Bénéteau S.A.

10-Year Study

BEN.PA · Consumer Cyclical · FR · Common Stock

Executive Summary: Bénéteau S.A. has compounded at 0.3% annually over the last 10 years, with a maximum drawdown of 71.1% and an annualized volatility of 47.5%.

1Y CAGR
-13.8%
3Y CAGR
-16.8%
5Y CAGR
-8.1%
10Y CAGR
+0.3%

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 →
71.1%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.02
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.04
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
37.2%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +50.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -41.7%
% 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.
2026-4.51.3-16.06.0————————-13.9%
20254.310.4-9.40.14.9-4.94.82.33.2-3.0-3.22.511.1%
2024-10.711.110.5-10.79.5-22.6-7.7-0.38.13.5-21.111.1-25.1%
20236.212.4-8.8-5.37.81.1-4.0-5.5-18.4-0.7-1.211.0-9.4%
20223.41.5-4.8-15.6-0.7-16.916.3-4.8-0.86.0-3.630.72.2%
202119.19.6-3.2-8.030.4-7.03.3-5.1-2.02.8-2.010.250.4%
2020-10.5-9.7-28.9-4.69.8-0.7-3.315.8-3.115.08.210.7-10.5%
20198.0-12.7-0.98.3-10.9-4.0-2.2-9.512.7-13.428.60.7-3.1%
20187.3-8.9-8.26.2-1.6-13.0-12.5-2.10.66.1-11.2-12.0-41.7%
2017-17.10.98.05.818.6-1.9-4.2-7.39.35.021.16.746.3%
2016———-15.6-2.1-13.64.84.1-2.916.122.07.014.7%

