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BMY: Bristol-Myers Squibb Company (STOCK)
Basic Info 43.94 0.7(1.57%) April 30
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/01/1972 |
Last Dividend Date: | 04/04/2024 |
12-Mo. Yield | 4.48% |
Expenses | - |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 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(%) | -10.3 | -12.4 | -31.4 | -9.6 | 2.3 | 1.6 | 9.3 | 6.8 | 8.0 | -26.1 | 19.0 | 2.9 | 0.4 | 27.7 | -12.9 | 7.7 | -13.5 | 19.3 | 14.2 | 70.0 | -3.8 | 39.4 | 8.7 | 14.8 | -6.0 | 4.8 | 19.9 | -6.1 | -7.2 | 29.1 | -52.4 | -29.7 | 17.1 | -4.1 | 41.4 | 73.6 | 26.9 | 48.4 | -0.6 | -13.7 | -23.5 | 31.7 | 19.6 | 23.8 | 8.7 | 0.8 | 24.7 | 26.5 | 24.0 | 25.7 | 26.6 | 5.5 | 36.1 | 3.5 | 6.3 | -2.0 | -0.4 | 37.4 | 8.1 | -32.8 | 10.0 |
Sharpe Ratio | NA | -1.34 | -1.62 | -0.56 | 0.06 | 0.03 | NA | NA | 0.19 | -1.57 | 0.9 | 0.15 | 0.01 | 1.01 | -0.54 | 0.31 | -0.46 | 0.79 | 0.61 | 3.23 | -0.22 | 2.01 | 0.48 | 0.51 | -0.18 | 0.08 | 0.73 | -0.59 | -0.43 | 1.06 | -1.18 | -1.02 | 0.25 | -0.2 | 1.21 | 1.95 | 1.18 | 3.03 | -0.23 | -0.71 | -1.16 | 1.21 | 0.63 | 1.02 | 0.16 | -0.08 | 0.85 | 1.16 | 0.76 | 0.83 | 0.73 | -0.2 | 1.08 | -0.18 | 0.05 | -0.26 | -0.18 | 1.18 | 0.07 | -1.44 | 0.85 |
Draw Down(%) | NA | 16.9 | 32.5 | 41.6 | 41.6 | 41.6 | NA | NA | 72.0 | 33.2 | 16.0 | 22.0 | 31.2 | 19.1 | 27.9 | 22.1 | 35.4 | 18.2 | 17.1 | 12.7 | 13.9 | 10.8 | 16.7 | 26.7 | 33.4 | 16.7 | 22.1 | 18.7 | 24.9 | 16.8 | 59.2 | 32.5 | 36.5 | 22.9 | 26.7 | 16.8 | 10.9 | 5.2 | 14.9 | 24.3 | 30.4 | 13.6 | 14.8 | 9.4 | 14.9 | 33.6 | 20.2 | 18.7 | 11.2 | 14.2 | 11.6 | 19.7 | 20.6 | 18.3 | 23.0 | 15.8 | 25.2 | 23.8 | 43.7 | 38.4 | 14.0 |
Standard Deviation(%) | NA | 24.6 | 21.7 | 19.9 | 22.4 | 24.3 | NA | NA | 26.4 | 19.4 | 19.7 | 18.7 | 29.7 | 26.2 | 26.2 | 23.2 | 30.0 | 24.3 | 23.2 | 21.6 | 17.7 | 19.6 | 17.9 | 28.8 | 38.6 | 23.4 | 23.0 | 14.1 | 19.0 | 26.8 | 45.5 | 31.7 | 53.1 | 35.6 | 31.5 | 35.7 | 19.6 | 14.7 | 15.7 | 22.3 | 22.1 | 22.9 | 22.8 | 17.7 | 24.5 | 40.6 | 23.9 | 18.4 | 22.6 | 23.4 | 26.0 | 22.5 | 25.8 | 20.2 | 27.6 | 22.0 | 21.6 | 28.2 | 36.6 | 26.3 | 17.6 |
