Broadridge Financial Solutions Inc

10-Year Study

BR.US · Technology · US · Common Stock

Executive Summary: Broadridge Financial Solutions Inc has compounded at 11.7% annually over the last 10 years, with a maximum drawdown of 35.9% and an annualized volatility of 30.2%.

1Y CAGR
-34.7%
3Y CAGR
+5.1%
5Y CAGR
+2.0%
10Y CAGR
+11.7%

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 →
35.9%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.47
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.74
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
22.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +56.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -27.2%
% 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.
2026-11.7-5.7-12.6-0.0————————-27.2%
20255.41.30.9-0.00.20.41.83.3-6.5-7.53.5-1.70.3%
2024-0.8-0.31.0-5.63.8-1.58.6-0.51.4-1.911.9-3.811.7%
202312.1-6.44.7-0.80.913.41.410.9-3.4-4.713.66.656.2%
2022-12.9-8.27.0-7.41.5-2.012.66.6-15.34.0-0.6-9.6-25.3%
2021-7.80.87.93.60.51.67.4-0.7-2.97.1-5.58.821.1%
2020-3.6-12.4-8.622.34.44.76.52.3-3.54.26.74.726.3%
20194.80.42.913.95.72.6-0.41.8-3.50.6-1.20.330.6%
20186.44.19.6-2.37.70.0-1.819.6-2.0-11.4-9.5-8.67.9%
20170.34.2-1.52.98.50.00.43.03.96.35.10.839.1%
2016———0.97.32.03.82.4-1.7-4.60.12.913.4%

