Braemar Hotel & Resorts Inc

10-Year Study

BHR.US · Real Estate · US · Common Stock

Executive Summary: Braemar Hotel & Resorts Inc has compounded at -11.4% annually over the last 10 years, with a maximum drawdown of 87.0% and an annualized volatility of 65.6%.

1Y CAGR
+7.7%
3Y CAGR
-9.0%
5Y CAGR
-12.7%
10Y CAGR
-11.4%

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 →
87.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.12
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.20
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
62.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · +29.6%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -48.4%
% 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.
2026-7.09.0-18.92.54.5———————-11.8%
2025-15.012.5-11.6-24.921.99.6-10.225.50.7-6.64.79.43.0%
2024-8.80.0-10.036.52.2-6.739.2-12.40.9-7.425.9-15.329.6%
202329.0-12.1-16.1-1.67.6-0.4-8.0-26.53.7-5.4-19.821.4-35.2%
20224.911.43.9-1.9-4.3-25.921.0-0.8-16.314.7-25.212.8-17.9%
20218.539.6-13.07.9-6.11.0-17.9-1.2-3.84.7-14.217.010.6%
2020-10.6-7.8-76.984.18.6-15.9-14.7-2.04.6-3.269.012.7-48.4%
201924.517.1-5.022.1-24.9-3.5-7.90.54.1-0.76.3-7.415.5%
2018-7.3-4.715.07.05.85.30.11.03.3-9.6-10.7-4.2-2.2%
2017-1.5-2.9-17.4-0.2-9.28.60.7-7.10.42.3-5.27.4-24.0%
2016————-3.331.86.43.1-8.3-8.1-1.17.425.2%

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 65.6%. The dominant macroeconomic risk driver is LQD.US, accounting for 18.2% of variance. Idiosyncratic stock-specific factors contribute 24.0%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-04-0110000
2016-05-019669.509432814946
2016-06-0112743.193323300042
2016-07-0113554.217783250482
2016-08-0113977.74433347015
2016-09-0112815.706663018198
2016-10-0111779.541204907193
2016-11-0111652.300816345145
2016-12-0112516.68414891838
2017-01-0112324.075340903908
2017-02-0111966.525288457153
2017-03-019881.424727504902
2017-04-019862.878338730028
2017-05-018959.577993645582
2017-06-019732.901597725788
2017-07-019799.182134658944
2017-08-019099.283987777626
2017-09-019138.809078609325
2017-10-019350.572353719159
2017-11-018859.853149085602
2017-12-019515.513598151443
2018-01-018821.088156154512
2018-02-018410.483270245208
2018-03-019668.901354494457
2018-04-0110345.23646645688
2018-05-0110942.065338015536
2018-06-0111525.668506103586
2018-07-0111535.853817971754
2018-08-0111656.861403748804
2018-09-0112045.423450540431
2018-10-0110889.010504552985
2018-11-019722.260227117253
2018-12-019309.375047506119
2019-01-0111592.40510177711
2019-02-0113573.22023076572
2019-03-0112893.084629300252
2019-04-0115740.913538062141
2019-05-0111822.66995379874
2019-06-0111403.619970334212
2019-07-0110505.152959941475
2019-08-0110562.747315045095
2019-09-0110999.682406982203
2019-10-0110920.374821254518
2019-11-0111606.59525600706
2019-12-0110751.405380378228
2020-01-019607.636274892538
2020-02-018861.178551242712
2020-03-012046.7398316381666
2020-04-013768.409317500709
2020-05-014093.479663276333
2020-06-013443.338609282163
2020-07-012937.6740095431664
2020-08-012877.4755020386324
2020-09-013009.9110587312543
2020-10-012913.5947515185217
2020-11-014924.215152455337
2020-12-015550.276223539018
2021-01-016019.822117462509
2021-02-018403.671923888622
2021-03-017308.064233995604
2021-04-017885.9678763587635
2021-05-017404.382715865874
2021-06-017476.621939711498
2021-07-016140.220219800345
2021-08-016067.9820832834885
2021-09-015839.229132049366
2021-10-016116.140236889855
2021-11-015249.285498230961
2021-12-016140.220219800345
2022-01-016441.2094953367105
2022-02-017175.629039745905
2022-03-017452.200535567652
2022-04-017307.498098150061
2022-05-016993.974821454562
2022-06-015184.54884288901
2022-07-016272.216133227511
2022-08-016223.875670830934
2022-09-015208.311688241979
2022-10-015971.390319449366
2022-11-014469.458742000081
2022-12-015041.352355815998
2023-01-016501.01257761238
2023-02-015715.986215209822
2023-03-014797.661681958181
2023-04-014723.086151031653
2023-05-015083.532738295256
2023-06-015061.250472282266
2023-07-014658.364355849541
2023-08-013424.5278215845433
2023-09-013552.060975302252
2023-10-013359.711066356636
2023-11-012692.8983627957005
2023-12-013268.201114744253
2024-01-012980.5999371147955
2024-02-012980.5999371147955
2024-03-012681.601198110903
2024-04-013660.386103878861
2024-05-013740.833935041937
2024-06-013489.1035522687334
2024-07-014857.3803150328185
2024-08-014255.338698891507
2024-09-014293.421664127576
2024-10-013973.846315505779
2024-11-015002.044333500585
2024-12-014235.171287333536
2025-01-013599.8954673784833
2025-02-014051.6472260030414
2025-03-013583.3162407570535
2025-04-012691.0846984095947
2025-05-013281.1084321139565
2025-06-013594.885418855474
2025-07-013228.0601985920553
2025-08-014049.748025087135
2025-09-014078.8264583471027
2025-10-013809.892722239265
2025-11-013989.182000458798
2025-12-014362.961775526493
2026-01-014058.9229052369915
2026-02-014423.769781547863
2026-03-013587.6620908773048
2026-04-013678.8738389504565
2026-05-013846.095377084568
Annual Return Matrix
YearAnnual Return
2017-0.2397736105713174
2018-0.021663418218998642
20190.15490087417397724
2020-0.4837627242975594
20210.10629092544247509
2022-0.17896228875323283
2023-0.3517213469568605
20240.2958722975238177
20250.030173629240250133
2026-0.1184668638036721
Total Factor Risk
0.6561432560627868
VTI.US Exposure
-0.02381620241430056
VEA.US Exposure
-0.006309459889604309
VWO.US Exposure
0.07733275474742465
QQQ.US Exposure
0.020286258735719122
VTV.US Exposure
-0.00839522177089706
IJR.US Exposure
0.12976304260902252
QUAL.US Exposure
-0.009664598888890694
SHV.US Exposure
0.17908011009936806
TLT.US Exposure
0.011279660684287169
LQD.US Exposure
0.18164343512925651
HYG.US Exposure
0.119365211904998
GLD.US Exposure
0.0010409914618617006
USO.US Exposure
-0.0019255788215030087
VNQ.US Exposure
0.027881591792294953
BTC-USD.CC Exposure
0.007854763747002058
CPER.US Exposure
0.01492471437763487
VIX.INDX Exposure
-0.004375879869392579
UUP.US Exposure
-0.00008112086855359424
TIP.US Exposure
0.0441544771692971
Idiosyncratic Exposure
0.23996105006497506
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
100
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
65.6%

