BHARTIARTL.NSE

10-Year Study

BHARTIARTL.NSE · Unknown · Unknown · Common Stock

Executive Summary: BHARTIARTL.NSE has compounded at 20.1% annually over the last 10 years, with a maximum drawdown of 44.1% and an annualized volatility of 25.1%.

1Y CAGR
-0.0%
3Y CAGR
+31.1%
5Y CAGR
+29.7%
10Y CAGR
+20.1%

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 →
44.1%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.76
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.25
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
24.6%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2017 · +73.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -39.7%
% 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.
2026-6.5-4.5-5.23.3————————-12.6%
20252.4-3.410.47.6-0.48.3-3.9-1.3-0.69.42.30.233.7%
202413.4-4.09.47.63.85.23.37.17.6-5.70.9-2.454.7%
2023-4.4-3.60.96.76.33.41.3-3.38.2-1.311.01.728.6%
20226.7-5.910.0-2.1-5.3-2.2-1.07.710.14.02.0-5.018.4%
20218.60.5-7.03.8-0.3-1.76.818.25.6-0.46.3-6.136.7%
20208.95.4-15.816.67.41.3-0.9-7.2-18.03.06.810.012.2%
2019-2.03.83.75.78.9-0.6-2.62.75.82.018.23.058.9%
2018-16.4-2.6-7.02.7-8.82.22.3-1.1-11.8-13.68.1-0.3-39.7%
201713.94.9-4.11.64.52.210.62.1-8.927.7-0.26.773.7%
2016———3.6-3.44.4-1.3-8.0-5.31.51.8-5.8-12.5%

