
22.62%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$2,262.1122.62%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 →
-1.0%
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 →
+10.2%
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 →
8.2% 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 →
0.51
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Swedbank AB ser A a high-risk investment?

Swedbank AB ser A (0H6T.LSE) has an annualized volatility of 31.9% and experienced a maximum drawdown of 44.6% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of 0H6T.LSE?

Over the past 10 years, 0H6T.LSE has generated a Compound Annual Growth Rate (CAGR) of 12.6%. 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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