Young & Co’S Brewery A

10-Year Study

YNGA.LSE · Consumer Cyclical · GB · Common Stock

Executive Summary: Young & Co’S Brewery A has compounded at 3.2% annually over the last 10 years, with a maximum drawdown of 54.0% and an annualized volatility of 73.0%.

1Y CAGR
-12.6%
3Y CAGR
-9.0%
5Y CAGR
-0.2%
10Y CAGR
+3.2%

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 →
54.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.16
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.31
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
38.5%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +109.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -33.2%
% 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.
202612.66.1-14.510.4————————12.8%
2025-9.58.4-12.518.510.2-0.0-5.9-7.5-4.2-3.8-1.4-0.9-12.1%
2024-6.0-3.6-1.00.62.6-3.03.0-5.6-3.4-3.311.5-10.7-18.7%
20230.89.9-9.511.63.12.6-1.2-3.0-7.0-2.85.90.08.4%
2022-3.5-2.7-3.4-2.0-6.2-11.99.2-5.2-20.50.720.6-9.1-33.2%
2021-4.617.30.0-4.816.21.2-0.6-0.9-4.0-3.677.83.3109.8%
2020-5.33.2-30.64.7-1.3-12.0-9.014.8-19.4-4.541.613.0-20.6%
201911.5-0.25.910.20.3-3.3-4.7-2.52.2-2.04.3-0.821.5%
2018-0.65.29.72.16.31.13.1-4.07.1-13.9-1.1-10.31.8%
2017-2.72.01.5-3.00.8-1.32.63.6-2.33.8-2.3-0.32.0%
2016———1.45.1-0.6-0.54.90.64.20.31.718.2%

