Strive Asset Management

10-Year Study

ASST.US · Financial Services · US · Common Stock

Executive Summary: Strive Asset Management has compounded at -54.3% annually over the last 10 years, with a maximum drawdown of 95.4% and an annualized volatility of 451.3%.

1Y CAGR
-91.9%
3Y CAGR
-49.6%
5Y CAGR
-54.3%
10Y CAGR
-54.3%

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 →
95.4%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
1.77
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
20.52
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
630.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +50.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · -84.6%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
33%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202611.3-51.726.239.5————————-5.3%
202518.2-8.28.32.01091.6-46.5-11.284.7-59.3-46.8-15.8-34.150.5%
2024-28.214.136.0-49.444.7-27.8-22.9-2.1-8.5-27.7-51.16.6-84.6%
2023——-21.7-31.515.768.9-30.5-39.7-32.2-21.2100.0-18.1-61.5%

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 451.3%. The dominant macroeconomic risk driver is SHV.US, accounting for 49.0% of variance. Idiosyncratic stock-specific factors contribute 10.7%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2023-02-0110000
2023-03-017831.325301204819
2023-04-015361.44578313253
2023-05-016204.819277108434
2023-06-0110481.927710843373
2023-07-017289.156626506024
2023-08-014397.590361445783
2023-09-012982.5301204819275
2023-10-012349.397590361446
2023-11-014698.795180722892
2023-12-013849.397590361446
2024-01-012765.0602409638554
2024-02-013153.614457831325
2024-03-014289.156626506025
2024-04-012168.6746987951806
2024-05-013137.9518072289156
2024-06-012265.0602409638554
2024-07-011746.987951807229
2024-08-011710.8433734939756
2024-09-011566.265060240964
2024-10-011132.4096385542168
2024-11-01554.2168674698795
2024-12-01590.9638554216868
2025-01-01698.7951807228915
2025-02-01641.3253012048194
2025-03-01694.6987951807229
2025-04-01708.7951807228916
2025-05-018445.78313253012
2025-06-014518.0722891566265
2025-07-014012.048192771084
2025-08-017409.638554216867
2025-09-013012.048192771085
2025-10-011602.4096385542168
2025-11-011349.3975903614457
2025-12-01889.1566265060242
2026-01-01989.277108433735
2026-02-01478.31325301204816
2026-03-01603.6144578313254
2026-04-01842.1686746987953
Annual Return Matrix
YearAnnual Return
2024-0.8464788732394366
20250.5045871559633026
2026-0.05284552845528456
Total Factor Risk
4.513231131061562
VTI.US Exposure
0.2152047449684975
VEA.US Exposure
0.02408778692310409
VWO.US Exposure
-0.003533994998862409
QQQ.US Exposure
0.019944207280639198
VTV.US Exposure
0.01525462183552076
IJR.US Exposure
-0.004998280811610245
QUAL.US Exposure
0.032064964948106955
SHV.US Exposure
0.4899069775679408
TLT.US Exposure
0.005307336143325271
LQD.US Exposure
0.04375295585775923
HYG.US Exposure
0.0011116922346532626
GLD.US Exposure
0.008030243827581487
USO.US Exposure
0.004616769821906168
VNQ.US Exposure
-0.007536177718837495
BTC-USD.CC Exposure
0.010030166162855386
CPER.US Exposure
0.00029416722348244253
VIX.INDX Exposure
0.0006708796275285128
UUP.US Exposure
0.015372842832333854
TIP.US Exposure
0.023136585713792242
Idiosyncratic Exposure
0.10728151056028315
Value Score
50
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
451.3%

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 →0.00%
Market Cap$674.3M
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 →
+44.7%
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 →
-67.1%
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 →
94.6% 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 →
17.40
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Strive Asset Management a high-risk investment?

Strive Asset Management (ASST.US) has an annualized volatility of 451.3% and experienced a maximum drawdown of 95.4% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, ASST.US has generated a Compound Annual Growth Rate (CAGR) of -54.3%. It has had a positive return in 33% 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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