Meta Financial Group Inc

10-Year Study

CASH.US · Financial Services · US · Common Stock

Executive Summary: Meta Financial Group Inc has compounded at 20.2% annually over the last 10 years, with a maximum drawdown of 52.8% and an annualized volatility of 40.1%.

1Y CAGR
+26.9%
3Y CAGR
+31.5%
5Y CAGR
+13.5%
10Y CAGR
+20.2%

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 →
52.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.65
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.08
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
39.0%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +89.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -36.8%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202627.20.6-1.78.7————————36.5%
20258.4-2.8-5.88.8-1.71.4-4.45.1-6.8-8.05.6-1.2-3.2%
2024-2.2-1.8-0.6-0.25.86.219.41.9-4.07.218.5-12.239.5%
202315.32.8-18.67.3-1.35.612.1-5.2-6.4-1.79.56.823.4%
2022-0.3-6.8-0.7-20.5-4.8-6.9-12.8-2.30.227.53.6-1.0-27.5%
20215.714.72.48.77.6-4.4-1.8-1.06.85.67.8-0.163.8%
20201.9-11.7-33.8-15.2-1.60.52.73.3-0.052.712.810.60.9%
201921.5-0.8-15.530.91.67.410.10.15.7-2.912.42.889.7%
201826.3-8.21.81.81.8-13.8-8.2-3.2-4.4-8.4-9.4-15.0-36.8%
2017-14.6-2.63.5-4.10.84.1-19.9-1.411.711.37.7-1.2-9.4%
2016———8.80.53.37.312.5-1.320.924.213.3128.8%

