Buckle Inc

10-Year Study

BKE.US · Consumer Cyclical · US · Common Stock

Executive Summary: Buckle Inc has compounded at 19.6% annually over the last 10 years, with a maximum drawdown of 53.7% and an annualized volatility of 49.6%.

1Y CAGR
+37.8%
3Y CAGR
+31.7%
5Y CAGR
+16.4%
10Y CAGR
+19.6%

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 →
53.7%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.51
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.96
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
40.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +70.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -7.6%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
90%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-5.813.2-6.05.2————————5.5%
2025-0.8-15.9-4.3-8.422.66.49.714.63.7-6.03.1-5.414.0%
2024-16.310.1-1.6-6.33.1-4.218.0-3.04.9-2.422.4-2.517.5%
20233.3-7.3-12.5-5.1-8.412.76.7-0.1-8.62.214.223.215.0%
2022-11.0-4.4-8.2-5.05.8-15.710.56.9-1.925.511.73.210.9%
202134.7-2.22.27.60.418.1-14.8-8.02.26.013.03.170.0%
2020-4.1-7.3-39.411.7-8.011.42.216.98.819.011.917.225.0%
2019-4.310.5-2.40.1-18.615.019.3-3.75.12.933.0-2.855.2%
2018-7.35.05.25.29.56.5-9.77.1-10.5-10.5-6.41.3-7.6%
2017-3.1-6.1-6.32.0-9.14.7-2.5-17.319.1-0.835.36.713.8%
2016———-13.8-14.55.16.4-5.9-6.8-12.221.3-9.9-30.6%

