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AXP: American Express Company (STOCK)
Basic Info 235.64 1.46(0.62%) April 26
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/01/1972 |
Last Dividend Date: | 04/04/2024 |
12-Mo. Yield | 1.29% |
Expenses | - |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/01/1972 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 26.6 | 53.4 | 17.7 | 16.5 | 12.1 | 17.8 | 9.6 | 8.1 | 28.7 | -8.5 | 36.9 | -1.1 | 32.5 | -2.6 | 36.2 | 8.6 | -24.2 | 3.7 | 59.8 | 23.6 | 11.7 | 7.8 | 126.2 | -63.7 | -13.4 | 19.1 | -7.9 | 17.6 | 37.7 | 0.2 | -34.5 | -0.3 | 62.2 | 14.8 | 58.0 | 36.6 | 40.3 | 8.3 | 24.1 | 21.3 | -0.6 | -40.9 | 31.0 | 16.4 | -19.2 | 6.8 | 40.9 | 15.3 | -23.8 | 45.6 | 9.6 | 34.7 | 2.6 | -18.8 | -11.4 | 10.2 | 41.3 | -42.1 | -30.7 | 12.9 |
Sharpe Ratio | NA | 4.62 | 2.2 | 0.52 | 0.4 | 0.37 | NA | NA | 0.14 | 0.95 | -0.28 | 1.32 | -0.02 | 1.82 | -0.16 | 2.73 | 0.34 | -1.13 | 0.2 | 3.35 | 1.17 | 0.38 | 0.24 | 1.71 | -0.88 | -0.56 | 1.01 | -0.47 | 1.22 | 1.43 | -0.02 | -0.82 | -0.1 | 1.51 | 0.27 | 1.77 | 1.3 | 1.62 | 0.21 | 0.79 | 0.69 | -0.11 | -1.2 | 0.95 | 0.38 | -0.42 | 0.1 | 1.43 | 0.25 | -0.67 | 1.04 | -0.01 | 0.89 | -0.2 | -0.92 | -0.81 | 0.26 | 0.94 | -0.8 | -0.86 | 0.66 |
Draw Down(%) | NA | 5.0 | 20.3 | 31.5 | 49.6 | 49.6 | NA | NA | 83.9 | 21.2 | 31.5 | 19.8 | 49.6 | 12.2 | 20.7 | 7.4 | 26.2 | 26.0 | 15.8 | 8.2 | 12.5 | 20.1 | 21.5 | 50.9 | 66.3 | 22.2 | 7.3 | 20.5 | 10.2 | 18.3 | 40.4 | 54.0 | 27.4 | 17.5 | 41.0 | 16.7 | 19.3 | 12.3 | 16.8 | 18.5 | 18.8 | 39.6 | 50.4 | 21.0 | 18.3 | 47.2 | 22.5 | 16.0 | 24.2 | 42.2 | 29.6 | 28.0 | 23.3 | 23.9 | 29.8 | 15.1 | 26.8 | 35.4 | 63.5 | 40.2 | 12.7 |
Standard Deviation(%) | NA | 22.6 | 22.5 | 29.5 | 37.6 | 30.3 | NA | NA | 35.1 | 25.9 | 35.7 | 28.0 | 63.0 | 17.1 | 24.2 | 13.1 | 25.0 | 21.5 | 17.8 | 17.9 | 20.3 | 30.5 | 32.9 | 73.8 | 73.1 | 29.3 | 15.7 | 21.2 | 13.7 | 25.9 | 44.1 | 45.6 | 44.6 | 38.9 | 43.2 | 30.6 | 25.1 | 22.5 | 25.4 | 27.7 | 27.2 | 40.0 | 38.3 | 26.5 | 30.9 | 55.1 | 27.6 | 24.9 | 34.1 | 44.5 | 36.5 | 30.8 | 29.8 | 22.2 | 26.0 | 18.7 | 26.0 | 39.4 | 59.5 | 41.5 | 30.9 |
