Aeris Resources Ltd

10-Year Study

AIS.AU · Basic Materials · AU · Common Stock

Executive Summary: Aeris Resources Ltd has compounded at 8.2% annually over the last 10 years, with a maximum drawdown of 92.7% and an annualized volatility of 74.8%.

1Y CAGR
+140.4%
3Y CAGR
-5.1%
5Y CAGR
-18.6%
10Y CAGR
+8.2%

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 →
92.7%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.50
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.35
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
86.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +242.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · -73.9%
% 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.
20262.5-14.6-24.8-3.8————————-36.7%
2025-17.110.325.0-5.0-10.52.98.618.4115.6-5.28.720.0242.9%
2024-27.69.534.864.57.8-23.6-7.1-7.730.6-4.3-20.0-2.820.7%
202313.3-10.216.5-29.1-2.13.2-20.8-36.8-25.0-19.4-20.531.8-73.1%
2022-15.2-10.732.0-27.3-22.3-26.4-8.31.2-3.4-23.864.17.6-49.9%
2021-17.050.6-20.00.060.021.912.8-15.9-10.8-3.0-3.16.565.0%
202014.9-9.2-26.530.6-8.5-3.830.330.2-5.318.914.338.9166.6%
201919.4-16.3-11.1-28.1-37.4-8.315.2-10.5-19.11.8-10.7-6.0-73.9%
20188.37.7-7.115.4-13.323.143.826.1-21.5-13.715.9-10.070.6%
2017-1.8-16.7-6.7-4.82.5-2.537.525.45.86.8-3.860.0118.1%
2016———13.9-7.3-29.085.20.0-14.0-2.319.010.052.8%

