Avepoint Inc

10-Year Study

AVPT.US · Technology · US · Common Stock

Executive Summary: Avepoint Inc has compounded at -0.4% annually over the last 10 years, with a maximum drawdown of 73.8% and an annualized volatility of 93.8%.

1Y CAGR
-49.5%
3Y CAGR
+15.1%
5Y CAGR
-0.7%
10Y CAGR
-0.4%

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 →
73.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.13
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.28
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
49.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · +101.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · -58.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
43%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-16.3-7.3-11.84.8————————-28.3%
202513.7-20.4-3.313.214.13.5-1.2-14.3-8.3-6.3-7.66.8-15.9%
2024-6.23.9-1.0-1.916.115.54.66.01.93.145.4-6.5101.1%
20238.811.9-17.65.352.3-12.97.611.9-3.211.59.30.299.8%
2022-6.4-4.2-6.7-6.819.4-25.815.9-7.0-14.39.08.0-12.9-34.7%
2021-1.0-13.4-13.9-3.3-3.718.8-13.9-12.2-8.39.8-25.9-9.0-58.1%
20201.50.2-2.91.4-1.04.60.8-1.34.0-5.152.2-2.052.1%
2019———————————-3.7-3.7%

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 93.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 76.5% of variance. Idiosyncratic stock-specific factors contribute 9.7%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2019-11-0110000
2019-12-019629.268292682926
2020-01-019775.609756097561
2020-02-019795.121951219511
2020-03-019512.19512195122
2020-04-019648.78048780488
2020-05-019551.21951219512
2020-06-019990.243902439024
2020-07-0110068.292682926829
2020-08-019941.463414634147
2020-09-0110341.463414634147
2020-10-019814.634146341465
2020-11-0114936.585365853658
2020-12-0114643.90243902439
2021-01-0114497.560975609756
2021-02-0112556.09756097561
2021-03-0110809.756097560976
2021-04-0110448.78048780488
2021-05-0110058.536585365853
2021-06-0111951.21951219512
2021-07-0110292.682926829268
2021-08-019034.146341463415
2021-09-018282.926829268294
2021-10-019092.68292682927
2021-11-016741.463414634147
2021-12-016136.585365853658
2022-01-015746.341463414634
2022-02-015502.4390243902435
2022-03-015131.707317073171
2022-04-014780.487804878049
2022-05-015707.317073170731
2022-06-014234.1463414634145
2022-07-014907.317073170732
2022-08-014565.853658536585
2022-09-013912.195121951219
2022-10-014263.414634146341
2022-11-014604.878048780487
2022-12-014009.756097560976
2023-01-014360.975609756098
2023-02-014878.048780487805
2023-03-014019.5121951219517
2023-04-014234.1463414634145
2023-05-016448.780487804878
2023-06-015619.512195121951
2023-07-016048.780487804878
2023-08-016770.731707317073
2023-09-016556.09756097561
2023-10-017307.317073170731
2023-11-017990.243902439024
2023-12-018009.756097560976
2024-01-017512.195121951219
2024-02-017804.878048780488
2024-03-017726.829268292683
2024-04-017580.487804878049
2024-05-018800
2024-06-0110165.853658536585
2024-07-0110634.146341463415
2024-08-0111268.29268292683
2024-09-0111482.926829268292
2024-10-0111843.902439024392
2024-11-0117219.512195121948
2024-12-0116107.317073170732
2025-01-0118321.951219512197
2025-02-0114575.609756097561
2025-03-0114087.804878048779
2025-04-0115951.219512195123
2025-05-0118195.12195121951
2025-06-0118839.0243902439
2025-07-0118614.63414634146
2025-08-0115960.975609756097
2025-09-0114643.90243902439
2025-10-0113726.829268292684
2025-11-0112682.926829268294
2025-12-0113551.219512195123
2026-01-0111346.341463414636
2026-02-0110517.073170731708
2026-03-019278.048780487805
2026-04-019721.951219512195
Annual Return Matrix
YearAnnual Return
20200.5207700101317123
2021-0.5809460359760159
2022-0.34658187599364065
20230.9975669099756692
20241.0109622411693056
2025-0.15869170199878868
2026-0.28257739380849534
Total Factor Risk
0.9376885894531344
VTI.US Exposure
0.03434461626497853
VEA.US Exposure
-0.010323344387437318
VWO.US Exposure
0.004859227798329968
QQQ.US Exposure
-0.005836764669082104
VTV.US Exposure
-0.018711450947392377
IJR.US Exposure
0.03714913991668071
QUAL.US Exposure
0.03891665273448937
SHV.US Exposure
0.7650035048519784
TLT.US Exposure
0.0008221090403264447
LQD.US Exposure
-0.0022252938004112166
HYG.US Exposure
0.035100370780913465
GLD.US Exposure
0.002259486459702718
USO.US Exposure
0.00039382824296250947
VNQ.US Exposure
0.004914296418945447
BTC-USD.CC Exposure
-0.0043906339225977115
CPER.US Exposure
-0.0011775761010547811
VIX.INDX Exposure
0.017198723366150546
UUP.US Exposure
0.002983160565916468
TIP.US Exposure
0.0018934689442269073
Idiosyncratic Exposure
0.096826478442374
Value Score
23.5
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
93.8%

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 →66.3x
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$2.1B
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
$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 →
-2.7%
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 →
-27.6%
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 →
50.2% 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 →
1.20
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Avepoint Inc a high-risk investment?

Avepoint Inc (AVPT.US) has an annualized volatility of 93.8% and experienced a maximum drawdown of 73.8% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, AVPT.US has generated a Compound Annual Growth Rate (CAGR) of -0.4%. It has had a positive return in 43% 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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