BWX Technologies Inc

10-Year Study

BWXT.US · Industrials · US · Common Stock

Executive Summary: BWX Technologies Inc has compounded at 22.3% annually over the last 10 years, with a maximum drawdown of 43.1% and an annualized volatility of 34.9%.

1Y CAGR
+94.7%
3Y CAGR
+59.6%
5Y CAGR
+31.9%
10Y CAGR
+22.3%

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 →
43.1%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.80
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.30
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
28.5%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +64.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -36.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202618.90.3-0.712.9————————33.5%
20251.4-7.9-4.910.615.414.75.56.813.815.9-16.1-3.456.4%
20246.223.72.0-6.7-3.53.14.73.85.512.07.7-14.946.5%
20234.80.43.52.4-6.318.7-3.67.21.7-0.95.4-1.733.9%
2022-7.020.01.2-3.6-1.07.62.9-7.7-3.413.17.3-4.623.3%
2021-10.67.614.11.5-6.2-7.1-1.20.4-6.25.3-15.60.4-19.4%
20202.4-13.8-10.98.918.4-9.5-3.72.31.3-2.33.76.0-1.5%
201921.412.8-5.03.1-8.611.93.510.1-3.41.63.83.264.5%
20184.9-0.81.26.7-1.3-6.65.5-6.52.0-6.5-22.4-15.5-36.1%
20174.511.92.73.3-0.90.38.14.12.47.04.4-3.153.6%
2016———-0.55.61.72.95.7-1.12.20.11.419.1%

