AtriCure Inc

10-Year Study

ATRC.US · Healthcare · US · Common Stock

Executive Summary: AtriCure Inc has compounded at 7.2% annually over the last 10 years, with a maximum drawdown of 74.5% and an annualized volatility of 53.2%.

1Y CAGR
-17.8%
3Y CAGR
-14.1%
5Y CAGR
-17.6%
10Y CAGR
+7.2%

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 →
74.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.24
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.45
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
39.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · +71.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -36.2%
% 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.
2026-6.6-15.4-8.71.2————————-27.0%
202530.5-2.8-16.7-7.315.6-5.27.15.4-4.7-2.04.59.529.5%
2024-4.62.7-13.0-20.7-6.61.0-5.321.57.018.39.0-15.5-14.4%
2023-2.5-11.07.76.12.29.812.1-18.4-3.0-20.92.40.6-19.6%
2022-5.65.8-5.4-20.9-21.80.620.9-7.7-14.37.78.2-2.6-36.2%
20214.612.10.417.6-3.06.26.5-12.8-5.57.9-15.59.724.9%
202019.7-1.2-12.628.410.9-6.0-9.29.6-10.8-13.425.828.071.2%
20191.13.2-16.112.1-2.41.87.5-14.6-8.96.611.99.36.2%
2018-10.68.316.18.36.714.15.920.61.4-9.25.3-8.667.8%
2017-16.912.24.97.01.916.1-0.1-7.4-0.3-4.2-13.7-1.4-6.8%
2016———-5.5-8.9-2.57.51.32.815.3-1.48.816.3%

