Hochschild Mining plc

10-Year Study

HOC.LSE · Basic Materials · GB · Common Stock

Executive Summary: Hochschild Mining plc has compounded at 19.0% annually over the last 10 years, with a maximum drawdown of 80.9% and an annualized volatility of 75.1%.

1Y CAGR
+161.2%
3Y CAGR
+110.3%
5Y CAGR
+29.6%
10Y CAGR
+19.0%

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 →
80.9%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.66
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.70
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
58.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +141.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -43.6%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202631.619.6-26.210.6————————28.6%
2025-17.84.244.26.7-2.3-6.99.10.826.8-7.022.027.4141.7%
2024-2.9-10.937.422.319.8-4.11.5-5.46.925.0-6.80.099.8%
2023-2.7-6.331.9-15.05.7-6.48.618.4-9.012.412.31.952.5%
2022-20.412.210.9-8.3-5.1-12.4-16.1-19.8-6.8-9.630.70.7-43.6%
202110.7-6.5-9.0-5.16.4-21.70.5-2.1-11.17.2-7.6-1.3-36.3%
2020-8.0-5.1-33.430.946.0-3.038.3-10.4-9.10.5-3.4-1.016.9%
201921.05.14.1-9.9-16.023.58.76.2-6.5-2.3-18.612.319.2%
2018-13.3-10.7-2.65.43.9-12.1-8.4-0.3-5.1-3.82.6-3.5-40.0%
201716.58.04.4-8.212.7-4.315.4-9.9-19.2-4.03.915.225.8%
2016———69.3-13.333.348.4-10.020.9-7.9-18.1-3.1130.9%

