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AMZN: Amazon.com Inc (STOCK)
Basic Info 180.38 0.55(0.31%) March 28
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/15/1997 |
Last Dividend Date: | 12/27/2022 |
12-Mo. Yield | 0.13% |
Expenses | - |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/15/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 18.7 | 85.5 | 5.8 | 15.4 | 26.5 | 30.0 | 25.0 | 32.3 | 80.9 | -49.5 | 2.4 | 76.3 | 23.0 | 28.4 | 56.0 | 10.9 | 117.8 | -22.2 | 59.0 | 44.9 | -3.8 | 33.8 | 162.3 | -44.6 | 134.8 | -16.3 | 6.5 | -15.8 | 178.6 | 74.6 | -30.5 | -79.6 | 42.2 | 966.4 | 156.4 |
Sharpe Ratio | NA | 3.77 | 2.61 | 0.07 | 0.39 | 0.75 | NA | NA | 0.55 | 2.35 | -1.02 | 0.1 | 1.97 | 0.94 | 0.75 | 2.71 | 0.36 | 3.6 | -0.68 | 2.19 | 1.45 | -0.1 | 1.03 | 3.22 | -0.69 | 2.68 | -0.47 | 0.12 | -0.39 | 4.08 | 1.02 | -0.3 | -0.83 | 0.39 | 10.43 | 3.64 |
Draw Down(%) | NA | 4.9 | 17.5 | 56.0 | 56.0 | 56.0 | NA | NA | 94.4 | 19.6 | 51.9 | 14.6 | 22.7 | 15.6 | 34.1 | 10.8 | 28.7 | 13.7 | 29.5 | 12.6 | 15.7 | 29.8 | 27.6 | 16.8 | 63.6 | 23.6 | 45.5 | 28.8 | 40.8 | 20.6 | 37.4 | 72.7 | 83.0 | 59.3 | 47.7 | 30.1 |
Standard Deviation(%) | NA | 27.1 | 29.7 | 37.4 | 35.0 | 32.9 | NA | NA | 55.8 | 32.9 | 50.1 | 24.2 | 38.4 | 22.9 | 36.2 | 20.5 | 29.7 | 32.7 | 32.8 | 26.9 | 31.2 | 38.6 | 32.6 | 50.4 | 65.6 | 49.4 | 41.4 | 36.0 | 42.8 | 43.6 | 72.1 | 111.4 | 101.0 | 101.0 | 92.4 | 93.8 |
Treynor Ratio | NA | 0.56 | 0.51 | 0.02 | 0.13 | 0.22 | NA | NA | 0.23 | 0.51 | -0.31 | 0.02 | 1.11 | 0.16 | 0.17 | 0.42 | 0.1 | 1.05 | -0.15 | 0.47 | 0.4 | -0.04 | 0.31 | 1.87 | -0.38 | 0.97 | -0.1 | 0.03 | -0.08 | 1.56 | 0.64 | -0.14 | -0.44 | 0.19 | 5.06 | 1.73 |
Alpha | NA | 0.0 | 0.08 | -0.02 | 0.01 | 0.05 | NA | NA | 0.12 | 0.12 | -0.11 | -0.09 | 0.19 | -0.05 | 0.15 | 0.08 | 0.01 | 0.32 | -0.16 | 0.06 | 0.1 | 0.0 | 0.07 | 0.34 | 0.03 | 0.36 | -0.14 | 0.02 | -0.12 | 0.33 | 0.42 | 0.22 | -0.36 | 0.19 | 0.92 | 0.58 |
Beta | NA | 1.83 | 1.52 | 1.54 | 1.06 | 1.14 | NA | NA | 1.32 | 1.53 | 1.64 | 1.04 | 0.68 | 1.33 | 1.62 | 1.31 | 1.12 | 1.12 | 1.46 | 1.27 | 1.12 | 0.96 | 1.09 | 0.87 | 1.19 | 1.36 | 1.88 | 1.41 | 2.06 | 1.14 | 1.15 | 2.44 | 1.92 | 2.05 | 1.9 | 1.97 |
RSquared | NA | 0.55 | 0.34 | 0.51 | 0.42 | 0.38 | NA | NA | 0.21 | 0.37 | 0.63 | 0.32 | 0.37 | 0.52 | 0.59 | 0.17 | 0.24 | 0.27 | 0.27 | 0.27 | 0.2 | 0.34 | 0.36 | 0.2 | 0.55 | 0.18 | 0.22 | 0.17 | 0.29 | 0.19 | 0.17 | 0.21 | 0.18 | 0.13 | 0.17 | 0.16 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/1997
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