Plus500 Ltd

10-Year Study

PLUS.LSE · Financial Services · GB · Common Stock

Executive Summary: Plus500 Ltd has compounded at 32.3% annually over the last 10 years, with a maximum drawdown of 68.1% and an annualized volatility of 28.0%.

1Y CAGR
+38.3%
3Y CAGR
+55.9%
5Y CAGR
+31.6%
10Y CAGR
+32.3%

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 →
68.1%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.97
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.23
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
39.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2017 · +169.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · -29.2%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
80%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202615.5-2.41.57.7————————23.3%
20254.52.4-2.111.711.2-0.4-0.9-7.66.2-1.70.314.442.1%
20247.6-1.26.219.83.41.33.513.6-3.4-6.59.65.574.2%
20233.0-2.1-5.7-1.6-13.41.62.8-1.5-3.62.52.115.4-3.0%
20228.0-2.11.210.40.17.2-0.44.6-3.09.65.7-5.440.3%
2021-7.36.42.41.46.4-11.64.99.9-7.0-5.3-3.06.61.1%
20200.610.013.715.86.1-0.8-9.027.97.5-5.95.3-6.777.3%
201912.0-45.4-4.5-29.819.7-17.414.817.112.04.8-3.715.1-29.2%
201823.916.9-4.823.615.7-0.914.9-11.7-13.11.611.9-9.677.1%
20176.612.81.412.68.26.515.744.80.314.3-6.6-5.1169.5%
2016———-4.34.95.713.2-3.6-4.9-6.6-3.2-35.8-36.0%

