Abacus Storage King

10-Year Study

ASK.AU · Real Estate · AU · Common Stock

Executive Summary: Abacus Storage King has compounded at -29.6% annually over the last 10 years, with a maximum drawdown of 98.8% and an annualized volatility of 231.1%.

1Y CAGR
-6.2%
3Y CAGR
-58.1%
5Y CAGR
-50.7%
10Y CAGR
-29.6%

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 →
98.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.84
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
2.83
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
251.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +86.6%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · -95.7%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
57%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20262.0-3.2-7.70.0————————-8.9%
20253.62.1-1.326.03.42.44.2-11.3-1.40.43.66.640.7%
20240.49.70.4-9.65.3-0.410.4-1.65.6-5.3-3.6-4.54.9%
20239.3-7.3-16.95.6-16.91.65.1-94.1-16.5-4.39.06.9-95.7%
2022-27.15.416.1-34.930.6-11.140.80.9-15.5-20.041.5-24.9-31.2%
2021272.7-10.1-2.2-19.3-8.624.7-5.6-16.20.428.3-20.5-23.786.6%
20203.7-4.3-15.811.58.89.317.7-0.6396.5-81.4382.6-72.856.4%
2019——————————-9.3-3.6-12.6%

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 231.1%. The dominant macroeconomic risk driver is SHV.US, accounting for 69.4% of variance. Idiosyncratic stock-specific factors contribute 18.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2019-10-0110000
2019-11-019067.77157148765
2019-12-018741.161995433164
2020-01-019067.543539357079
2020-02-018674.85391163783
2020-03-017300.443029831951
2020-04-018139.369015388227
2020-05-018853.349580857237
2020-06-019674.425717970424
2020-07-0111387.976682166283
2020-08-0111316.579399802542
2020-09-0156186.93116892367
2020-10-0110424.105276522741
2020-11-0150308.83151550435
2020-12-0113672.712239497923
2021-01-0150958.26702337273
2021-02-0145818.15817040532
2021-03-0144816.70580279838
2021-04-0136176.309375977406
2021-05-0133082.65094952861
2021-06-0141268.444209968606
2021-07-0138965.9137008179
2021-08-0132670.85307383089
2021-09-0132803.691643129154
2021-10-0142072.85429506964
2021-11-0133430.98269742867
2021-12-0125519.72323092814
2022-01-0118610.6523098388
2022-02-0119619.484754362944
2022-03-0122774.3965523794
2022-04-0114826.308489185787
2022-05-0119357.4983580279
2022-06-0117217.325318238545
2022-07-0124235.617999448783
2022-08-0124449.636007230587
2022-09-0120672.15567218664
2022-10-0116530.99364860136
2022-11-0123390.61819510598
2022-12-0117557.31840970955
2023-01-0119189.97497558508
2023-02-0117792.958649329095
2023-03-0114793.025651362519
2023-04-0115615.36863364555
2023-05-0112972.84503302384
2023-06-0113179.039568078992
2023-07-0113852.0876623075
2023-08-01815.9964280596632
2023-09-01681.6083032973727
2023-10-01652.162470359342
2023-11-01711.1279353154487
2023-12-01760.278122625545
2024-01-01763.6728803076237
2024-02-01837.619558512904
2024-03-01841.0143161949826
2024-04-01760.278122625545
2024-05-01800.6462194102638
2024-06-01797.17766264814
2024-07-01880.054029538888
2024-08-01866.1798024903923
2024-09-01914.5181999199918
2024-10-01866.1798024903923
2024-11-01835.1841888714126
2024-12-01797.2514617281852
2025-01-01825.5903084655381
2025-02-01843.3020876763836
2025-03-01832.6750201498763
2025-04-011048.8325256022372
2025-05-011084.2560840239282
2025-06-011110.0119629596993
2025-07-011157.0219769484854
2025-08-011026.8403997487706
2025-09-011012.3757800599133
2025-10-011015.9919349821276
2025-11-011052.1534842042706
2025-12-011121.7460166868846
2026-01-011143.8857407004416
2026-02-011106.9862006778467
2026-03-011022.1172586258783
2026-04-011022.1172586258783
Annual Return Matrix
YearAnnual Return
20200.5641755920598723
20210.8664711714773314
2022-0.3120098423155586
2023-0.9566973665975611
20240.04863133372160755
20250.40701656947144316
2026-0.08881578947368418
Total Factor Risk
2.311432846402283
VTI.US Exposure
0.037497297373817295
VEA.US Exposure
0.018503116490020517
VWO.US Exposure
0.009386300140236666
QQQ.US Exposure
0.029659365570597326
VTV.US Exposure
0.00459229835269524
IJR.US Exposure
-0.0028487475976626364
QUAL.US Exposure
-0.020276872188853465
SHV.US Exposure
0.6942647405529166
TLT.US Exposure
0.01494409467919485
LQD.US Exposure
-0.007141514151513306
HYG.US Exposure
-0.0027138486509175807
GLD.US Exposure
0.004044034651849312
USO.US Exposure
0.00044826395726030056
VNQ.US Exposure
-0.009347818657209133
BTC-USD.CC Exposure
0.001766022681565249
CPER.US Exposure
-0.0057920144907306
VIX.INDX Exposure
0.004021368141184052
UUP.US Exposure
0.010197354302662127
TIP.US Exposure
0.03524730104636382
Idiosyncratic Exposure
0.18354925779652323
Value Score
47.6
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
53.8
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
231.1%

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 →6.1x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →4.48%
Market Cap$1.8B
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
$23
Avg Yield on Cost
0.23%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2025$22.880.23%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 →
-3.5%
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 →
-12.2%
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 →
94.7% 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 →
1.08
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Abacus Storage King a high-risk investment?

Abacus Storage King (ASK.AU) has an annualized volatility of 231.1% and experienced a maximum drawdown of 98.8% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, ASK.AU has generated a Compound Annual Growth Rate (CAGR) of -29.6%. It has had a positive return in 57% 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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