Atlanta Braves Holdings, Inc. Series C Common Stock

10-Year Study

BATRK.US · Communication Services · US · Common Stock

Executive Summary: Atlanta Braves Holdings, Inc. Series C Common Stock has compounded at 11.8% annually over the last 10 years, with a maximum drawdown of 36.9% and an annualized volatility of 18.3%.

1Y CAGR
+12.7%
3Y CAGR
+7.5%
5Y CAGR
+10.8%
10Y CAGR
+11.8%

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 →
36.9%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.44
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.74
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
23.2%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +22.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -15.8%
% 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.
20261.29.5-2.36.1————————14.9%
20251.34.2-0.9-0.41.915.2-4.70.9-7.5-2.1-2.3-0.93.1%
20241.8-3.0-0.2-4.26.8-1.310.1-1.3-7.2-0.72.1-5.2-3.3%
20237.6-3.50.712.9-3.58.02.8-9.5-3.0-2.73.410.122.8%
2022-3.9-8.513.0-10.0-2.2-2.215.3-1.20.613.34.6-1.114.7%
20217.67.5-3.4-0.5-1.21.5-4.8-2.32.212.5-7.42.112.9%
2020-1.3-10.9-26.65.49.3-10.1-5.54.28.1-2.622.1-0.5-15.8%
20198.33.3-0.31.4-5.55.12.9-4.61.16.0-3.84.418.7%
20185.8-2.3-0.6-3.413.33.5-0.33.12.6-5.0-3.5-0.412.0%
2017-3.010.17.53.7-4.92.85.3-3.03.3-6.6-4.1-1.97.9%
2016————0.5-2.39.03.05.6-4.119.23.638.0%

