Hapag Lloyd AG

10-Year Study

HLAG.XETRA · Industrials · DE · Common Stock

Executive Summary: Hapag Lloyd AG has compounded at 26.4% annually over the last 10 years, with a maximum drawdown of 64.3% and an annualized volatility of 62.9%.

1Y CAGR
-19.5%
3Y CAGR
-9.5%
5Y CAGR
+2.4%
10Y CAGR
+26.4%

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 →
64.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.77
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.44
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
59.2%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +243.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -31.9%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20263.17.8-7.7-1.9————————0.7%
2025-9.36.0-5.6-1.111.7-12.0-0.1-6.5-5.611.3-7.62.2-18.3%
20243.0-4.65.323.57.5-0.5-5.1-10.911.2-0.6-5.60.421.0%
202313.034.811.7-6.9-16.23.311.6-11.6-6.1-21.0-15.717.6-0.5%
2022-4.82.117.621.03.2-32.235.6-22.6-32.64.710.7-12.3-30.5%
20211.330.88.714.314.614.5-6.15.9-2.1-1.618.925.3208.2%
2020-3.0-3.9-0.184.3-34.1-39.2-10.65.0-5.216.121.641.021.8%
2019-1.817.78.9-2.74.634.8-1.066.44.1-1.212.34.5243.1%
2018-0.2-0.2-4.912.31.4-15.515.84.7-10.40.4-13.0-21.2-31.9%
201730.4-1.3-2.7-1.83.0-8.431.18.8-1.66.4-16.36.554.3%
2016———23.60.8-5.3-12.1-2.912.8-0.8-0.721.936.3%

