Solowin Holdings

10-Year Study

AXG.US · Financial Services · US · Common Stock

Executive Summary: Solowin Holdings has compounded at 4.7% annually over the last 10 years, with a maximum drawdown of 91.5% and an annualized volatility of 658.9%.

1Y CAGR
+119.7%
3Y CAGR
+4.7%
5Y CAGR
+4.7%
10Y CAGR
+4.7%

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 →
91.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
1.12
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
2.56
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
155.6%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +149.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · -44.8%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
33%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-30.931.0-5.40.0————————-14.4%
2025-5.8-20.929.318.9-9.586.528.2-2.0-35.436.73.112.6149.1%
202470.6114.3-43.1133.0-72.4-6.0-28.5-6.716.7-10.9-1.5-35.8-44.8%
2023—————————-36.138.08.3-4.5%

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 658.9%. The dominant macroeconomic risk driver is SHV.US, accounting for 72.5% of variance. Idiosyncratic stock-specific factors contribute 2.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2023-09-0110000
2023-10-016389.776124200689
2023-11-018817.891020928124
2023-12-019552.715336148856
2024-01-0116293.928812023485
2024-02-0134920.127493759224
2024-03-0119872.20307594995
2024-04-0146293.92728858214
2024-05-0112779.552248401378
2024-06-0112012.779083028467
2024-07-018594.249069862886
2024-08-018019.169005403038
2024-09-019361.022235235796
2024-10-018338.657506924803
2024-11-018210.862106316097
2024-12-015271.565226293501
2025-01-014968.050768987488
2025-02-013929.7123773210774
2025-03-015079.8721253804415
2025-04-016038.33839166641
2025-05-015463.258708066896
2025-06-0110191.69310091306
2025-07-0113067.092661491637
2025-08-0112811.501860274226
2025-09-018274.75980662045
2025-10-0111309.90373983522
2025-11-0111661.341426666257
2025-12-0113130.989935232416
2026-01-019073.482096364978
2026-02-0111884.98359101328
2026-03-0111246.005978593212
2026-04-0111246.005978593212
Annual Return Matrix
YearAnnual Return
2024-0.44816054485103984
20251.4909091269017587
2026-0.14355231143552316
Total Factor Risk
6.588985848215721
VTI.US Exposure
0.035345435758066326
VEA.US Exposure
-0.005438456876298764
VWO.US Exposure
0.02952746793524393
QQQ.US Exposure
0.0022611471468790157
VTV.US Exposure
0.006983383236240789
IJR.US Exposure
-0.00197911488118845
QUAL.US Exposure
0.007565910527122523
SHV.US Exposure
0.724915494671267
TLT.US Exposure
0.010947461185721583
LQD.US Exposure
0.006316339428232835
HYG.US Exposure
0.00029035612194851777
GLD.US Exposure
-0.0001031982255985053
USO.US Exposure
0.0007031025111018058
VNQ.US Exposure
-0.00007127334009312099
BTC-USD.CC Exposure
0.00014399542201356765
CPER.US Exposure
0.0024800426111755637
VIX.INDX Exposure
0.005998788998980328
UUP.US Exposure
0.010480719825386254
TIP.US Exposure
0.13575702147945154
Idiosyncratic Exposure
0.0278753764643471
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
658.9%

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$695.4M
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 →
-3.2%
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 →
-3.0%
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 →
29.0% 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 →
-0.14
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Solowin Holdings a high-risk investment?

Solowin Holdings (AXG.US) has an annualized volatility of 658.9% and experienced a maximum drawdown of 91.5% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, AXG.US has generated a Compound Annual Growth Rate (CAGR) of 4.7%. It has had a positive return in 33% 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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