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 49.6%. The dominant macroeconomic risk driver is VTI.US, accounting for 71.7% of variance. Idiosyncratic stock-specific factors contribute 13.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-018620.29189436827
2016-05-017366.324159821984
2016-06-017741.581858045092
2016-07-018234.235413462484
2016-08-017747.226676265586
2016-09-017224.140187833372
2016-10-016342.0759841617855
2016-11-017695.687031643706
2016-12-016935.272751071697
2017-01-016721.178703491607
2017-02-016308.043456919402
2017-03-015910.860957492065
2017-04-016026.784253411434
2017-05-015478.909650184888
2017-06-015736.771491213718
2017-07-015595.160181943126
2017-08-014629.896266239079
2017-09-015513.351222225859
2017-10-015466.801924146734
2017-11-017394.384633005008
2017-12-017892.846624562322
2018-01-017319.693052783142
2018-02-017684.806440001308
2018-03-018086.324814293662
2018-04-018504.041362610033
2018-05-019315.749860924769
2018-06-019924.49033018096
2018-07-018960.53535783239
2018-08-019593.900323963482
2018-09-018587.895546320233
2018-10-017690.042213423215
2018-11-017200.006544716778
2018-12-017290.487254164076
2019-01-016974.132006937401
2019-02-017704.849635132041
2019-03-017516.198174024019
2019-04-017520.3704309696
2019-05-016124.54596027357
2019-06-017044.242285415099
2019-07-018404.888903432704
2019-08-018095.078372983408
2019-09-018508.131810595896
2019-10-018753.395071828267
2019-11-0111640.433260250662
2019-12-0111314.09731993848
2020-01-0110846.640924114008
2020-02-0110055.711901567462
2020-03-016092.067803265813
2020-04-016803.069472168591
2020-05-016256.503812297524
2020-06-016967.423672240585
2020-07-017122.94250466311
2020-08-018327.1703917013
2020-09-019060.342288687458
2020-10-0110783.566216171996
2020-11-0112070.748388363494
2020-12-0114143.78742759907
2021-01-0119045.698484898065
2021-02-0118619.4738047711
2021-03-0119026.309761445074
2021-04-0120474.164730521286
2021-05-0120562.027553257634
2021-06-0124286.871298144575
2021-07-0120688.749631859686
2021-08-0119041.689845871922
2021-09-0119464.47854969076
2021-10-0120631.974213815898
2021-11-0123318.825877810137
2021-12-0124039.726430838706
2022-01-0121386.252822409115
2022-02-0120454.448771229425
2022-03-0118772.620177361827
2022-04-0117842.615923295918
2022-05-0118876.681174122194
2022-06-0115906.688700546485
2022-07-0117570.68294119572
2022-08-0118780.88288229327
2022-09-0118420.105369940116
2022-10-0123123.138846166436
2022-11-0125839.359926699173
2022-12-0126662.439870414608
2023-01-0127529.123989659347
2023-02-0125520.79583756013
2023-03-0122329.919172747803
2023-04-0121198.092215059394
2023-05-0119415.22955594097
2023-06-0121874.570502961487
2023-07-0123349.99509146242
2023-08-0123337.151084786805
2023-09-0121325.38695637946
2023-10-0121794.070486599692
2023-11-0124885.385647436113
2023-12-0130667.88834713178
2024-01-0125674.923917667464
2024-02-0128263.768447920414
2024-03-0127801.220589678986
2024-04-0126053.04492948068
2024-05-0126854.281880951603
2024-06-0125739.47118688439
2024-07-0130368.54936352629
2024-08-0129461.53342714094
2024-09-0130916.996629470857
2024-10-0130180.634183055725
2024-11-0136938.708727379824
2024-12-0136031.038319316736
2025-01-0135733.499132825025
2025-02-0130059.393304754736
2025-03-0128760.921496122257
2025-04-0126350.011453254367
2025-05-0132300.795183088452
2025-06-0134377.842861350175
2025-07-0137698.55034523381
2025-08-0143211.65614058052
2025-09-0144792.28705127785
2025-10-0142119.42471939527
2025-11-0143410.69733957263
2025-12-0141058.77155666088
2026-01-0138695.637946267874
2026-02-0143808.69792859714
2026-03-0141198.99211361629
2026-04-0143334.205962236985
Annual Return Matrix
YearAnnual Return
20170.13807299407837315
2018-0.07631712600669571
20190.551898648951928
20200.2501030376213853
20210.6996668363333489
20220.10909913834175011
20230.15022812976548816
20240.17487835847969446
20250.13953894952421386
20260.055418959684071734
Total Factor Risk
0.49628207602396174
VTI.US Exposure
0.7166682420442458
VEA.US Exposure
0.0004194226762877386
VWO.US Exposure
-0.0025590619833456927
QQQ.US Exposure
0.0077876418388024005
VTV.US Exposure
-0.03466757394636116
IJR.US Exposure
0.08953641742117656
QUAL.US Exposure
0.0029642968359890123
SHV.US Exposure
0.054476383627655986
TLT.US Exposure
0.0006977506135152754
LQD.US Exposure
0.022756832351791104
HYG.US Exposure
-0.0008962235704053453
GLD.US Exposure
0.0009095922796248421
USO.US Exposure
-0.00003149200014008773
VNQ.US Exposure
-0.02514579137734245
BTC-USD.CC Exposure
-0.0007013239668227623
CPER.US Exposure
-0.002420806118974403
VIX.INDX Exposure
-0.009007632329237722
UUP.US Exposure
0.006505588699224704
TIP.US Exposure
0.038368120570975286
Idiosyncratic Exposure
0.1343396163333409
Value Score
45.2
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
33
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
49.6%

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 →12.1x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.75%
Market Cap$2.6B
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
$286
Avg Yield on Cost
2.86%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$286.332.86%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 →
+2.3%
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 →
+3.0%
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 →
7.8% 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 Buckle Inc a high-risk investment?

Buckle Inc (BKE.US) has an annualized volatility of 49.6% and experienced a maximum drawdown of 53.7% over the last 10 years. Its primary macro risk driver is VTI.US.

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

Over the past 10 years, BKE.US has generated a Compound Annual Growth Rate (CAGR) of 19.6%. It has had a positive return in 90% 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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