Addtech

10-Year Study

0QI7.LSE · · GB · Common Stock

Executive Summary: Addtech has compounded at 29.6% annually over the last 10 years, with a maximum drawdown of 38.4% and an annualized volatility of 36.4%.

1Y CAGR
-6.9%
3Y CAGR
+13.1%
5Y CAGR
+19.4%
10Y CAGR
+29.6%

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 →
38.4%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.94
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.94
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
35.0%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +100.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -30.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-9.614.1-8.7—————————-5.8%
20257.8-0.4-9.69.82.60.50.71.4-9.56.70.20.69.3%
2024-3.26.16.6-4.96.55.332.5-4.7-7.7-1.50.90.436.0%
202311.213.12.25.410.64.0-15.6-4.4-5.6-7.121.013.451.3%
2022-22.1-10.820.7-3.5-5.8-19.329.8-11.4-7.0-4.512.8-1.4-30.1%
20211.810.85.414.1-7.43.326.51.9-13.924.56.15.2100.1%
2020-2.0-5.9-12.29.427.49.88.910.53.9-15.38.91.945.7%
20198.516.0-1.917.79.611.7-9.97.7-4.34.3-0.713.794.5%
20185.1-8.2-5.610.42.93.21.72.9-3.9-3.1-2.9-12.8-12.1%
20177.4-3.53.86.32.32.4—-6.17.69.42.60.036.0%
2016————2.8-10.122.516.4-2.3-5.43.04.230.7%

