Amotiv Ltd

10-Year Study

AOV.AU · Consumer Cyclical · AU · Common Stock

Executive Summary: Amotiv Ltd has compounded at 1.9% annually over the last 10 years, with a maximum drawdown of 40.8% and an annualized volatility of 37.5%.

1Y CAGR
-11.8%
3Y CAGR
-4.7%
5Y CAGR
-6.9%
10Y CAGR
+1.9%

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 →
40.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.15
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.23
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
29.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +63.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -30.6%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
50%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-6.5-8.2-12.72.5————————-23.2%
20252.3-6.5-10.7-12.71.91.310.113.4-9.10.40.6-0.1-11.8%
20242.3-3.10.9-12.63.3-1.43.0-0.5-0.81.9-2.31.9-8.2%
202310.025.4-4.8-2.5-8.40.813.024.0-3.0-9.63.98.663.9%
20228.4-4.4-0.210.7-10.6-30.49.9-3.2-10.58.51.4-7.0-30.6%
20211.62.4-2.314.2-9.1-1.2-2.1-7.4-2.718.8-1.4-2.55.0%
20208.3-9.6-11.9-2.013.910.0-2.33.4-1.011.0-11.14.59.1%
20190.014.9-5.7-0.9-11.7-4.1-5.0-1.911.77.61.70.94.4%
20180.60.4-1.26.51.79.90.35.0-1.0-14.7-1.0-8.0-4.0%
2017-7.39.813.45.1-3.47.4-7.4-0.3-6.59.51.80.321.5%
2016———22.72.54.110.32.44.9-9.88.31.854.1%