Treynor Ratio | NA | -0.96 | -0.8 | -0.37 | 0.03 | 0.01 | NA | NA | 0.07 | -0.71 | 0.63 | 0.08 | 0.0 | 0.28 | -0.19 | 0.11 | -0.18 | 0.2 | 0.13 | 0.69 | -0.06 | 0.68 | 0.18 | 0.26 | -0.1 | 0.02 | 0.17 | -0.15 | -0.09 | 0.28 | -0.68 | -0.93 | 0.2 | -0.07 | 0.39 | 0.52 | 0.27 | 0.76 | -0.06 | -0.19 | -0.24 | 0.26 | 0.13 | 0.22 | 0.04 | -0.03 | 0.24 | 0.25 | 0.15 | 0.26 | 0.19 | -0.06 | 0.35 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.17 | -0.19 | -0.05 | -0.01 | -0.01 | NA | NA | 0.01 | -0.16 | 0.09 | -0.02 | -0.04 | 0.0 | -0.03 | -0.01 | -0.08 | 0.07 | 0.01 | 0.1 | -0.05 | 0.13 | 0.01 | 0.01 | 0.1 | 0.0 | 0.02 | -0.04 | -0.06 | 0.01 | -0.19 | -0.11 | 0.13 | -0.08 | 0.05 | 0.09 | 0.03 | 0.08 | -0.01 | -0.08 | -0.13 | 0.0 | 0.09 | 0.0 | -0.02 | 0.0 | 0.06 | 0.03 | 0.08 | 0.05 | 0.03 | 0.04 | 0.05 | -0.01 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.35 | 0.44 | 0.3 | 0.49 | 0.59 | NA | NA | 0.76 | 0.43 | 0.28 | 0.36 | 0.61 | 0.95 | 0.74 | 0.62 | 0.78 | 0.95 | 1.06 | 1.02 | 0.63 | 0.58 | 0.48 | 0.57 | 0.67 | 0.97 | 1.0 | 0.56 | 0.89 | 1.01 | 0.79 | 0.35 | 0.65 | 1.09 | 0.99 | 1.33 | 0.85 | 0.58 | 0.61 | 0.84 | 1.07 | 1.08 | 1.11 | 0.83 | 1.14 | 0.94 | 0.84 | 0.85 | 1.13 | 0.74 | 0.98 | 0.73 | 0.81 | -0.15 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.03 | 0.06 | 0.07 | 0.22 | 0.19 | NA | NA | 0.23 | 0.08 | 0.12 | 0.06 | 0.51 | 0.21 | 0.23 | 0.03 | 0.12 | 0.37 | 0.27 | 0.27 | 0.21 | 0.46 | 0.23 | 0.29 | 0.5 | 0.44 | 0.19 | 0.17 | 0.27 | 0.41 | 0.21 | 0.06 | 0.08 | 0.31 | 0.41 | 0.45 | 0.26 | 0.09 | 0.15 | 0.11 | 0.24 | 0.48 | 0.61 | 0.37 | 0.64 | 0.55 | 0.33 | 0.29 | 0.41 | 0.19 | 0.46 | 0.22 | 0.27 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.3 | 3.4 | 3.5 | 4.4 | 3.6 | 8.5 | 6.1 | N/A | 3.2 | 3.5 | 2.4 | 3.6 | 3.1 | 2.6 | 2.6 | 1.7 | 2.5 | 2.8 | 5.4 | 3.9 | 5.0 | 3.7 | 5.2 | 5.9 | 4.2 | 4.8 | 4.4 | 2.9 | 4.7 | 2.8 | 1.6 | 1.5 | 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 | -47.4 | 5.4 | 26.8 | 32.7 | 43.6 | 133.1 | 536.0 | N/A | 5.6 | 46.9 | -35.8 | 39.6 | 2.5 | 2.6 | 36.8 | -23.5 | 2.8 | -17.6 | 29.4 | 3.0 | 37.5 | -23.2 | -19.4 | 38.4 | 0.0 | 0.0 | 33.3 | -25.0 | -20.0 | 32.1 | 15.2 | 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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