DCC plc

10-Year Study

DCC.LSE · Energy · GB · Common Stock

Executive Summary: DCC plc has compounded at 0.8% annually over the last 10 years, with a maximum drawdown of 38.1% and an annualized volatility of 24.3%.

1Y CAGR
+15.5%
3Y CAGR
+7.7%
5Y CAGR
+0.5%
10Y CAGR
+0.8%

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 →
38.1%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.04
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.08
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
22.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +47.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -30.2%
% 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.
20260.111.8-10.612.5————————12.6%
20258.9-4.3-4.0-5.0-2.22.00.7-1.21.45.01.1-7.3-5.9%
2024-0.4-2.42.6-4.86.2-2.6-3.2-0.1-4.9-3.718.1-10.2-7.8%
202312.90.32.14.8-4.5-4.32.6-4.16.5-1.018.48.247.2%
20222.6-5.61.12.6-5.7-9.14.9-7.2-5.53.2-8.1-7.0-30.2%
20216.54.69.0-0.1-3.0-1.21.82.60.3-1.5-8.49.220.0%
2020-6.3-9.8-7.810.920.7-0.01.5-3.0-9.4-16.414.2-8.9-19.0%
20194.04.81.73.2-1.65.6-0.80.31.62.0-8.0-1.011.7%
2018-0.8-10.4-1.16.74.2-4.42.2-1.30.1-3.6-11.41.4-18.3%
20175.97.32.31.54.5-5.2-4.65.72.8-1.40.84.325.6%
2016———-1.54.84.72.42.71.4-5.1-7.5-1.5-0.2%

