Kering SA

10-Year Study

0IIH.LSE · · GB · Common Stock

Executive Summary: Kering SA has compounded at 8.5% annually over the last 10 years, with a maximum drawdown of 74.5% and an annualized volatility of 78.2%.

1Y CAGR
+49.4%
3Y CAGR
-19.3%
5Y CAGR
-18.1%
10Y CAGR
+8.5%

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 →
74.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.28
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.49
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
32.3%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2017 · +86.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · -37.6%
% 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.
2026-12.08.9-10.4-3.6————————-17.3%
20257.05.6-28.6-6.9-1.18.116.25.823.38.6-4.62.829.8%
2024-3.411.5-13.8-9.9-0.66.6-15.6-9.5-0.2-11.4-4.38.8-37.6%
202319.8-2.18.1-3.5-12.31.13.8-5.1-12.9-11.72.91.4-14.2%
2022-6.8-5.5-7.1-10.91.1-3.813.6-8.5-11.22.522.3-15.9-31.0%
2021-8.5-3.612.713.812.8-1.22.9-11.6-8.24.35.53.920.4%
2020-4.8-8.9-5.90.5-1.43.50.16.89.7-8.817.1-1.82.9%
20196.511.26.03.1-10.411.6-9.7-6.26.29.17.27.346.0%
20185.0-4.50.222.711.0-1.0-6.02.6-1.3-14.7-2.47.014.8%
20175.63.25.117.54.71.6—5.46.617.6-4.73.586.5%
2016———-4.6-1.50.218.9-1.35.211.92.23.737.7%