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 53.2%. The dominant macroeconomic risk driver is SHV.US, accounting for 43.8% of variance. Idiosyncratic stock-specific factors contribute 27.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019447.415329768271
2016-05-018609.625668449198
2016-06-018395.721925133692
2016-07-019025.54961378491
2016-08-019144.38502673797
2016-09-019399.881164587048
2016-10-0110837.789661319073
2016-11-0110689.24539512775
2016-12-0111628.045157456923
2017-01-019667.260843731432
2017-02-0110843.731431966728
2017-03-0111378.490790255495
2017-04-0112180.629827688652
2017-05-0112412.35888294712
2017-06-0114408.793820558527
2017-07-0114396.910279263222
2017-08-0113327.391562685681
2017-09-0113291.740938799765
2017-10-0112739.156268568035
2017-11-0110992.275698158051
2017-12-0110837.789661319073
2018-01-019691.027926322044
2018-02-0110499.108734402853
2018-03-0112192.513368983957
2018-04-0113208.556149732622
2018-05-0114087.938205585266
2018-06-0116072.48960190137
2018-07-0117023.172905525847
2018-08-0120528.81758764112
2018-09-0120814.022578728465
2018-10-0118900.772430184195
2018-11-0119898.9898989899
2018-12-0118181.818181818184
2019-01-0118389.780154486038
2019-02-0118978.015448603688
2019-03-0115918.00356506239
2019-04-0117837.19548425431
2019-05-0117409.387997623293
2019-06-0117730.243612596554
2019-07-0119061.200237670826
2019-08-0116274.50980392157
2019-09-0114818.775995246584
2019-10-0115799.16815210933
2019-11-0117676.76767676768
2019-12-0119316.696375519907
2020-01-0123113.487819370177
2020-02-0122828.282828282834
2020-03-0119958.407605466433
2020-04-0125620.915032679743
2020-05-0128407.605466429
2020-06-0126708.259061200242
2020-07-0124248.366013071896
2020-08-0126577.54010695187
2020-09-0123707.664884135476
2020-10-0120534.75935828877
2020-11-0125834.818775995245
2020-12-0133077.83719548426
2021-01-0134598.93048128342
2021-02-0138781.93701723114
2021-03-0138930.48128342246
2021-04-0145793.226381461674
2021-05-0144402.852049910885
2021-06-0147136.06654783126
2021-07-0150184.19489007725
2021-08-0143743.3155080214
2021-09-0141325.01485442663
2021-10-0144598.93048128343
2021-11-0137670.82590612003
2021-12-0141313.131313131315
2022-01-0139001.7825311943
2022-02-0141265.597147950095
2022-03-0139019.60784313726
2022-04-0130855.614973262036
2022-05-0124141.414141414145
2022-06-0124278.074866310166
2022-07-0129358.288770053477
2022-08-0127106.35769459299
2022-09-0123232.323232323237
2022-10-0125026.73796791444
2022-11-0127070.707070707078
2022-12-0126369.57813428402
2023-01-0125715.98336304219
2023-02-0122875.816993464054
2023-03-0124628.639334521693
2023-04-0126137.849079025553
2023-05-0126720.142602495547
2023-06-0129328.57991681521
2023-07-0132887.70053475936
2023-08-0126827.094474153302
2023-09-0126024.95543672014
2023-10-0120582.293523469994
2023-11-0121081.402257872847
2023-12-0121206.17944147356
2024-01-0120237.670825906123
2024-02-0120778.371954842543
2024-03-0118074.866310160432
2024-04-0114331.55080213904
2024-05-0113392.751039809866
2024-06-0113529.411764705883
2024-07-0112816.399286987524
2024-08-0115573.380867498516
2024-09-0116660.724896019015
2024-10-0119714.795008912657
2024-11-0121485.442661913254
2024-12-0118158.05109922757
2025-01-0123689.839572192515
2025-02-0123018.419489007727
2025-03-0119168.15210932858
2025-04-0117771.836007130125
2025-05-0120540.701128936427
2025-06-0119471.18241235889
2025-07-0120855.614973262036
2025-08-0121978.609625668454
2025-09-0120944.74153297683
2025-10-0120528.81758764112
2025-11-0121461.675579322637
2025-12-0123505.64468211527
2026-01-0121942.959001782532
2026-02-0118573.97504456328
2026-03-0116951.871657754014
2026-04-0117159.83363042187
Annual Return Matrix
YearAnnual Return
2017-0.06796116504854377
20180.6776315789473686
20190.06241830065359455
20200.7123961857889882
20210.2489671277169032
2022-0.36171436789874867
2023-0.19580892293826058
2024-0.14373774166433173
20250.29450261780104725
2026-0.26996966632962593
Total Factor Risk
0.5321161879578111
VTI.US Exposure
0.19204809482076815
VEA.US Exposure
-0.0487231935840489
VWO.US Exposure
-0.00991537172988478
QQQ.US Exposure
0.01720410941027103
VTV.US Exposure
-0.02525117405565161
IJR.US Exposure
0.03364433365313146
QUAL.US Exposure
-0.034108118958874376
SHV.US Exposure
0.43809797130108397
TLT.US Exposure
-0.018990339079619507
LQD.US Exposure
0.053956520570266765
HYG.US Exposure
0.018443006821485003
GLD.US Exposure
0.006873052776201258
USO.US Exposure
0.004980949605948512
VNQ.US Exposure
0.029198317593015784
BTC-USD.CC Exposure
-0.0019084938902149717
CPER.US Exposure
-0.006096746794646164
VIX.INDX Exposure
0.008783306001241494
UUP.US Exposure
0.06393792469623495
TIP.US Exposure
-0.0014584243756007368
Idiosyncratic Exposure
0.2792842752188927
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
53.2%

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$1.4B
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 →
-6.2%
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 →
-16.9%
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 →
31.9% 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 →
1.43
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is AtriCure Inc a high-risk investment?

AtriCure Inc (ATRC.US) has an annualized volatility of 53.2% and experienced a maximum drawdown of 74.5% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, ATRC.US has generated a Compound Annual Growth Rate (CAGR) of 7.2%. 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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