Caseys General Stores Inc

10-Year Study

CASY.US · Consumer Cyclical · US · Common Stock

Executive Summary: Caseys General Stores Inc has compounded at 21.0% annually over the last 10 years, with a maximum drawdown of 26.3% and an annualized volatility of 28.6%.

1Y CAGR
+77.1%
3Y CAGR
+50.8%
5Y CAGR
+28.5%
10Y CAGR
+21.0%

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 →
26.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.86
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.42
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
23.3%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · +45.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2017 · -4.8%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
90%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20269.813.06.21.3————————33.5%
20256.4-1.74.86.6-5.316.61.9-4.814.3-9.111.2-3.140.1%
2024-1.112.24.60.53.815.01.6-6.53.74.97.0-5.945.0%
20235.3-11.94.15.9-1.48.13.8-3.311.10.31.3-0.223.3%
2022-4.70.15.41.84.1-11.79.85.5-5.315.14.4-7.714.5%
20215.17.77.02.9-0.6-11.91.83.5-7.91.81.41.611.2%
20201.41.3-18.714.55.5-6.46.711.7-0.1-4.97.8-1.713.2%
20190.64.7-4.43.0-2.520.84.03.7-4.06.21.7-8.525.1%
20188.4-7.3-2.3-11.80.28.64.44.413.1-2.12.7-1.015.6%
2017-3.1-0.3-2.00.03.9-8.0-0.1-1.03.84.95.4-7.3-4.8%
2016———-1.07.39.41.7-1.7-8.5-5.86.6-1.35.5%

