Equinor ASA

10-Year Study

0M2Z.LSE · · GB · Common Stock

Executive Summary: Equinor ASA has compounded at 15.6% annually over the last 10 years, with a maximum drawdown of 41.7% and an annualized volatility of 32.0%.

1Y CAGR
+60.1%
3Y CAGR
+14.3%
5Y CAGR
+20.3%
10Y CAGR
+15.6%

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 →
41.7%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.55
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.13
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
27.8%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +66.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · -14.8%
% 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.
20267.912.048.6-15.1————————52.4%
20254.1-4.27.2-13.83.35.14.5-5.3-0.6-1.9-2.21.9-3.9%
2024-6.5-12.59.55.31.60.7-5.0-0.6-6.80.31.9-1.9-14.8%
2023-14.46.3-7.31.5-4.110.6-1.58.28.85.1-5.3-7.1-2.6%
20224.414.018.6-2.39.6-1.15.93.8-6.05.71.5-6.554.9%
20216.56.02.51.57.6-0.2-4.88.220.0-2.85.73.866.4%
2020-4.8-14.2-7.19.40.7-3.5-1.56.6-6.9-8.716.43.8-13.1%
20195.00.6-1.81.9-11.80.4-5.7-0.311.1-1.71.23.40.5%
20182.42.31.210.86.10.60.00.27.0-4.9-7.5-8.38.6%
2017-3.7-2.1-1.1-3.45.1-5.25.70.88.54.61.05.415.6%
2016———11.4-6.88.0-7.81.80.31.19.19.327.3%

