Industrivarden AB ser. C

10-Year Study

0MHU.LSE · · GB · Common Stock

Executive Summary: Industrivarden AB ser. C has compounded at 15.7% annually over the last 10 years, with a maximum drawdown of 30.3% and an annualized volatility of 27.4%.

1Y CAGR
+46.3%
3Y CAGR
+22.1%
5Y CAGR
+11.0%
10Y CAGR
+15.7%

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 →
30.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.70
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.21
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
19.8%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +31.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -9.1%
% 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.
20268.014.9-9.46.5————————19.9%
202513.62.0-8.9-5.93.7-1.15.82.9-1.36.90.43.721.8%
2024-0.57.46.1-3.73.7-2.61.91.21.0-1.9-1.8-2.97.5%
20237.34.8-3.67.3-0.42.60.4-4.51.7-2.111.04.731.9%
20221.9-10.71.4-1.91.5-11.515.3-9.9-4.510.67.3-3.4-7.5%
2021-0.25.59.81.85.5-3.95.1-8.9-9.31.9-3.16.08.4%
2020-0.2-5.5-10.67.32.10.02.76.73.8-3.112.72.317.2%
20193.13.51.713.5-11.67.72.8-2.74.1-2.27.02.330.6%
20183.2-4.9-4.81.2-0.0-6.86.75.90.2-3.2-2.5-3.5-9.1%
20170.16.37.46.52.2-1.3-2.5-4.99.04.9-4.6-0.623.5%
2016———6.10.5-4.76.08.31.01.90.15.126.4%

