Lion Finance Group PLC

10-Year Study

BGEO.LSE · Financial Services · GB · Common Stock

Executive Summary: Lion Finance Group PLC has compounded at 21.5% annually over the last 10 years, with a maximum drawdown of 69.3% and an annualized volatility of 57.3%.

1Y CAGR
+76.6%
3Y CAGR
+57.1%
5Y CAGR
+54.9%
10Y CAGR
+21.5%

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 →
69.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.74
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.89
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
44.5%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +97.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -59.7%
% 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.
20268.515.3-20.221.2————————21.0%
20251.011.33.29.911.36.07.6-3.74.44.611.93.897.5%
2024-4.524.17.26.5-31.08.813.0-0.2-19.213.212.60.518.6%
20232.54.5-1.47.61.9-2.911.37.15.9-9.73.615.252.7%
2022-12.0-10.2-9.93.430.6-18.515.332.8-0.66.919.13.056.3%
2021-5.9-13.110.2-7.128.22.611.611.3-6.9-2.31.68.236.8%
2020-6.911.8-45.98.9-7.115.7-27.418.4-2.90.424.98.9-24.9%
201911.39.3-1.344.6-4.6-8.7-6.1-3.2-1.8-2.813.99.864.1%
20183.0-7.54.9-2.1-46.20.70.9-9.43.5-8.9-12.10.5-59.7%
2017-0.8-5.214.911.71.9-2.4-1.30.4-5.89.2-7.88.422.1%
2016———12.99.84.37.65.01.31.80.10.852.0%

