AptarGroup Inc

10-Year Study

ATR.US · Healthcare · US · Common Stock

Executive Summary: AptarGroup Inc has compounded at 6.6% annually over the last 10 years, with a maximum drawdown of 36.0% and an annualized volatility of 22.3%.

1Y CAGR
-19.6%
3Y CAGR
+5.9%
5Y CAGR
-1.6%
10Y CAGR
+6.6%

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 →
36.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.20
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.29
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
17.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · +28.6%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · -21.4%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20262.515.5-12.31.8————————5.6%
20250.0-6.41.11.16.0-1.20.7-11.4-4.0-12.97.5-2.2-21.4%
20245.48.12.40.62.3-4.74.74.24.65.13.0-9.228.6%
20235.11.31.30.3-4.83.05.29.1-5.7-1.93.8-2.613.9%
2022-4.24.2-3.6-1.9-6.7-3.64.8-4.6-7.64.77.03.6-8.9%
2021-2.6-2.28.96.7-2.3-4.4-8.54.9-11.51.5-1.02.4-9.5%
20200.2-12.5-1.57.94.00.53.22.8-4.41.110.78.419.9%
20195.72.64.64.91.89.8-2.41.0-3.10.1-5.13.124.5%
20181.72.30.54.1-0.91.110.12.22.9-5.02.0-9.610.5%
2017-0.22.13.34.36.32.2-6.53.33.21.31.5-2.419.3%
2016———-2.71.72.4-0.8-0.3-0.7-7.32.40.4-5.2%

