Rentokil Initial PLC

10-Year Study

RTO.LSE · Industrials · GB · Common Stock

Executive Summary: Rentokil Initial PLC has compounded at 12.3% annually over the last 10 years, with a maximum drawdown of 44.2% and an annualized volatility of 36.9%.

1Y CAGR
+47.1%
3Y CAGR
-6.7%
5Y CAGR
+2.5%
10Y CAGR
+12.3%

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 →
44.2%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.46
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.53
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
25.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2017 · +45.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · -12.1%
% 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.
20260.71.22.46.4————————11.0%
2025-0.5-0.2-12.70.22.60.17.8-3.03.012.2-1.37.514.5%
2024-7.47.37.6-12.61.811.32.92.4-24.66.31.61.8-7.3%
2023-3.44.415.57.81.0-3.73.3-4.81.4-31.72.92.8-12.1%
2022-11.3-2.03.65.4-8.0-6.214.0-3.3-8.314.0-0.6-6.2-11.9%
2021-2.4-6.23.84.4-5.34.514.52.80.60.84.3-4.816.3%
20203.13.6-19.923.44.72.64.8-0.20.5-1.8-5.52.513.5%
2019-0.14.20.711.3-3.86.09.43.83.9-2.8-2.11.836.0%
2018-6.6-2.5-6.214.111.62.4-3.3-3.8-2.0-0.74.42.27.5%
20172.84.63.21.96.72.96.35.2-1.311.7-5.3-0.045.1%
2016———0.82.37.311.3-0.13.92.7-6.13.627.7%

