Linde plc Ordinary Shares

10-Year Study

LIN.US · Basic Materials · US · Common Stock

Executive Summary: Linde plc Ordinary Shares has compounded at 18.5% annually over the last 10 years, with a maximum drawdown of 21.3% and an annualized volatility of 19.7%.

1Y CAGR
+8.6%
3Y CAGR
+13.9%
5Y CAGR
+12.3%
10Y CAGR
+18.5%

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 →
21.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.80
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.48
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
19.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +39.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -4.4%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
90%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20267.211.2-2.40.7————————17.1%
20256.64.70.0-2.73.20.7-1.93.9-0.4-11.9-1.94.33.2%
2024-1.410.93.8-5.0-1.21.13.35.50.0-4.31.1-8.93.2%
20231.55.32.43.9-4.38.12.5-0.9-3.52.68.3-0.427.7%
2022-8.0-8.09.4-2.34.1-11.15.0-6.3-4.310.313.2-2.7-4.4%
2021-6.9-0.515.22.05.2-3.56.32.3-6.48.8-0.39.333.4%
2020-4.6-6.0-9.06.410.05.315.61.9-4.3-7.516.43.125.9%
20194.56.32.12.50.611.2-4.7-0.82.52.44.03.739.0%
20184.4-7.3-3.15.72.51.75.9-5.11.62.9-3.9-1.43.0%
20171.10.20.65.45.80.8-1.81.16.94.65.31.035.1%
2016———2.6-6.53.03.74.7-0.4-3.12.8-2.04.4%

