Avalo Therapeutics Inc

10-Year Study

AVTX.US · Healthcare · US · Common Stock

Executive Summary: Avalo Therapeutics Inc has compounded at -46.2% annually over the last 10 years, with a maximum drawdown of 100.0% and an annualized volatility of 250.6%.

1Y CAGR
+304.8%
3Y CAGR
-73.4%
5Y CAGR
-72.0%
10Y CAGR
-46.2%

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 →
100.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.09
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.27
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
160.6%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2017 · +263.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · -99.2%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
40%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-16.815.8-14.7-3.4————————-20.6%
202513.3-13.29.6-37.8-19.724.758.117.736.841.95.4-4.4144.4%
2024-48.9-5.2393.2-21.3-31.76.7-8.7-38.535.736.9-26.6-22.2-18.4%
2023-21.7-36.1-30.666.3-1.4-87.6-43.7-50.021.0-9.1-36.4-45.8-99.2%
2022-42.2-25.7-0.7-43.3-12.438.9-40.031.9-30.180.7-8.9-7.8-75.3%
202119.37.0-10.44.0-15.923.9-18.716.5-29.77.3-14.5-15.0-35.6%
2020-26.7-22.8-18.7-4.436.3-19.55.0-9.9-7.5-9.521.45.6-51.0%
201961.037.7-18.4-6.8-10.311.5-25.9-19.61.54.69.643.066.9%
20183.440.8-7.9-13.311.64.62.38.8-3.3-12.2-14.4-8.00.9%
2017-4.0-13.6-7.5-34.513.314.523.93.116.132.957.579.8263.5%
2016———3.8-39.5-6.072.75.35.7-12.1-44.1-57.7-76.4%

