Allianz Technology Trust PLC

10-Year Study

ATT.LSE · Financial Services · GB · Common Stock

Executive Summary: Allianz Technology Trust PLC has compounded at 26.0% annually over the last 10 years, with a maximum drawdown of 41.0% and an annualized volatility of 28.8%.

1Y CAGR
+57.3%
3Y CAGR
+33.2%
5Y CAGR
+17.1%
10Y CAGR
+26.0%

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 →
41.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
1.04
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.77
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
23.6%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · +80.3%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -40.4%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
90%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20263.6-2.2-5.116.6————————12.1%
20255.7-9.6-12.51.39.98.711.0-2.18.19.0-3.70.825.8%
20245.17.71.2-0.40.014.6-6.8-6.21.63.49.25.438.1%
20234.52.32.7-2.413.82.34.6-1.6-3.0-5.914.67.644.5%
2022-18.9-3.82.9-10.4-9.3-9.615.9-3.9-3.93.1-5.7-3.0-40.4%
2021-2.4-5.3-1.310.5-9.28.31.24.5-4.58.98.80.018.7%
20208.2-10.26.110.110.78.93.37.70.0-0.410.87.280.3%
201911.15.96.67.2-5.05.69.5-6.3-5.9-1.35.2-0.235.0%
20183.93.3-3.67.48.51.11.113.2-4.3-13.8-1.1-8.34.4%
20173.15.94.30.08.9-3.34.22.40.010.14.1-2.642.7%
2016———0.11.83.715.84.11.07.0-1.12.539.6%

