Compania Cervecerias Unidas SA ADR

10-Year Study

CCU.US · Consumer Defensive · US · Common Stock

Executive Summary: Compania Cervecerias Unidas SA ADR has compounded at -1.6% annually over the last 10 years, with a maximum drawdown of 60.5% and an annualized volatility of 29.0%.

1Y CAGR
-9.8%
3Y CAGR
-3.9%
5Y CAGR
-2.9%
10Y CAGR
-1.6%

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 →
60.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.08
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 →
28.3%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2017 · +43.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · -19.9%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
30%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202615.0-9.1-14.97.8————————-4.2%
20257.114.99.01.5-10.4-5.2-9.25.5-2.06.45.2-4.615.8%
2024-5.0-2.43.12.53.4-9.0-3.52.03.8-6.78.0-1.1-6.2%
202319.0-2.83.03.2-7.38.93.1-12.0-14.5-10.710.72.4-2.5%
20221.6-4.1-6.4-7.55.0-9.9-8.6-5.3-1.40.312.710.5-15.0%
202111.95.22.15.8-2.012.15.6-4.6-14.80.81.12.124.9%
2020-6.1-10.5-16.19.5-1.52.24.5-11.8-1.7-17.033.03.7-19.4%
201912.22.92.6-2.8-2.75.4-1.0-19.2-1.8-10.5-6.83.5-19.9%
2018-0.7-5.15.6-4.9-8.2-1.79.2-3.05.7-10.13.6-1.7-12.6%
20177.75.06.53.22.3-0.41.43.0-1.75.8-10.517.043.8%
2016———1.2-2.77.0-2.0-7.5-4.56.5-7.56.5-4.4%