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 75.1%. The dominant macroeconomic risk driver is SHV.US, accounting for 52.1% of variance. Idiosyncratic stock-specific factors contribute 16.0%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0116929.341676720825
2016-05-0114673.913994761419
2016-06-0119565.21032462945
2016-07-0129043.477717279187
2016-08-0126152.168884832496
2016-09-0131605.44362274719
2016-10-0129094.47573562047
2016-11-0123832.36542536898
2016-12-0123089.98730988266
2017-01-0126911.02539898854
2017-02-0129061.718979539524
2017-03-0130339.0449280164
2017-04-0127861.43392074615
2017-05-0131390.69933173717
2017-06-0130053.523539229966
2017-07-0134678.827508173556
2017-08-0131232.104121475048
2017-09-0125247.507298380286
2017-10-0124246.413322747812
2017-11-0125203.510724086842
2017-12-0129042.890096082316
2018-01-0125192.508454868814
2018-02-0122497.240055761496
2018-03-0121908.681165490383
2018-04-0123091.300080641628
2018-05-0123997.424468796686
2018-06-0121096.038557952576
2018-07-0119324.185613282738
2018-08-0119267.686460332443
2018-09-0118290.34738414798
2018-10-0117603.405702426124
2018-11-0118066.95130870742
2018-12-0117430.28249576475
2019-01-0121093.92562215957
2019-02-0122160.63313058318
2019-03-0123076.547037826545
2019-04-0120786.762269718132
2019-05-0117468.577894190676
2019-06-0121570.873992761004
2019-07-0123441.70985265711
2019-08-0124885.332599848716
2019-09-0123273.225102677425
2019-10-0122728.300211918708
2019-11-0118505.05416742203
2019-12-0120775.609969556222
2020-01-0119106.753267861495
2020-02-0118130.41439796958
2020-03-0112079.378871892326
2020-04-0115814.44923015372
2020-05-0123096.163583739148
2020-06-0122403.970818981412
2020-07-0130987.16610300874
2020-08-0127756.924865753557
2020-09-0125241.968656035304
2020-10-0125380.397206923924
2020-11-0124526.696131077035
2020-12-0124278.782498890396
2021-01-0126872.567467040077
2021-02-0125120.01850381641
2021-03-0122865.05341726731
2021-04-0121708.36485025036
2021-05-0123106.053123456713
2021-06-0118084.017328574017
2021-07-0118178.33678196128
2021-08-0117801.096476148203
2021-09-0115818.012465070919
2021-10-0116959.772953171592
2021-11-0115675.295529703
2021-12-0115473.11633024311
2022-01-0112309.513837228928
2022-02-0113808.060412460069
2022-03-0115306.60698769121
2022-04-0114034.03201910394
2022-05-0113313.94600136278
2022-06-0111669.356804840998
2022-07-019794.995217763664
2022-08-017860.183662880468
2022-09-017323.34794051273
2022-10-016622.040795914157
2022-11-018657.685647664832
2022-12-018719.748448117423
2023-01-018483.9123069133
2023-02-017950.17722405246
2023-03-0110488.525758437676
2023-04-018918.351910081454
2023-05-019427.256871729795
2023-06-018825.257709402564
2023-07-019582.413872861278
2023-08-0111344.977401589078
2023-09-0110327.15497571374
2023-10-0111611.844943019498
2023-11-0113045.49063244294
2023-12-0113293.741834253315
2024-01-0112908.949970931502
2024-02-0111506.348184313014
2024-03-0115813.461526439827
2024-04-0119338.601086474082
2024-05-0123161.639588165057
2024-06-0122218.295023348564
2024-07-0122541.01158363912
2024-08-0121324.598198378415
2024-09-0122789.262785449497
2024-10-0128486.575356167206
2024-11-0126562.65354729413
2024-12-0126562.65354729413
2025-01-0121845.918220633004
2025-02-0122764.432664236996
2025-03-0132830.93388011277
2025-04-0135027.937012008726
2025-05-0134229.872411184806
2025-06-0131884.67621446923
2025-07-0134778.748116799085
2025-08-0135053.1797183169
2025-09-0144434.1645464377
2025-10-0141308.5198822257
2025-11-0150385.39198709733
2025-12-0164200.74140291435
2026-01-0184517.4317202923
2026-02-01101083.34844061587
2026-03-0174640.39458138241
2026-04-0182579.53202848087
Annual Return Matrix
YearAnnual Return
20170.2578131683793421
2018-0.39984338892925897
20190.19192617644632692
20200.1686194790173472
2021-0.36268977528217183
2022-0.43645815994583037
20230.5245556581535797
20240.9981321947182304
20251.4169551166492669
20260.28627069133398253
Total Factor Risk
0.7508601536274355
VTI.US Exposure
-0.011646429356585736
VEA.US Exposure
0.03191740226042623
VWO.US Exposure
-0.007792619895838329
QQQ.US Exposure
-0.010669187791716293
VTV.US Exposure
-0.009341806724039482
IJR.US Exposure
0.0054384038693563955
QUAL.US Exposure
0.10724475447828978
SHV.US Exposure
0.5211511430578678
TLT.US Exposure
-0.0057819260118214056
LQD.US Exposure
0.0013795518634575283
HYG.US Exposure
0.015388890407631386
GLD.US Exposure
0.17803954604742003
USO.US Exposure
-0.0009954334461731364
VNQ.US Exposure
0.000020225056958977706
BTC-USD.CC Exposure
0.003430708528496247
CPER.US Exposure
0.024541468496324673
VIX.INDX Exposure
0.00975400374352579
UUP.US Exposure
-0.009425639771830762
TIP.US Exposure
-0.0031505377757204403
Idiosyncratic Exposure
0.1604974829639706
Value Score
41.5
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
11.3
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
75.1%

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 →21.3x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.94%
Market Cap$3.2B
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
$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 →
-0.9%
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 →
+44.0%
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 →
18.3% 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 →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Hochschild Mining plc a high-risk investment?

Hochschild Mining plc (HOC.LSE) has an annualized volatility of 75.1% and experienced a maximum drawdown of 80.9% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, HOC.LSE has generated a Compound Annual Growth Rate (CAGR) of 19.0%. It has had a positive return in 70% 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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