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 78.2%. The dominant macroeconomic risk driver is SHV.US, accounting for 65.3% of variance. Idiosyncratic stock-specific factors contribute 7.3%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019536.611943459518
2016-05-019392.93790521476
2016-06-019410.794682079346
2016-07-0111190.964180552424
2016-08-0111049.476337849193
2016-09-0111620.910277168603
2016-10-0113005.788294289248
2016-11-0113286.432607106502
2016-12-0113773.04045144938
2017-01-0114551.180887185477
2017-02-0115011.691022251372
2017-03-0115771.189017100149
2017-04-0118538.536820315225
2017-05-0119410.632425378997
2017-06-0119720.611041653858
2017-08-0120776.79968300165
2017-09-0122151.148094252356
2017-10-0126045.855451483538
2017-11-0124820.202496362035
2017-12-0125691.128145218037
2018-01-0126971.16271443504
2018-02-0125767.183838549463
2018-03-0125825.72434806966
2018-04-0131683.336407670813
2018-05-0135153.04222773326
2018-06-0134808.47731480533
2018-07-0132733.897303464437
2018-08-0133595.318125610596
2018-09-0133143.07454243611
2018-10-0128254.519276096005
2018-11-0127565.38945024014
2018-12-0129483.477144008797
2019-01-0131389.019832892678
2019-02-0134915.65213529817
2019-03-0137023.195876288664
2019-04-0138167.48990592528
2019-05-0134207.28208071161
2019-06-0138182.65663749462
2019-07-0134467.90050077542
2019-08-0132331.551925560045
2019-09-0134324.74739193704
2019-10-0137455.85763767908
2019-11-0140135.4672651377
2019-12-0143057.35176569449
2020-01-0140986.392640719256
2020-02-0137353.00396931128
2020-03-0135144.90377323687
2020-04-0135331.37942106809
2020-05-0134851.6802962295
2020-06-0136084.69458165098
2020-07-0136110.7752112753
2020-08-0138556.10324308445
2020-09-0142295.65903547785
2020-10-0138569.82674400333
2020-11-0145149.64337685229
2020-12-0144318.78659315585
2021-01-0140539.042378034195
2021-02-0139071.96853244792
2021-03-0144023.368380780616
2021-04-0150113.733407117434
2021-05-0156509.474083335044
2021-06-0155828.533950933575
2021-07-0157438.718206226564
2021-08-0150802.03486981888
2021-09-0146653.028564011125
2021-10-0148656.48036181536
2021-11-0151333.5878201581
2021-12-0153351.68542012529
2022-01-0149740.84189023932
2022-02-0146995.93675063024
2022-03-0143657.92359246583
2022-04-0138906.552096356565
2022-05-0139327.18124244225
2022-06-0137820.57654075547
2022-07-0142964.7458889276
2022-08-0139317.74473434308
2022-09-0134902.37270534866
2022-10-0135791.906635786654
2022-11-0143785.74771303451
2022-12-0136828.74403066139
2023-01-0144104.98350105552
2023-02-0143194.62093418868
2023-03-0146714.95938458596
2023-04-0145091.44446038546
2023-05-0139542.93995477308
2023-06-0139994.722387325535
2023-07-0141522.25820335718
2023-08-0139408.301052789786
2023-09-0134307.8299959692
2023-10-0130277.800550648
2023-11-0131157.496601149123
2023-12-0131606.956200938697
2024-01-0130537.10383745636
2024-02-0134050.892241055386
2024-03-0129352.740942660188
2024-04-0126450.480963019138
2024-05-0126296.183380814768
2024-06-0128027.009762729467
2024-07-0123652.116510558637
2024-08-0121402.376121279198
2024-09-0121368.21681594283
2024-10-0118931.91538056882
2024-11-0118124.192986411428
2024-12-0119717.459845736576
2025-01-0121099.588038777645
2025-02-0122285.428323529613
2025-03-0115918.227746920538
2025-04-0114824.216214739059
2025-05-0114660.69562009387
2025-06-0115852.718739111722
2025-07-0118415.17902891927
2025-08-0119491.171527535815
2025-09-0124036.10126184474
2025-10-0126095.96715241199
2025-11-0124905.148148907243
2025-12-0125602.629924917852
2026-01-0122536.601695667916
2026-02-0124534.921057845368
2026-03-0121975.10811420139
2026-04-0121180.904265130866
Annual Return Matrix
YearAnnual Return
20170.86532002398312
20180.14761317515348749
20190.46038920563492547
20200.02929661894502278
20210.20381647426160354
2022-0.30969858326595856
2023-0.14178566136752724
2024-0.3761670778930941
20250.2984750634830784
2026-0.17270591625759213
Total Factor Risk
0.7817912824619376
VTI.US Exposure
0.2563677578172151
VEA.US Exposure
0.09163449092242265
VWO.US Exposure
0.012109034198763403
QQQ.US Exposure
-0.05463031703953252
VTV.US Exposure
-0.027371637238590416
IJR.US Exposure
-0.015278436042262237
QUAL.US Exposure
0.014578649658177525
SHV.US Exposure
0.6533994673279266
TLT.US Exposure
0.02221828065818881
LQD.US Exposure
-0.008039528951603635
HYG.US Exposure
0.002983763109775531
GLD.US Exposure
-0.0032650014985924312
USO.US Exposure
0.0006008852568698082
VNQ.US Exposure
-0.019005140035132307
BTC-USD.CC Exposure
-0.001041950429662392
CPER.US Exposure
0.006625886248798486
VIX.INDX Exposure
-0.008650463936711386
UUP.US Exposure
-0.0025890139095172274
TIP.US Exposure
0.00595667284808422
Idiosyncratic Exposure
0.07339660103538234
Value Score
49.9
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
6.8
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
78.2%

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 →0.2x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.57%
Market Cap$66.2B
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
$107
Avg Yield on Cost
1.07%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$106.751.07%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 →
-6.0%
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 →
-7.2%
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 →
27.7% 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 →
1.12
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Kering SA a high-risk investment?

Kering SA (0IIH.LSE) has an annualized volatility of 78.2% and experienced a maximum drawdown of 74.5% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, 0IIH.LSE has generated a Compound Annual Growth Rate (CAGR) of 8.5%. 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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