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 25.1%. The dominant macroeconomic risk driver is VTI.US, accounting for 34.6% of variance. Idiosyncratic stock-specific factors contribute 29.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110364.880149328397
2016-05-0110017.103836613522
2016-06-0110456.099931896486
2016-07-0110320.696936503535
2016-08-019491.361614788051
2016-09-018986.243049146118
2016-10-019125.043577384007
2016-11-019289.602785202449
2016-12-018747.279502513145
2017-01-019965.00052022811
2017-02-0110450.086482191027
2017-03-0110017.94557690444
2017-04-0110173.916180398599
2017-05-0110633.24651994909
2017-06-0110866.488066904698
2017-07-0112020.037087525603
2017-08-0112271.083581651814
2017-09-0111173.656015391007
2017-10-0114265.097035025874
2017-11-0114243.580685749306
2017-12-0115196.116825807552
2018-01-0112701.545082580735
2018-02-0112375.238242564483
2018-03-0111513.259498646847
2018-04-0111826.574393180152
2018-05-0110788.445698019252
2018-06-0111029.569643461842
2018-07-0111279.356584319805
2018-08-0111156.978144203156
2018-09-019840.287422718611
2018-10-018497.441099325048
2018-11-019188.236261621443
2018-12-019158.926171733565
2019-01-018980.14399873311
2019-02-019321.587897201296
2019-03-019670.360846725513
2019-04-0110224.083290303692
2019-05-0111133.815000362274
2019-06-0111065.18565213931
2019-07-0110776.305683387644
2019-08-0111069.97317742591
2019-09-0111716.360425040122
2019-10-0111946.186096142026
2019-11-0114123.153737953611
2019-12-0114549.289345983081
2020-01-0115846.851366498106
2020-02-0116710.296532060573
2020-03-0114073.67754804518
2020-04-0116416.630057078346
2020-05-0117639.179362321604
2020-06-0117870.602913297796
2020-07-0117711.00039406897
2020-08-0116437.138559929106
2020-09-0113485.117654605834
2020-10-0113895.165424895926
2020-11-0114840.196217202827
2020-12-0116328.220831074852
2021-01-0117734.554855430088
2021-02-0117821.048256074107
2021-03-0116571.68758635863
2021-04-0117194.766984173955
2021-05-0117135.50276097949
2021-06-0116839.17654972693
2021-07-0117992.439215599952
2021-08-0121272.817301696537
2021-09-0122463.64746856798
2021-10-0122367.369091806046
2021-11-0123767.47260751882
2021-12-0122316.785187979665
2022-01-0123801.739385996316
2022-02-0122404.90296395507
2022-03-0124638.863353042896
2022-04-0124118.315259864896
2022-05-0122852.021954950997
2022-06-0122354.314983904518
2022-07-0122125.860962235518
2022-08-0123819.02461458536
2022-09-0126221.907809464647
2022-10-0127274.19119305273
2022-11-0127823.281007862734
2022-12-0126425.152422759882
2023-01-0125251.576912796216
2023-02-0124332.056150395554
2023-03-0124553.329903190697
2023-04-0126202.235951624596
2023-05-0127860.982005202688
2023-06-0128806.727155795223
2023-07-0129172.24013892587
2023-08-0128203.017975231436
2023-09-0130508.26337258839
2023-10-0130113.079553730902
2023-11-0133416.16220844934
2023-12-0133992.47304826056
2024-01-0138553.564082269215
2024-02-0136994.23305995117
2024-03-0140460.32799541588
2024-04-0143546.06637743818
2024-05-0145207.4864340712
2024-06-0147555.546451988244
2024-07-0149119.82193422339
2024-08-0152622.3216277423
2024-09-0156612.74943052601
2024-10-0153402.192988221854
2024-11-0153884.02714235387
2024-12-0152579.272624292484
2025-01-0153855.87673824211
2025-02-0151998.092734711274
2025-03-0157402.558625529826
2025-04-0161744.010472635135
2025-05-0161469.1466006889
2025-06-0166549.07982806079
2025-07-0163923.12730363988
2025-08-0163071.62037961264
2025-09-0162724.33830907827
2025-10-0168604.74413388032
2025-11-0170177.53077218054
2025-12-0170311.10048575344
2026-01-0165739.67214725197
2026-02-0162754.392309877
2026-03-0159518.66518332869
2026-04-0161462.102885324704
Annual Return Matrix
YearAnnual Return
20170.7372391977919099
2018-0.39728509087407327
20190.5885365896807144
20200.12226930421058113
20210.3667615975347265
20220.18409314783354547
20230.28636809750179415
20240.5467916250060258
20250.33723988515711345
2026-0.12585491535894444
Total Factor Risk
0.2513763188774616
VTI.US Exposure
0.3455159396341852
VEA.US Exposure
0.02050168442464838
VWO.US Exposure
0.004953380320195147
QQQ.US Exposure
0.011528807432307596
VTV.US Exposure
-0.0023900036509840543
IJR.US Exposure
-0.004627691104958556
QUAL.US Exposure
0.05061749282189321
SHV.US Exposure
0.03527475118190869
TLT.US Exposure
0.027041927312148044
LQD.US Exposure
0.12091672168752139
HYG.US Exposure
0.03957416783927032
GLD.US Exposure
0.00029863824274266456
USO.US Exposure
0.011695514156102328
VNQ.US Exposure
-0.0009352274212412082
BTC-USD.CC Exposure
-0.00036391703674691986
CPER.US Exposure
0.015246091703916165
VIX.INDX Exposure
-0.00615235363041222
UUP.US Exposure
0.03324618487750459
TIP.US Exposure
0.002636565667456733
Idiosyncratic Exposure
0.2954213255425424
Value Score
36
Growth Score
50
Profit Score
37.5
Health Score
26
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
25.1%

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$0
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
1.30
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 →
-3.1%
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 →
-6.7%
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 →
14.9% 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 →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is BHARTIARTL.NSE a high-risk investment?

BHARTIARTL.NSE (BHARTIARTL.NSE) has an annualized volatility of 25.1% and experienced a maximum drawdown of 44.1% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of BHARTIARTL.NSE?

Over the past 10 years, BHARTIARTL.NSE has generated a Compound Annual Growth Rate (CAGR) of 20.1%. 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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