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 37.5%. The dominant macroeconomic risk driver is SHV.US, accounting for 32.5% of variance. Idiosyncratic stock-specific factors contribute 33.6%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0112269.940003529206
2016-05-0112571.686959590612
2016-06-0113088.935944944415
2016-07-0114439.51826363155
2016-08-0114779.645314981472
2016-09-0115500.92641609317
2016-10-0113984.692076936652
2016-11-0115147.564849126522
2016-12-0115412.696311981648
2017-01-0114293.93859184754
2017-02-0115694.150344097407
2017-03-0117798.658902417505
2017-04-0118700.591141697547
2017-05-0118069.304746779602
2017-06-0119407.09370037057
2017-07-0117963.86977236633
2017-08-0117905.858478913007
2017-09-0116738.794776777835
2017-10-0118335.7596611964
2017-11-0118658.24069172402
2017-12-0118719.781189341804
2018-01-0118827.201341097585
2018-02-0118895.138521263456
2018-03-0118660.005293806247
2018-04-0119867.434268572437
2018-05-0120212.413975648495
2018-06-0122203.767425445563
2018-07-0122266.41079936474
2018-08-0123375.022057526032
2018-09-0123135.256749602962
2018-10-0119729.79530615846
2018-11-0119537.894829715897
2018-12-0117970.928180695253
2019-01-0117970.928180695253
2019-02-0120649.81471678137
2019-03-0119474.589730015883
2019-04-0119295.041468148935
2019-05-0117042.306334921475
2019-06-0116340.435856714312
2019-07-0115524.086818422447
2019-08-0115234.030351155816
2019-09-0117009.220045879654
2019-10-0118294.291512263986
2019-11-0118598.68537144874
2019-12-0118767.646020822303
2020-01-0120323.14275630845
2020-02-0118364.875595553203
2020-03-0116172.798658902417
2020-04-0115844.803246867832
2020-05-0118054.085053820367
2020-06-0119866.551967531323
2020-07-0119400.476442562205
2020-08-0120061.761072878067
2020-09-0119852.435150873476
2020-10-0122033.042173989765
2020-11-0119590.832892182814
2020-12-0120480.412916887242
2021-01-0120811.93753308629
2021-02-0121308.673019234164
2021-03-0120810.172931004057
2021-04-0123765.21969295924
2021-05-0121593.435680254104
2021-06-0121344.185636139056
2021-07-0120899.06476089642
2021-08-0119347.758955355566
2021-09-0118834.259749426506
2021-10-0122373.830951120523
2021-11-0122061.93753308629
2021-12-0121504.9850008823
2022-01-0123320.76054349744
2022-02-0122288.6889006529
2022-03-0122250.30880536439
2022-04-0124628.771836950767
2022-05-0122020.02823363332
2022-06-0115325.789659431799
2022-07-0116841.141697547206
2022-08-0116297.644256220223
2022-09-0114585.097935415566
2022-10-0115825.172048703018
2022-11-0116041.556379036529
2022-12-0114919.710605258517
2023-01-0116415.652020469384
2023-02-0120579.451208752427
2023-03-0119598.55302629257
2023-04-0119118.14010940533
2023-05-0117516.54314452091
2023-06-0117656.82901005823
2023-07-0119958.973001588143
2023-08-0124741.70637021352
2023-09-0123987.559555320277
2023-10-0121684.53326274925
2023-11-0122520.29292394565
2023-12-0124456.28198341274
2024-01-0125026.910181754018
2024-02-0124246.07376036704
2024-03-0124453.41450502912
2024-04-0121365.581436386095
2024-05-0122070.098817716604
2024-06-0121759.308275983767
2024-07-0122401.84400917593
2024-08-0122290.89465325569
2024-09-0122121.492853361568
2024-10-0122544.7767778366
2024-11-0122015.61672842774
2024-12-0122438.900652902772
2025-01-0122947.106052585143
2025-02-0121459.987647785427
2025-03-0119173.725074995593
2025-04-0116736.58902417505
2025-05-0117060.172931004057
2025-06-0117275.895535556734
2025-07-0119022.851596964883
2025-08-0121572.260455267337
2025-09-0119609.140638785957
2025-10-0119697.370742897478
2025-11-0119807.658373036884
2025-12-0119785.600847009002
2026-01-0118506.26433739192
2026-02-0116984.29504146815
2026-03-0114822.65749073584
2026-04-0115197.63543320981
Annual Return Matrix
YearAnnual Return
20170.21456887298747773
2018-0.04000329924117463
20190.04433370564481498
20200.09126167949697361
20210.050026925148088264
2022-0.30622083183753
20230.6391927853341217
2024-0.08248928974069902
2025-0.11824553470495136
2026-0.23188405797101463
Total Factor Risk
0.375189814590875
VTI.US Exposure
-0.013917569185354643
VEA.US Exposure
0.1333096910911919
VWO.US Exposure
0.0019860519576869427
QQQ.US Exposure
-0.04120807715936969
VTV.US Exposure
-0.049317022539728375
IJR.US Exposure
0.09067639307343962
QUAL.US Exposure
0.03586677724214519
SHV.US Exposure
0.32464477032768985
TLT.US Exposure
-0.0005514268244321021
LQD.US Exposure
-0.006813376187493154
HYG.US Exposure
0.027727702684045855
GLD.US Exposure
-0.004675650903982511
USO.US Exposure
0.007759211043860432
VNQ.US Exposure
0.02094903291985943
BTC-USD.CC Exposure
0.022123869563397208
CPER.US Exposure
0.06684755847281329
VIX.INDX Exposure
-0.01787190951753673
UUP.US Exposure
0.06677451287288472
TIP.US Exposure
-0.000020399439764931077
Idiosyncratic Exposure
0.33570986050864765
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
73.4
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
37.5%

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 →6.12%
Market Cap$906.2M
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
$441
Avg Yield on Cost
4.41%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$441.154.41%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 →
-5.3%
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 →
-18.7%
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 →
29.7% 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 →
0.62
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Amotiv Ltd a high-risk investment?

Amotiv Ltd (AOV.AU) has an annualized volatility of 37.5% and experienced a maximum drawdown of 40.8% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, AOV.AU has generated a Compound Annual Growth Rate (CAGR) of 1.9%. It has had a positive return in 50% 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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