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 36.4%. The dominant macroeconomic risk driver is VEA.US, accounting for 30.7% of variance. Idiosyncratic stock-specific factors contribute 24.1%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-04-0110000
2016-05-0110279.138706522064
2016-06-019242.160836860832
2016-07-0111326.026320622947
2016-08-0113187.862271638056
2016-09-0112879.677762448047
2016-10-0112182.023211013484
2016-11-0112549.025470606075
2016-12-0113069.927769923072
2017-01-0114041.59529799712
2017-02-0113544.356784971358
2017-03-0114063.465078829453
2017-04-0114954.359646837212
2017-05-0115303.336423009401
2017-06-0115675.464412484569
2017-08-0114726.39281030955
2017-09-0115840.598343534957
2017-10-0117337.22604041638
2017-11-0117779.405671620116
2017-12-0117779.405671620116
2018-01-0118680.50898497734
2018-02-0117149.624326714023
2018-03-0116180.733235659703
2018-04-0117866.628508455316
2018-05-0118388.854954658647
2018-06-0118970.027294511623
2018-07-0119300.59415752222
2018-08-0119851.182975742486
2018-09-0119072.969036320068
2018-10-0118478.042654615507
2018-11-0117936.466578105443
2018-12-0115634.885717580824
2019-01-0116960.1004643057
2019-02-0119677.76244804859
2019-03-0119306.18974597737
2019-04-0122714.586545813345
2019-05-0124903.52949216831
2019-06-0127818.831077300278
2019-07-0125051.791229021885
2019-08-0126985.387398393083
2019-09-0125827.39958908732
2019-10-0126935.02710229675
2019-11-0126733.628632327123
2019-12-0130408.905101382665
2020-01-0129804.75240588946
2020-02-0128042.654615506188
2020-03-0124619.136912516602
2020-04-0126945.107704399157
2020-05-0134335.85490767279
2020-06-0137698.97442687933
2020-07-0141062.05123167018
2020-08-0145391.797977899565
2020-09-0147147.83032125512
2020-10-0139946.43612272706
2020-11-0143481.865594819596
2020-12-0144294.59278211804
2021-01-0145107.362683832165
2021-02-0149983.811236454196
2021-03-0152699.59378590681
2021-04-0160143.136006970984
2021-05-0155679.137852233755
2021-06-0157498.68653171758
2021-07-0172740.6850537988
2021-08-0174152.26834904512
2021-09-0163821.95777252865
2021-10-0179438.26271928514
2021-11-0184286.17804222748
2021-12-0188643.8600163169
2022-01-0169064.29800993537
2022-02-0161638.65312904452
2022-03-0174396.7656644441
2022-04-0171806.86249802445
2022-05-0167634.21937269608
2022-06-0154575.95263825588
2022-07-0170826.99380213828
2022-08-0162773.95958361987
2022-09-0158355.4949960062
2022-10-0155704.76650164665
2022-11-0162844.01122534844
2022-12-0161942.30991017157
2023-01-0168856.83409293802
2023-02-0177845.05772853279
2023-03-0179519.20653701418
2023-04-0183822.68391759535
2023-05-0192715.56897737418
2023-06-0196466.962535186
2023-07-0181429.18163450982
2023-08-0177853.42975400767
2023-09-0173490.1521914631
2023-10-0168308.93628290611
2023-11-0182647.26862668882
2023-12-0193740.58681064271
2024-01-0190783.42509813636
2024-02-0196365.21679701682
2024-03-01102689.00061081615
2024-04-0197651.30513897134
2024-05-01104027.15782549452
2024-06-01109578.45143157365
2024-07-01145218.54830786842
2024-08-01138342.76610013112
2024-09-01127751.00058518749
2024-10-01125804.20566136866
2024-11-01126923.45149564526
2024-12-01127492.83465676832
2025-01-01137415.82056528257
2025-02-01136908.11702041322
2025-03-01123792.69839778227
2025-04-01135874.68444725408
2025-05-01139361.9747728661
2025-06-01140031.82223968767
2025-07-01140947.19216788476
2025-08-01142971.25746968342
2025-09-01129390.33714488301
2025-10-01138095.70591979087
2025-11-01138394.70682960792
2025-12-01139291.7095590591
2026-01-01125964.81186435609
2026-02-01143776.7232063149
2026-03-01131261.39940968677
Annual Return Matrix
YearAnnual Return
20170.36032929826396143
2018-0.12061820252306976
20190.9449393907106736
20200.456632280394206
20211.0012343369392687
2022-0.30122278182866025
20230.5133531014033033
20240.3600601297099366
20250.09254539624956415
2026-0.0576510272922417
Total Factor Risk
0.36424162246237646
VTI.US Exposure
0.14771301688045813
VEA.US Exposure
0.30736149434903925
VWO.US Exposure
-0.05335723493839699
QQQ.US Exposure
-0.07845538887712686
VTV.US Exposure
-0.11424108437661633
IJR.US Exposure
0.07493033748731673
QUAL.US Exposure
0.22916417746072432
SHV.US Exposure
0.062366317577539535
TLT.US Exposure
0.1963138191952925
LQD.US Exposure
-0.05710218082260636
HYG.US Exposure
-0.04197837654150085
GLD.US Exposure
0.002960863682564756
USO.US Exposure
0.004020432632143808
VNQ.US Exposure
0.06329850635865714
BTC-USD.CC Exposure
0.030061729281148607
CPER.US Exposure
0.007940480560733706
VIX.INDX Exposure
-0.020389764500581057
UUP.US Exposure
0.008723623377287904
TIP.US Exposure
-0.01080596979921713
Idiosyncratic Exposure
0.24147520101313907
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
24.6
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
36.4%

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 →2.05%
Market Cap$42.9B
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 →
-0.9%
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 →
-3.8%
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 →
13.8% 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 →
1.23
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Addtech a high-risk investment?

Addtech (0QI7.LSE) has an annualized volatility of 36.4% and experienced a maximum drawdown of 38.4% over the last 10 years. Its primary macro risk driver is VEA.US.

What is the 10-year return of 0QI7.LSE?

Over the past 10 years, 0QI7.LSE has generated a Compound Annual Growth Rate (CAGR) of 29.6%. It has had a positive return in 70% 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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