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 40.1%. The dominant macroeconomic risk driver is VTV.US, accounting for 37.1% of variance. Idiosyncratic stock-specific factors contribute 21.7%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110881.542699724518
2016-05-0110932.024443791863
2016-06-0111291.269874564754
2016-07-0112117.7860748696
2016-08-0113637.76202262589
2016-09-0113457.859629986995
2016-10-0116264.490777642603
2016-11-0120194.585448392558
2016-12-0122880.745619555033
2017-01-0119534.26745535652
2017-02-0119033.92485072227
2017-03-0119708.716141572626
2017-04-0118906.95137810966
2017-05-0119062.87144635091
2017-06-0119849.53363818154
2017-07-0115901.95913915342
2017-08-0115678.916530324006
2017-09-0117519.822125267445
2017-10-0119497.489896659255
2017-11-0120994.74206765393
2017-12-0120733.034078673212
2018-01-0126182.055907482765
2018-02-0124033.785012096047
2018-03-0124464.907496748754
2018-04-0124901.763365076706
2018-05-0125349.806323502682
2018-06-0121846.569059305562
2018-07-0120063.34689768008
2018-08-0119424.144537204065
2018-09-0118570.010208219715
2018-10-0117012.97702451371
2018-11-0115408.748304456658
2018-12-0113101.83048761729
2019-01-0115912.72671337277
2019-02-0115777.572681125983
2019-03-0113330.816238061278
2019-04-0117449.27353833676
2019-05-0117726.99305002028
2019-06-0119035.463075610747
2019-07-0120949.224594817584
2019-08-0120976.353288305298
2019-09-0122165.54096572555
2019-10-0121519.836109130065
2019-11-0124177.539119855686
2019-12-0124851.631217574923
2020-01-0125334.91350980968
2020-02-0122360.336172057447
2020-03-0114807.721888940165
2020-04-0112557.928150913845
2020-05-0112353.34424074618
2020-06-0112415.642348729567
2020-07-0112750.416019913022
2020-08-0113174.057138062675
2020-09-0113168.673350953
2020-10-0120102.50171302317
2020-11-0122678.678804659423
2020-12-0125085.231642684346
2021-01-0126505.57256925508
2021-02-0130389.100977471997
2021-03-0131122.41473339766
2021-04-0133835.563759421624
2021-05-0136411.32133517921
2021-06-0134808.91051726308
2021-07-0134169.49839884773
2021-08-0133818.853043587704
2021-09-0136118.149655297784
2021-10-0138155.31876214849
2021-11-0141135.34980632351
2021-12-0141094.72668540505
2022-01-0140956.98563857309
2022-02-0138153.50086000755
2022-03-0137868.09022388165
2022-04-0130097.25776453972
2022-05-0128663.07281397268
2022-06-0126695.473423669086
2022-07-0123278.306833913666
2022-08-0122753.632308316206
2022-09-0122789.011480751215
2022-10-0129060.144593139517
2022-11-0130097.327683852836
2022-12-0129800.660038315786
2023-01-0134348.63167904239
2023-02-0135310.791346785816
2023-03-0128751.38090643398
2023-04-0130858.049810518663
2023-05-0130449.161667435783
2023-06-0132158.828711666734
2023-07-0136043.405909580346
2023-08-0134177.469200542575
2023-09-0132004.097271748404
2023-10-0131448.588329068258
2023-11-0134434.49259554474
2023-12-0136788.815706674504
2024-01-0135989.49811917048
2024-02-0135336.17205744571
2024-03-0135120.261218553795
2024-04-0135043.69957069542
2024-05-0137089.18907580652
2024-06-0139393.79955531317
2024-07-0147033.04386737705
2024-08-0147924.375270937344
2024-09-0146001.66407965209
2024-10-0149311.854120345124
2024-11-0158455.06285746249
2024-12-0151308.12042902491
2025-01-0155596.55157947728
2025-02-0154048.53798716282
2025-03-0150904.47623442548
2025-04-0155384.34646418034
2025-05-0154463.22943323405
2025-06-0155246.255820782826
2025-07-0152805.86203521137
2025-08-0155490.69373942471
2025-09-0151711.90446225057
2025-10-0147554.57202388444
2025-11-0150237.585825956856
2025-12-0149642.71230999427
2026-01-0163130.14780942793
2026-02-0163479.74437499126
2026-03-0162389.003090433645
2026-04-0167786.77406273161
Annual Return Matrix
YearAnnual Return
2017-0.09386545248972478
2018-0.36806979442076304
20190.8968060410385039
20200.009399802494422183
20210.6382039947153362
2022-0.2748300708640653
20230.23449667421371867
20240.3946662713504041
2025-0.03245895786290631
20260.36549295774647894
Total Factor Risk
0.4014198812185542
VTI.US Exposure
-0.1555923249883509
VEA.US Exposure
-0.08916573591194689
VWO.US Exposure
0.06879331483459984
QQQ.US Exposure
0.1557848739129295
VTV.US Exposure
0.3706098620334186
IJR.US Exposure
0.18839463372771792
QUAL.US Exposure
-0.01718091310463336
SHV.US Exposure
0.20535808098220698
TLT.US Exposure
0.011249641268591747
LQD.US Exposure
0.004698629535185114
HYG.US Exposure
0.0034434448337275782
GLD.US Exposure
-0.0008878803110595212
USO.US Exposure
0.00019206179028036883
VNQ.US Exposure
-0.018876793316704017
BTC-USD.CC Exposure
0.0014948243410326841
CPER.US Exposure
-0.0068294617386251725
VIX.INDX Exposure
0.020095253572147757
UUP.US Exposure
0.041143714434349415
TIP.US Exposure
0.00018619818395374278
Idiosyncratic Exposure
0.21708857592117853
Value Score
45.6
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
2.6
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
40.1%

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 →11.0x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.22%
Market Cap$2.0B
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
$35
Avg Yield on Cost
0.35%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$34.960.35%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 →
+5.5%
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 →
+21.9%
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 →
0.0% 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 →
0.74
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Meta Financial Group Inc a high-risk investment?

Meta Financial Group Inc (CASH.US) has an annualized volatility of 40.1% and experienced a maximum drawdown of 52.8% over the last 10 years. Its primary macro risk driver is VTV.US.

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

Over the past 10 years, CASH.US has generated a Compound Annual Growth Rate (CAGR) of 20.2%. It has had a positive return in 60% 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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