Atlanta Braves Holdings, Inc. Series A Common Stock

10-Year Study

BATRA.US · Communication Services · US · Common Stock

Executive Summary: Atlanta Braves Holdings, Inc. Series A Common Stock has compounded at 12.7% annually over the last 10 years, with a maximum drawdown of 36.2% and an annualized volatility of 18.6%.

1Y CAGR
+17.3%
3Y CAGR
+10.7%
5Y CAGR
+12.9%
10Y CAGR
+12.7%

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 →
36.2%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.47
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.81
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
23.7%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +30.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -16.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
80%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20263.610.0-2.66.7————————18.4%
20254.63.4-0.6-1.00.013.3-4.30.9-4.3-5.11.0-2.54.1%
20240.7-2.6-0.1-3.74.2-1.711.1-0.7-7.6-0.20.1-3.1-4.6%
20237.5-2.51.013.3-4.69.515.7-11.6-6.6-3.06.46.030.9%
2022-2.4-7.812.3-8.7-3.4-0.914.8-2.60.213.33.9-1.414.7%
202110.07.4-3.0-1.8-0.21.1-6.0-2.03.513.6-8.83.215.6%
2020-1.3-11.0-25.15.89.4-11.1-5.83.66.6-0.921.6-1.2-16.1%
20198.82.30.61.5-6.44.74.0-4.91.36.1-3.84.418.9%
20187.0-2.9-0.8-3.313.63.0-0.03.82.2-5.4-3.1-0.313.1%
2017-2.610.48.73.7-4.50.75.7-3.33.9-7.4-3.7-2.57.6%
2016————-0.5-3.39.61.93.8-2.918.91.731.0%

