Anterix Inc

10-Year Study

ATEX.US · Communication Services · US · Common Stock

Executive Summary: Anterix Inc has compounded at 5.3% annually over the last 10 years, with a maximum drawdown of 68.5% and an annualized volatility of 80.9%.

1Y CAGR
+57.6%
3Y CAGR
+7.5%
5Y CAGR
-4.1%
10Y CAGR
+5.3%

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 →
68.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.16
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.30
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
43.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · +84.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -45.3%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202620.340.53.55.7————————84.9%
2025-6.836.5-6.2-18.4-10.9-3.5-13.46.9-9.6-5.81.76.2-28.8%
2024-10.533.1-15.3-6.26.817.71.7-11.96.2-13.86.8-11.6-8.0%
202312.1-16.39.4-4.43.4-2.9-11.417.9-5.2-2.87.21.93.6%
2022-12.83.98.7-10.5-17.5-4.08.3-4.6-15.97.4-11.3-5.4-45.3%
2021-3.516.411.70.34.521.3-2.81.22.85.6-6.1-2.356.3%
20207.50.8-2.515.02.1-15.4-3.90.4-25.2-2.4-6.225.6-13.0%
20197.9-2.6-10.513.222.5-3.6-5.3-12.9-6.612.04.71.715.6%
20187.2-6.4-7.3-2.5-12.9-1.619.80.512.819.57.3-13.916.5%
2017-5.520.9-15.117.4-6.8-2.56.018.41.9-4.214.4-1.742.4%
2016———17.6-40.2-11.40.519.0-10.53.10.0-4.4-34.3%

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 80.9%. The dominant macroeconomic risk driver is SHV.US, accounting for 69.1% of variance. Idiosyncratic stock-specific factors contribute 13.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111758.881770529993
2016-05-017026.790914385556
2016-06-016228.887594641817
2016-07-016260.920209668025
2016-08-017451.951077460687
2016-09-016668.608037274315
2016-10-016872.451951077461
2016-11-016872.451951077461
2016-12-016566.686080372742
2017-01-016202.679091438556
2017-02-017498.543972044263
2017-03-016362.842166569598
2017-04-017469.423412929526
2017-05-016959.813628421665
2017-06-016785.090273733255
2017-07-017192.778101339545
2017-08-018517.763541059987
2017-09-018677.926616191031
2017-10-018313.919627256842
2017-11-019507.862550960977
2017-12-019347.699475829935
2018-01-0110017.47233546884
2018-02-019376.82003494467
2018-03-018692.486895748398
2018-04-018474.082702387885
2018-05-017382.061735585323
2018-06-017265.579499126382
2018-07-018707.047175305765
2018-08-018750.728013977867
2018-09-019871.869539895166
2018-10-0111793.826441467674
2018-11-0112649.970879440883
2018-12-0110888.177052999417
2019-01-0111747.2335468841
2019-02-0111438.555620267907
2019-03-0110238.788584740825
2019-04-0111589.982527664528
2019-05-0114196.272568433313
2019-06-0113686.662783925449
2019-07-0112955.736750145601
2019-08-0111284.216656959814
2019-09-0110541.64239953407
2019-10-0111811.298776936515
2019-11-0112367.501456027954
2019-12-0112582.993593476995
2020-01-0113529.411764705881
2020-02-0113642.981945253347
2020-03-0113299.359347699476
2020-04-0115288.293535235875
2020-05-0115608.619685497959
2020-06-0113203.261502620851
2020-07-0112690.739662201513
2020-08-0112737.33255678509
2020-09-019525.334886429819
2020-10-019295.282469423413
2020-11-018715.783343040186
2020-12-0110949.33022714036
2021-01-0110564.938846825858
2021-02-0112297.61211415259
2021-03-0113733.255678509024
2021-04-0113779.8485730926
2021-05-0114403.02853814793
2021-06-0117469.42341292953
2021-07-0116983.11007571345
2021-08-0117186.953989516598
2021-09-0117676.179382644146
2021-10-0118666.278392545133
2021-11-0117518.928363424577
2021-12-0117111.240535818288
2022-01-0114927.19860221316
2022-02-0115515.433896330807
2022-03-0116860.803727431565
2022-04-0115096.097845078624
2022-05-0112460.687245195106
2022-06-0111959.813628421665
2022-07-0112955.736750145601
2022-08-0112361.677344205009
2022-09-0110401.863715783342
2022-10-0111167.734420500872
2022-11-019900.9900990099
2022-12-019368.083867210249
2023-01-0110503.785672684915
2023-02-018794.408852649969
2023-03-019621.432731508443
2023-04-019196.272568433313
2023-05-019507.862550960977
2023-06-019228.305183459523
2023-07-018174.140943506114
2023-08-019635.993011065812
2023-09-019138.031450203844
2023-10-018878.858474082701
2023-11-019522.422830518346
2023-12-019702.970297029702
2024-01-018683.750728013976
2024-02-0111560.861968549796
2024-03-019787.419918462434
2024-04-019178.800232964471
2024-05-019799.068142108326
2024-06-0111528.829353523586
2024-07-0111723.93709959231
2024-08-0110329.062317996504
2024-09-0110966.802562609199
2024-10-019458.357600465928
2024-11-0110104.834012813046
2024-12-018931.275480489225
2025-01-018319.74373907979
2025-02-0111357.01805474665
2025-03-0110658.124635993012
2025-04-018692.486895748398
2025-05-017743.156668608037
2025-06-017469.423412929526
2025-07-016467.6761793826445
2025-08-016913.220733838088
2025-09-016252.184041933604
2025-10-015888.177052999417
2025-11-015987.186953989516
2025-12-016357.018054746651
2026-01-017648.514851485147
2026-02-0110748.398369248689
2026-03-0111121.141525917295
2026-04-0111753.057658707046
Annual Return Matrix
YearAnnual Return
20170.4235033259423504
20180.16479750778816205
20190.1556565926718374
2020-0.12983105762554958
20210.5627659574468085
2022-0.45251872021783524
20230.03574759092322033
2024-0.07953181272509002
2025-0.28822954026736236
20260.848831882730188
Total Factor Risk
0.8094865889982957
VTI.US Exposure
-0.002578200332621932
VEA.US Exposure
0.011854264624762512
VWO.US Exposure
-0.003374062775648809
QQQ.US Exposure
0.005146296781528106
VTV.US Exposure
-0.0040249628884574725
IJR.US Exposure
0.005631125071004185
QUAL.US Exposure
0.0394949205207178
SHV.US Exposure
0.6905027934028342
TLT.US Exposure
0.05148112165831159
LQD.US Exposure
0.029500670452117038
HYG.US Exposure
0.0009509638502707157
GLD.US Exposure
0.0010485425716609319
USO.US Exposure
0.010343580821483527
VNQ.US Exposure
0.021238680769494766
BTC-USD.CC Exposure
0.00041303110673859394
CPER.US Exposure
0.002020618476695062
VIX.INDX Exposure
-0.00019995960543939484
UUP.US Exposure
-0.0003225134185297412
TIP.US Exposure
0.005785604900979117
Idiosyncratic Exposure
0.13508748401209952
Value Score
46.3
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
80.9%

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 →9.3x
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$756.6M
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 →
+10.8%
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 →
+57.6%
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 →
2.7% 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 →
0.70
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Anterix Inc a high-risk investment?

Anterix Inc (ATEX.US) has an annualized volatility of 80.9% and experienced a maximum drawdown of 68.5% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, ATEX.US has generated a Compound Annual Growth Rate (CAGR) of 5.3%. It has had a positive return in 60% 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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