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 32.0%. The dominant macroeconomic risk driver is USO.US, accounting for 20.8% of variance. Idiosyncratic stock-specific factors contribute 27.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111135.086028567746
2016-05-0110377.604949941991
2016-06-0111209.985820478665
2016-07-0110332.476014510992
2016-08-0110522.309727397167
2016-09-0110556.745707779093
2016-10-0110675.608154145515
2016-11-0111649.907004438008
2016-12-0112730.386530068565
2017-01-0112260.498063359748
2017-02-0112005.094806366667
2017-03-0111875.600788160407
2017-04-0111468.924750323797
2017-05-0112049.732676123775
2017-06-0111427.638403791027
2017-07-0112082.990098888351
2017-08-0112182.909686884252
2017-09-0113215.915438490954
2017-10-0113823.596933294868
2017-11-0113965.797275813175
2017-12-0114721.400028236276
2018-01-0115081.682636531603
2018-02-0115433.960874342434
2018-03-0115619.632805642344
2018-04-0117307.21682390999
2018-05-0118367.55038026898
2018-06-0118476.321427036848
2018-07-0118478.457562718293
2018-08-0118517.337687448977
2018-09-0119815.273370122333
2018-10-0118841.318265801576
2018-11-0117428.731024915443
2018-12-0115990.105026671004
2019-01-0116785.484098679648
2019-02-0116887.4907157896
2019-03-0116580.206370349457
2019-04-0116896.268514710486
2019-05-0114909.785097384463
2019-06-0114974.225190441406
2019-07-0114120.851262345697
2019-08-0114073.696681009877
2019-09-0115631.921724131582
2019-10-0115365.444936192154
2019-11-0115546.9550859058
2019-12-0116068.847407480158
2020-01-0115304.319536434003
2020-02-0113127.97785293811
2020-03-0112191.270079982321
2020-04-0113334.630565155208
2020-05-0113427.748893567656
2020-06-0112962.930679941808
2020-07-0112763.717612684226
2020-08-0113609.45546955086
2020-09-0112665.28349835186
2020-10-0111558.973918274396
2020-11-0113452.547710099378
2020-12-0113959.327485559601
2021-01-0114863.04792187145
2021-02-0115749.544229671417
2021-03-0116150.155606435415
2021-04-0116396.14267913155
2021-05-0117644.615771801782
2021-06-0117604.09057706355
2021-07-0116766.713113294987
2021-08-0118143.6489862563
2021-09-0121774.87094180258
2021-10-0121172.49295627674
2021-11-0122385.879406547134
2021-12-0123230.696515275213
2022-01-0124243.151168429387
2022-02-0127649.023086224992
2022-03-0132783.384792923745
2022-04-0132021.373633456304
2022-05-0135108.04058657795
2022-06-0134712.695889166476
2022-07-0136770.46976570028
2022-08-0138152.74597786522
2022-09-0135882.07057841398
2022-10-0137939.99177464996
2022-11-0138510.76968406062
2022-12-0135989.96998361068
2023-01-0130812.848733357474
2023-02-0132758.978828931133
2023-03-0130379.814745474523
2023-04-0130839.280343254908
2023-05-0129586.056190189734
2023-06-0132716.059689032663
2023-07-0132221.838918182322
2023-08-0134865.51552688278
2023-09-0137931.741871328515
2023-10-0139850.0039899086
2023-11-0137739.2564038033
2023-12-0135047.185272940435
2024-01-0132767.30239210366
2024-02-0128680.211894838285
2024-03-0131393.128763558016
2024-04-0133053.76555297064
2024-05-0133581.415619571424
2024-06-0133820.09809036836
2024-07-0132128.241800737826
2024-08-0131942.1524636151
2024-09-0129772.83301925591
2024-10-0129865.300685650443
2024-11-0130438.030581114846
2024-12-0129870.199065747554
2025-01-0131106.972518737224
2025-02-0129800.737826175027
2025-03-0131933.902560293653
2025-04-0127517.76123159271
2025-05-0128422.598842312673
2025-06-0129879.36971720756
2025-07-0131222.2992922516
2025-08-0129559.09668469287
2025-09-0129375.327632879304
2025-10-0128807.176924823983
2025-11-0128177.422027978464
2025-12-0128704.261836217323
2026-01-0130972.310034313214
2026-02-0134687.6515397978
2026-03-0151543.48079626299
2026-04-0143753.95154409462
Annual Return Matrix
YearAnnual Return
20170.1563985110322481
20180.0861810015352682
20190.004924444253356253
2020-0.13128010170403148
20210.6641701786355032
20220.5492419678396505
2023-0.02619576262774259
2024-0.14771474989719013
2025-0.039033460304830236
20260.5243015756248608
Total Factor Risk
0.319912997494061
VTI.US Exposure
0.12308143097562485
VEA.US Exposure
0.050110885569137516
VWO.US Exposure
-0.0028163522390536764
QQQ.US Exposure
-0.014510623373750794
VTV.US Exposure
0.15310978310898482
IJR.US Exposure
0.0035141666725736066
QUAL.US Exposure
0.12003567396368986
SHV.US Exposure
0.016712010894456304
TLT.US Exposure
-0.029404213061668055
LQD.US Exposure
0.07055759754831191
HYG.US Exposure
-0.0009287641834536494
GLD.US Exposure
0.025452148389612236
USO.US Exposure
0.20813749283726377
VNQ.US Exposure
-0.005966860482853341
BTC-USD.CC Exposure
0.0001747577696014344
CPER.US Exposure
-0.001426871507688235
VIX.INDX Exposure
-0.0015553735480888084
UUP.US Exposure
-0.00033731957155875496
TIP.US Exposure
0.008046552744346038
Idiosyncratic Exposure
0.2780138774945131
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
5.4
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
32.0%

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 →0.45%
Market Cap$851.6B
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 →
+8.8%
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 →
+36.1%
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 →
15.3% 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 →
-0.23
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Equinor ASA a high-risk investment?

Equinor ASA (0M2Z.LSE) has an annualized volatility of 32.0% and experienced a maximum drawdown of 41.7% over the last 10 years. Its primary macro risk driver is USO.US.

What is the 10-year return of 0M2Z.LSE?

Over the past 10 years, 0M2Z.LSE has generated a Compound Annual Growth Rate (CAGR) of 15.6%. 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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