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 73.0%. The dominant macroeconomic risk driver is SHV.US, accounting for 77.5% of variance. Idiosyncratic stock-specific factors contribute 13.7%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110138.050359237563
2016-05-0110655.737904163962
2016-06-0110596.143361657943
2016-07-0110543.98706814228
2016-08-0111056.844265568408
2016-09-0111126.384253970018
2016-10-0111595.778741609398
2016-11-0111624.833750620723
2016-12-0111817.340982251684
2017-01-0111497.954655156249
2017-02-0111725.463675161736
2017-03-0111900.470880748408
2017-04-0111541.705588409945
2017-05-0111633.584631785841
2017-06-0111484.053949876898
2017-07-0111779.307638616388
2017-08-0112206.763875529134
2017-09-0111920.323574248796
2017-10-0112369.815016095372
2017-11-0112086.800406985425
2017-12-0112051.289886828881
2018-01-0111984.708529678333
2018-02-0112606.13742356001
2018-03-0113826.802004368497
2018-04-0114115.324112497437
2018-05-0115003.080171267247
2018-06-0115160.894673421977
2018-07-0115629.789110709065
2018-08-0115004.597685183579
2018-09-0116076.35491073754
2018-10-0113843.527646881112
2018-11-0113690.138937601358
2018-12-0112273.918207041683
2019-01-0113690.138937601358
2019-02-0113667.659243465489
2019-03-0114476.929968642675
2019-04-0115960.589781609953
2019-05-0116005.54916988169
2019-06-0115469.408377926946
2019-07-0114745.693142712285
2019-08-0114383.83552510496
2019-09-0114700.461157547114
2019-10-0114406.452385830517
2019-11-0115021.130599956245
2019-12-0114907.334419090812
2020-01-0114110.759416746825
2020-02-0114565.944140208561
2020-03-0110105.123432567862
2020-04-0110583.069128488634
2020-05-0110446.513711450112
2020-06-019194.752249358442
2020-07-018366.314663629324
2020-08-019604.420236759952
2020-09-017738.157661708992
2020-10-017392.2165773636925
2020-11-0110469.272947623198
2020-12-0111834.830590580303
2021-01-0111288.60718614027
2021-02-0113245.904969597632
2021-03-0113245.904969597632
2021-04-0112608.6463567512
2021-05-0114656.98108490091
2021-06-0114839.056710571549
2021-07-0114748.018029593257
2021-08-0114611.462612554735
2021-09-0114019.720735768533
2021-10-0113519.01753996062
2021-11-0124031.911199391605
2021-12-0124827.670147341225
2022-01-0123952.335478225235
2022-02-0123315.72797260835
2022-03-0122519.970760944678
2022-04-0122058.42949463661
2022-05-0120689.725701546333
2022-06-0118226.887429637012
2022-07-0119895.545037521137
2022-08-0118868.67948508704
2022-09-0115001.883870250822
2022-10-0115114.197262918837
2022-11-0118225.994978661045
2022-12-0116574.971090839008
2023-01-0116704.4632966514
2023-02-0118355.48544818749
2023-03-0116607.344142292106
2023-04-0118533.5380993225
2023-05-0119100.06563160874
2023-06-0119592.007528535858
2023-07-0119347.107868500647
2023-08-0118775.67359213254
2023-09-0117469.540335658796
2023-10-0116979.739279302426
2023-11-0117974.671060627632
2023-12-0117974.671060627632
2024-01-0116902.787086199653
2024-02-0116292.637105819684
2024-03-0116127.731611863694
2024-04-0116226.675602751666
2024-05-0116655.428845265666
2024-06-0116160.714099683648
2024-07-0116645.0146021648
2024-08-0115711.026457525237
2024-09-0115177.31820218008
2024-10-0114676.967472419097
2024-11-0116371.025207399354
2024-12-0114615.780755701095
2025-01-0113231.837580867517
2025-02-0114345.743147747517
2025-03-0112556.745297269516
2025-04-0114885.818363654675
2025-05-0116404.778606179094
2025-06-0116399.62878206486
2025-07-0115425.900524705614
2025-08-0114264.260984613033
2025-09-0113666.357029006393
2025-10-0113153.867924200702
2025-11-0112970.0560125846
2025-12-0112848.515996402415
2026-01-0114463.261925680015
2026-02-0115348.767757864507
2026-03-0113126.321747675982
2026-04-0114497.987644589211
Annual Return Matrix
YearAnnual Return
20170.01979708505733746
20180.018473401793787758
20190.21455383420579666
2020-0.20610685600342893
20211.0978475321059782
2022-0.33239925484453847
20230.08444660096947243
2024-0.1868679706903772
2025-0.12091483779334422
20260.1283783783783783
Total Factor Risk
0.729734401188783
VTI.US Exposure
-0.011964180911855018
VEA.US Exposure
0.008145995830111987
VWO.US Exposure
0.012700819761535883
QQQ.US Exposure
0.013397747424719159
VTV.US Exposure
0.018935356981963004
IJR.US Exposure
0.0011519735835008032
QUAL.US Exposure
0.01679150003306151
SHV.US Exposure
0.7745321566164189
TLT.US Exposure
-0.0038966156452547615
LQD.US Exposure
0.010494535823732545
HYG.US Exposure
-0.0010112533389743206
GLD.US Exposure
-0.0004654968469118843
USO.US Exposure
0.009684263531710412
VNQ.US Exposure
0.016520721067965493
BTC-USD.CC Exposure
0.00026167926196996825
CPER.US Exposure
-0.0005963148071395111
VIX.INDX Exposure
0.00013049573923938436
UUP.US Exposure
-0.001965442285238717
TIP.US Exposure
-0.00012388064074766024
Idiosyncratic Exposure
0.13727593882019287
Value Score
33.6
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
37.3
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
73.0%

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 →41.1x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →3.11%
Market Cap$474.1M
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 →
+2.5%
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 →
+3.4%
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 →
13.4% 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 →
0.96
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Young & Co’S Brewery A a high-risk investment?

Young & Co’S Brewery A (YNGA.LSE) has an annualized volatility of 73.0% and experienced a maximum drawdown of 54.0% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, YNGA.LSE has generated a Compound Annual Growth Rate (CAGR) of 3.2%. 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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