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 22.3%. The dominant macroeconomic risk driver is QUAL.US, accounting for 31.2% of variance. Idiosyncratic stock-specific factors contribute 25.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019729.268008505433
2016-05-019890.565378229589
2016-06-0110129.955433864438
2016-07-0110045.804083772682
2016-08-0110020.09845329294
2016-09-019946.855611546414
2016-10-019220.150884040662
2016-11-019444.714689347818
2016-12-019479.552008388919
2017-01-019458.827298942648
2017-02-019658.442806792695
2017-03-019979.916110803646
2017-04-0110408.988960414785
2017-05-0111063.615973901138
2017-06-0111304.37505461536
2017-07-0110570.402842911655
2017-08-0110920.450904430396
2017-09-0111273.105939238589
2017-10-0111414.610701698173
2017-11-0111590.282834755759
2017-12-0111311.045410853165
2018-01-0111502.446768226966
2018-02-0111765.605429495206
2018-03-0111819.550843261191
2018-04-0112302.438029769013
2018-05-0112189.216742885437
2018-06-0112329.16314700999
2018-07-0113569.062946025457
2018-08-0113871.107745186564
2018-09-0114272.494247181847
2018-10-0113552.809414232031
2018-11-0113830.6195566689
2018-12-0112504.048818851765
2019-01-0113221.228627188255
2019-02-0113569.368792053829
2019-03-0114190.94987037954
2019-04-0114886.021380093793
2019-05-0115157.67090967347
2019-06-0116639.043430136026
2019-07-0116241.56010602662
2019-08-0116402.609886108763
2019-09-0115896.653170603828
2019-10-0115904.838192886895
2019-11-0115093.108269494041
2019-12-0115564.256794151057
2020-01-0115597.652267629837
2020-02-0113647.781888089481
2020-03-0113441.17561387667
2020-04-0114505.709125862923
2020-05-0115089.569194022893
2020-06-0115169.496956103812
2020-07-0115652.704552736592
2020-08-0116086.146631324456
2020-09-0115380.967638577378
2020-10-0115549.547056596079
2020-11-0117216.393347120676
2020-12-0118657.000961230373
2021-01-0118169.598904779934
2021-02-0117773.338964784012
2021-03-0119358.407852960878
2021-04-0120659.36034487781
2021-05-0120179.89572106842
2021-06-0119293.58305904285
2021-07-0117660.671113570825
2021-08-0118520.331478838365
2021-09-0116397.643529171884
2021-10-0116643.601992368414
2021-11-0116479.624828871863
2021-12-0116877.8654860039
2022-01-0116164.049983979494
2022-02-0116849.683959104015
2022-03-0116244.152515219479
2022-04-0115927.485363082928
2022-05-0114853.907547114854
2022-06-0114315.735049954852
2022-07-0115001.689435204333
2022-08-0114312.589205091606
2022-09-0113229.501034050856
2022-10-0113856.849494625847
2022-11-0114833.750837435553
2022-12-0115370.423232646877
2023-01-0116161.443010690044
2023-02-0116366.155952346275
2023-03-0116572.281611371647
2023-04-0116617.139028866037
2023-05-0115822.944277766448
2023-06-0116296.976493548105
2023-07-0117142.97573621508
2023-08-0118709.635606303338
2023-09-0117648.26250327692
2023-10-0117314.846640062915
2023-11-0117969.09498703795
2023-12-0117506.02953598788
2024-01-0118449.710174477877
2024-02-0119952.622993795696
2024-03-0120439.864845183653
2024-04-0120569.64550988902
2024-05-0121041.21639334712
2024-06-0120061.023564708277
2024-07-0121005.636305379976
2024-08-0121893.143223325857
2024-09-0122893.55101803035
2024-10-0124061.431359412774
2024-11-0124785.106754827993
2024-12-0122512.364918004132
2025-01-0122519.530453525967
2025-02-0121089.394424863825
2025-03-0121323.643354402724
2025-04-0121549.270338760885
2025-05-0122832.134222714165
2025-06-0122548.1780315167
2025-07-0122713.742681541462
2025-08-0120130.727330983656
2025-09-0119319.82756109638
2025-10-0116830.73606944161
2025-11-0118098.730010777428
2025-12-0117693.96463837348
2026-01-0118127.756255279484
2026-02-0120930.063208179195
2026-03-0118353.674521569425
2026-04-0118684.279514141734
Annual Return Matrix
YearAnnual Return
20170.19320463676379096
20180.10547242670017853
20190.24473736624296927
20200.19870811745033334
2021-0.09536020708384763
2022-0.0893147450788182
20230.13894258284345495
20240.2859777753558863
2025-0.21403350101957375
20260.05596907736667034
Total Factor Risk
0.2229926710218708
VTI.US Exposure
-0.15352256643077541
VEA.US Exposure
0.059768266552277204
VWO.US Exposure
0.12066941193434662
QQQ.US Exposure
-0.05430671101352322
VTV.US Exposure
0.048657760648436285
IJR.US Exposure
0.07920514802764975
QUAL.US Exposure
0.3123706276047928
SHV.US Exposure
0.14009274137392094
TLT.US Exposure
-0.006574174939832724
LQD.US Exposure
-0.00323289289309228
HYG.US Exposure
0.03500677184598435
GLD.US Exposure
0.0037953177016434047
USO.US Exposure
0.027226013190459572
VNQ.US Exposure
0.023374747239546374
BTC-USD.CC Exposure
0.01880272761936555
CPER.US Exposure
0.007263317650834148
VIX.INDX Exposure
0.016063031416610946
UUP.US Exposure
0.03239783897706122
TIP.US Exposure
0.04075554286876203
Idiosyncratic Exposure
0.25218708062553236
Value Score
41.4
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
17.3
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
22.3%

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 →21.4x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →1.44%
Market Cap$8.1B
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
$70
Avg Yield on Cost
0.70%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$69.910.70%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 →
-3.4%
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 →
-2.8%
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 →
20.1% 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 →
0.49
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is AptarGroup Inc a high-risk investment?

AptarGroup Inc (ATR.US) has an annualized volatility of 22.3% and experienced a maximum drawdown of 36.0% over the last 10 years. Its primary macro risk driver is QUAL.US.

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

Over the past 10 years, ATR.US has generated a Compound Annual Growth Rate (CAGR) of 6.6%. It has had a positive return in 70% 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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