Carlsmed, Inc. Common Stock

10-Year Study

CARL.US · Healthcare · US · Common Stock

Executive Summary: Carlsmed, Inc. Common Stock has compounded at -22.9% annually over the last 10 years, with a maximum drawdown of 45.4% and an annualized volatility of 199.6%.

1Y CAGR
-22.9%
3Y CAGR
-22.9%
5Y CAGR
-22.9%
10Y CAGR
-22.9%

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 →
45.4%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.11
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.14
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
68.2%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · +-10.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -10.4%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
0%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20260.617.3-37.9-1.828.5-3.1——————-10.4%
2025———————-5.40.7-3.726.3-24.1-12.2%

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 199.6%. The dominant macroeconomic risk driver is LQD.US, accounting for 28.7% of variance. Idiosyncratic stock-specific factors contribute 0.0%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2025-07-0110000
2025-08-019459.45945945946
2025-09-019523.470839260313
2025-10-019167.852062588905
2025-11-0111578.947368421053
2025-12-018783.783783783783
2026-01-018833.57041251778
2026-02-0110362.731152204837
2026-03-016436.699857752489
2026-04-016322.901849217639
2026-05-018122.332859174964
2026-06-017873.399715504978
Annual Return Matrix
YearAnnual Return
2026-0.10364372469635619
Total Factor Risk
1.9964070423501956
VTI.US Exposure
-0.023176618074915434
VEA.US Exposure
-0.06251985375430873
VWO.US Exposure
0.013366824875194023
QQQ.US Exposure
0.07425887251372264
VTV.US Exposure
-0.00008926557293870331
IJR.US Exposure
0.06309453405034215
QUAL.US Exposure
0.005047949137747279
SHV.US Exposure
0.05690809289505506
TLT.US Exposure
0.1429125892040209
LQD.US Exposure
0.2874778698761429
HYG.US Exposure
-0.0023711866969220864
GLD.US Exposure
0.0037860125237623135
USO.US Exposure
-0.004094977992001647
VNQ.US Exposure
0.008592062428418045
BTC-USD.CC Exposure
0.1515059972853152
CPER.US Exposure
0.07186867803202512
VIX.INDX Exposure
0.06551866492033841
UUP.US Exposure
0.10535594302814519
TIP.US Exposure
0.04255780881185079
Idiosyncratic Exposure
2.509006657254662e-9
Value Score
33.2
Growth Score
75
Profit Score
12.5
Health Score
9.4
Yield Score
0
Moat Score
0

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
199.6%

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 →N/A
Forward P/EForward P/E RatioA valuation metric that compares the current stock price to estimated future earnings per share.Click for full definition →No estimate availableN/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%
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$310.5M
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
1.0/ 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
0.47
Distress 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 →
+7.5%
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 →
-10.2%
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 →
34.8% 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 →
1.00
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 →
51
OversoldNeutralOverbought
Neutral
Fibonacci LevelsFibonacci RetracementTechnical levels based on mathematical ratios that indicate potential support and resistance areas.Click for full definition →
38.2% retracement+5.4%
50.0% retracement+30.3%
61.8% retracement+70.6%
% distance of current price from each 52-week Fibonacci support level.

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Frequently Asked Questions & Methodology

Is Carlsmed, Inc. Common Stock a high-risk investment?

Carlsmed, Inc. Common Stock (CARL.US) has an annualized volatility of 199.6% and experienced a maximum drawdown of 45.4% over the last 10 years. Its primary macro risk driver is LQD.US.

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

Over the past 10 years, CARL.US has generated a Compound Annual Growth Rate (CAGR) of -22.9%. It has had a positive return in 0% 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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