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 19.7%. The dominant macroeconomic risk driver is QUAL.US, accounting for 53.3% of variance. Idiosyncratic stock-specific factors contribute 26.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110262.990243226417
2016-05-019598.952548199537
2016-06-019887.07418829725
2016-07-0110252.162024080635
2016-08-0110735.998295615555
2016-09-0110695.21924299682
2016-10-0110361.51979795598
2016-11-0110648.3073021704
2016-12-0110438.496335780283
2017-01-0110549.83980027262
2017-02-0110573.885272587746
2017-03-0110634.634994901324
2017-04-0111206.720735367426
2017-05-0111862.19513960853
2017-06-0111954.457358328214
2017-07-0111738.906504998356
2017-08-0111863.374143412368
2017-09-0112678.738010875793
2017-10-0113257.597852144649
2017-11-0113965.300056468075
2017-12-0114106.873592176382
2018-01-0114727.95004333356
2018-02-0113657.249115230039
2018-03-0113231.68045273746
2018-04-0113985.415516103743
2018-05-0114328.360833079949
2018-06-0114577.058240719483
2018-07-0115438.868652770969
2018-08-0114654.500174782144
2018-09-0114889.804512895611
2018-10-0115328.911034855075
2018-11-0114734.165668650288
2018-12-0114531.718304964848
2019-01-0115180.82195180977
2019-02-0116133.52942028176
2019-03-0116469.245582355485
2019-04-0116874.58568069581
2019-05-0116982.757103203006
2019-06-0118887.49479418756
2019-07-0117992.030909012417
2019-08-0117852.346704781325
2019-09-0118306.899920292006
2019-10-0118744.442956314386
2019-11-0119487.22552822554
2019-12-0120205.178508888064
2020-01-0119277.963591535165
2020-02-0118127.72127522706
2020-03-0116495.78351008048
2020-04-0117543.690364643124
2020-05-0119293.394062371368
2020-06-0120320.327059792042
2020-07-0123481.753364814802
2020-08-0123925.317348523866
2020-09-0122898.891115896073
2020-10-0121188.177280803542
2020-11-0124657.675211341604
2020-12-0125434.069900446575
2021-01-0123686.082997730937
2021-02-0123577.014803737235
2021-03-0127155.477506882693
2021-04-0127708.006263199153
2021-05-0129138.779089850435
2021-06-0128122.643285159655
2021-07-0129901.83242012249
2021-08-0130602.222732434395
2021-09-0128635.685756186147
2021-10-0131155.878781861546
2021-11-0131052.41602700539
2021-12-0133926.68251082305
2022-01-0131209.058058697843
2022-02-0128717.667889107455
2022-03-0131408.030463803552
2022-04-0130673.542120428003
2022-05-0131924.237629250878
2022-06-0128375.322416171795
2022-07-0129803.323549670185
2022-08-0127914.45603453447
2022-09-0126715.398823891992
2022-10-0129466.314620267698
2022-11-0133343.95470970651
2022-12-0132436.04938578039
2023-01-0132909.388386605686
2023-02-0134642.668768189236
2023-03-0135478.16877956559
2023-04-0136876.570712304456
2023-05-0135300.490837899386
2023-06-0138175.04690159869
2023-07-0139135.72815895453
2023-08-0138772.08822257937
2023-09-0137423.79395150364
2023-10-0138409.76173781024
2023-11-0141586.79433002592
2023-12-0141406.83077572245
2024-01-0140814.019389441506
2024-02-0145248.9973296598
2024-03-0146950.082633687656
2024-04-0144588.02090766746
2024-05-0144037.95358034497
2024-06-0144513.08177115329
2024-07-0146003.23915781897
2024-08-0148513.88638953872
2024-09-0148515.1481304516
2024-10-0146408.13388518985
2024-11-0146900.5541317878
2024-12-0142724.15034160084
2025-01-0145525.353812440335
2025-02-0147661.20049088961
2025-03-0147675.82618376442
2025-04-0146405.1930768609
2025-05-0147874.4534452427
2025-06-0148191.48758930437
2025-07-0147275.273462910955
2025-08-0149127.21316009831
2025-09-0148944.90014257123
2025-10-0143102.42188930124
2025-11-0142280.15116998998
2025-12-0144097.846420113965
2026-01-0147260.47102450292
2026-02-0152546.337952132446
2026-03-0151272.186472896356
2026-04-0151630.0244695
Annual Return Matrix
YearAnnual Return
20170.3514277476749128
20180.030116149408476067
20190.3904190877402878
20200.25878966569181117
20210.3339069462189126
2022-0.04393689611612139
20230.27656824921085343
20240.031814064037249734
20250.03215268337766197
20260.1708060293382141
Total Factor Risk
0.19651856989719058
VTI.US Exposure
-0.12354711431446017
VEA.US Exposure
0.38654536441355986
VWO.US Exposure
-0.07148778400937225
QQQ.US Exposure
-0.08640444393313315
VTV.US Exposure
0.032831441345017
IJR.US Exposure
-0.07846108268395441
QUAL.US Exposure
0.5327944665419032
SHV.US Exposure
0.016956021609442415
TLT.US Exposure
0.04985754254948889
LQD.US Exposure
-0.041240617365074575
HYG.US Exposure
0.024437602833446374
GLD.US Exposure
-0.006660665115991863
USO.US Exposure
-0.00797122126383626
VNQ.US Exposure
0.02027540539725378
BTC-USD.CC Exposure
0.0005995077246567748
CPER.US Exposure
-0.00886195102661797
VIX.INDX Exposure
0.028222117014438445
UUP.US Exposure
0.056942926621163105
TIP.US Exposure
0.012783969381284326
Idiosyncratic Exposure
0.2623885142807866
Value Score
36.3
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
14.5
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
19.7%

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 →34.4x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →1.21%
Market Cap$232.9B
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
$2,589
Avg Yield on Cost
4.31%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2020$398.383.98%Solid
2021$438.514.39%Solid
2022$484.014.84%Solid
2023$527.455.27%Solid
2024$575.025.75%Solid
2026$165.471.65%Solid

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 →
+1.9%
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 →
+8.8%
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 →
2.0% 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 →
0.79
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Linde plc Ordinary Shares a high-risk investment?

Linde plc Ordinary Shares (LIN.US) has an annualized volatility of 19.7% and experienced a maximum drawdown of 21.3% over the last 10 years. Its primary macro risk driver is QUAL.US.

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

Over the past 10 years, LIN.US has generated a Compound Annual Growth Rate (CAGR) of 18.5%. It has had a positive return in 90% 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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