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 18.3%. The dominant macroeconomic risk driver is VEA.US, accounting for 42.3% of variance. Idiosyncratic stock-specific factors contribute 43.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-04-0110000
2016-05-0110053.619302949062
2016-06-019825.73726541555
2016-07-0110710.455764075066
2016-08-0111032.171581769437
2016-09-0111648.793565683645
2016-10-0111172.922252010723
2016-11-0113317.694369973193
2016-12-0113800.268096514745
2017-01-0113391.420911528152
2017-02-0114738.605898123322
2017-03-0115851.206434316355
2017-04-0116434.3163538874
2017-05-0115630.026809651474
2017-06-0116065.6836461126
2017-07-0116910.18766756032
2017-08-0116400.804289544234
2017-09-0116936.997319034854
2017-10-0115824.396782841823
2017-11-0115174.262734584452
2017-12-0114892.761394101877
2018-01-0115757.372654155497
2018-02-0115388.739946380698
2018-03-0115294.90616621984
2018-04-0114772.117962466487
2018-05-0116742.627345844507
2018-06-0117332.439678284183
2018-07-0117272.117962466487
2018-08-0117808.310991957107
2018-09-0118264.07506702413
2018-10-0117359.249329758713
2018-11-0116756.03217158177
2018-12-0116682.30563002681
2019-01-0118069.70509383378
2019-02-0118659.517426273458
2019-03-0118612.60053619303
2019-04-0118867.292225201072
2019-05-0117835.120643431634
2019-06-0118746.648793565684
2019-07-0119282.8418230563
2019-08-0118404.825737265415
2019-09-0118599.195710455766
2019-10-0119711.796246648795
2019-11-0118967.828418230565
2019-12-0119798.927613941018
2020-01-0119537.533512064343
2020-02-0117412.868632707774
2020-03-0112774.79892761394
2020-04-0113465.147453083111
2020-05-0114711.796246648793
2020-06-0113230.563002680963
2020-07-0112500
2020-08-0113022.78820375335
2020-09-0114081.76943699732
2020-10-0113719.839142091152
2020-11-0116756.03217158177
2020-12-0116675.603217158176
2021-01-0117949.06166219839
2021-02-0119296.246648793564
2021-03-0118646.112600536195
2021-04-0118558.98123324397
2021-05-0118331.099195710456
2021-06-0118612.60053619303
2021-07-0117727.882037533513
2021-08-0117325.73726541555
2021-09-0117707.774798927614
2021-10-0119919.57104557641
2021-11-0118438.33780160858
2021-12-0118833.78016085791
2022-01-0118096.514745308312
2022-02-0116554.959785522788
2022-03-0118706.434316353887
2022-04-0116829.75871313673
2022-05-0116454.4235924933
2022-06-0116085.790884718499
2022-07-0118545.5764075067
2022-08-0118324.396782841824
2022-09-0118431.635388739945
2022-10-0120884.718498659517
2022-11-0121836.46112600536
2022-12-0121601.876675603213
2023-01-0123243.96782841823
2023-02-0122432.975871313673
2023-03-0122580.42895442359
2023-04-0125482.573726541556
2023-05-0124584.450402144772
2023-06-0126554.959785522784
2023-07-0127292.225201072386
2023-08-0124691.689008042897
2023-09-0123947.721179624663
2023-10-0123310.991957104558
2023-11-0124095.174262734585
2023-12-0126528.150134048257
2024-01-0127017.426273458444
2024-02-0126219.839142091154
2024-03-0126179.624664879357
2024-04-0125087.131367292222
2024-05-0126789.544235924932
2024-06-0126434.3163538874
2024-07-0129108.57908847185
2024-08-0128739.946380697053
2024-09-0126675.603217158176
2024-10-0126481.23324396783
2024-11-0127044.23592493298
2024-12-0125643.43163538874
2025-01-0125971.849865951743
2025-02-0127057.64075067024
2025-03-0126816.353887399466
2025-04-0126715.817694369973
2025-05-0127218.498659517423
2025-06-0131347.184986595177
2025-07-0129865.95174262735
2025-08-0130147.45308310992
2025-09-0127875.33512064343
2025-10-0127292.225201072386
2025-11-0126675.603217158176
2025-12-0126441.01876675603
2026-01-0126762.7345844504
2026-02-0129296.246648793564
2026-03-0128619.30294906166
2026-04-0130368.6327077748
Annual Return Matrix
YearAnnual Return
20170.07916464303059723
20180.12016201620162015
20190.1868220168742467
2020-0.15775220040622884
20210.12942122186495197
20220.1469750889679713
20230.22804840210983568
2024-0.03335017685699848
20250.03110297961317321
20260.14854245880861838
Total Factor Risk
0.18287527030123438
VTI.US Exposure
0.01800102169766636
VEA.US Exposure
0.42291914534396235
VWO.US Exposure
-0.0822737705138452
QQQ.US Exposure
0.07464416739067305
VTV.US Exposure
-0.006416317168849526
IJR.US Exposure
0.13415823831287144
QUAL.US Exposure
-0.12206471535074215
SHV.US Exposure
0.0054477482515481145
TLT.US Exposure
0.0807128637220306
LQD.US Exposure
-0.010277018841467552
HYG.US Exposure
0.009304746601899621
GLD.US Exposure
-0.004733893099576072
USO.US Exposure
-0.0024784073483008016
VNQ.US Exposure
0.04828868529100053
BTC-USD.CC Exposure
0.0064631318454140265
CPER.US Exposure
-0.0003876496891294069
VIX.INDX Exposure
-0.012321362678066817
UUP.US Exposure
-0.005080458288745363
TIP.US Exposure
0.011737676054016351
Idiosyncratic Exposure
0.4343561684676405
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
18.3%

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$2.8B
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 →
+5.6%
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 →
+8.2%
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 →
3.2% 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 →
0.75
Market sensitivity coefficient

Frequently Asked Questions & Methodology

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

Atlanta Braves Holdings, Inc. Series C Common Stock (BATRK.US) has an annualized volatility of 18.3% and experienced a maximum drawdown of 36.9% over the last 10 years. Its primary macro risk driver is VEA.US.

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

Over the past 10 years, BATRK.US has generated a Compound Annual Growth Rate (CAGR) of 11.8%. 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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