Barton Gold Holdings Ltd

10-Year Study

BGD.AU · Basic Materials · AU · Common Stock

Executive Summary: Barton Gold Holdings Ltd has compounded at -28.2% annually over the last 10 years, with a maximum drawdown of 98.2% and an annualized volatility of 355.5%.

1Y CAGR
+40.7%
3Y CAGR
+58.9%
5Y CAGR
-34.1%
10Y CAGR
-28.2%

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 →
98.2%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.34
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.35
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
63.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +438.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · -97.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
33%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-9.80.8-26.714.2————————-23.9%
202510.23.730.428.856.48.2-13.831.436.7-2.0-2.912.8438.8%
2024-3.80.00.013.73.4-11.7-5.74.0-3.820.0-11.7-7.5-7.5%
202310.0-2.39.3-2.113.01.9-11.3-8.5-4.717.14.26.032.5%
2022-4.523.83.8-14.8-4.3-13.6-5.3-5.6-17.60.025.014.3-9.1%
20211.00.51.00.80.8-97.4-5.02.6-15.43.023.54.8-97.1%
2020——————1.22.72.5-1.91.51.88.1%

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 355.5%. The dominant macroeconomic risk driver is SHV.US, accounting for 77.0% of variance. Idiosyncratic stock-specific factors contribute 12.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2020-06-0110000
2020-07-0110118.81533455387
2020-08-0110396.040121012793
2020-09-0110658.168542225707
2020-10-0110457.072863565412
2020-11-0110618.534571019982
2020-12-0110811.606569344469
2021-01-0110924.283036028159
2021-02-0110976.058003025044
2021-03-0111089.562467893596
2021-04-0111183.101525907892
2021-05-0111276.83298184066
2021-06-01288.2054853745974
2021-07-01273.7952111058675
2021-08-01281.0003482402324
2021-09-01237.76952543404283
2021-10-01244.97466256840778
2021-11-01302.61575964332724
2021-12-01317.0260339120571
2022-01-01302.61575964332724
2022-02-01374.6671309869766
2022-03-01389.0774052557065
2022-04-01331.436308180787
2022-05-01317.0260339120571
2022-06-01273.7952111058675
2022-07-01259.3849368371376
2022-08-01244.97466256840778
2022-09-01201.7438397622182
2022-10-01201.7438397622182
2022-11-01252.1797997027727
2022-12-01288.2054853745974
2023-01-01317.0260339120571
2023-02-01309.82089677769216
2023-03-01338.64144531515194
2023-04-01331.436308180787
2023-05-01374.6671309869766
2023-06-01381.87226812134156
2023-07-01338.64144531515194
2023-08-01309.82089677769216
2023-09-01295.41062250896226
2023-10-01345.8465824495168
2023-11-01360.25685671824675
2023-12-01381.87226812134156
2024-01-01367.4619938526116
2024-02-01367.4619938526116
2024-03-01367.4619938526116
2024-04-01417.89795379316615
2024-05-01432.30822806189605
2024-06-01381.87226812134156
2024-07-01360.25685671824675
2024-08-01374.6671309869766
2024-09-01360.25685671824675
2024-10-01432.30822806189605
2024-11-01381.87226812134156
2024-12-01353.0517195838818
2025-01-01389.0774052557065
2025-02-01403.4876795244364
2025-03-01525.9750108086403
2025-04-01677.2828906303039
2025-05-011059.1551587516453
2025-06-011145.6168043640246
2025-07-01987.103787407996
2025-08-011296.9246841856882
2025-09-011772.463735053774
2025-10-011736.4380493819492
2025-11-011686.0020894413947
2025-12-011902.1562034723427
2026-01-011714.8226379788541
2026-02-011729.2329122475842
2026-03-011268.1041356482283
2026-04-011448.2325640073516
Annual Return Matrix
YearAnnual Return
2021-0.9706772502422572
2022-0.09090909090909083
20230.32499999999999996
2024-0.07547169811320764
20254.387755102040817
2026-0.23863636363636376
Total Factor Risk
3.5551569072400326
VTI.US Exposure
-0.000006474713155569335
VEA.US Exposure
0.021623879503841894
VWO.US Exposure
-0.004027138482276048
QQQ.US Exposure
0.00014687320158636867
VTV.US Exposure
-0.0005713933442481299
IJR.US Exposure
0.0034373878505353766
QUAL.US Exposure
0.02125252069868892
SHV.US Exposure
0.7704151665161635
TLT.US Exposure
0.005617727768470007
LQD.US Exposure
0.0188470031850155
HYG.US Exposure
0.011432409302953727
GLD.US Exposure
0.008977621662271252
USO.US Exposure
0.0008990872521849667
VNQ.US Exposure
0.008503224512246561
BTC-USD.CC Exposure
0.0006954419596135968
CPER.US Exposure
0.0059419982207481225
VIX.INDX Exposure
-0.00012655873938938991
UUP.US Exposure
-0.0017654039610190814
TIP.US Exposure
0.006878829491017206
Idiosyncratic Exposure
0.12182779811475138
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
355.5%

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$207.7M
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 →
-1.5%
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 →
-9.2%
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 →
90.9% 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 →
1.18
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Barton Gold Holdings Ltd a high-risk investment?

Barton Gold Holdings Ltd (BGD.AU) has an annualized volatility of 355.5% and experienced a maximum drawdown of 98.2% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of BGD.AU?

Over the past 10 years, BGD.AU has generated a Compound Annual Growth Rate (CAGR) of -28.2%. It has had a positive return in 33% 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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