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BK: Bank of New York Mellon (STOCK)
Basic Info 57.44 0.28(0.49%) April 23
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/03/1973 |
Last Dividend Date: | 01/19/2024 |
12-Mo. Yield | 3.06% |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/03/1973 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 6.4 | 11.2 | 35.2 | 10.2 | 6.8 | 8.1 | 7.6 | 5.0 | 7.6 | 18.5 | -19.1 | 40.6 | -12.9 | 9.6 | -10.8 | 15.7 | 17.0 | 3.3 | 18.3 | 38.7 | 32.1 | -32.8 | 9.4 | 1.0 | -40.4 | 12.6 | 26.9 | -1.9 | 3.5 | 42.1 | -39.9 | -24.8 | 40.0 | -0.6 | 39.2 | 71.3 | 38.5 | 63.8 | 4.4 | 5.8 | 74.5 | 73.9 | -55.9 | 8.8 | 43.7 | -33.8 | -24.3 | 44.7 | 8.4 | 32.0 | 15.7 | 23.4 | -2.1 | 7.2 | 8.2 | -15.8 | 25.4 | 20.2 | -20.6 | -10.0 |
Sharpe Ratio | NA | 1.76 | 1.22 | 0.29 | 0.15 | 0.25 | NA | NA | 0.14 | 0.59 | -0.65 | 1.57 | -0.27 | 0.36 | -0.52 | 1.03 | 0.67 | 0.14 | 1.06 | 1.94 | 1.25 | -0.85 | 0.35 | 0.01 | -0.46 | 0.35 | 1.15 | -0.23 | 0.13 | 1.49 | -0.88 | -0.72 | 0.74 | -0.09 | 0.97 | 2.07 | 1.42 | 2.29 | 0.06 | 0.16 | 2.67 | 1.64 | -1.4 | 0.13 | 1.69 | -0.97 | -0.64 | 1.79 | 0.07 | 1.14 | 0.32 | 0.55 | -0.43 | 0.0 | 0.15 | -1.26 | 1.13 | 0.67 | -0.87 | -1.21 |
Draw Down(%) | NA | 6.3 | 11.5 | 40.5 | 46.2 | 50.5 | NA | NA | 80.0 | 22.9 | 40.5 | 14.5 | 46.2 | 23.2 | 22.3 | 9.9 | 20.2 | 16.5 | 11.2 | 8.8 | 20.5 | 44.6 | 25.3 | 36.6 | 53.1 | 17.9 | 14.9 | 17.2 | 19.6 | 26.1 | 53.3 | 44.9 | 24.2 | 20.5 | 27.9 | 19.3 | 14.6 | 14.1 | 18.0 | 16.2 | 13.3 | 27.6 | 66.6 | 31.8 | 11.8 | 44.9 | 46.2 | 17.0 | 22.3 | 17.6 | 17.6 | 20.8 | 25.9 | 22.3 | 17.9 | 20.9 | 9.5 | 25.6 | 38.8 | 18.8 |
Standard Deviation(%) | NA | 16.7 | 20.6 | 26.1 | 31.7 | 27.1 | NA | NA | 32.6 | 24.3 | 31.5 | 25.7 | 48.8 | 22.7 | 23.5 | 14.7 | 25.3 | 23.4 | 17.2 | 19.9 | 25.9 | 38.8 | 26.9 | 68.2 | 89.3 | 27.4 | 20.6 | 17.6 | 20.4 | 27.8 | 46.7 | 38.1 | 48.5 | 41.8 | 36.9 | 32.5 | 24.5 | 26.1 | 22.9 | 22.8 | 26.8 | 42.7 | 43.6 | 22.8 | 23.0 | 38.9 | 44.3 | 22.1 | 24.3 | 22.5 | 25.6 | 24.0 | 23.7 | 25.1 | 20.8 | 15.5 | 19.3 | 24.2 | 29.8 | 16.5 |
