Avingtrans Plc

10-Year Study

AVG.LSE · Industrials · GB · Common Stock

Executive Summary: Avingtrans Plc has compounded at 13.3% annually over the last 10 years, with a maximum drawdown of 29.9% and an annualized volatility of 51.4%.

1Y CAGR
+38.7%
3Y CAGR
+11.7%
5Y CAGR
+11.8%
10Y CAGR
+13.3%

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 →
29.9%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.55
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.00
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
28.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +59.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · -8.2%
% 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.
202621.4-3.0-6.23.8————————14.6%
2025-1.3-2.0-6.86.514.42.42.45.89.9-2.00.6-2.029.4%
2024-5.1-2.78.33.8-4.5-3.24.03.25.0-3.0-4.8-2.6-2.7%
2023-7.03.11.80.0-2.00.00.0-6.19.1-11.32.72.6-8.2%
2022-7.03.115.8-3.7-1.8-3.96.4-2.2-2.2-14.88.16.81.1%
20210.06.010.78.4-6.927.6-4.11.28.4-1.9-8.67.553.3%
20209.5-11.9-20.40.09.1-6.917.5-4.315.6-7.813.1-3.71.8%
201913.45.4-5.24.42.314.01.0-8.78.85.010.0-0.559.4%
201825.71.1-7.31.7-1.76.0-1.6-2.71.92.0-2.7-16.01.4%
20171.014.15.48.1-6.2-1.34.94.5-17.47.7-9.8-12.0-5.8%
2016———12.010.24.20.54.3-1.82.7-5.14.334.4%

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 51.4%. The dominant macroeconomic risk driver is SHV.US, accounting for 63.9% of variance. Idiosyncratic stock-specific factors contribute 11.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111198.622567097502
2016-05-0112335.446793164025
2016-06-0112852.294364236383
2016-07-0112921.204788440733
2016-08-0113472.51144952321
2016-09-0113231.31333108415
2016-10-0113583.217965571934
2016-11-0112886.644872824008
2016-12-0113443.900244695991
2017-01-0113583.217965571934
2017-02-0115498.803665398591
2017-03-0116334.686723206567
2017-04-0117658.18568198828
2017-05-0116557.139034633597
2017-06-0116347.11154026626
2017-07-0117152.211764797128
2017-08-0117922.309992205406
2017-09-0114806.915085449704
2017-10-0115945.771335280044
2017-11-0114390.086516126281
2017-12-0112657.623385336079
2018-01-0115910.420326442292
2018-02-0116087.19863807873
2018-03-0114920.43696266738
2018-04-0115167.93280361111
2018-05-0114905.553551969784
2018-06-0115794.905204540255
2018-07-0115545.889223681608
2018-08-0115119.001361145689
2018-09-0115403.593269502968
2018-10-0115707.528182696
2018-11-0115276.203993469604
2018-12-0112832.012905677646
2019-01-0114557.325174215017
2019-02-0115348.092650976652
2019-03-0114557.325174215017
2019-04-0115204.315335962556
2019-05-0115554.90923756452
2019-06-0117725.358803432726
2019-07-0117906.232185860372
2019-08-0116350.74126210392
2019-09-0117797.71280989332
2019-10-0118695.44074362763
2019-11-0120557.681941746072
2019-12-0120448.13879808121
2020-01-0122383.40875864289
2020-02-0119717.85117364884
2020-03-0115701.253727639012
2020-04-0115701.253727639012
2020-05-0117131.527003811985
2020-06-0115955.117093430437
2020-07-0118749.095477971543
2020-08-0117940.311240891766
2020-09-0120734.29738124877
2020-10-0119116.728907089204
2020-11-0121616.6067529889
2020-12-0120807.822515909116
2021-01-0120807.822515909116
2021-02-0122057.75756095102
2021-03-0124410.585137530008
2021-04-0126469.312175467578
2021-05-0124631.168297326956
2021-06-0131432.313055752682
2021-07-0130145.607687564712
2021-08-0130513.23336086648
2021-09-0133086.644097242424
2021-10-0132461.33919673015
2021-11-0129678.932489500567
2021-12-0131904.85940644741
2022-01-0129678.932489500567
2022-02-0130606.403977182392
2022-03-0135429.22624102749
2022-04-0134130.77856757836
2022-05-0133508.60701668664
2022-06-0132205.498097886153
2022-07-0134253.242900520025
2022-08-0133508.60701668664
2022-09-0132763.97113285325
2022-10-0127930.050296466066
2022-11-0130179.44631230344
2022-12-0132241.39976965227
2023-01-0129991.995997999005
2023-02-0130929.247569521198
2023-03-0131491.598512434513
2023-04-0131491.598512434513
2023-05-0130869.791484889734
2023-06-0130869.791484889734
2023-07-0130869.791484889734
2023-08-0128987.493746873442
2023-09-0131622.718335912148
2023-10-0128064.90066738796
2023-11-0128823.41170585293
2023-12-0129581.922744317897
2024-01-0128064.90066738796
2024-02-0127306.389628922992
2024-03-0129581.922744317897
2024-04-0130719.693179923295
2024-05-0129328.36185534628
2024-06-0128376.141559151667
2024-07-0129518.8059145852
2024-08-0130471.02621077981
2024-09-0131994.578684691187
2024-10-0131042.358388496574
2024-11-0129541.20471088258
2024-12-0128773.898577195574
2025-01-0128390.249388260025
2025-02-0127814.7678490408
2025-03-0125934.874413951165
2025-04-0127622.943254573027
2025-05-0131604.158668481534
2025-06-0132374.993698399594
2025-07-0133145.82097250176
2025-08-0135072.9085472969
2025-09-0138541.658426112284
2025-10-0137770.823396194224
2025-11-0138003.49787296749
2025-12-0137227.91628372326
2026-01-0145177.62757347667
2026-02-0143820.359792299256
2026-03-0141105.82422994443
2026-04-0142656.987408432906
Annual Return Matrix
YearAnnual Return
2017-0.058485770129849124
20180.013777430014515923
20190.59352542336002
20200.017590046770499246
20210.5333108201040155
20220.010548247805061584
2023-0.08248640084906134
2024-0.027314795394005498
20250.2938085599991589
20260.14583333333333326
Total Factor Risk
0.5136611634114797
VTI.US Exposure
0.04312566731276601
VEA.US Exposure
0.03854475170010767
VWO.US Exposure
0.01377624198810007
QQQ.US Exposure
0.02195481159941691
VTV.US Exposure
0.01808109423737978
IJR.US Exposure
0.006026861377549072
QUAL.US Exposure
0.010045547098055078
SHV.US Exposure
0.639402292336071
TLT.US Exposure
0.011343805116125217
LQD.US Exposure
-0.0022263921409790472
HYG.US Exposure
0.0475884813559738
GLD.US Exposure
0.00032951052489455375
USO.US Exposure
0.0007757889590852291
VNQ.US Exposure
-0.0027738283398264364
BTC-USD.CC Exposure
0.00042763127077528375
CPER.US Exposure
-0.00004197396744843231
VIX.INDX Exposure
-0.00014512351206551915
UUP.US Exposure
0.032750621169508096
TIP.US Exposure
0.006473950604565038
Idiosyncratic Exposure
0.11454026130994635
Value Score
39.7
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
11.2
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
51.4%

