29METALS Ltd

10-Year Study

29M.AU · Basic Materials · AU · Common Stock

Executive Summary: 29METALS Ltd has compounded at -42.7% annually over the last 10 years, with a maximum drawdown of 99.2% and an annualized volatility of 180.1%.

1Y CAGR
+22.0%
3Y CAGR
-30.3%
5Y CAGR
-56.7%
10Y CAGR
-42.7%

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 →
99.2%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.25
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.34
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
77.0%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +134.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · -72.3%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
14%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-17.4-14.7-14.8-30.4————————-58.3%
2025-4.1-29.8-3.0-25.066.747.5-3.419.319.117.3-17.947.4134.7%
2024-47.38.81.434.76.9-22.2-4.8-6.337.3-18.4-22.8-24.5-62.0%
20232.6-18.4-25.90.0-40.519.9-14.825.4-21.0-10.8-20.230.3-65.4%
2022-14.32.71.5-1.1-1.8-34.8-13.033.113.9-18.531.9-21.7-37.3%
202121.48.71.0-0.93.88.6-86.26.6-5.812.71.217.6-72.3%
20200.3-1.6-29.32.3-6.19.06.31.3-4.5-5.618.3-1.6-17.4%
2019————-4.83.77.8-2.81.22.92.1-0.29.8%

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 180.1%. The dominant macroeconomic risk driver is SHV.US, accounting for 33.2% of variance. Idiosyncratic stock-specific factors contribute 24.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2019-04-0110000
2019-05-019516.763329937143
2019-06-019866.2039600391
2019-07-0110637.46799516479
2019-08-0110341.984141495128
2019-09-0110468.55789426759
2019-10-0110773.46552845854
2019-11-0111002.147061692853
2019-12-0110977.845030375118
2020-01-0111013.922547491202
2020-02-0110833.534961910773
2020-03-017660.89233647734
2020-04-017839.053393400882
2020-05-017362.214460015518
2020-06-018022.792482037558
2020-07-018530.90215032436
2020-08-018637.870821604418
2020-09-018249.898405039885
2020-10-017786.420258778031
2020-11-019215.021452849924
2020-12-019064.470320381079
2021-01-0111000.518150448406
2021-02-0111954.67249596689
2021-03-0112068.563838138069
2021-04-0111961.659774145843
2021-05-0112411.773902919798
2021-06-0113484.078826059738
2021-07-011867.1548358877976
2021-08-011990.02851119612
2021-09-011875.284314061195
2021-10-012112.817504440136
2021-11-012137.3753030889393
2021-12-012514.041125122996
2022-01-012153.718941500039
2022-02-012211.048699035349
2022-03-012243.820657921855
2022-04-012219.347541337358
2022-05-012178.361422213148
2022-06-011420.7956749297234
2022-07-011236.5275029993934
2022-08-011646.0499659842628
2022-09-011874.183447225214
2022-10-011527.4950759555581
2022-11-012014.586309844923
2022-12-011576.9494015103894
2023-01-011618.2742488918236
2023-02-011321.0402031769988
2023-03-01978.4165709940412
2023-04-01978.4165709940412
2023-05-01582.1045100409417
2023-06-01697.695527818929
2023-07-01594.4680914296495
2023-08-01745.2021658947173
2023-09-01588.5403469282141
2023-10-01525.0287986985508
2023-11-01419.17621831577844
2023-12-01546.1993147751052
2024-01-01287.9190186411408
2024-02-01313.3236379330061
2024-03-01317.557741148317
2024-04-01427.6444247464002
2024-05-01457.28314725357654
2024-06-01355.66467008611505
2024-07-01338.72825722487147
2024-08-01317.557741148317
2024-09-01436.1126311770221
2024-10-01355.66467008611505
2024-11-01274.7086166093708
2024-12-01207.47105755023378
2025-01-01199.00285111961196
2025-02-01139.7254061052595
2025-03-01135.4913028899486
2025-04-01101.61847716746144
2025-05-01169.36412861243574
2025-06-01249.81208970334268
2025-07-01241.34388327272092
2025-08-01287.9190186411408
2025-09-01342.9623604401824
2025-10-01402.23980545453486
2025-11-01330.2600507942497
2025-12-01486.92186976075277
2026-01-01402.23980545453486
2026-02-01342.9623604401824
2026-03-01292.1531218564516
2026-04-01203.23695433492287
Annual Return Matrix
YearAnnual Return
2020-0.17429419933509993
2021-0.7226488657069923
2022-0.3727431959040689
2023-0.6536354849103212
2024-0.6201550387596899
20251.3469387755102038
2026-0.5826086956521739
Total Factor Risk
1.80065274210606
VTI.US Exposure
0.17910612538939188
VEA.US Exposure
0.030033956015885894
VWO.US Exposure
-0.00503755819317116
QQQ.US Exposure
0.019103671766070952
VTV.US Exposure
-0.008580650753851097
IJR.US Exposure
-0.008616204393299997
QUAL.US Exposure
0.03566455975870701
SHV.US Exposure
0.3322950822119485
TLT.US Exposure
0.008208302385094627
LQD.US Exposure
0.06920328813485509
HYG.US Exposure
0.04154815368663181
GLD.US Exposure
0.003294196924534678
USO.US Exposure
0.00008658930248318582
VNQ.US Exposure
0.020692271599617493
BTC-USD.CC Exposure
0.0058265467873441544
CPER.US Exposure
0.03487174492225534
VIX.INDX Exposure
-0.001563523000140405
UUP.US Exposure
-0.002076399518946893
TIP.US Exposure
0.0009179556522357455
Idiosyncratic Exposure
0.2450218913223531
Value Score
42.7
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
180.1%

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 →18.3x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$638.8M
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 →
-38.0%
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 →
-53.7%
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 →
98.9% 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 →
1.11
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is 29METALS Ltd a high-risk investment?

29METALS Ltd (29M.AU) has an annualized volatility of 180.1% and experienced a maximum drawdown of 99.2% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of 29M.AU?

Over the past 10 years, 29M.AU has generated a Compound Annual Growth Rate (CAGR) of -42.7%. It has had a positive return in 14% 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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