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 28.0%. The dominant macroeconomic risk driver is SHV.US, accounting for 31.2% of variance. Idiosyncratic stock-specific factors contribute 36.7%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019569.456344617083
2016-05-0110040.618711857982
2016-06-0110617.382384773786
2016-07-0112022.745744124886
2016-08-0111592.202088741971
2016-09-0111021.281487305918
2016-10-0110289.299980939319
2016-11-019956.582783762653
2016-12-016396.499592527479
2017-01-016820.715396144455
2017-02-017694.102170383377
2017-03-017803.24751375656
2017-04-018787.942779766887
2017-05-019512.527714191172
2017-06-0110134.930512989358
2017-07-0111723.449006071873
2017-08-0116972.05865988366
2017-09-0117018.895046169815
2017-10-0119447.456978504037
2017-11-0118166.770294573806
2017-12-0117237.086573312186
2018-01-0121363.742033719405
2018-02-0124979.126903359418
2018-03-0123789.645019635438
2018-04-0129403.165688720375
2018-05-0134015.01643662251
2018-06-0133701.99527486124
2018-07-0138731.20879597103
2018-08-0134189.96335869004
2018-09-0129710.05364534576
2018-10-0130178.105339083613
2018-11-0133766.489415814045
2018-12-0130534.712655666808
2019-01-0134212.25223412097
2019-02-0118665.954431387614
2019-03-0117824.5080673683
2019-04-0112515.08052310731
2019-05-0114975.42861738826
2019-06-0112372.86361551341
2019-07-0114207.459519927961
2019-08-0116634.87560794937
2019-09-0118626.3750590826
2019-10-0119524.503990806807
2019-11-0118792.335182966
2019-12-0121623.38594790889
2020-01-0121750.295550708568
2020-02-0123935.6189744473
2020-03-0127222.48073090177
2020-04-0131520.105711483015
2020-05-0133435.7627558731
2020-06-0133158.49414021829
2020-07-0130158.982225824613
2020-08-0138559.01997992569
2020-09-0141467.1397926389
2020-10-0139008.455376158294
2020-11-0141083.79610875679
2020-12-0138334.30228180939
2021-01-0135518.7130699336
2021-02-0137779.34270403833
2021-03-0138691.35398032159
2021-04-0139244.0879758697
2021-05-0141759.02526843791
2021-06-0136894.97124922371
2021-07-0138718.99012921231
2021-08-0142560.35973635298
2021-09-0139584.41108193044
2021-10-0137491.276709282036
2021-11-0136352.156886652854
2021-12-0138744.30888143192
2022-01-0141862.6507271888
2022-02-0140969.82867056719
2022-03-0141468.924665510785
2022-04-0145769.94678067328
2022-05-0145799.30536861114
2022-06-0149116.822133011236
2022-07-0148911.31201744622
2022-08-0151174.666704371804
2022-09-0149637.61939091764
2022-10-0154399.45454872648
2022-11-0157473.5491756348
2022-12-0154369.31737426838
2023-01-0156026.91705813287
2023-02-0154822.770570751665
2023-03-0151676.95049695489
2023-04-0150852.317194679315
2023-05-0144041.466342843225
2023-06-0144743.93134042117
2023-07-0145996.15187284948
2023-08-0145286.84486259601
2023-09-0143669.45623443974
2023-10-0144747.714095684605
2023-11-0145699.117442798684
2023-12-0152739.51176014541
2024-01-0156767.12146647506
2024-02-0156083.18462453216
2024-03-0159547.14543371861
2024-04-0171324.61438849925
2024-05-0173765.88344045631
2024-06-0174755.58810275726
2024-07-0177394.79808717451
2024-08-0187955.35834628223
2024-09-0184969.21828811594
2024-10-0179472.00816193718
2024-11-0187073.0876060411
2024-12-0191891.63103960031
2025-01-0196031.50410796204
2025-02-0198336.39932380494
2025-03-0196232.19580128857
2025-04-01107524.74858449664
2025-05-01119518.70499026215
2025-06-01119097.86428575889
2025-07-01118045.7625245007
2025-08-01109052.83113523423
2025-09-01115814.68245238595
2025-10-01113872.45063412568
2025-11-01114160.18976944657
2025-12-01130561.27273922529
2026-01-01150846.82669068043
2026-02-01147196.923261117
2026-03-01149400.47001652292
2026-04-01160932.36470314735
Annual Return Matrix
YearAnnual Return
20171.6947686502550399
20180.7714543885242795
2019-0.29184249441771315
20200.7728168185203459
20210.010695553987351225
20220.40328525514942637
2023-0.02997656937466564
20240.7423678751050113
20250.42081788365428485
20260.2326194538910733
Total Factor Risk
0.27986385183123974
VTI.US Exposure
-0.0003058028713530251
VEA.US Exposure
-0.023794761827041242
VWO.US Exposure
0.025537528929950384
QQQ.US Exposure
0.008840517281605823
VTV.US Exposure
0.1404701261726858
IJR.US Exposure
0.020082467519685086
QUAL.US Exposure
0.010684857798621763
SHV.US Exposure
0.31246911341739053
TLT.US Exposure
0.003066210379011601
LQD.US Exposure
-0.0007493303445985647
HYG.US Exposure
0.10239612418681121
GLD.US Exposure
0.004488206492017496
USO.US Exposure
-0.0009986113972523828
VNQ.US Exposure
-0.005463318852340115
BTC-USD.CC Exposure
0.004338078887327793
CPER.US Exposure
-0.005042531596430831
VIX.INDX Exposure
0.0068572290677882805
UUP.US Exposure
0.02919311604534406
TIP.US Exposure
0.0013168911345973807
Idiosyncratic Exposure
0.3666138895761789
Value Score
44.2
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
26.9
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
28.0%

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 →14.5x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.24%
Market Cap$2.9B
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
$34
Avg Yield on Cost
0.34%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$33.910.34%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 →
+2.9%
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 →
+25.0%
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 →
9.3% 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 →
0.36
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Plus500 Ltd a high-risk investment?

Plus500 Ltd (PLUS.LSE) has an annualized volatility of 28.0% and experienced a maximum drawdown of 68.1% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, PLUS.LSE has generated a Compound Annual Growth Rate (CAGR) of 32.3%. It has had a positive return in 80% 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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