Gerresheimer AG

10-Year Study

GXI.XETRA · Healthcare · DE · Common Stock

Executive Summary: Gerresheimer AG has compounded at -10.5% annually over the last 10 years, with a maximum drawdown of 85.7% and an annualized volatility of 65.5%.

1Y CAGR
-69.8%
3Y CAGR
-41.4%
5Y CAGR
-24.8%
10Y CAGR
-10.5%

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 →
85.7%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.27
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.39
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
33.3%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +52.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · -61.1%
% 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.
2026-8.6-32.815.87.7————————-23.4%
2025-4.418.9-13.2-15.26.6-24.4-9.4-0.6-18.1-21.8-3.83.9-61.1%
20240.614.2-3.7-3.34.0-3.3-4.58.1-22.7-3.1-3.6-5.0-23.9%
20237.822.89.68.34.21.54.511.3-17.1-11.6-1.28.652.0%
2022-6.3-18.82.80.34.7-9.4-5.6-10.9-3.515.321.0-10.5-24.6%
20210.0-2.5-1.15.61.24.5-5.62.2-5.7-6.52.24.5-2.1%
20203.6-8.6-11.526.05.38.618.51.6-3.4-9.613.2-10.229.1%
20193.214.2-0.70.0-4.83.49.5-3.2-4.29.8-7.63.422.8%
20181.7-10.25.63.1-1.44.34.7-1.11.0-14.41.0-9.0-15.8%
20176.5-1.60.3-1.55.9-7.6-0.9-5.3-0.94.2-1.73.1-0.7%
2016———-4.610.2-3.611.3-3.01.6-9.10.22.63.8%

