Aker BP ASA

10-Year Study

0M5J.LSE · · GB · Common Stock

Executive Summary: Aker BP ASA has compounded at 23.7% annually over the last 10 years, with a maximum drawdown of 56.8% and an annualized volatility of 33.1%.

1Y CAGR
+62.2%
3Y CAGR
+23.5%
5Y CAGR
+16.1%
10Y CAGR
+23.7%

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 →
56.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.80
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.32
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
38.8%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +41.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -21.3%
% 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.
20269.65.024.8-4.6————————37.0%
20257.80.37.6-10.69.48.40.41.2-0.76.6-6.24.129.4%
2024-4.6-5.85.72.2-2.01.5-1.0-3.6-10.92.20.7-2.6-17.7%
2023-0.7-4.4-10.7-0.7-1.04.214.02.33.76.4-0.1-5.45.7%
202211.5-10.321.34.022.2-17.2-3.57.8-11.38.03.8-10.817.9%
2021-0.88.07.9-1.72.711.8-11.3-5.425.014.1-11.4-3.533.5%
2020-8.5-14.4-39.826.5-6.913.2-1.2-1.1-14.21.139.26.2-21.3%
201926.76.35.7-6.9-16.44.63.1-3.41.56.93.39.141.1%
20189.1-10.37.624.114.01.5-3.52.715.2-19.2-11.0-9.712.3%
2017-2.7-2.4-5.34.7-3.3-12.021.4-2.87.522.63.85.035.9%
2016———14.810.429.44.17.012.04.45.512.7154.0%