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 18.6%. The dominant macroeconomic risk driver is VEA.US, accounting for 39.3% of variance. Idiosyncratic stock-specific factors contribute 47.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-04-0110000
2016-05-019948.812290214302
2016-06-019616.318099664342
2016-07-0110543.441776400721
2016-08-0110748.063516653756
2016-09-0111157.24244771495
2016-10-0110837.529047250195
2016-11-0112883.617350890781
2016-12-0113100.955331784146
2017-01-0112755.744900593852
2017-02-0114085.657113348823
2017-03-0115306.868060934676
2017-04-0115875.935966950683
2017-05-0115166.214820552541
2017-06-0115274.916085721663
2017-07-0116138.071262587142
2017-08-0115607.345726826747
2017-09-0116221.146398140976
2017-10-0115012.71624064033
2017-11-0114462.884069197004
2017-12-0114098.437903434029
2018-01-0115089.465530596435
2018-02-0114654.660469919958
2018-03-0114533.178414665634
2018-04-0114047.250193648335
2018-05-0115959.011102504519
2018-06-0116438.548928479213
2018-07-0116432.15853343661
2018-08-0117058.739994836043
2018-09-0117442.4218951717
2018-10-0116496.12703330751
2018-11-0115991.027627162404
2018-12-0115946.230312419313
2019-01-0117352.891815130388
2019-02-0117749.289956106375
2019-03-0117864.3816163181
2019-04-0118132.90730699716
2019-05-0116969.274464239606
2019-06-0117774.851536276787
2019-07-0118478.182287632324
2019-08-0117563.903950426025
2019-09-0117794.08727084947
2019-10-0118874.644978053188
2019-11-0118152.14304156984
2019-12-0118957.72011360702
2020-01-0118701.975213013167
2020-02-0116636.780273689645
2020-03-0112467.983475342113
2020-04-0113196.87580686806
2020-05-0114443.712884069197
2020-06-0112838.820036147688
2020-07-0112090.756519493933
2020-08-0112525.561580170408
2020-09-0113350.309837335399
2020-10-0113235.282726568552
2020-11-0116093.273947844047
2020-12-0115901.497547121093
2021-01-0117493.54505551252
2021-02-0118785.114898011878
2021-03-0118228.827782081073
2021-04-0117896.333591531115
2021-05-0117851.600826232894
2021-06-0118043.441776400723
2021-07-0116969.274464239606
2021-08-0116623.999483604443
2021-09-0117205.848179705656
2021-10-0119545.959204750838
2021-11-0117819.64885101988
2021-12-0118382.26181254841
2022-01-0117934.740511231605
2022-02-0116544.022721404595
2022-03-0118577.33023495998
2022-04-0116957.13916860315
2022-05-0116382.64910921766
2022-06-0116234.18538600568
2022-07-0118628.9697908598
2022-08-0118138.394009811516
2022-09-0118170.6687322489
2022-10-0120584.81797056545
2022-11-0121378.776142525174
2022-12-0121088.30364058869
2023-01-0122676.219984508134
2023-02-0122108.184869610122
2023-03-0122321.19803769687
2023-04-0125284.017557449006
2023-05-0124122.12754970307
2023-06-0126413.63284275755
2023-07-0130557.707203718048
2023-08-0127007.487735605475
2023-09-0125219.46811257423
2023-10-0124470.69455202685
2023-11-0126045.70100697134
2023-12-0127614.25251742835
2024-01-0127801.44590756519
2024-02-0127078.492124967725
2024-03-0127046.217402530336
2024-04-0126039.246062483864
2024-05-0127130.131680867544
2024-06-0126678.285566744125
2024-07-0129641.105086496256
2024-08-0129434.54686289698
2024-09-0127207.591014717273
2024-10-0127149.496514329978
2024-11-0127168.86134779241
2024-12-0126336.173508907817
2025-01-0127556.15801704105
2025-02-0128485.6700232378
2025-03-0128317.841466563386
2025-04-0128046.73379808934
2025-05-0128046.73379808934
2025-06-0131764.78182287632
2025-07-0130402.788536018586
2025-08-0130664.213787761426
2025-09-0129350.63258455977
2025-10-0127846.630518977538
2025-11-0128124.193131939064
2025-12-0127427.059127291504
2026-01-0128414.66563387555
2026-02-0131248.38626387813
2026-03-0130435.063258455975
2026-04-0132468.37077201136
Annual Return Matrix
YearAnnual Return
20170.07613815530153722
20180.13106362716504982
20190.18885277223434338
2020-0.16121255869223983
20210.15600821608631765
20220.14720940522090897
20230.3094582185491277
2024-0.0462833099579244
20250.041421568627451055
20260.18380795481289702
Total Factor Risk
0.18557239330040914
VTI.US Exposure
0.006878885273202638
VEA.US Exposure
0.3926973357241536
VWO.US Exposure
-0.09030948001010825
QQQ.US Exposure
0.08538045107833801
VTV.US Exposure
0.04684188726153437
IJR.US Exposure
0.11165719848322883
QUAL.US Exposure
-0.12541335496404324
SHV.US Exposure
0.002909255789633041
TLT.US Exposure
0.05196077291761853
LQD.US Exposure
0.04009145082318728
HYG.US Exposure
-0.003368676935364393
GLD.US Exposure
-0.00438853333819131
USO.US Exposure
0.0023539567230100263
VNQ.US Exposure
0.0323695021902032
BTC-USD.CC Exposure
-0.002902872849821394
CPER.US Exposure
0.0042106695742818116
VIX.INDX Exposure
-0.01943943579106934
UUP.US Exposure
-0.0060956378557857705
TIP.US Exposure
0.0021375379349255394
Idiosyncratic Exposure
0.47242908797106686
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
18.6%

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$3.1B
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 →
+5.9%
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 →
+10.5%
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 →
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 →
0.75
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Atlanta Braves Holdings, Inc. Series A Common Stock a high-risk investment?

Atlanta Braves Holdings, Inc. Series A Common Stock (BATRA.US) has an annualized volatility of 18.6% and experienced a maximum drawdown of 36.2% over the last 10 years. Its primary macro risk driver is VEA.US.

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

Over the past 10 years, BATRA.US has generated a Compound Annual Growth Rate (CAGR) of 12.7%. It has had a positive return in 80% 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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