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 47.5%. The dominant macroeconomic risk driver is SHV.US, accounting for 23.2% of variance. Idiosyncratic stock-specific factors contribute 23.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-018435.574827030614
2016-05-018260.354468770734
2016-06-017140.555397592645
2016-07-017484.361671879444
2016-08-017793.1001800777185
2016-09-017567.766088522416
2016-10-018786.015543550375
2016-11-0110717.586010804664
2016-12-0111472.72770353521
2017-01-019511.894607146243
2017-02-019596.009856885605
2017-03-0110362.050990427448
2017-04-0110963.889678703443
2017-05-0113001.018860771492
2017-06-0112748.436167187945
2017-07-0112218.154677281776
2017-08-0111321.675670552555
2017-09-0112373.827125390959
2017-10-0112996.753862193158
2017-11-0115740.925030802768
2017-12-0116788.92995924557
2018-01-0118013.69538432376
2018-02-0116416.098000189555
2018-03-0115068.00303288788
2018-04-0116006.539664486778
2018-05-0115750.639749786753
2018-06-0113702.848071272867
2018-07-0111996.374751208416
2018-08-0111740.47483650839
2018-09-0111808.71481376173
2018-10-0112525.353047104541
2018-11-0111126.078096862857
2018-12-019795.043123874513
2019-01-0110580.039806653398
2019-02-019235.617477016398
2019-03-019147.94806179509
2019-04-019910.31655767226
2019-05-018832.45663918112
2019-06-018477.632451900294
2019-07-018293.645152118283
2019-08-017504.975831674724
2019-09-018455.715098094968
2019-10-017325.372002653778
2019-11-019419.604776798407
2019-12-019489.740308975453
2020-01-018495.166334944555
2020-02-017672.495498057057
2020-03-015457.30262534357
2020-04-015206.260070135532
2020-05-015717.3490664392
2020-06-015677.068524310493
2020-07-015488.6977537674165
2020-08-016358.6389915647815
2020-09-016161.382807316843
2020-10-017085.110416074307
2020-11-017667.99355511326
2020-12-018488.650364894324
2021-01-0110107.454269737465
2021-02-0111076.082835750167
2021-03-0110726.352952326793
2021-04-019865.29712823429
2021-05-0112860.747796417401
2021-06-0111963.913373139987
2021-07-0112358.544213818597
2021-08-0111730.760117524405
2021-09-0111497.606861908824
2021-10-0111820.443559852147
2021-11-0111587.290304236565
2021-12-0112771.06435408966
2022-01-0113201.592266135913
2022-02-0113398.848450383852
2022-03-0112753.175054497204
2022-04-0110762.131551511704
2022-05-0110690.45588095915
2022-06-018885.295232679367
2022-07-0110333.854610937351
2022-08-019835.679082551418
2022-09-019761.870912709697
2022-10-0110352.336271443468
2022-11-019983.29542223486
2022-12-0113046.512178940386
2023-01-0113858.52051938205
2023-02-0115574.59008624775
2023-03-0114209.079708084544
2023-04-0113452.516349161218
2023-05-0114504.312387451428
2023-06-0114666.97469434177
2023-07-0114079.471140176287
2023-08-0113302.649038005879
2023-09-0110858.094019524218
2023-10-0110782.271822576062
2023-11-0110649.701450099517
2023-12-0111824.47161406502
2024-01-0110554.923703914323
2024-02-0111729.812340062554
2024-03-0112961.449151739173
2024-04-0111578.16794616624
2024-05-0112677.234385366317
2024-06-019808.548952705905
2024-07-019055.539759264526
2024-08-019025.447824850726
2024-09-019758.316747227753
2024-10-0110099.63510567719
2024-11-017971.282342905885
2024-12-018854.729409534642
2025-01-019236.209837930055
2025-02-0110199.981044450764
2025-03-019242.607335797557
2025-04-019248.412472751399
2025-05-019703.5825988058
2025-06-019228.983034783434
2025-07-019673.253720026538
2025-08-019892.427258079804
2025-09-0110212.302151454838
2025-10-019910.198085489528
2025-11-019596.246801251065
2025-12-019839.11477585063
2026-01-019394.844090607527
2026-02-019513.31627333902
2026-03-017990.948725239314
2026-04-018470.76106530187
Annual Return Matrix
YearAnnual Return
20170.4633773582957281
2018-0.4165772835045727
2019-0.031169113911802437
2020-0.1054918165815657
20210.5044870273966868
20220.02156811814690429
2023-0.09366798943000099
2024-0.25115221224751527
20250.11117057572149158
2026-0.13907284768211914
Total Factor Risk
0.47479818351598335
VTI.US Exposure
-0.010558259730302558
VEA.US Exposure
0.1517452573208584
VWO.US Exposure
0.003695561430810738
QQQ.US Exposure
0.0038556429902310975
VTV.US Exposure
-0.02455324859194331
IJR.US Exposure
0.03222073760011144
QUAL.US Exposure
0.020755189109029754
SHV.US Exposure
0.23200183235769267
TLT.US Exposure
0.06414260277721529
LQD.US Exposure
0.13324456688359035
HYG.US Exposure
0.15830704953777816
GLD.US Exposure
-0.002433895316660962
USO.US Exposure
0.010661402404372073
VNQ.US Exposure
-0.02627576921699091
BTC-USD.CC Exposure
-0.003957393012747476
CPER.US Exposure
0.005419618620246482
VIX.INDX Exposure
0.001308419335601004
UUP.US Exposure
-0.001040879127222018
TIP.US Exposure
0.013705317088747707
Idiosyncratic Exposure
0.23775624753958227
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
34.6
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
47.5%

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 →2.88%
Market Cap$546.0M
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 →
-1.0%
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 →
-10.7%
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 →
20.4% 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 →
0.80
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Bénéteau S.A. a high-risk investment?

Bénéteau S.A. (BEN.PA) has an annualized volatility of 47.5% and experienced a maximum drawdown of 71.1% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of BEN.PA?

Over the past 10 years, BEN.PA has generated a Compound Annual Growth Rate (CAGR) of 0.3%. 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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