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 36.9%. The dominant macroeconomic risk driver is SHV.US, accounting for 47.6% of variance. Idiosyncratic stock-specific factors contribute 35.7%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110075.52239002056
2016-05-0110304.382098493756
2016-06-0111053.897643743474
2016-07-0112301.176486044418
2016-08-0112294.04925344702
2016-09-0112776.842077604724
2016-10-0113121.695033271368
2016-11-0112322.781525687597
2016-12-0112771.094309381015
2017-01-0113133.190569718787
2017-02-0113742.434294798104
2017-03-0114179.251542044103
2017-04-0114448.496712276576
2017-05-0115411.730702278743
2017-06-0115858.532644039069
2017-07-0116862.382006529464
2017-08-0117738.72944762305
2017-09-0117511.531665276256
2017-10-0119562.11859452287
2017-11-0118531.001819579196
2017-12-0118525.175224819846
2018-01-0117301.8136672075
2018-02-0116870.724481551308
2018-03-0115827.954517088936
2018-04-0118062.003639158396
2018-05-0120156.49037987821
2018-06-0120638.92848462554
2018-07-0119962.340622598254
2018-08-0119196.225522718465
2018-09-0118806.395459591546
2018-10-0118676.449915589918
2018-11-0119491.55570736962
2018-12-0119916.82486714444
2019-01-0119905.007455676496
2019-02-0120731.924090046177
2019-03-0120867.775055342794
2019-04-0123235.481137466908
2019-05-0122341.811565166558
2019-06-0123682.315923617087
2019-07-0125916.496423245946
2019-08-0126913.849165424053
2019-09-0127966.006056505485
2019-10-0127170.90906702226
2019-11-0126596.999336543322
2019-12-0127081.23731385442
2020-01-0127918.18462488422
2020-02-0128934.47544224971
2020-03-0123183.449055066903
2020-04-0128619.530587980265
2020-05-0129977.199424566286
2020-06-0130749.554958517532
2020-07-0132233.930882266
2020-08-0132161.522140403194
2020-09-0132318.413221837578
2020-10-0131739.14328693516
2020-11-0130007.363712204322
2020-12-0130749.554958517532
2021-01-0130025.46753988951
2021-02-0128160.94407914184
2021-03-0129228.97137939869
2021-04-0130523.76948493428
2021-05-0128901.20407533189
2021-06-0130194.37309913094
2021-07-0134574.08709018412
2021-08-0135533.91183251989
2021-09-0135729.828617973755
2021-10-0136023.69394283762
2021-11-0137566.519742762735
2021-12-0135754.31739504576
2022-01-0131725.83474016803
2022-02-0131089.113398540394
2022-03-0132203.372461949773
2022-04-0133946.595022104266
2022-05-0131243.21270683754
2022-06-0129292.827442144604
2022-07-0133403.447347158624
2022-08-0132298.86424099899
2022-09-0129602.12306135989
2022-10-0133749.52211412768
2022-11-0133563.54404104235
2022-12-0131492.94174062128
2023-01-0130420.44760334487
2023-02-0131765.71439832362
2023-03-0136675.641943599614
2023-04-0139547.9889380095
2023-05-0139935.71696018603
2023-06-0138459.860871164594
2023-07-0139710.58837439977
2023-08-0137802.046862375435
2023-09-0138329.69198531199
2023-10-0126181.28132533682
2023-11-0126928.78022504976
2023-12-0127688.83881944125
2024-01-0125647.349786183022
2024-02-0127531.80322269153
2024-03-0129629.82401975918
2024-04-0125900.507774267076
2024-05-0126358.588479501814
2024-06-0129342.46188408558
2024-07-0130201.355816412997
2024-08-0130939.44808287296
2024-09-0123342.310799892268
2024-10-0124822.02282028207
2024-11-0125225.575269488218
2024-12-0125673.973448595247
2025-01-0125545.860621547232
2025-02-0125494.616804503617
2025-03-0122266.151228708623
2025-04-0122318.472341739307
2025-05-0122904.770976069576
2025-06-0122937.346041922578
2025-07-0124722.300683820198
2025-08-0123976.404590331924
2025-09-0124685.843411086953
2025-10-0127700.958399295814
2025-11-0127339.670110948347
2025-12-0129395.728915543936
2026-01-0129605.933010582463
2026-02-0129967.22129892993
2026-03-0130676.660119684955
2026-04-0132627.61687676128
Annual Return Matrix
YearAnnual Return
20170.4505550406289123
20180.07512207714289665
20190.3597165961191269
20200.1354560577181032
20210.1627588575925687
2022-0.11918492548301163
2023-0.12079223822629748
2024-0.07276814257126951
20250.14496219194120608
20260.10994413407821235
Total Factor Risk
0.369229951739027
VTI.US Exposure
-0.009363502262138085
VEA.US Exposure
0.061494474129028955
VWO.US Exposure
-0.00738557652292596
QQQ.US Exposure
0.1000029697883633
VTV.US Exposure
0.021608152445954727
IJR.US Exposure
0.0007733730199027005
QUAL.US Exposure
-0.03465146616199298
SHV.US Exposure
0.4759136629755875
TLT.US Exposure
0.0198029018781692
LQD.US Exposure
-0.004121374335882192
HYG.US Exposure
0.0025630439979197634
GLD.US Exposure
0.0020994824934661605
USO.US Exposure
-0.000794497249074661
VNQ.US Exposure
-0.003569778796158152
BTC-USD.CC Exposure
0.006455487694730083
CPER.US Exposure
-0.0004623215524206189
VIX.INDX Exposure
0.005705576753595677
UUP.US Exposure
0.004096458777284185
TIP.US Exposure
0.0025824249369101734
Idiosyncratic Exposure
0.3572505079896803
Value Score
28.3
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
31.3
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
36.9%

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 →54.3x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.61%
Market Cap$12.3B
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
$4
Avg Yield on Cost
0.04%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$4.010.04%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 →
+6.3%
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 →
+19.0%
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 →
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 →
0.41
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Rentokil Initial PLC a high-risk investment?

Rentokil Initial PLC (RTO.LSE) has an annualized volatility of 36.9% and experienced a maximum drawdown of 44.2% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, RTO.LSE has generated a Compound Annual Growth Rate (CAGR) of 12.3%. 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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