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
Forward P/EForward P/E RatioA valuation metric that compares the current stock price to estimated future earnings per share.Click for full definition →No estimate availableN/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →8.33%
Squeeze RiskShort Squeeze RiskA situation where a sharp rise in the price of a stock forces short sellers to buy shares to cover their positions, further driving up the price.Click for full definition →Low
Market Cap$179.7M
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: distance from 50/200-Day SMA, 52-Week High proximity, Golden Cross trend signal, RSI momentum gauge, Fibonacci retracement levels, and Beta (market sensitivity).

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 →
+2.4%
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 →
-3.4%
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 →
19.4% 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 →
0.77
Market sensitivity coefficient
Trend SignalGolden Cross & Death CrossTechnical chart patterns that occur when a short-term moving average crosses over a long-term moving average.Click for full definition →
✦ Death Cross
Bearish — 50 SMA below 200 SMA
RSI (14-Day)Relative Strength Index (RSI)A momentum oscillator that measures the speed and change of price movements to identify overbought or oversold conditions.Click for full definition →
59
OversoldNeutralOverbought
Neutral
Fibonacci LevelsFibonacci RetracementTechnical levels based on mathematical ratios that indicate potential support and resistance areas.Click for full definition →
38.2% retracement-4.8%
50.0% retracement+0.9%
61.8% retracement+7.3%
% distance of current price from each 52-week Fibonacci support level.

Frequently Asked Questions & Methodology

Is Braemar Hotel & Resorts Inc a high-risk investment?

Braemar Hotel & Resorts Inc (BHR.US) has an annualized volatility of 65.6% and experienced a maximum drawdown of 87.0% over the last 10 years. Its primary macro risk driver is LQD.US.

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

Over the past 10 years, BHR.US has generated a Compound Annual Growth Rate (CAGR) of -11.4%. 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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