Eagers Automotive Ltd

10-Year Study

APE.AU · Consumer Cyclical · AU · Common Stock

Executive Summary: Eagers Automotive Ltd has compounded at 11.8% annually over the last 10 years, with a maximum drawdown of 77.9% and an annualized volatility of 43.4%.

1Y CAGR
+41.7%
3Y CAGR
+29.9%
5Y CAGR
+13.8%
10Y CAGR
+11.8%

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 →
77.9%
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 →
0.70
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
47.5%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +116.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -21.3%
% 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.
20268.9-12.6-4.05.3————————-3.9%
20259.016.13.223.1-6.00.512.440.94.718.8-16.4-13.5116.7%
2024-1.53.8-1.1-10.7-19.94.01.0-1.77.11.71.55.0-13.4%
20235.319.92.24.9-12.79.29.48.4-11.6-7.64.08.140.5%
2022-5.29.75.2-6.3-18.5-10.828.96.3-16.112.7-1.0-11.5-15.4%
20210.2-0.57.412.0-1.06.8-4.53.7-7.3-1.3-5.6-3.94.3%
2020-12.9-0.4-64.569.625.34.820.110.02.618.720.21.834.8%
20197.020.6-2.118.119.2-5.314.310.416.2-13.9-20.14.777.8%
20182.35.81.33.4-5.02.20.6-5.9-0.4-7.0-6.7-12.5-21.3%
20174.3-7.54.6-11.7-7.212.28.6-12.4-2.7-1.24.11.9-9.9%
2016———10.78.91.51.4-5.4-9.6-4.1-6.70.9-4.3%