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 74.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 13.9% of variance. Idiosyncratic stock-specific factors contribute 52.0%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111386.018237082066
2016-05-0110553.191489361701
2016-06-017495.440729483283
2016-07-0113884.498480243159
2016-08-0113884.498480243159
2016-09-0111939.209726443767
2016-10-0111665.653495440729
2016-11-0113884.498480243159
2016-12-0115276.595744680852
2017-01-0114996.960486322188
2017-02-0112498.480243161093
2017-03-0111665.653495440729
2017-04-0111106.382978723404
2017-05-0111386.018237082066
2017-06-0111106.382978723404
2017-07-0115276.595744680852
2017-08-0119161.09422492401
2017-09-0120273.556231003036
2017-10-0121659.57446808511
2017-11-0120826.747720364743
2017-12-0133325.22796352583
2018-01-0136103.34346504559
2018-02-0138881.45896656535
2018-03-0136103.34346504559
2018-04-0141659.574468085106
2018-05-0136103.34346504559
2018-06-0144431.61094224924
2018-07-0163872.340425531904
2018-08-0180534.95440729483
2018-09-0163185.41033434651
2018-10-0154498.480243161095
2018-11-0163185.41033434651
2018-12-0156869.300911854094
2019-01-0167927.05167173252
2019-02-0156869.300911854094
2019-03-0150547.11246200607
2019-04-0136334.34650455927
2019-05-0122747.720364741635
2019-06-0120851.063829787236
2019-07-0124012.158054711246
2019-08-0121483.282674772032
2019-09-0117373.86018237082
2019-10-0117689.96960486322
2019-11-0115799.392097264437
2019-12-0114851.063829787232
2020-01-0117057.75075987842
2020-02-0115483.282674772034
2020-03-0111373.860182370818
2020-04-0114851.063829787232
2020-05-0113586.626139817628
2020-06-0113069.908814589666
2020-07-0117027.355623100306
2020-08-0122176.291793313067
2020-09-0120990.881458966567
2020-10-0124948.3282674772
2020-11-0128510.638297872338
2020-12-0139598.784194528875
2021-01-0132869.3009118541
2021-02-0149501.5197568389
2021-03-0139598.784194528875
2021-04-0139598.784194528875
2021-05-0163361.70212765957
2021-06-0177221.88449848024
2021-07-0187124.62006079027
2021-08-0173264.4376899696
2021-09-0165343.465045592704
2021-10-0163361.70212765957
2021-11-0161379.93920972644
2021-12-0165343.465045592704
2022-01-0155440.729483282674
2022-02-0149501.5197568389
2022-03-0165343.465045592704
2022-04-0147519.75683890577
2022-05-0136924.01215805471
2022-06-0127185.410334346503
2022-07-0124924.01215805471
2022-08-0125215.80547112462
2022-09-0124346.504559270517
2022-10-0118547.112462006076
2022-11-0130431.610942249245
2022-12-0132747.720364741635
2023-01-0137094.22492401215
2023-02-0133325.22796352583
2023-03-0138832.82674772036
2023-04-0127531.91489361702
2023-05-0126954.40729483283
2023-06-0127823.708206686926
2023-07-0122024.31610942249
2023-08-0113908.814589665652
2023-09-0110431.61094224924
2023-10-018407.294832826748
2023-11-016686.93009118541
2023-12-018814.589665653493
2024-01-016382.978723404254
2024-02-016990.881458966565
2024-03-019422.492401215804
2024-04-0115501.519756838907
2024-05-0116717.325227963527
2024-06-0112765.957446808508
2024-07-0111854.103343465045
2024-08-0110942.24924012158
2024-09-0114285.714285714284
2024-10-0113677.811550151975
2024-11-0110942.24924012158
2024-12-0110638.297872340425
2025-01-018814.589665653493
2025-02-019726.44376899696
2025-03-0112158.0547112462
2025-04-0111550.151975683892
2025-05-0110334.346504559271
2025-06-0110638.297872340425
2025-07-0111550.151975683892
2025-08-0113677.811550151975
2025-09-0129483.282674772036
2025-10-0127963.52583586626
2025-11-0130395.1367781155
2025-12-0136474.164133738595
2026-01-0137386.01823708207
2026-02-0131914.893617021276
2026-03-0124012.158054711246
2026-04-0123100.303951367783
Annual Return Matrix
YearAnnual Return
20171.1814564265817746
20180.7064939802991608
2019-0.7388562266167824
20201.6663937781416291
20210.6501381639545594
2022-0.49883710112568613
2023-0.7308334880267311
20240.2068965517241379
20252.428571428571429
2026-0.3666666666666666
Total Factor Risk
0.7478886573485856
VTI.US Exposure
0.08656065264773885
VEA.US Exposure
-0.0072587043722235674
VWO.US Exposure
0.04139589839278925
QQQ.US Exposure
-0.018890699072959774
VTV.US Exposure
-0.0017540127587095914
IJR.US Exposure
-0.02108817268971312
QUAL.US Exposure
-0.0012757345486052053
SHV.US Exposure
0.1390189713241483
TLT.US Exposure
0.026275689045864074
LQD.US Exposure
-0.009394424847520955
HYG.US Exposure
-0.001860835890224804
GLD.US Exposure
0.13560809052927406
USO.US Exposure
-0.0008171514604267857
VNQ.US Exposure
-0.00275384821665232
BTC-USD.CC Exposure
-0.0006427854608289698
CPER.US Exposure
0.11410326479990357
VIX.INDX Exposure
0.0035644568920538086
UUP.US Exposure
-0.009544844393440161
TIP.US Exposure
0.00914025283894088
Idiosyncratic Exposure
0.5196139372405926
Value Score
47.5
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
74.8%

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 →6.3x
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$454.9M
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 →
-18.5%
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 →
-10.5%
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 →
43.7% 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 →
1.56
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Aeris Resources Ltd a high-risk investment?

Aeris Resources Ltd (AIS.AU) has an annualized volatility of 74.8% and experienced a maximum drawdown of 92.7% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of AIS.AU?

Over the past 10 years, AIS.AU has generated a Compound Annual Growth Rate (CAGR) of 8.2%. 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.

Run a Full Backtest on Aeris Resources Ltd

stresstest.pro lets you simulate DCA vs Lump Sum, Monte Carlo projections, portfolio optimisation, and more — all in seconds.

Start a Free Backtest