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 65.5%. The dominant macroeconomic risk driver is SHV.US, accounting for 30.7% of variance. Idiosyncratic stock-specific factors contribute 24.0%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019542.361344579565
2016-05-0110512.175046413067
2016-06-0110137.475427157566
2016-07-0111280.686035669747
2016-08-0110939.788048365646
2016-09-0111113.168393735188
2016-10-0110096.337135257867
2016-11-0110116.906281207715
2016-12-0110377.001641225734
2017-01-0111052.918351089818
2017-02-0110875.13269748947
2017-03-0110908.917768131736
2017-04-0110739.975853611277
2017-05-0111369.272478250863
2017-06-0110502.867590677308
2017-07-0110404.443730468005
2017-08-019854.161111727559
2017-09-019766.187437584565
2017-10-0110176.278574468754
2017-11-0110000.31466487363
2017-12-0110307.510388081158
2018-01-0110483.474297676283
2018-02-019409.771503617818
2018-03-019939.170311534786
2018-04-0110248.601811475995
2018-05-0110104.568105899634
2018-06-0110536.652661319573
2018-07-0111036.953249080432
2018-08-0110915.67478226019
2018-09-0111029.368169495061
2018-10-019437.511696424579
2018-11-019536.051485797849
2018-12-018679.467454543346
2019-01-018959.949786110692
2019-02-0110233.431652305251
2019-03-0110157.630540378954
2019-04-0110157.630540378954
2019-05-019672.500111788837
2019-06-019998.161694685643
2019-07-0110947.787160679478
2019-08-0110600.364017574862
2019-09-0110160.296911150233
2019-10-0111156.244358804073
2019-11-0110306.98042618873
2019-12-0110654.403569293345
2020-01-0111032.713553941012
2020-02-0110083.088087947177
2020-03-018925.005423828743
2020-04-0111248.904883433224
2020-05-0111843.389636263968
2020-06-0112867.607238616998
2020-07-0115249.918435552492
2020-08-0115492.839717994028
2020-09-0114959.963035158002
2020-10-0113525.869592939582
2020-11-0115312.602990641204
2020-12-0113753.123876936224
2021-01-0113753.123876936224
2021-02-0113416.167481207056
2021-03-0113275.098249966464
2021-04-0114019.578779663376
2021-05-0114184.148508571303
2021-06-0114816.128065291305
2021-07-0113989.917474996562
2021-08-0114291.797017970675
2021-09-0113473.53585606235
2021-10-0112599.661818067396
2021-11-0112877.726198500539
2021-12-0113457.65356059866
2022-01-0112615.560674840222
2022-02-0110248.154656129258
2022-03-0110534.151903639678
2022-04-0110565.933055876201
2022-05-0111066.415818037583
2022-06-0110023.517058976477
2022-07-019465.76528981463
2022-08-018431.08094008615
2022-09-018131.983697047283
2022-10-019376.847621050749
2022-11-0111349.216732884299
2022-12-0110152.860883347106
2023-01-0110945.037983362507
2023-02-0113442.831188919821
2023-03-0114736.186626080418
2023-04-0115956.788232196177
2023-05-0116619.63806915009
2023-06-0116861.68160220729
2023-07-0117614.012192435785
2023-08-0119609.26903349856
2023-09-0116264.74577562407
2023-10-0114375.779416611324
2023-11-0114204.05520215562
2023-12-0115430.652002179468
2024-01-0115520.596472109926
2024-02-0117728.483961200167
2024-03-0117074.295688925617
2024-04-0116518.23317329588
2024-05-0117172.421445570428
2024-06-0116597.479037522957
2024-07-0115844.55224016548
2024-08-0117127.010335913033
2024-09-0113238.26589844274
2024-10-0112824.564396166386
2024-11-0112361.228650402356
2024-12-0111748.957051557012
2025-01-0111235.970500996162
2025-02-0113354.095694556463
2025-03-0111591.757105215653
2025-04-019829.401954565705
2025-05-0110483.043703638687
2025-06-017929.554815449052
2025-07-017184.295904222638
2025-08-017141.236500462887
2025-09-015846.142125842763
2025-10-014570.921322188677
2025-11-014395.371445322009
2025-12-014567.609060361003
2026-01-014176.762164695594
2026-02-012807.141898952828
2026-03-013249.3288529471674
2026-04-013501.0607518503125
Annual Return Matrix
YearAnnual Return
2017-0.006696660128538756
2018-0.15794725129943687
20190.22754116253021972
20200.2908393968268279
2021-0.021483869336265116
2022-0.2455697542198092
20230.5198329002507149
2024-0.2385962012559446
2025-0.6112328064255126
2026-0.2335025380710659
Total Factor Risk
0.6554672616318524
VTI.US Exposure
0.01831505067291102
VEA.US Exposure
0.001167785212590295
VWO.US Exposure
0.007813859582578079
QQQ.US Exposure
-0.005126338081935408
VTV.US Exposure
-0.0033058533743911328
IJR.US Exposure
0.02803222430377685
QUAL.US Exposure
0.24109178469089224
SHV.US Exposure
0.30710846813338266
TLT.US Exposure
-0.0004167688659430128
LQD.US Exposure
0.013937845619483495
HYG.US Exposure
0.025063211789125576
GLD.US Exposure
0.04453248453875653
USO.US Exposure
0.002891026508718558
VNQ.US Exposure
0.0001636887176209081
BTC-USD.CC Exposure
-0.00202151244868702
CPER.US Exposure
0.0017098072245745695
VIX.INDX Exposure
0.010040407018453391
UUP.US Exposure
0.06237560666956188
TIP.US Exposure
0.0062595202762060044
Idiosyncratic Exposure
0.24036770181232445
Value Score
39.1
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
2.5
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
65.5%

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 →27.3x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.21%
Market Cap$641.1M
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 →
+8.4%
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 →
-31.6%
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 →
67.0% 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 →
0.33
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Gerresheimer AG a high-risk investment?

Gerresheimer AG (GXI.XETRA) has an annualized volatility of 65.5% and experienced a maximum drawdown of 85.7% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of GXI.XETRA?

Over the past 10 years, GXI.XETRA has generated a Compound Annual Growth Rate (CAGR) of -10.5%. 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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