Bce Inc Pref G

10-Year Study

BCE-PG.TO · Communication Services · CA · Preferred Stock

Executive Summary: Bce Inc Pref G has compounded at 10.7% annually over the last 10 years, with a maximum drawdown of 40.9% and an annualized volatility of 22.9%.

1Y CAGR
+37.0%
3Y CAGR
+21.3%
5Y CAGR
+9.8%
10Y CAGR
+10.7%

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 →
40.9%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.46
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.60
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
16.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +56.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -23.7%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20265.8-0.90.15.93.5———————15.0%
20258.10.8-0.6-5.47.56.67.9-0.30.23.00.14.436.1%
20247.9-0.91.11.70.0-3.52.3-0.42.1-0.9-4.44.69.2%
20235.10.8-4.21.9-5.54.90.1-2.8-3.7-6.112.53.65.1%
2022-1.2-5.2-0.1-12.71.0-5.21.51.3-8.82.7-0.92.3-23.7%
20215.75.45.48.04.32.82.10.21.610.8-1.31.356.7%
20200.7-7.1-19.06.9-5.00.69.38.1-1.3-3.312.54.42.3%
2019-1.4-1.9-5.94.3-4.2-2.35.5-6.74.70.51.60.5-6.0%
20187.01.1-1.30.2-1.0-0.2-0.41.21.6-4.4-10.1-3.4-10.2%
201715.01.51.6-0.7-1.84.53.4-1.03.70.83.62.136.9%
2016————-0.41.30.43.52.0-2.00.03.78.8%

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 22.9%. The dominant macroeconomic risk driver is VTI.US, accounting for 56.7% of variance. Idiosyncratic stock-specific factors contribute 20.1%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-04-0110000
2016-05-019963.198951944263
2016-06-0110096.46876674805
2016-07-0110133.865301018282
2016-08-0110492.58619662955
2016-09-0110700.649079973799
2016-10-0110488.655987613889
2016-11-0110488.655987613889
2016-12-0110880.128625022331
2017-01-0112512.118144464957
2017-02-0112696.004287500744
2017-03-0112900.49425355803
2017-04-0112815.33972488537
2017-05-0112590.72232477818
2017-06-0113162.50818793545
2017-07-0113616.387780622877
2017-08-0113475.495742273566
2017-09-0113973.679509319361
2017-10-0114084.32084797237
2017-11-0114598.10635383791
2017-12-0114897.874114214257
2018-01-0115943.190615137259
2018-02-0116110.76043589591
2018-03-0115900.315607693683
2018-04-0115932.471863276367
2018-05-0115771.452390877152
2018-06-0115744.060025010422
2018-07-0115679.032930387662
2018-08-0115865.896504495922
2018-09-0116114.92883939737
2018-10-0115401.774548919193
2018-11-0113852.557613291252
2018-12-0113382.361698326684
2019-01-0113199.904722205682
2019-02-0112942.892872030012
2019-03-0112181.146906449116
2019-04-0112709.700470434109
2019-05-0112172.691002203299
2019-06-0111893.527064848447
2019-07-0112547.728220091705
2019-08-0111706.66349074019
2019-09-0112255.701780503783
2019-10-0112315.96498541059
2019-11-0112513.785505865539
2019-12-0112577.859822545108
2020-01-0112664.919907104151
2020-02-0111759.661763830169
2020-03-019523.372833918895
2020-04-0110179.003156076935
2020-05-019674.030846185911
2020-06-019728.458286190675
2020-07-0110629.3098314774
2020-08-0111485.023521705472
2020-09-0111332.936342523672
2020-10-0110958.256416363964
2020-11-0112329.184779372357
2020-12-0112870.243553861728
2021-01-0113601.738819746322
2021-02-0114342.523670577028
2021-03-0115121.657833621151
2021-04-0116338.831656047163
2021-05-0117041.148097421545
2021-06-0117518.251652474246
2021-07-0117887.45310546061
2021-08-0117915.91734651343
2021-09-0118194.366700410887
2021-10-0120157.446555112252
2021-11-0119898.886440778897
2021-12-0120162.925028285597
2022-01-0119930.685404632884
2022-02-0118885.726195438576
2022-03-0118857.619246114453
2022-04-0116461.26362174716
2022-05-0116617.757398916216
2022-06-0115755.969749300304
2022-07-0115993.806943369262
2022-08-0116201.988923956409
2022-09-0114773.536592627883
2022-10-0115175.60888465432
2022-11-0115044.959209194309
2022-12-0115393.675936402075
2023-01-0116178.169475376644
2023-02-0116300.363246590843
2023-03-0115612.933960578814
2023-04-0115902.340260822963
2023-05-0115034.359554576311
2023-06-0115773.238849520634
2023-07-0115794.199964270827
2023-08-0115354.016554516762
2023-09-0114787.351872804144
2023-10-0113883.046507473353
2023-11-0115617.10236408027
2023-12-0116182.576073363902
2024-01-0117455.606502709463
2024-02-0117293.753349609957
2024-03-0117475.853034002266
2024-04-0117770.856904662658
2024-05-0117770.856904662658
2024-06-0117156.910617519203
2024-07-0117544.572143154885
2024-08-0117467.03983802775
2024-09-0117836.598582742812
2024-10-0117668.19508128387
2024-11-0116893.705710712795
2024-12-0117678.794735901865
2025-01-0119112.249151432145
2025-02-0119271.482165187877
2025-03-0119147.0255463586
2025-04-0118110.164949681417
2025-05-0119469.540880128625
2025-06-0120749.836241291014
2025-07-0122393.49729053773
2025-08-0122335.1396415173
2025-09-0122370.868814386948
2025-10-0123030.90573453225
2025-11-0123054.486988626217
2025-12-0124069.552789852918
2026-01-0125462.99053176919
2026-02-0125236.705770261422
2026-03-0125260.525218841187
2026-04-0126749.240755076524
2026-05-0127678.199249687368
Annual Return Matrix
YearAnnual Return
20170.36927371244047946
2018-0.10172675673515075
2019-0.06011658434565925
20200.023245904743868895
20210.5666311941886828
2022-0.23653557632104338
20230.05124832692471348
20240.09245862066427724
20250.36149285906763695
20260.14992577931716955
Total Factor Risk
0.2289649131761019
VTI.US Exposure
0.5666198119274792
VEA.US Exposure
0.05765401080907018
VWO.US Exposure
0.033972973352542936
QQQ.US Exposure
-0.06255771515369547
VTV.US Exposure
-0.01755309310860632
IJR.US Exposure
-0.02232064274356957
QUAL.US Exposure
-0.052678809587108084
SHV.US Exposure
0.020160832414207783
TLT.US Exposure
-0.013318203756242278
LQD.US Exposure
0.24736326756906826
HYG.US Exposure
0.04541080124039634
GLD.US Exposure
-0.009232883106471268
USO.US Exposure
0.0003702458622488878
VNQ.US Exposure
-0.012838555458730822
BTC-USD.CC Exposure
0.0015362382978225952
CPER.US Exposure
0.008314704223842158
VIX.INDX Exposure
-0.0216345960573296
UUP.US Exposure
-0.007462482957213189
TIP.US Exposure
0.03727415168871393
Idiosyncratic Exposure
0.20091994454357437
Value Score
47.1
Growth Score
52
Profit Score
58.9
Health Score
34.1
Yield Score
100
Moat Score
100

