Valterra Platinum Limited

10-Year Study

ANGPY.US · Basic Materials · US · Common Stock

Executive Summary: Valterra Platinum Limited has compounded at 20.7% annually over the last 10 years, with a maximum drawdown of 77.0% and an annualized volatility of 52.6%.

1Y CAGR
+140.6%
3Y CAGR
+21.8%
5Y CAGR
+0.7%
10Y CAGR
+20.7%

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 →
77.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.60
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.22
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
54.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +203.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · -40.1%
% 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.
20264.433.2-27.34.8————————5.9%
202514.8-14.134.7-5.514.511.9-0.53.854.1-13.913.121.8203.9%
2024-19.8-8.09.2-13.3-6.7-3.720.1-8.24.610.1-15.5-11.0-40.1%
2023-10.8-24.91.610.4-5.4-20.57.8-26.14.7-9.123.124.5-34.4%
20227.426.7-6.4-20.2-3.0-18.4-13.1-2.41.111.823.1-14.9-19.1%
20213.121.324.0-7.2-8.0-8.413.1-3.8-23.916.85.57.933.6%
2020-16.2-16.6-32.821.925.510.24.81.1-8.0-6.210.635.58.3%
201933.411.8-4.1-3.5-0.118.6-1.66.20.122.710.814.0165.1%
20184.73.7-10.90.70.0-6.220.5-5.412.5-1.7-0.214.731.8%
201740.0-11.9-3.47.7-11.35.16.111.5-5.47.8-3.36.849.2%
2016———17.5-21.212.024.0-14.77.5-17.4-11.9-9.5-22.2%