Treynor Ratio | NA | 0.6 | 0.28 | 0.08 | 0.05 | 0.07 | NA | NA | 0.04 | 0.14 | -0.22 | 0.49 | -0.12 | 0.09 | -0.14 | 0.11 | 0.12 | 0.03 | 0.19 | 0.27 | 0.22 | -0.23 | 0.08 | 0.0 | -0.24 | 0.07 | 0.22 | -0.04 | 0.02 | 0.32 | -0.31 | -0.27 | 0.33 | -0.03 | 0.27 | 0.5 | 0.25 | 0.41 | 0.01 | 0.03 | 0.71 | 0.49 | -0.46 | 0.04 | 0.82 | -0.46 | -0.59 | 0.99 | 0.02 | 0.75 | 0.17 | 0.3 | -0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.08 | 0.04 | 0.02 | -0.01 | -0.01 | NA | NA | 0.0 | -0.02 | 0.0 | 0.06 | -0.11 | -0.06 | -0.02 | -0.04 | 0.01 | 0.01 | 0.02 | -0.03 | 0.03 | -0.15 | -0.02 | -0.11 | 0.22 | 0.03 | 0.04 | -0.02 | -0.03 | 0.02 | -0.04 | -0.04 | 0.21 | -0.07 | 0.02 | 0.08 | 0.03 | 0.03 | 0.02 | -0.01 | 0.2 | 0.1 | -0.27 | -0.04 | 0.12 | -0.17 | -0.1 | 0.11 | 0.02 | 0.08 | 0.02 | 0.09 | -0.06 | 0.02 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.49 | 0.91 | 0.96 | 1.02 | 1.04 | NA | NA | 1.16 | 1.04 | 0.95 | 0.83 | 1.1 | 0.95 | 0.87 | 1.32 | 1.4 | 1.19 | 0.98 | 1.45 | 1.48 | 1.41 | 1.11 | 1.91 | 1.74 | 1.3 | 1.1 | 1.14 | 1.17 | 1.28 | 1.32 | 1.04 | 1.07 | 1.33 | 1.34 | 1.34 | 1.39 | 1.45 | 1.04 | 1.07 | 1.01 | 1.42 | 1.32 | 0.78 | 0.47 | 0.82 | 0.49 | 0.4 | 0.86 | 0.34 | 0.49 | 0.45 | 0.43 | 0.32 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.11 | 0.27 | 0.41 | 0.47 | 0.46 | NA | NA | 0.36 | 0.32 | 0.53 | 0.18 | 0.6 | 0.28 | 0.41 | 0.36 | 0.54 | 0.62 | 0.42 | 0.65 | 0.53 | 0.72 | 0.55 | 0.56 | 0.64 | 0.58 | 0.28 | 0.44 | 0.41 | 0.61 | 0.55 | 0.35 | 0.24 | 0.33 | 0.55 | 0.56 | 0.45 | 0.18 | 0.2 | 0.17 | 0.14 | 0.24 | 0.23 | 0.2 | 0.12 | 0.48 | 0.04 | 0.04 | 0.21 | 0.04 | 0.12 | 0.07 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.8 | 3.7 | 3.1 | 2.8 | 3.2 | 3.3 | 2.8 | N/A | 3.4 | 2.4 | 3.1 | 2.4 | 2.5 | 1.9 | 1.8 | 1.8 | 1.7 | 1.9 | 2.2 | 2.5 | 1.6 | 1.3 | 1.8 | 2.0 | 2.2 | 2.6 | 2.6 | 2.4 | 3.0 | 1.8 | 1.3 | 1.7 | 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 | -73.4 | 12.4 | 24.9 | 67.7 | 62.7 | 70.4 | 414.0 | N/A | 11.3 | 9.2 | 4.8 | 5.1 | 13.5 | 20.9 | 19.4 | 5.9 | 3.0 | 13.8 | 11.5 | 8.3 | 33.3 | -29.4 | -46.9 | 2.1 | 4.4 | -1.1 | 9.6 | 3.7 | 0.0 | 5.3 | 13.4 | 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 05/03/1973
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