Climb Global Solutions

10-Year Study

CLMB.US · Technology · US · Common Stock

Executive Summary: Climb Global Solutions has compounded at 5.9% annually over the last 10 years, with a maximum drawdown of 85.3% and an annualized volatility of 131.8%.

1Y CAGR
-81.9%
3Y CAGR
-21.2%
5Y CAGR
-3.4%
10Y CAGR
+5.9%

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 →
85.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.39
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.51
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
48.2%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · +133.3%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -77.7%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
50%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202615.4-20.2-79.115.4————————-77.7%
2025-0.0-3.3-9.5-4.84.7-3.010.44.99.1-17.6-8.91.7-18.4%
20240.723.14.5-9.1-10.49.113.733.34.82.931.7-5.8133.3%
202320.14.934.5-16.76.11.91.1-10.70.03.47.615.076.6%
2022-9.1-5.715.4-0.910.9-12.1-5.2-6.8-7.915.36.9-4.4-8.3%
2021-5.012.923.5-2.518.6-13.213.2-3.3-1.2-1.221.09.788.5%
2020-0.60.0-19.820.254.19.5-10.08.3-7.2-4.0-4.8-8.622.1%
20195.416.8-8.16.2-0.6-2.8-0.124.48.5-3.40.612.270.9%
2018-12.9-3.1-6.55.93.6-0.6-3.9-9.97.5-3.1-8.0-11.9-37.0%
2017-10.27.05.611.4-1.1-5.8-11.1-10.1-11.32.114.46.7-7.0%
2016———-3.54.95.42.4-2.6-0.6-2.21.96.912.6%