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
22.9%

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 →7.1x
Forward P/EForward P/E RatioA valuation metric that compares the current stock price to estimated future earnings per share.Click for full definition →No estimate availableN/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →10.04%
Squeeze RiskShort Squeeze RiskA situation where a sharp rise in the price of a stock forces short sellers to buy shares to cover their positions, further driving up the price.Click for full definition →Low
Market Cap$87.1B
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
4.0/ 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
1.70
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$502
Avg Yield on Cost
2.51%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2025$250.852.51%Solid
2026$250.852.51%Solid

Momentum & MacroiPrice momentum indicators: distance from 50/200-Day SMA, 52-Week High proximity, Golden Cross trend signal, RSI momentum gauge, Fibonacci retracement levels, and Beta (market sensitivity).

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 →
+7.3%
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 →
+15.9%
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 →
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 →
0.58
Market sensitivity coefficient
Trend SignalGolden Cross & Death CrossTechnical chart patterns that occur when a short-term moving average crosses over a long-term moving average.Click for full definition →
✦ Golden Cross
Bullish — 50 SMA above 200 SMA
RSI (14-Day)Relative Strength Index (RSI)A momentum oscillator that measures the speed and change of price movements to identify overbought or oversold conditions.Click for full definition →
88
OversoldNeutralOverbought
Overbought
Fibonacci LevelsFibonacci RetracementTechnical levels based on mathematical ratios that indicate potential support and resistance areas.Click for full definition →
38.2% retracement+13.9%
50.0% retracement+19.0%
61.8% retracement+24.6%
% distance of current price from each 52-week Fibonacci support level.

Frequently Asked Questions & Methodology

Is Bce Inc Pref G a high-risk investment?

Bce Inc Pref G (BCE-PG.TO) has an annualized volatility of 22.9% and experienced a maximum drawdown of 40.9% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of BCE-PG.TO?

Over the past 10 years, BCE-PG.TO has generated a Compound Annual Growth Rate (CAGR) of 10.7%. It has had a positive return in 70% 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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