Find A Portfolio/Ticker
Comparison Box
C: Citigroup Inc (STOCK)
Basic Info 62.66 0.87(1.41%) April 26
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/30/1986 |
Last Dividend Date: | 02/02/2024 |
12-Mo. Yield | 4.17% |
Expenses | - |
Sign up to get fund ranking change alerts |
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 10/30/1986 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 6.0 | 23.0 | 39.8 | -0.9 | 1.6 | 5.3 | 6.3 | 1.8 | 18.0 | 19.0 | -22.1 | 0.9 | -19.7 | 57.8 | -28.5 | 27.0 | 15.9 | -4.1 | 3.9 | 31.8 | 50.6 | -44.3 | 42.9 | -49.5 | -59.5 | -15.6 | 76.3 | 49.8 | 42.5 | 80.2 | 227.1 | 12.6 | 34.4 | 82.0 | -2.5 | 84.5 | 49.3 | 99.9 | -14.3 | 63.6 | 24.8 | 74.5 | -18.7 | 32.4 | 3.0 | 13.5 | -5.7 |
Sharpe Ratio | NA | 3.85 | 1.62 | -0.11 | 0.0 | 0.13 | NA | NA | 0.33 | 0.58 | -0.71 | 0.04 | -0.29 | 2.31 | -1.24 | 1.51 | 0.49 | -0.17 | 0.19 | 1.39 | 1.41 | -0.83 | 1.13 | -0.39 | -0.51 | -0.54 | 3.0 | 2.24 | 1.7 | 3.01 | 1.61 | 0.28 | 0.74 | 2.06 | -0.11 | 2.08 | 1.62 | 3.64 | -0.59 | 1.75 | 0.83 | 2.16 | -0.6 | 0.94 | -0.06 | 0.18 | -1.57 |
Draw Down(%) | NA | 10.1 | 20.6 | 47.8 | 56.5 | 56.5 | NA | NA | 95.7 | 25.3 | 39.2 | 25.9 | 56.5 | 15.4 | 37.1 | 9.3 | 32.3 | 18.7 | 17.2 | 14.7 | 34.8 | 54.9 | 27.0 | 86.0 | 81.3 | 32.1 | 7.9 | 10.9 | 10.7 | 12.2 | 43.7 | 31.1 | 19.9 | 18.2 | 55.8 | 20.4 | 17.9 | 8.8 | 27.1 | 22.8 | 12.2 | 17.7 | 51.7 | 16.1 | 27.0 | 41.8 | 11.7 |
Standard Deviation(%) | NA | 22.5 | 22.3 | 27.4 | 39.0 | 32.4 | NA | NA | 49.0 | 25.5 | 33.1 | 25.7 | 67.8 | 24.4 | 24.1 | 17.6 | 31.9 | 24.3 | 20.5 | 22.9 | 36.3 | 53.4 | 38.0 | 127.4 | 117.5 | 34.4 | 24.4 | 21.3 | 24.4 | 26.4 | 140.5 | 37.1 | 40.7 | 38.3 | 50.9 | 38.7 | 27.9 | 26.4 | 29.2 | 35.1 | 26.8 | 32.5 | 40.1 | 28.5 | 29.7 | 50.9 | 21.4 |
Treynor Ratio | NA | 1.1 | 0.37 | -0.03 | 0.0 | 0.03 | NA | NA | 0.1 | 0.13 | -0.24 | 0.01 | -0.13 | 0.38 | -0.29 | 0.17 | 0.08 | -0.03 | 0.03 | 0.2 | 0.25 | -0.23 | 0.3 | -0.17 | -0.3 | -0.14 | 0.86 | 0.7 | 0.37 | 0.69 | 1.08 | 0.08 | 0.25 | 0.54 | -0.03 | 0.49 | 0.27 | 0.52 | -0.12 | 0.34 | 0.16 | 0.62 | -0.18 | 0.2 | -0.02 | 0.09 | -2.24 |
Alpha | NA | 0.19 | 0.05 | -0.03 | -0.04 | -0.03 | NA | NA | 0.05 | -0.02 | -0.01 | -0.08 | -0.14 | 0.03 | -0.11 | -0.02 | -0.01 | -0.02 | -0.04 | -0.06 | 0.06 | -0.21 | 0.08 | -0.27 | 0.22 | -0.07 | 0.19 | 0.15 | 0.1 | 0.13 | 1.26 | 0.14 | 0.19 | 0.15 | -0.13 | 0.08 | 0.04 | 0.06 | -0.05 | 0.15 | 0.06 | 0.11 | -0.03 | 0.0 | -0.03 | 0.06 | -0.12 |
Beta | NA | 0.79 | 0.96 | 0.98 | 1.31 | 1.32 | NA | NA | 1.55 | 1.11 | 0.97 | 0.9 | 1.56 | 1.48 | 1.03 | 1.55 | 1.91 | 1.28 | 1.25 | 1.56 | 2.07 | 1.93 | 1.44 | 2.89 | 1.99 | 1.3 | 0.85 | 0.68 | 1.13 | 1.15 | 2.1 | 1.37 | 1.21 | 1.46 | 1.71 | 1.65 | 1.67 | 1.86 | 1.45 | 1.8 | 1.39 | 1.13 | 1.29 | 1.33 | 1.02 | 1.05 | 0.15 |
RSquared | NA | 0.16 | 0.26 | 0.38 | 0.52 | 0.52 | NA | NA | 0.21 | 0.33 | 0.49 | 0.21 | 0.64 | 0.57 | 0.54 | 0.35 | 0.62 | 0.67 | 0.48 | 0.57 | 0.53 | 0.72 | 0.47 | 0.39 | 0.45 | 0.35 | 0.11 | 0.1 | 0.25 | 0.54 | 0.04 | 0.63 | 0.43 | 0.47 | 0.46 | 0.59 | 0.49 | 0.3 | 0.24 | 0.2 | 0.26 | 0.26 | 0.27 | 0.38 | 0.34 | 0.46 | 0.02 |
Yield(%) | N/A | 1.0 | 4.5 | 2.9 | 2.9 | 2.9 | 30.1 | 9.8 | N/A | 4.5 | 3.2 | 3.4 | 2.5 | 3.6 | 2.1 | 1.6 | 0.8 | 0.3 | 0.1 | 0.1 | 0.1 | 0.6 | 0.0 | 1.4 | 38.7 | 39.1 | 39.8 | 36.5 | 32.7 | 30.3 | 65.5 | 12.7 | 10.5 | 8.6 | 5.5 | 4.8 | 2.6 | 4.3 | 2.5 | 1.8 | 1.7 | 1.7 | 1.1 | 1.3 | 5.9 | 2.5 | 0.0 |
Dividend Growth(%) | N/A | -74.5 | 2.9 | 8.6 | 186.5 | -83.3 | -90.9 | N/A | N/A | 2.0 | 0.0 | 0.0 | 6.2 | 24.7 | 60.4 | 128.6 | 162.5 | 300.0 | 0.0 | 0.0 | 33.3 | N/A | -100.0 | -99.1 | -48.1 | 10.2 | 11.4 | 10.0 | 45.5 | -64.7 | 419.2 | 15.4 | 28.4 | 46.7 | 38.0 | 31.6 | 15.2 | 37.5 | 17.1 | 34.4 | 69.4 | 20.0 | 20.0 | -81.1 | 33.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/1986
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to C
Related 401K Plans
1. CITIGROUP 401(k) PLAN | (Not Rated) |