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 34.9%. The dominant macroeconomic risk driver is SHV.US, accounting for 30.5% of variance. Idiosyncratic stock-specific factors contribute 30.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019949.338596508805
2016-05-0110507.448929498161
2016-06-0110686.717495049075
2016-07-0110997.43186425282
2016-08-0111621.766035820317
2016-09-0111490.019670116451
2016-10-0111744.52893577657
2016-11-0111752.877881638666
2016-12-0111914.94761871366
2017-01-0112452.152191264331
2017-02-0113937.763617965596
2017-03-0114313.232411275754
2017-04-0114785.348601885526
2017-05-0114646.255163823016
2017-06-0114691.439658828678
2017-07-0115875.787723042089
2017-08-0116524.233650259317
2017-09-0116916.80108469505
2017-10-0118094.53678378568
2017-11-0118893.163549170284
2017-12-0118300.188018260815
2018-01-0119192.690330918816
2018-02-0119047.45206870181
2018-03-0119267.79744789423
2018-04-0120562.819138455576
2018-05-0120288.84013104505
2018-06-0118945.160783999414
2018-07-0119990.91634690204
2018-08-0118688.414000848254
2018-09-0119060.242653762536
2018-10-0117816.78405284549
2018-11-0113830.997298281118
2018-12-0111693.032637699165
2019-01-0114198.016958378836
2019-02-0116011.7753532439
2019-03-0115217.02249873931
2019-04-0115683.528197729755
2019-05-0114333.871005446852
2019-06-0116046.306593329527
2019-07-0116603.782406433365
2019-08-0118288.933639238712
2019-09-0117674.150661737447
2019-10-0117949.09814686798
2019-11-0118628.368382208064
2019-12-0119232.498104789287
2020-01-0119700.306239334222
2020-02-0116989.537101045622
2020-03-0115144.887606490804
2020-04-0116497.41683615027
2020-05-0119526.11383286746
2020-06-0117675.553284642283
2020-07-0117013.982814529838
2020-08-0117410.691326113167
2020-09-0117629.834457101446
2020-10-0117222.840044216016
2020-11-0117867.912997304964
2020-12-0118935.94354776766
2021-01-0116938.074198751667
2021-02-0118222.87677957781
2021-03-0120786.70447069353
2021-04-0121095.64886337451
2021-05-0119779.35405875654
2021-06-0118381.473355174177
2021-07-0118163.231910339
2021-08-0118232.02722424267
2021-09-0117098.674521354933
2021-10-0118012.98428060473
2021-11-0115204.833037780652
2021-12-0115262.20699374497
2022-01-0114187.99822334432
2022-02-0117028.142626711953
2022-03-0117239.03699918848
2022-04-0116618.10919753272
2022-05-0116460.046954471527
2022-06-0117710.65225304653
2022-07-0118221.80811450746
2022-08-0116827.400572403727
2022-09-0116259.271504379858
2022-10-0118392.961504680417
2022-11-0119728.726051048794
2022-12-0118818.29020267901
2023-01-0119719.007878065317
2023-02-0119800.02604871109
2023-03-0120500.5026065409
2023-04-0121001.30577513283
2023-05-0119683.608347610032
2023-06-0123354.706634740298
2023-07-0122516.07172078453
2023-08-0124145.017850046253
2023-09-0124544.398024305454
2023-10-0124315.236158282652
2023-11-0125618.974148324032
2023-12-0125192.176035853714
2024-01-0126751.692331326245
2024-02-0133104.73919562916
2024-03-0133769.215098901615
2024-04-0131515.066507702737
2024-05-0130397.84396822057
2024-06-0131344.78140789944
2024-07-0132826.25175745311
2024-08-0134067.606424012905
2024-09-0135952.8985870244
2024-10-0140269.23680616085
2024-11-0143361.58616613066
2024-12-0136912.82698646469
2025-01-0137423.18134912286
2025-02-0134453.96224272723
2025-03-0132775.857520229496
2025-04-0136254.42911577984
2025-05-0141825.14635702096
2025-06-0147972.3750079315
2025-07-0150593.10911404326
2025-08-0154037.61701047626
2025-09-0161484.30899114678
2025-10-0171235.34342553909
2025-11-0159738.37743246538
2025-12-0157721.27211218311
2026-01-0168604.95793801075
2026-02-0168788.63474697685
2026-03-0168291.03757359597
2026-04-0177077.46819886522
Annual Return Matrix
YearAnnual Return
20170.5359016761029207
2018-0.36104303267095994
20190.644782726662573
2020-0.01541945073416029
2021-0.1940086346769756
20220.23299927791514397
20230.338706958205337
20240.46524964472819064
20250.5637185451373998
20260.33533904188845187
Total Factor Risk
0.34882112472828436
VTI.US Exposure
0.07452141502767573
VEA.US Exposure
0.02040890503792866
VWO.US Exposure
-0.004605299146532608
QQQ.US Exposure
-0.008508763100428215
VTV.US Exposure
-0.016409248264793057
IJR.US Exposure
0.012925808852780591
QUAL.US Exposure
-0.024758098950160196
SHV.US Exposure
0.3045691294258373
TLT.US Exposure
0.08951469800107568
LQD.US Exposure
0.0751147829957901
HYG.US Exposure
-0.0031469643430054855
GLD.US Exposure
0.032613028430251066
USO.US Exposure
0.008495236737814564
VNQ.US Exposure
0.07413046749084641
BTC-USD.CC Exposure
0.034215115925699036
CPER.US Exposure
-0.005890181065278968
VIX.INDX Exposure
0.0015533517735542531
UUP.US Exposure
0.018419436432173704
TIP.US Exposure
0.007555924811053528
Idiosyncratic Exposure
0.3092812539277178
Value Score
26
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
5.6
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
34.9%

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 →59.9x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.47%
Market Cap$19.7B
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
$90
Avg Yield on Cost
0.90%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$90.170.90%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 →
+11.2%
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 →
+24.3%
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 →
3.2% 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 →
0.79
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is BWX Technologies Inc a high-risk investment?

BWX Technologies Inc (BWXT.US) has an annualized volatility of 34.9% and experienced a maximum drawdown of 43.1% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, BWXT.US has generated a Compound Annual Growth Rate (CAGR) of 22.3%. It has had a positive return in 70% 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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