Treynor Ratio | NA | 1.52 | 0.46 | 0.13 | 0.11 | 0.09 | NA | NA | 0.04 | 0.2 | -0.09 | 0.32 | -0.01 | 0.29 | -0.04 | 0.31 | 0.1 | -0.29 | 0.03 | 0.53 | 0.21 | 0.1 | 0.05 | 0.57 | -0.44 | -0.11 | 0.15 | -0.1 | 0.2 | 0.29 | -0.01 | -0.24 | -0.04 | 0.42 | 0.07 | 0.46 | 0.29 | 0.29 | 0.05 | 0.26 | 0.16 | -0.03 | -0.31 | 0.19 | 0.09 | -0.17 | 0.03 | 0.32 | 0.05 | -0.21 | 0.25 | 0.0 | 0.26 | -0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.24 | 0.07 | 0.04 | 0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.07 | 0.02 | -0.06 | 0.0 | 0.01 | 0.04 | 0.01 | -0.11 | -0.05 | 0.07 | 0.02 | 0.04 | -0.04 | 0.2 | -0.07 | -0.07 | 0.01 | -0.04 | 0.03 | 0.01 | 0.16 | -0.06 | 0.07 | 0.11 | -0.07 | 0.06 | 0.04 | -0.01 | 0.04 | 0.07 | 0.05 | -0.13 | -0.16 | -0.01 | 0.0 | -0.07 | 0.0 | 0.06 | 0.07 | -0.15 | 0.08 | 0.08 | 0.03 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.69 | 1.09 | 1.15 | 1.31 | 1.21 | NA | NA | 1.35 | 1.21 | 1.13 | 1.15 | 1.47 | 1.06 | 1.06 | 1.16 | 0.83 | 0.82 | 1.27 | 1.12 | 1.15 | 1.11 | 1.42 | 2.2 | 1.48 | 1.49 | 1.05 | 1.05 | 0.83 | 1.26 | 1.4 | 1.53 | 1.14 | 1.42 | 1.55 | 1.18 | 1.14 | 1.27 | 0.98 | 0.83 | 1.17 | 1.42 | 1.46 | 1.36 | 1.36 | 1.37 | 1.06 | 1.11 | 1.76 | 1.44 | 1.5 | 0.93 | 1.01 | 0.54 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.12 | 0.32 | 0.46 | 0.53 | 0.49 | NA | NA | 0.41 | 0.37 | 0.59 | 0.29 | 0.62 | 0.6 | 0.56 | 0.35 | 0.19 | 0.36 | 0.65 | 0.48 | 0.53 | 0.72 | 0.61 | 0.63 | 0.7 | 0.66 | 0.45 | 0.27 | 0.45 | 0.68 | 0.68 | 0.53 | 0.32 | 0.44 | 0.53 | 0.49 | 0.28 | 0.19 | 0.15 | 0.07 | 0.18 | 0.27 | 0.38 | 0.45 | 0.56 | 0.69 | 0.39 | 0.27 | 0.43 | 0.21 | 0.55 | 0.19 | 0.32 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.7 | 1.6 | 1.4 | 1.7 | 1.9 | 5.5 | 2.6 | N/A | 1.6 | 1.2 | 1.5 | 1.4 | 1.7 | 1.5 | 1.7 | 1.8 | 1.2 | 1.1 | 1.5 | 1.6 | 1.7 | 1.8 | 3.7 | 1.4 | 1.0 | 1.0 | 0.9 | 0.7 | 1.1 | 1.1 | 0.6 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -44.0 | 15.7 | 31.5 | 55.7 | 139.4 | 377.7 | 1614.9 | N/A | 16.6 | 15.7 | 0.0 | 7.5 | 11.1 | 9.9 | 10.1 | 8.2 | 12.2 | 14.0 | 10.3 | 8.3 | 0.0 | 0.0 | 0.0 | 20.0 | 11.1 | 20.0 | 55.2 | -14.7 | -2.9 | 25.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/1972
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1. American Express Company Savings Plan | (Not Rated) |