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 57.3%. The dominant macroeconomic risk driver is SHV.US, accounting for 34.1% of variance. Idiosyncratic stock-specific factors contribute 18.0%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111291.913377970182
2016-05-0112396.450237939036
2016-06-0112928.994145639886
2016-07-0113912.026462502181
2016-08-0114609.920072436202
2016-09-0114793.308323719597
2016-10-0115058.202464462276
2016-11-0115073.484629215518
2016-12-0115200.837771016028
2017-01-0115078.578936827098
2017-02-0114288.990822210635
2017-03-0116413.236739600678
2017-04-0118338.812240954077
2017-05-0118685.212271156044
2017-06-0118230.117758862467
2017-07-0117984.892800454603
2017-08-0118052.720625593105
2017-09-0117009.210841717584
2017-10-0118574.47551753086
2017-11-0117123.99726666138
2017-12-0118558.823409010587
2018-01-0119117.101150964805
2018-02-0117687.492125428525
2018-03-0118553.60553411617
2018-04-0118157.072058829548
2018-05-019771.426301515996
2018-06-019835.080888053046
2018-07-019919.50614932962
2018-08-018983.6424208453
2018-09-019301.032188594907
2018-10-018474.950031058599
2018-11-017445.608032146293
2018-12-017483.651593631326
2019-01-018327.124898625552
2019-02-019102.119944563015
2019-03-018983.6424208453
2019-04-0112988.887922479762
2019-05-0112397.104081743377
2019-06-0111323.697892937136
2019-07-0110628.24973988092
2019-08-0110288.083806136123
2019-09-0110099.105713653556
2019-10-019819.414176099695
2019-11-0111187.630964203752
2019-12-0112283.717596410812
2020-01-0111437.085303662145
2020-02-0112790.184880807132
2020-03-016916.678323847617
2020-04-017528.973488096964
2020-05-016992.269930997622
2020-06-018088.35563781224
2020-07-015873.506094263292
2020-08-016954.473664726398
2020-09-016750.375122411208
2020-10-016780.611395114233
2020-11-018466.315524347152
2020-12-019222.23714820186
2021-01-018677.974060230541
2021-02-017544.092549840921
2021-03-018315.131384654698
2021-04-017725.513424932619
2021-05-019902.566239514123
2021-06-0110159.581035236935
2021-07-0111338.814178503762
2021-08-0112623.881679370723
2021-09-0111747.012188526583
2021-10-0111477.338024174973
2021-11-0111658.79637766064
2021-12-0112611.461987384822
2022-01-0111099.29577771258
2022-02-019965.171814502728
2022-03-018982.264379720858
2022-04-019284.697436576818
2022-05-0112127.570577043196
2022-06-019879.013151038962
2022-07-0111391.879882791029
2022-08-0115128.661765166027
2022-09-0115037.889094978344
2022-10-0116078.89729433325
2022-11-0119143.34362532402
2022-12-0119710.83683980768
2023-01-0120202.66441574584
2023-02-0121110.648376721998
2023-03-0120807.983971755137
2023-04-0122396.95867964075
2023-05-0122813.11691546364
2023-06-0122144.350602734485
2023-07-0124642.68995712215
2023-08-0126383.952797885468
2023-09-0127935.9488237238
2023-10-0125217.234662026232
2023-11-0126125.96263852707
2023-12-0130101.654013465344
2024-01-0128738.562048714088
2024-02-0135667.61934728008
2024-03-0138242.35354945883
2024-04-0140741.3610371908
2024-05-0128094.87757277696
2024-06-0130556.01800171576
2024-07-0134543.44890519387
2024-08-0134467.69998132845
2024-09-0127846.12838236061
2024-10-0131521.057959196114
2024-11-0135499.079472307436
2024-12-0135688.5073055176
2025-01-0136029.481106865685
2025-02-0140083.27375326108
2025-03-0141371.390422229786
2025-04-0145463.06493369744
2025-05-0150615.546415851364
2025-06-0153646.4176582025
2025-07-0157712.80304497076
2025-08-0155552.8334375948
2025-09-0157988.632919857366
2025-10-0160679.607517664816
2025-11-0167918.71200211292
2025-12-0170501.57855308625
2026-01-0176490.42232264948
2026-02-0188164.87726584871
2026-03-0170349.96225512262
2026-04-0185284.1676045398
Annual Return Matrix
YearAnnual Return
20170.2209079320876215
2018-0.5967604503420243
20190.6414069311917725
2020-0.24923077433036145
20210.3675057130626691
20220.5629303612479124
20230.5271626597137951
20240.18559954511313892
20250.9754700847963564
20260.20967741935483875
Total Factor Risk
0.5726354461943955
VTI.US Exposure
0.28653871508515005
VEA.US Exposure
0.2484208084062823
VWO.US Exposure
0.004278203107333106
QQQ.US Exposure
-0.041010245339103836
VTV.US Exposure
-0.05263256929990611
IJR.US Exposure
0.019856696329262853
QUAL.US Exposure
0.008123283437722733
SHV.US Exposure
0.3410218875551587
TLT.US Exposure
-0.0009667702758997968
LQD.US Exposure
0.003991010593603715
HYG.US Exposure
0.019461250277326744
GLD.US Exposure
-0.0024118370386047925
USO.US Exposure
0.0037048973290804304
VNQ.US Exposure
-0.020474706856232698
BTC-USD.CC Exposure
-0.0004898398385829295
CPER.US Exposure
-0.006039565551447535
VIX.INDX Exposure
-0.019122137210822357
UUP.US Exposure
0.026430855078241798
TIP.US Exposure
0.0015572624504068212
Idiosyncratic Exposure
0.17976280176103068
Value Score
47.2
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
57.3%

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 →7.1x
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$4.2B
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
$6
Avg Yield on Cost
0.06%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$5.750.06%Solid

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 →
+10.3%
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 →
+29.7%
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 →
3.3% 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 →
0.74
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Lion Finance Group PLC a high-risk investment?

Lion Finance Group PLC (BGEO.LSE) has an annualized volatility of 57.3% and experienced a maximum drawdown of 69.3% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of BGEO.LSE?

Over the past 10 years, BGEO.LSE has generated a Compound Annual Growth Rate (CAGR) of 21.5%. 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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