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 52.6%. The dominant macroeconomic risk driver is VTV.US, accounting for 23.5% of variance. Idiosyncratic stock-specific factors contribute 39.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111752.986434500912
2016-05-019259.364243774044
2016-06-0110370.115407977324
2016-07-0112863.73759870419
2016-08-0110977.525814942297
2016-09-0111802.389147600728
2016-10-019752.986434500912
2016-11-018592.427616926503
2016-12-017777.68779105082
2017-01-0110888.843895525411
2017-02-019594.654788418708
2017-03-019271.512451913342
2017-04-019987.446851589391
2017-05-018854.019032192751
2017-06-019308.362016602552
2017-07-019876.493217250456
2017-08-0111012.350678274954
2017-09-0110419.92306134845
2017-10-0111234.662887224134
2017-11-0110864.1425389755
2017-12-0111604.778295201459
2018-01-0112148.208139299451
2018-02-0112592.427616926505
2018-03-0111224.539380441385
2018-04-0111299.45333063373
2018-05-0111299.45333063373
2018-06-0110600.931362624013
2018-07-0112771.411216845516
2018-08-0112078.153472362827
2018-09-0113587.770803806437
2018-10-0113361.409192144158
2018-11-0113336.30289532294
2018-12-0115299.048390362419
2019-01-0120406.964972666534
2019-02-0122822.838631301882
2019-03-0121888.23648511845
2019-04-0121125.32901397044
2019-05-0121100.22271714922
2019-06-0125015.185260174127
2019-07-0124608.220287507593
2019-08-0126138.489572788014
2019-09-0126176.958898562465
2019-10-0132112.978335695487
2019-11-0135576.43247620976
2019-12-0140559.627454950394
2020-01-0133968.81959910913
2020-02-0128327.191739218466
2020-03-0119033.407572383076
2020-04-0123200.647904434096
2020-05-0129114.800566916376
2020-06-0132072.079368293176
2020-07-0133604.37335493015
2020-08-0133967.6047782952
2020-09-0131256.93460214618
2020-10-0129304.71755416076
2020-11-0132422.352702976314
2020-12-0143916.58230411015
2021-01-0145271.91739218465
2021-02-0154895.72788013768
2021-03-0168046.56813120065
2021-04-0163127.75865559829
2021-05-0158071.67442802187
2021-06-0153194.57380036445
2021-07-0160153.47236282649
2021-08-0157893.50070864547
2021-09-0144065.19538368091
2021-10-0151487.750556792875
2021-11-0154341.36464871432
2021-12-0158652.35877708038
2022-01-0163005.871633933995
2022-02-0179812.10771411216
2022-03-0174700.95160963757
2022-04-0159600.32395221704
2022-05-0157837.21401093339
2022-06-0147209.151650131615
2022-07-0141037.456975096175
2022-08-0140071.26948775056
2022-09-0140513.869204292365
2022-10-0145309.98177768779
2022-11-0155787.00141729094
2022-12-0147452.925693460216
2023-01-0142350.67827495444
2023-02-0131805.62866977121
2023-03-0132304.920024296414
2023-04-0135663.89957481272
2023-05-0133729.49989876493
2023-06-0126818.384288317473
2023-07-0128911.115610447458
2023-08-0121361.004251872848
2023-09-0122362.826483093744
2023-10-0120323.142336505363
2023-11-0125010.325976918404
2023-12-0131136.262401295808
2024-01-0124974.691233043126
2024-02-0122971.046770601333
2024-03-0125086.45474792468
2024-04-0121756.225956671387
2024-05-0120308.159546466897
2024-06-0119548.08665721806
2024-07-0123468.313423769992
2024-08-0121554.160761287712
2024-09-0122545.454545454544
2024-10-0124822.028750759266
2024-11-0120966.592427616924
2024-12-0118653.168657623002
2025-01-0121407.167442802187
2025-02-0118396.436525612473
2025-03-0124785.179186070058
2025-04-0123432.273739623404
2025-05-0126826.078153472365
2025-06-0130017.817371937635
2025-07-0129856.246203684957
2025-08-0130998.177768779107
2025-09-0147782.95201457786
2025-10-0141141.93156509414
2025-11-0146527.6371735169
2025-12-0156691.63798339745
2026-01-0159182.02065195383
2026-02-0178801.37679692246
2026-03-0157258.55436323142
2026-04-0160012.1482081393
Annual Return Matrix
YearAnnual Return
20170.4920601863903784
20180.3183404285016398
20191.651120933802705
20200.0827659192108785
20210.3355401467930512
2022-0.19094599632703213
2023-0.3438494687886675
2024-0.4009181828822619
20252.0392497394928797
20260.0585714285714285
Total Factor Risk
0.5258207265880182
VTI.US Exposure
-0.07693844563822234
VEA.US Exposure
0.03559669327159512
VWO.US Exposure
0.05203861723455814
QQQ.US Exposure
0.050626720142464596
VTV.US Exposure
0.23508890576890068
IJR.US Exposure
0.019960366575142725
QUAL.US Exposure
-0.04161753639569887
SHV.US Exposure
0.004594924004690449
TLT.US Exposure
0.10283617291832994
LQD.US Exposure
-0.03297065287871767
HYG.US Exposure
-0.014923709228005405
GLD.US Exposure
0.1359284431135336
USO.US Exposure
0.0035810924220224583
VNQ.US Exposure
-0.01915660425689655
BTC-USD.CC Exposure
0.008752583920454242
CPER.US Exposure
0.09140928228442705
VIX.INDX Exposure
0.01922046778196091
UUP.US Exposure
0.02976188702989269
TIP.US Exposure
-0.0014421950498837773
Idiosyncratic Exposure
0.3976529869794522
Value Score
40.1
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
20.2
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
52.6%

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 →24.8x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →1.68%
Market Cap$22.8B
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
$1,818
Avg Yield on Cost
18.18%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$1,818.1818.18%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 →
-2.8%
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 →
+23.3%
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 →
23.8% 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 →
1.16
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Valterra Platinum Limited a high-risk investment?

Valterra Platinum Limited (ANGPY.US) has an annualized volatility of 52.6% and experienced a maximum drawdown of 77.0% over the last 10 years. Its primary macro risk driver is VTV.US.

What is the 10-year return of ANGPY.US?

Over the past 10 years, ANGPY.US has generated a Compound Annual Growth Rate (CAGR) of 20.7%. 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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