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 →25.7x
Forward P/EForward P/E RatioA valuation metric that compares the current stock price to estimated future earnings per share.Click for full definition →No estimate availableN/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.93%
Squeeze RiskShort Squeeze RiskA situation where a sharp rise in the price of a stock forces short sellers to buy shares to cover their positions, further driving up the price.Click for full definition →Low
Market Cap$179.7M
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: distance from 50/200-Day SMA, 52-Week High proximity, Golden Cross trend signal, RSI momentum gauge, Fibonacci retracement levels, and Beta (market sensitivity).

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 →
-2.5%
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 →
+11.5%
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 →
8.3% 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 →
0.42
Market sensitivity coefficient
Trend SignalGolden Cross & Death CrossTechnical chart patterns that occur when a short-term moving average crosses over a long-term moving average.Click for full definition →
✦ Golden Cross
Bullish — 50 SMA above 200 SMA
RSI (14-Day)Relative Strength Index (RSI)A momentum oscillator that measures the speed and change of price movements to identify overbought or oversold conditions.Click for full definition →
56
OversoldNeutralOverbought
Neutral
Fibonacci LevelsFibonacci RetracementTechnical levels based on mathematical ratios that indicate potential support and resistance areas.Click for full definition →
38.2% retracement+11.2%
50.0% retracement+19.0%
61.8% retracement+28.0%
% distance of current price from each 52-week Fibonacci support level.

Frequently Asked Questions & Methodology

Is Avingtrans Plc a high-risk investment?

Avingtrans Plc (AVG.LSE) has an annualized volatility of 51.4% and experienced a maximum drawdown of 29.9% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, AVG.LSE has generated a Compound Annual Growth Rate (CAGR) of 13.3%. 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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