Cadence Bancorp

10-Year Study

CADE.US · Financial Services · US · Common Stock

Executive Summary: Cadence Bancorp has compounded at -2.1% annually over the last 10 years, with a maximum drawdown of 53.3% and an annualized volatility of 42.6%.

1Y CAGR
-41.4%
3Y CAGR
-3.0%
5Y CAGR
-1.0%
10Y CAGR
-2.1%

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 →
53.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.04
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.05
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
37.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +28.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -50.8%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
57%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-1.7—-52.53.23.8-1.6——————-50.8%
20252.2-5.8-7.6-3.63.66.59.08.00.50.55.68.228.4%
2024-10.04.05.7-4.63.2-0.016.2-1.8-0.55.014.2-9.220.4%
20233.73.8-21.0-2.6-11.210.627.5-8.7-6.2-0.218.319.125.0%
20224.61.4-6.8-14.46.7-11.311.2-2.40.68.84.3-13.7-14.3%
20210.88.78.7-8.93.3-6.8-8.913.72.2-2.60.72.711.4%
2020-9.0-14.4-22.015.71.63.2-8.03.1-9.420.88.39.0-9.7%
2019————-11.27.92.9-7.78.03.61.41.64.9%

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 42.6%. The dominant macroeconomic risk driver is SHV.US, accounting for 37.5% of variance. Idiosyncratic stock-specific factors contribute 11.6%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2019-04-0110000
2019-05-018884.515290941776
2019-06-019585.097246040898
2019-07-019865.653854923708
2019-08-019106.503102485129
2019-09-019834.53412640321
2019-10-0110186.597830391258
2019-11-0110329.416822384554
2019-12-0110494.26521636206
2020-01-019545.405904971598
2020-02-018175.570919789553
2020-03-016376.82479225777
2020-04-017377.838578695678
2020-05-017492.432375094138
2020-06-017731.603851206387
2020-07-017116.202976282872
2020-08-017337.204686872508
2020-09-016649.1193060835585
2020-10-018031.778269756782
2020-11-018697.37774914525
2020-12-019479.058730866298
2021-01-019551.606364675064
2021-02-0110384.130649355255
2021-03-0111283.638252131394
2021-04-0110279.642054685986
2021-05-0110623.571203487998
2021-06-019903.91814926582
2021-07-019019.450919080307
2021-08-0110253.509601730311
2021-09-0110483.045596126023
2021-10-0110215.515163090831
2021-11-0110285.917171874908
2021-12-0110558.962926648088
2022-01-0111048.099329295816
2022-02-0111207.600380877604
2022-03-0110448.42318724626
2022-04-018941.508504265275
2022-05-019544.988289662333
2022-06-018462.08379618382
2022-07-019406.319009568911
2022-08-019182.873044012766
2022-09-019236.497338305107
2022-10-0110050.73520514166
2022-11-0110483.297565139434
2022-12-019044.563053068097
2023-01-019381.993112224822
2023-02-019741.42768753727
2023-03-017696.597267349389
2023-04-017496.396220962516
2023-05-016658.519150111628
2023-06-017362.021301647037
2023-07-019389.95191124718
2023-08-018576.529832975652
2023-09-018042.142439638646
2023-10-018026.985414726998
2023-11-019493.672155961975
2023-12-0111304.209500102808
2024-01-0110169.587588939617
2024-02-0110574.53678918686
2024-03-0111179.566495089248
2024-04-0110666.849214587699
2024-05-0111006.090495448849
2024-06-0111002.279852962083
2024-07-0112788.010692196207
2024-08-0112558.471587071936
2024-09-0112492.782332057208
2024-10-0113112.518784912096
2024-11-0114979.571845542372
2024-12-0113605.304849843578
2025-01-0113901.502201929212
2025-02-0113095.846835191423
2025-03-0112103.41243812372
2025-04-0111664.883700746668
2025-05-0112079.492490856792
2025-06-0112862.76538791874
2025-07-0114017.115539613418
2025-08-0115139.290648123408
2025-09-0115210.017728042067
2025-10-0115291.052207046361
2025-11-0116141.904904405756
2025-12-0117467.12815361773
2026-01-0117169.485868115687
2026-03-018150.510983827011
2026-04-018411.457808721923
2026-05-018729.486751562596
2026-06-018586.78145669819
Annual Return Matrix
YearAnnual Return
2020-0.09673916797079884
20210.11392525634062589
2022-0.14342316419712375
20230.24983478292720807
20240.20356092566400497
20250.2838468778462213
2026-0.5084033630955112
Total Factor Risk
0.42579799928787293
VTI.US Exposure
0.2335962781447364
VEA.US Exposure
-0.03284525344838024
VWO.US Exposure
-0.014670252272258887
QQQ.US Exposure
-0.005917648607076749
VTV.US Exposure
0.09725767357977033
IJR.US Exposure
0.25652691144965756
QUAL.US Exposure
-0.06386237022478776
SHV.US Exposure
0.3750587740604477
TLT.US Exposure
0.000059688021482917965
LQD.US Exposure
0.009795590492919093
HYG.US Exposure
0.022947559771358223
GLD.US Exposure
0.00027987488685155064
USO.US Exposure
0.00030210776653475686
VNQ.US Exposure
-0.022032301143899483
BTC-USD.CC Exposure
-0.0008077653509297079
CPER.US Exposure
0.012583654296989082
VIX.INDX Exposure
-0.010507327612243983
UUP.US Exposure
0.00100354229952756
TIP.US Exposure
0.02492284345664606
Idiosyncratic Exposure
0.11630842043265545
Value Score
40.3
Growth Score
57.5
Profit Score
62.5
Health Score
44.2
Yield Score
30.8
Moat Score
67.7

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
42.6%

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 →15.2x
Forward P/EForward P/E RatioA valuation metric that compares the current stock price to estimated future earnings per share.Click for full definition →Potentially Undervalued11.9x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.57%
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 →Extreme
Market Cap$7.8B
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
3.0/ 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
2.21
Grey 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 →
+1.1%
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 →
-36.7%
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 →
54.7% 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 →
0.95
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 →
54
OversoldNeutralOverbought
Neutral
Fibonacci LevelsFibonacci RetracementTechnical levels based on mathematical ratios that indicate potential support and resistance areas.Click for full definition →
38.2% retracement-41.3%
50.0% retracement-35.5%
61.8% retracement-28.3%
% distance of current price from each 52-week Fibonacci support level.

Compare this AssetiRun a head-to-head backtest and risk analysis against similar assets.

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Frequently Asked Questions & Methodology

Is Cadence Bancorp a high-risk investment?

Cadence Bancorp (CADE.US) has an annualized volatility of 42.6% and experienced a maximum drawdown of 53.3% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, CADE.US has generated a Compound Annual Growth Rate (CAGR) of -2.1%. It has had a positive return in 57% 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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