Beneficient Class A Common Stock

10-Year Study

BENF.US · Financial Services · US · Common Stock

Executive Summary: Beneficient Class A Common Stock has compounded at -82.6% annually over the last 10 years, with a maximum drawdown of 100.0% and an annualized volatility of 436.5%.

1Y CAGR
-10.1%
3Y CAGR
-92.7%
5Y CAGR
-82.6%
10Y CAGR
-82.6%

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 →
100.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.58
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.93
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
114.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +18.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · -98.1%
% 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.
2026-34.71.5-24.9-8.0————————-54.2%
2025-16.9-34.1-23.3-10.558.6-32.416.316.0134.8-12.9-27.947.218.0%
2024-31.3-61.1-48.5-38.10.3-33.340.1-51.8-18.02.4-30.9-14.5-98.1%
20231.10.10.60.80.6-71.6-30.028.1-3.7-76.5-18.4-2.2-95.3%
2022-0.30.50.60.5-0.40.20.5-0.30.40.20.51.23.7%

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 436.5%. The dominant macroeconomic risk driver is SHV.US, accounting for 92.8% of variance. Idiosyncratic stock-specific factors contribute 4.6%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2021-12-0110000
2022-01-019969.635319585906
2022-02-0110020.242605472129
2022-03-0110080.971194094416
2022-04-0110131.578479980639
2022-05-0110091.09249683048
2022-06-0110111.335874508512
2022-07-0110161.943160394732
2022-08-0110131.578479980639
2022-09-0110172.064463130797
2022-10-0110192.307068602926
2022-11-0110247.975391960132
2022-12-0110374.493606675689
2023-01-0110485.829481184199
2023-02-0110495.950783920265
2023-03-0110556.680144748452
2023-04-0110637.651338842868
2023-05-0110698.379927465156
2023-06-013036.4371531733723
2023-07-012125.506007221361
2023-08-012722.671942068496
2023-09-012621.4573702960497
2023-10-01616.3967575383126
2023-11-01503.0364004733931
2023-12-01491.90283232768957
2024-01-01338.0566610326524
2024-02-01131.5789384778926
2024-03-0167.81376477673906
2024-04-0142.00404644096478
2024-05-0142.13056453502317
2024-06-0128.08704402882521
2024-07-0139.34716344930939
2024-08-0118.977732207333577
2024-09-0115.561740651327879
2024-10-0115.941294933503034
2024-11-0111.019736399166435
2024-12-019.425607056637595
2025-01-017.831477714108758
2025-02-015.161943063868995
2025-03-013.9600200391533487
2025-04-013.542510027117747
2025-05-015.617408805765042
2025-06-013.7955465922881806
2025-07-014.415485781049395
2025-08-015.123987711062212
2025-09-0112.03188190574084
2025-10-0110.475708293072449
2025-11-017.553137454715915
2025-12-0111.11778844993681
2026-01-017.258982810619437
2026-02-017.369686007181206
2026-03-015.535171893805627
2026-04-015.092358142301177
Annual Return Matrix
YearAnnual Return
20220.03744936066756899
2023-0.952585364551079
2024-0.9808384777700191
20250.17953022899544324
2026-0.5419630293172092
Total Factor Risk
4.364623653928302
VTI.US Exposure
-0.0002752908158243175
VEA.US Exposure
0.002111449008527473
VWO.US Exposure
-0.0002044256867031471
QQQ.US Exposure
0.004648995855375736
VTV.US Exposure
-0.00003870151443280497
IJR.US Exposure
0.002554391438425835
QUAL.US Exposure
0.001551283615810018
SHV.US Exposure
0.9282295532413194
TLT.US Exposure
-0.0003332429853612469
LQD.US Exposure
0.0009292250398789558
HYG.US Exposure
0.004974243432665344
GLD.US Exposure
-0.000026824358561276976
USO.US Exposure
0.0008663392862212642
VNQ.US Exposure
0.000530706007699878
BTC-USD.CC Exposure
0.0019456215027335944
CPER.US Exposure
0.00016266173373100782
VIX.INDX Exposure
0.000578976873914494
UUP.US Exposure
0.003945231602243368
TIP.US Exposure
0.0015577911458183008
Idiosyncratic Exposure
0.0462920155765182
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
436.5%

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 →0.00%
Market Cap$50.3M
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 →
-16.8%
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 →
-23.4%
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 →
73.0% 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 →
1.09
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Beneficient Class A Common Stock a high-risk investment?

Beneficient Class A Common Stock (BENF.US) has an annualized volatility of 436.5% and experienced a maximum drawdown of 100.0% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, BENF.US has generated a Compound Annual Growth Rate (CAGR) of -82.6%. 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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