Boston Omaha Corp

10-Year Study

BOC.US · Industrials · US · Common Stock

Executive Summary: Boston Omaha Corp has compounded at -0.9% annually over the last 10 years, with a maximum drawdown of 72.2% and an annualized volatility of 67.0%.

1Y CAGR
-18.4%
3Y CAGR
-14.2%
5Y CAGR
-17.1%
10Y CAGR
-0.9%

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 →
72.2%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.09
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.17
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
44.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · +31.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · -40.6%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
22%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-1.31.1-5.44.5————————-1.4%
20252.5-2.12.46.5-5.3-4.5-4.2-0.8-1.9-2.8-2.3-0.5-12.8%
2024-1.55.9-5.8-0.1-5.4-7.99.2-2.84.1-0.73.5-7.1-9.9%
2023-0.2-8.9-1.7-13.6-6.7-1.43.7-9.4-7.3-13.21.98.5-40.6%
2022-8.16.1-9.4-17.94.8-5.518.210.0-14.121.02.8-7.5-7.8%
2021-1.353.8-29.6-5.29.43.43.29.38.5-8.6-19.20.33.9%
2020-4.1-3.6-6.9-10.40.6-2.0-0.62.6-1.9-0.145.119.331.4%
20198.1-1.2-0.2-5.62.5-4.1-8.6-3.2-3.213.3-5.0-1.4-10.1%
2018-36.421.3-12.5-1.911.9-12.2-5.330.115.2-7.4-11.2-4.8-27.8%
2017——————-0.38.48.814.523.048.4145.7%

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 67.0%. The dominant macroeconomic risk driver is SHV.US, accounting for 60.0% of variance. Idiosyncratic stock-specific factors contribute 8.3%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2017-06-0110000
2017-07-019973.454683352295
2017-08-0110807.736063708759
2017-09-0111755.783086841107
2017-10-0113454.683352294272
2017-11-0116549.108835798255
2017-12-0124565.794463405382
2018-01-0115616.230565036025
2018-02-0118945.77171027683
2018-03-0116579.446340538492
2018-04-0116268.486916951078
2018-05-0118202.50284414107
2018-06-0115980.280621918848
2018-07-0115138.414865377323
2018-08-0119689.04057641259
2018-09-0122677.284793325744
2018-10-0120993.5532802427
2018-11-0118634.81228668942
2018-12-0117747.44027303754
2019-01-0119180.88737201365
2019-02-0118945.77171027683
2019-03-0118915.434205536596
2019-04-0117861.205915813425
2019-05-0118301.09973454683
2019-06-0117557.83086841107
2019-07-0116040.955631399316
2019-08-0115532.802427000379
2019-09-0115039.817974971556
2019-10-0117034.508911642017
2019-11-0116177.474402730373
2019-12-0115957.52749336367
2020-01-0115305.271141448615
2020-02-0114759.196056124383
2020-03-0113735.305271141448
2020-04-0112309.442548350398
2020-05-0112377.701934015928
2020-06-0112135.001896094047
2020-07-0112059.158134243457
2020-08-0112370.117557830867
2020-09-0112135.001896094047
2020-10-0112119.833143723929
2020-11-0117580.58399696625
2020-12-0120970.80015168752
2021-01-0120705.346985210468
2021-02-0131839.211224876748
2021-03-0122419.416003033748
2021-04-0121251.422070534696
2021-05-0123253.697383390216
2021-06-0124050.056882821387
2021-07-0124808.494501327266
2021-08-0127114.144861585133
2021-09-0129412.210845657944
2021-10-0126886.613576033375
2021-11-0121729.2377701934
2021-12-0121789.912779673872
2022-01-0120015.16875237012
2022-02-0121228.66894197952
2022-03-0119241.56238149412
2022-04-0115805.839969662495
2022-05-0116571.861964353433
2022-06-0115661.736822146377
2022-07-0118505.87789154342
2022-08-0120348.881304512703
2022-09-0117474.402730375423
2022-10-0121137.65642775882
2022-11-0121729.2377701934
2022-12-0120098.596890405763
2023-01-0120060.67500948047
2023-02-0118270.762229806598
2023-03-0117952.21843003413
2023-04-0115517.633674630262
2023-05-0114470.989761092147
2023-06-0114273.795980280622
2023-07-0114804.702313234737
2023-08-0113409.177095183919
2023-09-0112430.792567311339
2023-10-0110792.567311338644
2023-11-0110997.345468335228
2023-12-0111930.223739097459
2024-01-0111748.198710656048
2024-02-0112445.961319681455
2024-03-0111725.445582100872
2024-04-0111710.276829730754
2024-05-0111080.773606370874
2024-06-0110208.570345089116
2024-07-0111149.032992036406
2024-08-0110838.073568448994
2024-09-0111277.967387182403
2024-10-0111194.539249146757
2024-11-0111581.342434584754
2024-12-0110754.645430413348
2025-01-0111027.682973075463
2025-02-0110800.1516875237
2025-03-0111058.0204778157
2025-04-0111778.536215396283
2025-05-0111149.032992036406
2025-06-0110648.464163822524
2025-07-0110200.985968904057
2025-08-0110117.55783086841
2025-09-019920.364050056882
2025-10-019647.326507394766
2025-11-019427.379598028061
2025-12-019381.87334091771
2026-01-019260.523321956769
2026-02-019366.70458854759
2026-03-018858.551384148654
2026-04-019252.93894577171
Annual Return Matrix
YearAnnual Return
2018-0.2775548008644644
2019-0.10085470085470083
20200.31416349809885924
20210.03905967450271253
2022-0.07761921336581967
2023-0.40641509433962264
2024-0.09853782581055315
2025-0.12764456981664318
2026-0.013742926434923142
Total Factor Risk
0.6704726417206984
VTI.US Exposure
0.17112860504621835
VEA.US Exposure
0.007382678849155271
VWO.US Exposure
-0.006263585940116169
QQQ.US Exposure
-0.01888970889012285
VTV.US Exposure
0.018835691976849353
IJR.US Exposure
0.04074301875404863
QUAL.US Exposure
-0.008597605072995184
SHV.US Exposure
0.5998650382662782
TLT.US Exposure
0.002072759930431425
LQD.US Exposure
0.08981342921703783
HYG.US Exposure
0.0005414989025354191
GLD.US Exposure
0.0025459008279171236
USO.US Exposure
0.0004337579659063731
VNQ.US Exposure
0.0027905954390857776
BTC-USD.CC Exposure
-0.0006206837828799321
CPER.US Exposure
0.00454952508926978
VIX.INDX Exposure
-0.0002950498279318372
UUP.US Exposure
0.0023818307501181735
TIP.US Exposure
0.008975254008750771
Idiosyncratic Exposure
0.08260704849044341
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
67.0%

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$396.0M
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 →
-1.0%
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 →
-5.5%
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 →
22.0% 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 →
0.66
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Boston Omaha Corp a high-risk investment?

Boston Omaha Corp (BOC.US) has an annualized volatility of 67.0% and experienced a maximum drawdown of 72.2% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, BOC.US has generated a Compound Annual Growth Rate (CAGR) of -0.9%. It has had a positive return in 22% 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.

Run a Full Backtest on Boston Omaha Corp

stresstest.pro lets you simulate DCA vs Lump Sum, Monte Carlo projections, portfolio optimisation, and more — all in seconds.

Start a Free Backtest