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 30.2%. The dominant macroeconomic risk driver is VTI.US, accounting for 40.2% of variance. Idiosyncratic stock-specific factors contribute 16.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110089.361075279094
2016-05-0110822.802700938002
2016-06-0111044.642714952304
2016-07-0111464.75323682576
2016-08-0111739.16678610673
2016-09-0111537.81074323571
2016-10-0111005.088146767952
2016-11-0111018.704314175147
2016-12-0111341.132769576225
2017-01-0111380.468364308123
2017-02-0111859.42302485946
2017-03-0111679.546287006513
2017-04-0112021.582819741052
2017-05-0113044.308282770371
2017-06-0113045.363336677656
2017-07-0113097.160511521983
2017-08-0113489.063271383751
2017-09-0114017.804532352331
2017-10-0114902.377653560108
2017-11-0115655.128756390044
2017-12-0115774.986861592852
2018-01-0116790.307040593696
2018-02-0117481.70576338127
2018-03-0119167.642093863964
2018-04-0118734.293631455737
2018-05-0120174.183428089116
2018-06-0120176.651856098608
2018-07-0119805.014093927668
2018-08-0123689.58323379995
2018-09-0123212.1414807383
2018-10-0120571.640150972242
2018-11-0118624.249518258406
2018-12-0117014.456229197523
2019-01-0117824.08070963324
2019-02-0117898.332616692944
2019-03-0118415.96595161881
2019-04-0120980.602933447997
2019-05-0122177.671077986397
2019-06-0122760.6978484863
2019-07-0122660.88576752186
2019-08-0123074.446992499164
2019-09-0122277.86138582326
2019-10-0122419.298329431622
2019-11-0122148.94574235982
2019-12-0122218.97743379039
2020-01-0121429.438790948036
2020-02-0118769.409010558502
2020-03-0117150.23967639705
2020-04-0120978.89095918335
2020-05-0121901.227047600845
2020-06-0122923.415030337776
2020-07-0124403.93435574029
2020-08-0124959.808418135777
2020-09-0124081.86422053414
2020-10-0125103.514722978674
2020-11-0126796.537830649915
2020-12-0128058.840157342376
2021-01-0125881.169079355976
2021-02-0126097.275970251456
2021-03-0128152.560794993067
2021-04-0129169.433694838597
2021-05-0129325.740926536397
2021-06-0129808.000095552048
2021-07-0132015.033522844904
2021-08-0131780.69211536318
2021-09-0130866.975618301403
2021-10-0133047.13503097479
2021-11-0131224.45973277276
2021-12-0133985.27702132404
2022-01-0129598.143901390282
2022-02-0127179.661745735993
2022-03-0129074.339496440683
2022-04-0126912.1160001911
2022-05-0127302.366505820715
2022-06-0126743.745321930786
2022-07-0130120.71409233513
2022-08-0132113.133629544693
2022-09-0127192.820059560778
2022-10-0128274.349847912985
2022-11-0128095.349003869855
2022-12-0125399.626550730176
2023-01-0128473.038395999556
2023-02-0126658.922969120762
2023-03-0127902.85143248451
2023-04-0127682.006752345005
2023-05-0127931.397608013634
2023-06-0131676.898698899557
2023-07-0132114.865510486838
2023-08-0135612.846973388754
2023-09-0134389.720988008215
2023-10-0132774.43345595847
2023-11-0137226.561877916334
2023-12-0139682.15008042298
2024-01-0139383.21150446706
2024-02-0139263.63209274919
2024-03-0139666.84184542863
2024-04-0137449.79535935534
2024-05-0138874.894494609274
2024-06-0138301.084515789975
2024-07-0141606.24990046661
2024-08-0141384.608953227274
2024-09-0141981.39123787684
2024-10-0141167.24794164955
2024-11-0146079.35996050515
2024-12-0144305.97359578297
2025-01-0146683.049862245796
2025-02-0147270.93386205469
2025-03-0147700.40052235122
2025-04-0147688.59586259615
2025-05-0147773.19924195372
2025-06-0147987.63397193954
2025-07-0148872.24690650232
2025-08-0150473.59976430494
2025-09-0147212.049910021815
2025-10-0143689.52351376745
2025-11-0145213.91715637093
2025-12-0144425.7321675983
2026-01-0139238.05201216696
2026-02-0137000.54146162789
2026-03-0132344.36959533706
2026-04-0132332.425588839516
Annual Return Matrix
YearAnnual Return
20170.39095337142255326
20180.0785718161593143
20190.3058881891071952
20200.26283220012955155
20210.2112146058336215
2022-0.2526285269120154
20230.5623123434971218
20240.11652149659201894
20250.002702989283294377
2026-0.2722140072590402
Total Factor Risk
0.3017154196468583
VTI.US Exposure
0.40212712934611927
VEA.US Exposure
-0.02527430805728531
VWO.US Exposure
0.0019342049730256602
QQQ.US Exposure
-0.09132208571464978
VTV.US Exposure
-0.03863098319854677
IJR.US Exposure
-0.03726724298404988
QUAL.US Exposure
0.02940835750882319
SHV.US Exposure
0.21392670551043258
TLT.US Exposure
-0.032816334628813865
LQD.US Exposure
0.21965587028262265
HYG.US Exposure
-0.008408912863749896
GLD.US Exposure
0.007002744677161999
USO.US Exposure
0.009598430317733584
VNQ.US Exposure
0.11334512103831876
BTC-USD.CC Exposure
0.007315017124411415
CPER.US Exposure
0.0013517889644034838
VIX.INDX Exposure
0.009354903602344965
UUP.US Exposure
-0.001770856891956171
TIP.US Exposure
0.05836447254561826
Idiosyncratic Exposure
0.16210597844803576
Value Score
42.9
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
27.8
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
30.2%

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 →17.8x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.32%
Market Cap$18.8B
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
$194
Avg Yield on Cost
1.94%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$194.091.94%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 →
-6.3%
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 →
-25.7%
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 →
38.6% 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 →
1.01
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Broadridge Financial Solutions Inc a high-risk investment?

Broadridge Financial Solutions Inc (BR.US) has an annualized volatility of 30.2% and experienced a maximum drawdown of 35.9% over the last 10 years. Its primary macro risk driver is VTI.US.

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

Over the past 10 years, BR.US has generated a Compound Annual Growth Rate (CAGR) of 11.7%. 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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