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 33.1%. The dominant macroeconomic risk driver is USO.US, accounting for 31.2% of variance. Idiosyncratic stock-specific factors contribute 27.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111483.88650588232
2016-05-0112681.44638844938
2016-06-0116408.0825079188
2016-07-0117076.614931543183
2016-08-0118266.126450763222
2016-09-0120463.725965422524
2016-10-0121370.96552922562
2016-11-0122545.599770743593
2016-12-0125402.037089541092
2017-01-0124728.748814848015
2017-02-0124125.853233216574
2017-03-0122848.48041412488
2017-04-0123919.82732602274
2017-05-0123139.837264532023
2017-06-0120369.736934366207
2017-07-0124722.773514787346
2017-08-0124021.864720426074
2017-09-0125830.856327568395
2017-10-0131657.536042339274
2017-11-0132867.38187350046
2017-12-0134521.351027538214
2018-01-0137676.61432181869
2018-02-0133783.614873619365
2018-03-0136357.261971178326
2018-04-0145107.723075328424
2018-05-0151422.609194035686
2018-06-0152201.74564123202
2018-07-0150383.7910839987
2018-08-0151768.9631939808
2018-09-0159646.08541630465
2018-10-0148223.38476359458
2018-11-0142911.25155098669
2018-12-0138750.583049049295
2019-01-0149099.34546075356
2019-02-0152184.70384156919
2019-03-0155159.51917126247
2019-04-0151333.49795894725
2019-05-0142915.88545715618
2019-06-0144886.11870726213
2019-07-0146263.42537124601
2019-08-0144711.92041875879
2019-09-0145398.92749461156
2019-10-0148513.76605480814
2019-11-0150120.78642265492
2019-12-0154677.22709493715
2020-01-0150007.34718017664
2020-02-0142823.17684754144
2020-03-0125768.20713560578
2020-04-0132595.017941143295
2020-05-0130334.43388604859
2020-06-0134347.792949755654
2020-07-0133938.85073029752
2020-08-0133568.71747500892
2020-09-0128786.58728053729
2020-10-0129112.302106293275
2020-11-0140529.484752314675
2020-12-0143028.2271955417
2021-01-0142678.39776596945
2021-02-0146101.177682864
2021-03-0149734.64789934669
2021-04-0148904.72140163468
2021-05-0150211.42196898332
2021-06-0156155.351704332395
2021-07-0149812.44874503456
2021-08-0147132.46569537555
2021-09-0158897.46568013244
2021-10-0167175.390299893
2021-11-0159495.97124539277
2021-12-0157436.10849437682
2022-01-0164023.51097656525
2022-02-0157430.834377486535
2022-03-0169672.97426657766
2022-04-0172433.56289460608
2022-05-0188493.95000868858
2022-06-0173316.47445101931
2022-07-0170777.94748442917
2022-08-0176291.0458909142
2022-09-0167697.64981693022
2022-10-0173131.14869046422
2022-11-0175932.77177707253
2022-12-0167705.78963895165
2023-01-0167249.99009197694
2023-02-0164316.84943158435
2023-03-0157460.16212574348
2023-04-0157040.82410362879
2023-05-0156446.830499638745
2023-06-0158803.141300603325
2023-07-0167062.83515793389
2023-08-0168616.38268748266
2023-09-0171154.20847090242
2023-10-0175719.94744174846
2023-11-0175656.62755284025
2023-12-0171593.2405942375
2024-01-0168291.70439336986
2024-02-0164345.44551044611
2024-03-0168036.50420557472
2024-04-0169544.81017752129
2024-05-0168137.44409588528
2024-06-0169126.41722837536
2024-07-0168444.62329696327
2024-08-0165961.61174573269
2024-09-0158772.655075804
2024-10-0160072.64867369679
2024-11-0160502.656874491266
2024-12-0158937.585551968354
2025-01-0163512.40941780457
2025-02-0163680.90678227044
2025-03-0168513.76605480815
2025-04-0161257.587259196946
2025-05-0167005.73445888476
2025-06-0172615.50468420846
2025-07-0172872.89988018916
2025-08-0173759.6527009271
2025-09-0173221.78423679262
2025-10-0178041.16859796902
2025-11-0173201.75478709946
2025-12-0176239.43271232894
2026-01-0183595.33194925873
2026-02-0187754.59808485537
2026-03-01109491.27636677367
2026-04-01104430.56305008584
Annual Return Matrix
YearAnnual Return
20170.35899931591517364
20180.12251061721591827
20190.4110039847846523
2020-0.21305030482195197
20210.33484719770950666
20220.17880182717428106
20230.05741681732117887
2024-0.17677164683739433
20250.29356219801546923
20260.36977098772664396
Total Factor Risk
0.3313634507171661
VTI.US Exposure
0.0022434006904842744
VEA.US Exposure
0.004293525186121749
VWO.US Exposure
-0.00019503641860732482
QQQ.US Exposure
0.0005970008361474422
VTV.US Exposure
0.018472145309911002
IJR.US Exposure
-0.007370328590224231
QUAL.US Exposure
0.02196099479602611
SHV.US Exposure
0.015072249586056857
TLT.US Exposure
0.050210022361863504
LQD.US Exposure
0.0863676981913778
HYG.US Exposure
0.0035120656589968454
GLD.US Exposure
0.005795712577883321
USO.US Exposure
0.31169879922679283
VNQ.US Exposure
0.01926567584788854
BTC-USD.CC Exposure
0.002618242112962615
CPER.US Exposure
0.010275232958272162
VIX.INDX Exposure
0.004056033710785781
UUP.US Exposure
0.17110576044651865
TIP.US Exposure
0.004629190278691587
Idiosyncratic Exposure
0.27539161523205047
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
9.6
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
33.1%

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 →0.80%
Market Cap$110.4B
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 →
+10.1%
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 →
+30.7%
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 →
6.8% 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 →
0.17
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Aker BP ASA a high-risk investment?

Aker BP ASA (0M5J.LSE) has an annualized volatility of 33.1% and experienced a maximum drawdown of 56.8% over the last 10 years. Its primary macro risk driver is USO.US.

What is the 10-year return of 0M5J.LSE?

Over the past 10 years, 0M5J.LSE has generated a Compound Annual Growth Rate (CAGR) of 23.7%. 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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