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 43.4%. The dominant macroeconomic risk driver is SHV.US, accounting for 41.7% of variance. Idiosyncratic stock-specific factors contribute 33.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111066.754730892113
2016-05-0112051.333251413125
2016-06-0112235.960924059966
2016-07-0112410.297370361268
2016-08-0111743.67166379946
2016-09-0110610.407962644384
2016-10-0110174.336446301302
2016-11-019489.125092160237
2016-12-019572.222904890637
2017-01-019987.558368149423
2017-02-019239.985254362251
2017-03-019665.919144753012
2017-04-018538.799459326616
2017-05-017921.940280167117
2017-06-018889.62275743426
2017-07-019655.320717621036
2017-08-018453.704841484396
2017-09-018222.07544851315
2017-10-018124.692799213566
2017-11-018460.002457606292
2017-12-018622.358073236668
2018-01-018816.969771442615
2018-02-019325.540673384125
2018-03-019442.430572622266
2018-04-019764.530597198329
2018-05-019275.774145981813
2018-06-019475.761857950356
2018-07-019531.365200294913
2018-08-018964.733349717377
2018-09-018932.170066355371
2018-10-018310.395674612928
2018-11-017756.359056279184
2018-12-016783.914966822315
2019-01-017258.847382649299
2019-02-018751.382403538953
2019-03-018569.212337183584
2019-04-0110119.808306709267
2019-05-0112066.846891128042
2019-06-0111425.565249447041
2019-07-0113057.723027770951
2019-08-0114421.848119931188
2019-09-0116751.19808306709
2019-10-0114418.622511673631
2019-11-0111520.797493241584
2019-12-0112062.699680511181
2020-01-0110507.802899975424
2020-02-0110460.647579257802
2020-03-013708.374293438191
2020-04-016290.857704595724
2020-05-017881.850577537479
2020-06-018261.243548783486
2020-07-019925.811010076186
2020-08-0110917.147947898746
2020-09-0111198.69746866552
2020-10-0113291.502826247235
2020-11-0115971.829687884003
2020-12-0116265.513639714916
2021-01-0116302.224133693784
2021-02-0116216.66871467191
2021-03-0117416.28778569673
2021-04-0119509.246743671665
2021-05-0119309.87343327599
2021-06-0120630.376013762594
2021-07-0119708.466453674122
2021-08-0120443.444335217497
2021-09-0118942.00049152126
2021-10-0118702.230277709514
2021-11-0117654.675595969526
2021-12-0116960.70901941509
2022-01-0116077.353158024085
2022-02-0117642.08036372573
2022-03-0118564.911526173506
2022-04-0117394.78373064635
2022-05-0114170.711477021381
2022-06-0112636.550749569918
2022-07-0116289.782501843205
2022-08-0117316.75473089211
2022-09-0114534.437208159254
2022-10-0116385.93634799705
2022-11-0116213.903907594004
2022-12-0114349.195133939545
2023-01-0115103.065863848613
2023-02-0118105.185549275007
2023-03-0118505.007372818873
2023-04-0119410.32809043991
2023-05-0116941.20176947653
2023-06-0118505.007372818873
2023-07-0120246.989432292947
2023-08-0121948.113787171296
2023-09-0119399.57606291472
2023-10-0117923.32268370607
2023-11-0118647.54853772426
2023-12-0120165.427623494717
2024-01-0119872.972474809536
2024-02-0120625
2024-03-0120402.125829442124
2024-04-0118212.091422954043
2024-05-0114581.131727697226
2024-06-0115157.594003440649
2024-07-0115301.671172278202
2024-08-0115042.24010813468
2024-09-0116108.073236667486
2024-10-0116388.393954288524
2024-11-0116639.223396411897
2024-12-0117465.132710739737
2025-01-0119043.530351437697
2025-02-0122111.851806340623
2025-03-0122820.871221430327
2025-04-0128103.64954534284
2025-05-0126429.09805849103
2025-06-0126566.1096092406
2025-07-0129869.74686655198
2025-08-0142094.648562300325
2025-09-0144052.59277463751
2025-10-0152316.29392971247
2025-11-0143745.39198820349
2025-12-0137847.13688867044
2026-01-0141210.98550012288
2026-02-0136013.45539444581
2026-03-0134560.088473826494
2026-04-0136387.933153108876
Annual Return Matrix
YearAnnual Return
2017-0.09923137405927573
2018-0.2132181348534783
20190.7781325001132093
20200.34841404250442487
20210.04274045044619679
2022-0.1539743345921517
20230.40533510313747745
2024-0.13390714856990527
20251.1670111252803306
2026-0.03855519480519476
Total Factor Risk
0.4335493415868689
VTI.US Exposure
-0.0437395821311494
VEA.US Exposure
0.03147385639189974
VWO.US Exposure
0.06229591955414909
QQQ.US Exposure
0.054840356182581394
VTV.US Exposure
0.029199270290284556
IJR.US Exposure
0.0017515977273411427
QUAL.US Exposure
-0.03879441785548348
SHV.US Exposure
0.41733525372998515
TLT.US Exposure
-0.007666875462876596
LQD.US Exposure
-0.011899641261673812
HYG.US Exposure
0.0970769229551632
GLD.US Exposure
0.00656818920096545
USO.US Exposure
0.021457665592182564
VNQ.US Exposure
0.02541084183834097
BTC-USD.CC Exposure
0.038935181900185974
CPER.US Exposure
-0.0057038538312382345
VIX.INDX Exposure
-0.012378285105164028
UUP.US Exposure
-0.00650433885597408
TIP.US Exposure
0.008225161767581344
Idiosyncratic Exposure
0.3321167773728991
Value Score
39
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
36
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
43.4%

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 →27.5x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →3.00%
Market Cap$6.7B
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
$768
Avg Yield on Cost
7.68%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$7687.68%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 →
+1.9%
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 →
-7.2%
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 →
31.8% 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 →
0.91
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Eagers Automotive Ltd a high-risk investment?

Eagers Automotive Ltd (APE.AU) has an annualized volatility of 43.4% and experienced a maximum drawdown of 77.9% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, APE.AU has generated a Compound Annual Growth Rate (CAGR) of 11.8%. 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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