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 62.9%. The dominant macroeconomic risk driver is VTI.US, accounting for 20.1% of variance. Idiosyncratic stock-specific factors contribute 34.6%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0112360.2464471255
2016-05-0112462.753853419774
2016-06-0111801.232235627496
2016-07-0110372.676140998668
2016-08-0110068.266712464043
2016-09-0111360.289382164785
2016-10-0111264.007556566916
2016-11-0111180.069554763642
2016-12-0113633.485037138807
2017-01-0117779.507105749002
2017-02-0117546.584517624833
2017-03-0117080.7393413765
2017-04-0116770.211669743676
2017-05-0117273.30299257224
2017-06-0115826.070155854193
2017-07-0120745.352281997337
2017-08-0122565.15392211584
2017-09-0122204.92894250998
2017-10-0123619.745824567428
2017-11-0119758.383066420505
2017-12-0121033.017045210592
2018-01-0120982.783049246493
2018-02-0120932.549053282386
2018-03-0119902.85947361642
2018-04-0122351.44476407196
2018-05-0122665.407238847623
2018-06-0119149.45687175304
2018-07-0122167.253445536902
2018-08-0123215.51242969387
2018-09-0120812.116268086385
2018-10-0120888.862650809322
2018-11-0118178.695633506504
2018-12-0114317.869563350652
2019-01-0114062.191404405135
2019-02-0116555.10712292302
2019-03-0118025.202868060624
2019-04-0117545.833154437336
2019-05-0118344.85423554163
2019-06-0124723.713022197415
2019-07-0124466.854149671548
2019-08-0140713.90236572067
2019-09-0142383.53870593792
2019-10-0141869.82096088617
2019-11-0147007.21308659997
2019-12-0149126.37928813705
2020-01-0147649.41393671375
2020-02-0145787.106607702546
2020-03-0145722.91872397063
2020-04-0184253.3596668241
2020-05-0155548.173114078396
2020-06-0133792.98870808467
2020-07-0130211.777081276032
2020-08-0131709.351251556393
2020-09-0130049.053282383757
2020-10-0134899.85402086643
2020-11-0142452.77145678588
2020-12-0159837.59821390237
2021-01-0160619.01592889957
2021-02-0179306.06242754712
2021-03-0186207.86999270106
2021-04-0198514.01829032674
2021-05-01112857.97089004336
2021-06-01129237.36636469021
2021-07-01121314.02687733459
2021-08-01128505.00193207678
2021-09-01125775.08479670259
2021-10-01123777.63943154008
2021-11-01147148.25469065306
2021-12-01184434.65287020736
2022-01-01175512.5370314714
2022-02-01179241.1231806277
2022-03-01210801.4898458632
2022-04-01255012.45116139285
2022-05-01263169.89395045297
2022-06-01178383.49577089865
2022-07-01241937.22897256454
2022-08-01187194.409857885
2022-09-01126168.47709415655
2022-10-01132090.50706281397
2022-11-01146173.4146236744
2022-12-01128262.84831050619
2023-01-01144873.4489717058
2023-02-01195283.04924649006
2023-03-01218104.5253531407
2023-04-01203082.8431583015
2023-05-01170181.4005409815
2023-06-01175759.52084496157
2023-07-01196086.68584431754
2023-08-01173395.8395946932
2023-09-01162806.87819329355
2023-10-01128675.99072603152
2023-11-01108537.84723713023
2023-12-01127635.99673693701
2024-01-01131512.3867588339
2024-02-01125461.44433472157
2024-03-01132079.66596539438
2024-04-01163090.46412777467
2024-05-01175344.4463526684
2024-06-01174538.77034047488
2024-07-01165575.11485123012
2024-08-01147446.43853849126
2024-09-01163963.762826843
2024-10-01162956.61414280193
2024-11-01153892.27598643253
2024-12-01154496.4793267786
2025-01-01140195.03241595466
2025-02-01148655.05989437978
2025-03-01140295.7150830793
2025-04-01138785.04572581683
2025-05-01154995.49182087503
2025-06-01136318.74973165602
2025-07-01136211.41213344212
2025-08-01127302.3914816882
2025-09-01120218.10999957065
2025-10-01133742.64737452235
2025-11-01123545.57554420161
2025-12-01126229.01549954918
2026-01-01130093.16903524967
2026-02-01140290.24086557038
2026-03-01129556.48104418015
2026-04-01127087.71628526041
Annual Return Matrix
YearAnnual Return
20170.5427469196551589
2018-0.31926696333796023
20192.431123539069352
20200.21803395814989068
20212.0822536060171735
2022-0.30456209657753996
2023-0.004887241955298549
20240.21044598135745463
2025-0.18296510024309576
20260.006802721088435382
Total Factor Risk
0.628899885330275
VTI.US Exposure
0.20102871363908884
VEA.US Exposure
0.03840794156873133
VWO.US Exposure
0.006451803773793037
QQQ.US Exposure
0.1866185584928172
VTV.US Exposure
0.030321581226078722
IJR.US Exposure
0.04085981559258935
QUAL.US Exposure
0.03302636768062796
SHV.US Exposure
0.024456966907801192
TLT.US Exposure
0.017862487985707363
LQD.US Exposure
-0.00015850796419931705
HYG.US Exposure
0.044247138898064704
GLD.US Exposure
0.003502777734667909
USO.US Exposure
0.019776648937460752
VNQ.US Exposure
0.004376003539436364
BTC-USD.CC Exposure
0.0007432871153814373
CPER.US Exposure
0.00033776611742388716
VIX.INDX Exposure
0.000055810707206428384
UUP.US Exposure
0.003087508311283658
TIP.US Exposure
-0.0012777660571872843
Idiosyncratic Exposure
0.3462750957932266
Value Score
41.1
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
29.9
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
62.9%

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 →22.3x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.49%
Market Cap$20.3B
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 →
-7.6%
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 →
-3.3%
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 →
29.1% 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 →
1.15
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Hapag Lloyd AG a high-risk investment?

Hapag Lloyd AG (HLAG.XETRA) has an annualized volatility of 62.9% and experienced a maximum drawdown of 64.3% over the last 10 years. Its primary macro risk driver is VTI.US.

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

Over the past 10 years, HLAG.XETRA has generated a Compound Annual Growth Rate (CAGR) of 26.4%. It has had a positive return in 60% 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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