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 27.4%. The dominant macroeconomic risk driver is VEA.US, accounting for 44.0% of variance. Idiosyncratic stock-specific factors contribute 11.7%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110614.826194734236
2016-05-0110666.495561932912
2016-06-0110160.798870343408
2016-07-0110769.5054829629
2016-08-0111668.526897846821
2016-09-0111790.270047111648
2016-10-0112015.023117406465
2016-11-0112024.394298376208
2016-12-0112642.472091965446
2017-01-0112661.196186495634
2017-02-0113457.207680349566
2017-03-0114449.867835293731
2017-04-0115386.355706647326
2017-05-0115722.786583683914
2017-06-0115521.214855787937
2017-07-0115127.661789877297
2017-08-0114388.562409690496
2017-09-0115684.388489340054
2017-10-0116452.2955739894
2017-11-0115703.587536511985
2017-12-0115617.200957942943
2018-01-0116118.257727570819
2018-02-0115333.078807430451
2018-03-0114593.970293539
2018-04-0114772.433748673328
2018-05-0114770.451734764523
2018-06-0113770.210604961792
2018-07-0114693.363267528035
2018-08-0115555.23790560499
2018-09-0115584.885910895233
2018-10-0115084.760779141541
2018-11-0114713.128604388196
2018-12-0114197.193029887307
2019-01-0114634.058123242905
2019-02-0115146.038803630829
2019-03-0115401.042703722716
2019-04-0117474.731606088895
2019-05-0115455.443048611403
2019-06-0116641.829079158168
2019-07-0117113.128239040012
2019-08-0116649.958076295665
2019-09-0117332.52895841059
2019-10-0116954.67673079136
2019-11-0118136.98912906473
2019-12-0118547.348211529294
2020-01-0118506.721493251105
2020-02-0117486.92510179514
2020-03-0115634.217049703793
2020-04-0116767.782866266123
2020-05-0117113.128239040012
2020-06-0117113.128239040012
2020-07-0117568.178538351513
2020-08-0118742.37107319203
2020-09-0119461.513308721045
2020-10-0118860.19586316249
2020-11-0121253.272149690456
2020-12-0121736.76480527855
2021-01-0121688.009089862866
2021-02-0122874.38598670498
2021-03-0125109.010764984298
2021-04-0125571.44109765209
2021-05-0126987.94168312256
2021-06-0125923.4997433429
2021-07-0127248.873357531556
2021-08-0124821.783154891185
2021-09-0122514.8011683835
2021-10-0122949.693381534937
2021-11-0122233.154251830852
2021-12-0123562.674567930106
2022-01-0124018.272889520533
2022-02-0121454.496796809777
2022-03-0121756.849821801425
2022-04-0121343.001664160987
2022-05-0121661.67661936017
2022-06-0119167.490222369175
2022-07-0122103.58351768194
2022-08-0119911.074251538572
2022-09-0119006.024591586396
2022-10-0121024.326708961806
2022-11-0122562.47910665062
2022-12-0121801.897253129664
2023-01-0123403.793775562954
2023-02-0124521.293405647917
2023-03-0123628.994397385566
2023-04-0125344.824751608903
2023-05-0125240.326036721144
2023-06-0125902.13600816919
2023-07-0126015.339143587316
2023-08-0124852.81948328806
2023-09-0125275.152852547297
2023-10-0124752.677545517818
2023-11-0127482.65052801946
2023-12-0128767.08687797188
2024-01-0128636.465767788348
2024-02-0130756.88270313816
2024-03-0132620.41419523842
2024-04-0131404.206619013086
2024-05-0132560.898975746357
2024-06-0131724.525641049062
2024-07-0132342.90484689171
2024-08-0132729.95471509235
2024-09-0133068.06619378433
2024-10-0132445.22974007303
2024-11-0131853.53921921439
2024-12-0130919.28910549977
2025-01-0135118.96650305157
2025-02-0135826.33539328819
2025-03-0132627.629821911025
2025-04-0130712.08188183544
2025-05-0131849.228110620126
2025-06-0131491.488300637713
2025-07-0133324.32141141311
2025-08-0134287.927251869216
2025-09-0133830.90407235355
2025-10-0136164.90355721261
2025-11-0136320.17653624345
2025-12-0137667.39797195222
2026-01-0140690.65421072918
2026-02-0146764.56780222972
2026-03-0142389.52327541955
2026-04-0145161.60263635251
Annual Return Matrix
YearAnnual Return
20170.23529645502385543
2018-0.09092589202634394
20190.30640952563540047
20200.17196078692083172
20210.08400098998210392
2022-0.07472739606551027
20230.3194763072210316
20240.07481474355249773
20250.21824915972120884
20260.19895732298739088
Total Factor Risk
0.2744946643602331
VTI.US Exposure
-0.07532444333331521
VEA.US Exposure
0.4400430327332498
VWO.US Exposure
-0.05312514081049227
QQQ.US Exposure
-0.02540117036701593
VTV.US Exposure
0.09404959294684688
IJR.US Exposure
-0.007108421620621595
QUAL.US Exposure
0.11920591194567402
SHV.US Exposure
0.3806272701237788
TLT.US Exposure
0.050463087546438204
LQD.US Exposure
-0.02972320182513911
HYG.US Exposure
0.012448460380601267
GLD.US Exposure
-0.008647343064955399
USO.US Exposure
-0.0013036532978592877
VNQ.US Exposure
-0.008468265383773835
BTC-USD.CC Exposure
-0.003644442823017806
CPER.US Exposure
0.01585131942957342
VIX.INDX Exposure
-0.007373072911275889
UUP.US Exposure
-0.004797547247761217
TIP.US Exposure
-0.004734945966830527
Idiosyncratic Exposure
0.11696297354589592
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
42.5
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
27.4%

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 →3.54%
Market Cap$109.0B
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
$799
Avg Yield on Cost
7.99%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$799.27.99%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 →
+3.2%
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 →
+20.0%
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 →
3.4% 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 →
0.94
Market sensitivity coefficient

Frequently Asked Questions & Methodology

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

Industrivarden AB ser. C (0MHU.LSE) has an annualized volatility of 27.4% and experienced a maximum drawdown of 30.3% over the last 10 years. Its primary macro risk driver is VEA.US.

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

Over the past 10 years, 0MHU.LSE has generated a Compound Annual Growth Rate (CAGR) of 15.7%. 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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