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 131.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 61.5% of variance. Idiosyncratic stock-specific factors contribute 12.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019649.161054229764
2016-05-0110119.827149920193
2016-06-0110669.21010627944
2016-07-0110929.185969556584
2016-08-0110640.479620041266
2016-09-0110578.814186164207
2016-10-0110346.245182387978
2016-11-0110541.441195935686
2016-12-0111264.297115272317
2017-01-0110119.827149920193
2017-02-0110824.38587612411
2017-03-0111432.475571300658
2017-04-0112739.907346128392
2017-05-0112605.753883287265
2017-06-0111869.661696578036
2017-07-0110550.784443492817
2017-08-019481.216179390352
2017-09-018409.156382605986
2017-10-018582.707205979677
2017-11-019816.093743917158
2017-12-0110474.636975902207
2018-01-019126.0949118231
2018-02-018843.850975201463
2018-03-018270.798458364152
2018-04-018759.450305602055
2018-05-019076.108537392456
2018-06-019024.72067582824
2018-07-018671.390197376104
2018-08-017813.368630046327
2018-09-018399.345972670999
2018-10-018138.902947016
2018-11-017489.313660606533
2018-12-016598.51286643049
2019-01-016955.580643905478
2019-02-018124.888075680305
2019-03-017462.8411258613305
2019-04-017924.708996768793
2019-05-017880.328570872426
2019-06-017663.098065169152
2019-07-017656.324210690232
2019-08-019523.416514190058
2019-09-0110334.799704130493
2019-10-019987.075174212636
2019-11-0110051.465721960523
2019-12-0111276.521197492895
2020-01-0111213.921438860123
2020-02-0111219.5273873944
2020-03-018996.768793553158
2020-04-0110811.538910733054
2020-05-0116656.129559699457
2020-06-0118246.428154319303
2020-07-0116421.84762720442
2020-08-0117778.876474481254
2020-09-0116491.065519523494
2020-10-0115825.670572663215
2020-11-0115063.728734379258
2020-12-0113772.959084361737
2021-01-0113087.865457235177
2021-02-0114782.496982909643
2021-03-0118252.501265231436
2021-04-0117787.83042005684
2021-05-0121094.950753299334
2021-06-0118309.105773348387
2021-07-0120729.318332230312
2021-08-0120040.798847666134
2021-09-0119798.030131973373
2021-10-0119562.580293533694
2021-11-0123668.54829291081
2021-12-0125961.459103826837
2022-01-0123601.977654066257
2022-02-0122263.245999922143
2022-03-0125690.97208704792
2022-04-0125467.902051621437
2022-05-0128252.42340483513
2022-06-0124837.62214349671
2022-07-0123537.43138552575
2022-08-0121928.9134581695
2022-09-0120193.483084828902
2022-10-0123288.66741931716
2022-11-0124897.41892786234
2022-12-0123809.942772608716
2023-01-0128605.2088605131
2023-02-0130017.362868376997
2023-03-0140377.8565032896
2023-04-0133641.920037372984
2023-05-0135702.18398411648
2023-06-0136394.20718651458
2023-07-0136789.5822789738
2023-08-0132850.93627126562
2023-09-0132850.93627126562
2023-10-0133973.761046443724
2023-11-0136571.573169307434
2023-12-0142046.94981897457
2024-01-0142346.08946159536
2024-02-0152123.56444894304
2024-03-0154492.856308638606
2024-04-0149557.13006579203
2024-05-0144396.69871919648
2024-06-0148437.73114805154
2024-07-0155077.510024526026
2024-08-0173394.40183750534
2024-09-0176918.05193288432
2024-10-0179120.3332424962
2024-11-01104167.55557285786
2024-12-0198085.1014131662
2025-01-0198069.68505469692
2025-02-0194865.96332775333
2025-03-0185842.02125588819
2025-04-0181687.85767119555
2025-05-0185524.11725775684
2025-06-0182989.60563709268
2025-07-0191598.3182154397
2025-08-0196056.37092692802
2025-09-01104825.47592167243
2025-10-0186354.34266360414
2025-11-0178685.71651029703
2025-12-0180032.70136644997
2026-01-0192334.64398333787
2026-02-0173718.22322575621
2026-03-0115431.93054852649
2026-04-0117814.45867559466
Annual Return Matrix
YearAnnual Return
2017-0.0701029217614898
2018-0.37004853899844636
20190.7089488837494691
20200.22138369122419377
20210.8849587038492197
2022-0.08287347496970932
20230.76594081810839
20241.3327518841545838
2025-0.18404833951971644
2026-0.7774102539157506
Total Factor Risk
1.3183200248627256
VTI.US Exposure
0.04698261732918722
VEA.US Exposure
0.01651642121026459
VWO.US Exposure
0.004259305077138842
QQQ.US Exposure
-0.02522571983613592
VTV.US Exposure
-0.020182658363137117
IJR.US Exposure
0.0221593683125081
QUAL.US Exposure
0.09527331180166196
SHV.US Exposure
0.6146888197164027
TLT.US Exposure
-0.00808018472393312
LQD.US Exposure
0.023621307041719233
HYG.US Exposure
0.0027754980761737083
GLD.US Exposure
0.044294786605545575
USO.US Exposure
0.05413340859914008
VNQ.US Exposure
-0.008890956118383772
BTC-USD.CC Exposure
0.0016345622307197417
CPER.US Exposure
-0.0024779814341768657
VIX.INDX Exposure
-0.005288979243744713
UUP.US Exposure
0.018599406486628015
TIP.US Exposure
-0.00016408349200556455
Idiosyncratic Exposure
0.1253717507244273
Value Score
42.9
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
10.1
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
131.8%

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 →17.8x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.84%
Market Cap$380.6M
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 →
-66.0%
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 →
-78.2%
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 →
84.0% 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 →
1.19
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Climb Global Solutions a high-risk investment?

Climb Global Solutions (CLMB.US) has an annualized volatility of 131.8% and experienced a maximum drawdown of 85.3% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, CLMB.US has generated a Compound Annual Growth Rate (CAGR) of 5.9%. It has had a positive return in 50% 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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