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 24.3%. The dominant macroeconomic risk driver is VEA.US, accounting for 41.8% of variance. Idiosyncratic stock-specific factors contribute 31.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019853.658663931783
2016-05-0110329.477389237525
2016-06-0110813.92821838598
2016-07-0111076.681199585968
2016-08-0111380.489314037479
2016-09-0111536.498863190012
2016-10-0110945.304601994107
2016-11-0110126.233070569868
2016-12-019977.560809683635
2017-01-0110563.990081083572
2017-02-0111340.389832143455
2017-03-0111604.696121270916
2017-04-0111778.147056640895
2017-05-0112304.98314193344
2017-06-0111662.621304169232
2017-07-0111120.367690818495
2017-08-0111754.38715871627
2017-09-0112088.081739389892
2017-10-0111912.892186178517
2017-11-0112007.463795450038
2017-12-0112527.703404164517
2018-01-0112427.01186009127
2018-02-0111134.803889471066
2018-03-0111008.939512875442
2018-04-0111747.344098084664
2018-05-0112243.795349037857
2018-06-0111700.758127252015
2018-07-0111963.791855111442
2018-08-0111802.577579588895
2018-09-0111819.54755963962
2018-10-0111395.29955625765
2018-11-0110099.81185694143
2018-12-0110236.642471953794
2019-01-0110647.134530974616
2019-02-0111160.249337270976
2019-03-0111348.39153990484
2019-04-0111712.703127269566
2019-05-0111526.750620189057
2019-06-0112168.088545784514
2019-07-0112067.554493739734
2019-08-0112105.688107066504
2019-09-0112299.822924180171
2019-10-0112542.491178092585
2019-11-0111541.864291344504
2019-12-0111430.078760565126
2020-01-0110710.458951457447
2020-02-019662.468690969912
2020-03-018907.915823249778
2020-04-019882.54668204953
2020-05-0111926.454047292631
2020-06-0111922.910904619659
2020-07-0112103.614818664619
2020-08-0111742.2069905747
2020-09-0110643.8111495968
2020-10-018900.550503114277
2020-11-0110160.831244638102
2020-12-019259.55358199784
2021-01-019863.981881226873
2021-02-0110318.197236682528
2021-03-0111248.086664439523
2021-04-0111237.35709203295
2021-05-0110897.600994117074
2021-06-0110770.207489755956
2021-07-0110966.757327295225
2021-08-0111247.022951296189
2021-09-0111279.781293216689
2021-10-0111112.349934277037
2021-11-0110173.755862191394
2021-12-0111114.34148089241
2022-01-0111400.926044568017
2022-02-0110765.295921101972
2022-03-0110886.543384645774
2022-04-0111165.779746884633
2022-05-0110527.132238780854
2022-06-019566.367311981694
2022-07-0110039.243760940453
2022-08-019313.0405282625
2022-09-018798.881267358895
2022-10-019082.231894857636
2022-11-018348.727109197012
2022-12-017760.9493123033535
2023-01-018761.50323059803
2023-02-018791.938351114954
2023-03-018974.548860232757
2023-04-019404.444536314793
2023-05-018978.946439956891
2023-06-018590.255899724141
2023-07-018810.96963647844
2023-08-018451.577321182138
2023-09-019002.384934312557
2023-10-018916.443503030137
2023-11-0110558.93214755531
2023-12-0111420.724461619064
2024-01-0111377.239543064268
2024-02-0111100.51727572001
2024-03-0111385.145814080146
2024-04-0110841.584118161476
2024-05-0111514.65069594786
2024-06-0111211.101073847412
2024-07-0110846.841484530132
2024-08-0110836.723263652526
2024-09-0110310.570428423682
2024-10-019924.050539191932
2024-11-0111723.554242437238
2024-12-0110525.601399145486
2025-01-0111467.581335859368
2025-02-0110976.113552094896
2025-03-0110535.840306849252
2025-04-0110005.464716607217
2025-05-019780.775590036608
2025-06-019974.872104061831
2025-07-0110042.383972241689
2025-08-019924.238202926937
2025-09-0110067.700815817267
2025-10-0110569.820067925284
2025-11-0110686.347692241061
2025-12-019907.446899294375
2026-01-019920.285923353937
2026-02-0111095.056624803743
2026-03-019916.006248667416
2026-04-0111159.251745101548
Annual Return Matrix
YearAnnual Return
20170.25558777772678276
2018-0.18287956365961833
20190.11658473878335518
2020-0.18989590745916884
20210.2003107258324628
2022-0.30171757583246395
20230.47156282073816747
2024-0.07837708242430352
2025-0.05872866322881043
20260.12634989200863922
Total Factor Risk
0.24263213275243625
VTI.US Exposure
-0.06957079401704673
VEA.US Exposure
0.4178998002668504
VWO.US Exposure
-0.06535129783325541
QQQ.US Exposure
0.01943319118454831
VTV.US Exposure
0.09931592989557037
IJR.US Exposure
0.047171690063088176
QUAL.US Exposure
-0.08053272617694339
SHV.US Exposure
0.006411878898087396
TLT.US Exposure
0.05477761117820258
LQD.US Exposure
-0.008848376566402185
HYG.US Exposure
0.11224825827453265
GLD.US Exposure
0.016959016320048124
USO.US Exposure
-0.000873517079296077
VNQ.US Exposure
-0.015591857441406901
BTC-USD.CC Exposure
0.006641316685054522
CPER.US Exposure
-0.0034717740037439734
VIX.INDX Exposure
0.0274137613383062
UUP.US Exposure
0.12162733410434927
TIP.US Exposure
-0.0008961878663999018
Idiosyncratic Exposure
0.3152367427758565
Value Score
35.3
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
52.8
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
24.3%

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 →36.8x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →4.40%
Market Cap$4.1B
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 →
+6.3%
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 →
+9.2%
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 →
1.2% 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 →
0.62
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is DCC plc a high-risk investment?

DCC plc (DCC.LSE) has an annualized volatility of 24.3% and experienced a maximum drawdown of 38.1% over the last 10 years. Its primary macro risk driver is VEA.US.

What is the 10-year return of DCC.LSE?

Over the past 10 years, DCC.LSE has generated a Compound Annual Growth Rate (CAGR) of 0.8%. 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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