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 29.0%. The dominant macroeconomic risk driver is VEA.US, accounting for 17.6% of variance. Idiosyncratic stock-specific factors contribute 50.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110115.224084844338
2016-05-019844.474854601438
2016-06-0110530.277112555592
2016-07-0110318.23469038659
2016-08-019542.182689018131
2016-09-019109.06602805337
2016-10-019700.102634279849
2016-11-018973.725624358536
2016-12-019560.9989736572
2017-01-0110294.765651727677
2017-02-0110814.300376325691
2017-03-0111516.045159083134
2017-04-0111888.60759493671
2017-05-0112156.140951077661
2017-06-0112105.439616832022
2017-07-0112276.154635648307
2017-08-0112640.574751967157
2017-09-0112423.742730071843
2017-10-0113138.829969209715
2017-11-0111754.840916866233
2017-12-0113747.998631542934
2018-01-0113650.359219979473
2018-02-0112948.546014368798
2018-03-0113668.970236058844
2018-04-0112998.63154293534
2018-05-0111934.998289428671
2018-06-0111737.324666438592
2018-07-0112815.053027711254
2018-08-0112424.426958604174
2018-09-0113130.41395826206
2018-10-0111798.494697228874
2018-11-0112226.821758467328
2018-12-0112021.690044474855
2019-01-0113489.497092028738
2019-02-0113880.944235374614
2019-03-0114238.658912076633
2019-04-0113844.748546014369
2019-05-0113477.728361272664
2019-06-0114201.642148477591
2019-07-0114055.833048238112
2019-08-0111361.341087923367
2019-09-0111155.1830311324
2019-10-019978.857338351008
2019-11-019305.234348272323
2019-12-019629.900786862812
2020-01-019046.117003079029
2020-02-018091.755046185426
2020-03-016792.19979473144
2020-04-017437.700992131372
2020-05-017327.813889839206
2020-06-017489.976052001368
2020-07-017829.969209716046
2020-08-016904.208005473829
2020-09-016783.852206637017
2020-10-015627.9849469722885
2020-11-017484.775915155661
2020-12-017765.035921997947
2021-01-018689.428669175506
2021-02-019138.419432090317
2021-03-019333.835100923709
2021-04-019877.796784125898
2021-05-019678.412589804995
2021-06-0110853.164556962025
2021-07-0111456.72254533014
2021-08-0110933.971946630174
2021-09-019317.34519329456
2021-10-019389.120766335956
2021-11-019495.791994526171
2021-12-019696.6814916182
2022-01-019850.29079712624
2022-02-019442.559014710912
2022-03-018839.890523434828
2022-04-018172.562435853575
2022-05-018583.03113239822
2022-06-017737.598357851522
2022-07-017069.859733150872
2022-08-016696.1341087923365
2022-09-016604.242216900446
2022-10-016622.647964420116
2022-11-017461.922682175847
2022-12-018242.080054738282
2023-01-019806.294902497433
2023-02-019536.161477933629
2023-03-019818.884707492303
2023-04-0110135.682517960997
2023-05-019397.742045843312
2023-06-0110236.606226479646
2023-07-0110551.967157030449
2023-08-019290.523434827232
2023-09-017947.109134450906
2023-10-017095.6551488197065
2023-11-017852.001368457064
2023-12-018037.837837837837
2024-01-017634.074580910023
2024-02-017454.601436879917
2024-03-017685.323297981527
2024-04-017874.580910023948
2024-05-018141.430037632569
2024-06-017406.021211084502
2024-07-017145.740677386248
2024-08-017288.88128634964
2024-09-017568.7307560725285
2024-10-017061.101607937051
2024-11-017624.084844338008
2024-12-017537.5983578515215
2025-01-018076.496749914471
2025-02-019280.60212110845
2025-03-0110112.213479302085
2025-04-0110268.901813205612
2025-05-019196.168320218954
2025-06-018717.071501881628
2025-07-017914.197742045843
2025-08-018346.014368799179
2025-09-018177.352035579884
2025-10-018703.592199794732
2025-11-019154.977762572698
2025-12-018730.756072528224
2026-01-0110037.63256927814
2026-02-019127.608621279507
2026-03-017765.993841943208
2026-04-018368.114950393432
Annual Return Matrix
YearAnnual Return
20170.43792491448036985
2018-0.1255679923554326
2019-0.1989561574756542
2020-0.19365359063812249
20210.24876196182789068
2022-0.1500102316588694
2023-0.024780421391688456
2024-0.06223557753696596
20250.1582941486174907
2026-0.04153605015673978
Total Factor Risk
0.2898839681452728
VTI.US Exposure
-0.0837521608603436
VEA.US Exposure
0.17586706179711437
VWO.US Exposure
0.09299862163158924
QQQ.US Exposure
-0.025018720055806114
VTV.US Exposure
-0.006623950012616009
IJR.US Exposure
0.07773849845981158
QUAL.US Exposure
0.07794638475653107
SHV.US Exposure
0.027425331120739912
TLT.US Exposure
0.09410453040753487
LQD.US Exposure
-0.03552667173491796
HYG.US Exposure
0.08190124074955571
GLD.US Exposure
-0.0013743854078395283
USO.US Exposure
0.004437077928359843
VNQ.US Exposure
-0.01953676810313196
BTC-USD.CC Exposure
-0.0023249993216136232
CPER.US Exposure
0.014516680433393816
VIX.INDX Exposure
-0.002160654781774072
UUP.US Exposure
0.013848263370788403
TIP.US Exposure
0.01056241155629887
Idiosyncratic Exposure
0.5049722080663253
Value Score
43.2
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
35.8
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
29.0%

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 →17.0x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.98%
Market Cap$2.2B
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
$67
Avg Yield on Cost
0.67%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$67.160.67%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 →
-3.2%
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 →
-3.0%
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 →
20.2% 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 →
0.26
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Compania Cervecerias Unidas SA ADR a high-risk investment?

Compania Cervecerias Unidas SA ADR (CCU.US) has an annualized volatility of 29.0% and experienced a maximum drawdown of 60.5% over the last 10 years. Its primary macro risk driver is VEA.US.

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

Over the past 10 years, CCU.US has generated a Compound Annual Growth Rate (CAGR) of -1.6%. It has had a positive return in 30% 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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