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 250.6%. The dominant macroeconomic risk driver is SHV.US, accounting for 61.5% of variance. Idiosyncratic stock-specific factors contribute 25.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110375.067024128686
2016-05-016273.458445040214
2016-06-015898.123324396784
2016-07-0110187.667560321715
2016-08-0110723.860589812333
2016-09-0111340.482573726542
2016-10-019973.19034852547
2016-11-015576.407506702413
2016-12-012360.3217158176944
2017-01-012265.4155495978553
2017-02-011957.1048369079533
2017-03-011809.9195710455765
2017-04-011184.9865951742627
2017-05-011342.0911528150134
2017-06-011536.1933087578195
2017-07-011903.485254691689
2017-08-011962.4667672028597
2017-09-012279.088192582663
2017-10-013029.4906166219844
2017-11-014772.117962466487
2017-12-018579.088471849866
2018-01-018873.994638069704
2018-02-0112493.297587131367
2018-03-0111501.340482573727
2018-04-019973.19034852547
2018-05-0111126.008061513256
2018-06-0111635.388739946382
2018-07-0111903.48525469169
2018-08-0112949.061662198392
2018-09-0112520.1072386059
2018-10-0110991.957104557641
2018-11-019410.187667560322
2018-12-018659.517426273458
2019-01-0113941.016067173074
2019-02-0119195.707756181117
2019-03-0115656.839160708967
2019-04-0114584.450583959358
2019-05-0113083.110283200216
2019-06-0114584.450583959358
2019-07-0110804.289907865097
2019-08-018686.327259562575
2019-09-018820.37551693523
2019-10-019222.520289053191
2019-11-0110107.238242268952
2019-12-0114450.402326586704
2020-01-0110589.812332439678
2020-02-018176.9436997319035
2020-03-016648.793474776353
2020-04-016353.887490371099
2020-05-018659.51778990263
2020-06-016970.5093833780165
2020-07-017319.034761639625
2020-08-016595.17408092
2020-09-016099.195710455765
2020-10-015522.788021938766
2020-11-016702.412868632708
2020-12-017077.748171090725
2021-01-018445.040214477212
2021-02-019034.852183287721
2021-03-018096.514381679141
2021-04-018418.230744817267
2021-05-017077.748171090725
2021-06-018766.755668542412
2021-07-017131.367110410616
2021-08-018310.991957104558
2021-09-015844.503930540429
2021-10-016273.4586268548
2021-11-015361.930294906167
2021-12-014557.640750670242
2022-01-012635.3887763092976
2022-02-011957.1044667334581
2022-03-011943.6997319034854
2022-04-011101.8767256022281
2022-05-01965.1474985367563
2022-06-011340.4825737265417
2022-07-01804.289544235925
2022-08-011061.2153708668454
2022-09-01741.7336794319414
2022-10-011340.4825737265417
2022-11-011220.9561881757684
2022-12-011126.0053392034717
2023-01-01881.3672808617895
2023-02-01563.0026696017359
2023-03-01390.9740840035746
2023-04-01650.1340709841959
2023-05-01641.1974864024509
2023-06-0179.31188277130082
2023-07-0144.68275245755138
2023-08-0122.34137622877569
2023-09-0127.033066089074456
2023-10-0124.57551349654665
2023-11-0115.638962649929763
2023-12-018.471105508517395
2024-01-014.328641733101944
2024-02-014.105227739994889
2024-03-0120.246872207327975
2024-04-0115.936849157761207
2024-05-0110.877457942002437
2024-06-0111.608206980776
2024-07-0110.593536001676458
2024-08-016.516234733392911
2024-09-018.843461423890378
2024-10-0112.11088791041279
2024-11-018.890006135253634
2024-12-016.9165175643605
2025-01-017.838099564616795
2025-02-016.804810789748604
2025-03-017.456434529417855
2025-04-014.635835585226287
2025-05-013.723562704795949
2025-06-014.645144261168979
2025-07-017.344727310922695
2025-08-018.64797434637793
2025-09-0111.831620529999789
2025-10-0116.78395953105964
2025-11-0117.686922847780757
2025-12-0116.904974537730965
2026-01-0114.065757797770747
2026-02-0116.290586833482276
2026-03-0113.898197795650878
2026-04-0113.423443550789397
Annual Return Matrix
YearAnnual Return
20172.634711494775102
20180.009374999999999911
20190.6687306711507246
2020-0.5102040752132786
2021-0.3560606226022477
2022-0.7529411814571206
2023-0.9924768513846393
2024-0.18351653660715395
20251.4441453925945456
2026-0.20594712989191344
Total Factor Risk
2.5061412708430306
VTI.US Exposure
0.04847852791308678
VEA.US Exposure
-0.003319399158832757
VWO.US Exposure
0.02177188202121196
QQQ.US Exposure
0.0024092480433721753
VTV.US Exposure
0.0034513567711410673
IJR.US Exposure
-0.005446430550803242
QUAL.US Exposure
-0.004155699543950562
SHV.US Exposure
0.6152438433004058
TLT.US Exposure
0.006285810059481895
LQD.US Exposure
0.008697531663661495
HYG.US Exposure
0.037325636300896095
GLD.US Exposure
0.018626523599850817
USO.US Exposure
0.0007218591930825176
VNQ.US Exposure
-0.004339037414068909
BTC-USD.CC Exposure
-0.000059771278059371603
CPER.US Exposure
-0.00392653476482805
VIX.INDX Exposure
-0.0012936531299994308
UUP.US Exposure
0.0011282112918358446
TIP.US Exposure
0.006117033725646085
Idiosyncratic Exposure
0.25228306195686967
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
250.6%

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$404.7M
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 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 →
-5.8%
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 →
+4.9%
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 →
27.7% 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 →
0.94
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Avalo Therapeutics Inc a high-risk investment?

Avalo Therapeutics Inc (AVTX.US) has an annualized volatility of 250.6% and experienced a maximum drawdown of 100.0% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, AVTX.US has generated a Compound Annual Growth Rate (CAGR) of -46.2%. It has had a positive return in 40% 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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