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 28.6%. The dominant macroeconomic risk driver is VTV.US, accounting for 26.6% of variance. Idiosyncratic stock-specific factors contribute 32.6%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019902.864152450504
2016-05-0110628.78225975162
2016-06-0111627.916928167968
2016-07-0111828.787965234591
2016-08-0111631.25463570491
2016-09-0110642.713147334589
2016-10-0110029.544892641828
2016-11-0110691.723246039444
2016-12-0110552.366824518362
2017-01-0110220.96384625625
2017-02-0110192.502995378558
2017-03-019985.232308248225
2017-04-019990.224605846219
2017-05-0110375.325687986155
2017-06-019548.078203153229
2017-07-019538.901884711207
2017-08-019443.639337403243
2017-09-019804.653772275155
2017-10-0110286.671991784104
2017-11-0110841.539719670604
2017-12-0110050.54106996824
2018-01-0110896.901922747758
2018-02-0110105.114014568
2018-03-019876.580894239363
2018-04-018715.06818052148
2018-05-018733.116524980507
2018-06-019480.11639185257
2018-07-019894.153781784295
2018-08-0110327.437667598562
2018-09-0111678.857381944048
2018-10-0111433.702287898668
2018-11-0111738.337041897263
2018-12-0111617.751659344629
2019-01-0111692.91188832468
2019-02-0112243.567067952301
2019-03-0111701.089747247104
2019-04-0112052.965900230121
2019-05-0111755.168216656204
2019-06-0114205.825298111486
2019-07-0114774.01532873091
2019-08-0115316.026701660292
2019-09-0114705.578060516156
2019-10-0115616.258724634374
2019-11-0115886.869781860367
2019-12-0114535.621232003954
2020-01-0114735.788592837715
2020-02-0114933.65474220726
2020-03-0112136.912572982637
2020-04-0113898.670622468193
2020-05-0114662.40657271638
2020-06-0113725.185903653412
2020-07-0114641.980943686884
2020-08-0116358.294821323288
2020-09-0116339.894638747834
2020-10-0115533.852532283523
2020-11-0116741.95051444438
2020-12-0116459.966527833247
2021-01-0117306.555599931533
2021-02-0118643.21713166353
2021-03-0119956.809493923658
2021-04-0120542.011372929384
2021-05-0120417.194423841313
2021-06-0117994.941138434035
2021-07-0118310.245145584908
2021-08-0118944.63779692284
2021-09-0117452.663509632755
2021-10-0117771.837736064357
2021-11-0118026.986934444
2021-12-0118310.91078526464
2022-01-0117458.359483463606
2022-02-0117483.454099389513
2022-03-0118421.397462961904
2022-04-0118744.090070557806
2022-05-0119511.363420246853
2022-06-0117224.453700005703
2022-07-0118905.20340046785
2022-08-0119942.593332192235
2022-09-0118893.07924915844
2022-10-0121745.22165801335
2022-11-0122708.62098476636
2022-12-0120964.03643901789
2023-01-0122080.65651090698
2023-02-0119463.6655826249
2023-03-0120260.17953253076
2023-04-0121452.92976550465
2023-05-0121155.73115764249
2023-06-0122864.875145014357
2023-07-0123728.61870257317
2023-08-0122953.814115364865
2023-09-0125499.85736292577
2023-10-0125577.11911146612
2023-11-0125905.41260151005
2023-12-0125843.327437667594
2024-01-0125565.451398794237
2024-02-0128686.702421026603
2024-03-0130001.901827656373
2024-04-0130148.46617599513
2024-05-0131299.38570966699
2024-06-0135995.52119586922
2024-07-0136587.96903824575
2024-08-0134223.64542325174
2024-09-0135489.397310815686
2024-10-0137218.95741807877
2024-11-0139807.60160514254
2024-12-0137475.266731328804
2025-01-0139890.82558338563
2025-02-0139222.304634754
2025-03-0141100.04564386375
2025-04-0143803.49365740476
2025-05-0141497.147258515426
2025-06-0148370.68522850458
2025-07-0149305.35744850802
2025-08-0146929.09986497024
2025-09-0153647.89562769822
2025-10-0148754.44552214678
2025-11-0154195.25113634202
2025-12-0152508.948099123256
2026-01-0157672.923679656145
2026-02-0165193.70114680208
2026-03-0169213.21389855651
2026-04-0170103.2692417413
Annual Return Matrix
YearAnnual Return
2017-0.0475557534054003
20180.15593295708818422
20190.25115613228936295
20200.13238823887295204
20210.11245127712146363
20220.14489315604597386
20230.23274577931797769
20240.45009449041408
20250.4011627582419981
20260.33507281672077194
Total Factor Risk
0.2861679554377249
VTI.US Exposure
-0.0128132985345672
VEA.US Exposure
-0.01609743890902387
VWO.US Exposure
0.017321434791399574
QQQ.US Exposure
0.17173770389385792
VTV.US Exposure
0.26566416401185383
IJR.US Exposure
-0.007963979873672661
QUAL.US Exposure
-0.029837453246596153
SHV.US Exposure
0.008231487208483634
TLT.US Exposure
0.03645089694825872
LQD.US Exposure
0.12237313234268134
HYG.US Exposure
0.02789439456190736
GLD.US Exposure
0.009647793596370977
USO.US Exposure
-0.000026612357507942065
VNQ.US Exposure
0.05950322985741649
BTC-USD.CC Exposure
0.02705381294573106
CPER.US Exposure
-0.0010585152951560772
VIX.INDX Exposure
-0.011444151903075354
UUP.US Exposure
0.0003837824446087502
TIP.US Exposure
0.007070496252637203
Idiosyncratic Exposure
0.3259091212643923
Value Score
32.9
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
3.6
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
28.6%

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 →42.7x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.30%
Market Cap$27.6B
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
$0
Avg Yield on Cost
0.00%

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 →
+6.7%
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 →
+26.6%
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 →
2.8% 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 →
0.60
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Caseys General Stores Inc a high-risk investment?

Caseys General Stores Inc (CASY.US) has an annualized volatility of 28.6% and experienced a maximum drawdown of 26.3% over the last 10 years. Its primary macro risk driver is VTV.US.

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

Over the past 10 years, CASY.US has generated a Compound Annual Growth Rate (CAGR) of 21.0%. It has had a positive return in 90% 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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