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 28.8%. The dominant macroeconomic risk driver is VTI.US, accounting for 53.1% of variance. Idiosyncratic stock-specific factors contribute 9.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110008.517887563883
2016-05-0110187.39352640545
2016-06-0110562.180579216354
2016-07-0112231.686541737647
2016-08-0112734.241908006814
2016-09-0112862.010221465076
2016-10-0113764.906303236798
2016-11-0113611.584327086883
2016-12-0113956.55877342419
2017-01-0114382.453151618398
2017-02-0115229.982964224873
2017-03-0115877.342419080067
2017-04-0115881.601362862008
2017-05-0117291.311754684837
2017-06-0116712.095400340713
2017-07-0117410.562180579218
2017-08-0117836.456558773425
2017-09-0117836.456558773425
2017-10-0119642.248722316865
2017-11-0120442.930153321973
2017-12-0119914.82112436116
2018-01-0120698.4667802385
2018-02-0121379.897785349232
2018-03-0120613.28790459966
2018-04-0122146.507666098805
2018-05-0124020.44293015332
2018-06-0124275.979557069848
2018-07-0124531.51618398637
2018-08-0127768.31345826235
2018-09-0126575.809199318566
2018-10-0122913.11754684838
2018-11-0122657.580919931854
2018-12-0120783.645655877343
2019-01-0123083.47529812606
2019-02-0124446.337308347527
2019-03-0126064.73594548552
2019-04-0127938.671209540033
2019-05-0126541.737649063034
2019-06-0128040.88586030664
2019-07-0130698.466780238497
2019-08-0128756.388415672915
2019-09-0127052.81090289608
2019-10-0126712.095400340713
2019-11-0128109.028960817715
2019-12-0128057.92163543441
2020-01-0130357.751277683128
2020-02-0127257.2402044293
2020-03-0128926.746166950597
2020-04-0131856.899488926745
2020-05-0135264.054514480405
2020-06-0138415.672913117545
2020-07-0139693.35604770017
2020-08-0142759.795570698465
2020-09-0142759.795570698465
2020-10-0142589.43781942078
2020-11-0147189.097103918226
2020-12-0150596.25212947189
2021-01-0149403.74787052811
2021-02-0146763.20272572402
2021-03-0146166.95059625212
2021-04-0151022.1465076661
2021-05-0146337.30834752981
2021-06-0150170.35775127768
2021-07-0150766.60988074957
2021-08-0153066.43952299829
2021-09-0150681.43100511073
2021-10-0155195.911413969334
2021-11-0160051.10732538331
2021-12-0160051.10732538331
2022-01-0148722.31686541737
2022-02-0146848.38160136285
2022-03-0148211.24361158432
2022-04-0143185.68994889267
2022-05-0139182.28279386712
2022-06-0135434.41226575809
2022-07-0141056.21805792163
2022-08-0139437.81942078364
2022-09-0137904.5996592845
2022-10-0139097.10391822828
2022-11-0136882.45315161839
2022-12-0135775.127768313454
2023-01-0137393.52640545145
2023-02-0138245.31516183986
2023-03-0139267.46166950596
2023-04-0138330.494037478704
2023-05-0143611.58432708688
2023-06-0144633.730834752976
2023-07-0146678.02385008518
2023-08-0145911.413969335605
2023-09-0144548.551959114135
2023-10-0141908.00681431005
2023-11-0148040.88586030664
2023-12-0151703.57751277683
2024-01-0154344.12265758092
2024-02-0158517.88756388415
2024-03-0159199.31856899488
2024-04-0158943.78194207836
2024-05-0158943.78194207836
2024-06-0167546.84838160136
2024-07-0162947.18909710392
2024-08-0159028.960817717205
2024-09-0159965.92844974445
2024-10-0162010.221465076655
2024-11-0167717.20613287904
2024-12-0171379.89778534923
2025-01-0175468.48381601363
2025-02-0168228.27938671209
2025-03-0159710.391822827936
2025-04-0160477.00170357751
2025-05-0166439.52299829642
2025-06-0172231.68654173764
2025-07-0180153.32197614992
2025-08-0178449.74446337308
2025-09-0184838.1601362862
2025-10-0192504.25894378194
2025-11-0189097.10391822827
2025-12-0189778.53492333902
2026-01-0193015.33219761499
2026-02-0190971.0391822828
2026-03-0186371.37989778534
2026-04-01100681.43100511073
Annual Return Matrix
YearAnnual Return
20170.4269148611534941
20180.043627031650983694
20190.34999999999999987
20200.8032786885245904
20210.18686868686868685
2022-0.4042553191489362
20230.4452380952380952
20240.38056013179571657
20250.2577565632458234
20260.12144212523719156
Total Factor Risk
0.28765805976752334
VTI.US Exposure
0.5309886846272658
VEA.US Exposure
0.016544901695867652
VWO.US Exposure
0.0031513823367620387
QQQ.US Exposure
0.13915478133635556
VTV.US Exposure
-0.056796000170271796
IJR.US Exposure
0.008315466930387335
QUAL.US Exposure
-0.04864220910256038
SHV.US Exposure
0.24234807896354552
TLT.US Exposure
0.056909241595177365
LQD.US Exposure
-0.02157287165709538
HYG.US Exposure
0.014267955984032656
GLD.US Exposure
-0.0018174469723914665
USO.US Exposure
-0.0016344741409876876
VNQ.US Exposure
-0.019707818641713035
BTC-USD.CC Exposure
0.004042624349635964
CPER.US Exposure
-0.003489169286475374
VIX.INDX Exposure
-0.01675982930591119
UUP.US Exposure
0.04636858018761673
TIP.US Exposure
0.013627817333271354
Idiosyncratic Exposure
0.09470030393748832
Value Score
48.1
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
28.8%

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 →4.8x
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$1.8B
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
$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 →
+10.7%
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 →
+16.6%
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 →
0.0% 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 →
0.48
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Allianz Technology Trust PLC a high-risk investment?

Allianz Technology Trust PLC (ATT.LSE) has an annualized volatility of 28.8% and experienced a maximum drawdown of 41.0% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of ATT.LSE?

Over the past 10 years, ATT.LSE has generated a Compound Annual Growth Rate (CAGR) of 26.0%. It has had a positive return in 90% 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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