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CVS: CVS Health Corp (STOCK)
Basic Info 55.9 0.75(1.36%) May 03
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/17/1984 |
Last Dividend Date: | 04/19/2024 |
12-Mo. Yield | 3.22% |
Expenses | - |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -16.8 | -27.9 | -17.4 | -7.8 | 2.6 | -0.2 | 5.9 | 7.2 | 7.6 | -12.5 | -7.6 | 54.9 | -5.1 | 17.3 | -7.0 | -6.7 | -17.8 | 2.9 | 36.6 | 50.4 | 20.3 | 18.9 | 9.1 | 13.2 | -27.2 | 29.4 | 17.6 | 18.2 | 26.5 | 47.2 | -14.3 | -50.1 | -24.0 | -27.1 | 72.7 | 55.1 | 56.9 | 4.1 | -20.9 | -21.0 | 23.2 | 9.3 | -2.8 | 23.6 | 44.9 | 0.9 | 9.8 | 40.1 | -4.5 |
Sharpe Ratio | NA | -1.66 | -0.29 | -0.14 | 0.22 | 0.02 | NA | NA | 0.17 | -0.69 | -0.34 | 2.62 | -0.13 | 0.62 | -0.28 | -0.34 | -0.81 | 0.15 | 2.5 | 3.01 | 1.26 | 0.78 | 0.37 | 0.33 | -0.63 | 1.33 | 0.53 | 0.68 | 1.21 | 1.69 | -0.43 | -1.06 | -0.31 | -0.62 | 1.78 | 1.75 | 2.35 | 0.01 | -1.11 | -1.2 | 0.98 | 0.21 | -0.27 | 0.9 | 1.95 | -0.09 | 0.2 | 1.6 | -2.19 |
Draw Down(%) | NA | 15.9 | 15.9 | 38.8 | 38.8 | 50.6 | NA | NA | 79.6 | 28.4 | 19.9 | 10.7 | 30.8 | 25.4 | 27.5 | 19.3 | 30.0 | 19.0 | 8.2 | 8.9 | 8.9 | 17.1 | 27.4 | 23.9 | 44.4 | 10.0 | 24.3 | 21.9 | 10.5 | 14.7 | 32.2 | 62.2 | 64.8 | 46.1 | 22.0 | 13.5 | 15.9 | 25.0 | 26.4 | 24.4 | 15.0 | 28.3 | 41.5 | 20.6 | 9.2 | 45.1 | 24.9 | 12.0 | 7.7 |
Standard Deviation(%) | NA | 23.8 | 25.6 | 24.4 | 27.9 | 25.5 | NA | NA | 31.3 | 24.6 | 26.8 | 21.0 | 39.7 | 25.7 | 29.3 | 21.9 | 22.3 | 19.5 | 14.6 | 16.7 | 16.1 | 24.4 | 24.4 | 39.5 | 44.3 | 20.0 | 26.9 | 23.7 | 21.2 | 27.6 | 35.7 | 50.1 | 89.9 | 49.3 | 39.1 | 29.4 | 22.5 | 23.7 | 21.6 | 19.2 | 21.1 | 26.4 | 29.4 | 20.0 | 20.6 | 34.5 | 28.5 | 21.8 | 35.6 |
Treynor Ratio | NA | -18.07 | -0.17 | -0.06 | 0.09 | 0.01 | NA | NA | 0.07 | -0.3 | -0.16 | 1.14 | -0.07 | 0.19 | -0.09 | -0.09 | -0.29 | 0.03 | 0.44 | 0.53 | 0.33 | 0.24 | 0.1 | 0.22 | -0.39 | 0.43 | 0.15 | 0.14 | 0.28 | 0.59 | -0.2 | -1.25 | -0.55 | -0.37 | 0.6 | 0.74 | 0.84 | 0.0 | -0.37 | -0.27 | 0.23 | 0.07 | -0.08 | 0.19 | 0.57 | -0.04 | 0.06 | 0.67 | -0.63 |
Alpha | NA | -0.18 | -0.06 | -0.02 | 0.0 | -0.02 | NA | NA | 0.01 | -0.1 | 0.02 | 0.13 | -0.06 | -0.02 | 0.0 | -0.08 | -0.1 | 0.01 | 0.08 | 0.06 | 0.04 | 0.07 | -0.01 | 0.02 | 0.02 | 0.09 | 0.02 | 0.06 | 0.06 | 0.08 | 0.03 | -0.22 | 0.03 | -0.15 | 0.12 | 0.1 | 0.13 | -0.07 | -0.09 | -0.12 | 0.06 | -0.05 | 0.01 | -0.01 | 0.11 | 0.0 | 0.01 | 0.09 | -0.48 |
Beta | NA | 0.02 | 0.45 | 0.54 | 0.69 | 0.73 | NA | NA | 0.74 | 0.55 | 0.57 | 0.48 | 0.82 | 0.85 | 0.89 | 0.79 | 0.61 | 0.91 | 0.83 | 0.96 | 0.61 | 0.78 | 0.91 | 0.59 | 0.71 | 0.62 | 0.95 | 1.11 | 0.9 | 0.79 | 0.78 | 0.42 | 0.51 | 0.83 | 1.16 | 0.7 | 0.63 | 0.75 | 0.65 | 0.84 | 0.91 | 0.83 | 1.03 | 0.94 | 0.7 | 0.69 | 0.93 | 0.52 | 1.24 |
RSquared | NA | 0.0 | 0.04 | 0.15 | 0.28 | 0.26 | NA | NA | 0.2 | 0.09 | 0.27 | 0.09 | 0.51 | 0.17 | 0.27 | 0.06 | 0.13 | 0.52 | 0.42 | 0.4 | 0.24 | 0.55 | 0.46 | 0.18 | 0.43 | 0.24 | 0.13 | 0.23 | 0.22 | 0.24 | 0.32 | 0.04 | 0.02 | 0.09 | 0.37 | 0.18 | 0.11 | 0.06 | 0.09 | 0.15 | 0.18 | 0.21 | 0.32 | 0.38 | 0.33 | 0.44 | 0.29 | 0.08 | 0.52 |
Yield(%) | N/A | 1.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.6 | 2.1 | 2.9 | 2.7 | 3.0 | 2.7 | 2.5 | 1.7 | 1.5 | 1.6 | 1.8 | 1.5 | 1.4 | 1.1 | 1.1 | 0.7 | 0.7 | 0.6 | 1.0 | 1.6 | 1.9 | 1.6 | 0.8 | 1.3 | 0.5 | 0.5 | 0.3 | 19.5 | 4.8 | 3.8 | 2.8 | 3.4 | 3.5 | 3.2 | 2.2 | 3.9 | 3.2 | 3.1 | 4.1 | 0.0 |
Dividend Growth(%) | N/A | -45.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.1 | 10.0 | 0.0 | 0.0 | 0.0 | 0.0 | 19.0 | 20.0 | 25.0 | 27.3 | 37.5 | 33.3 | 33.3 | 12.5 | 23.1 | 13.0 | 43.8 | -27.3 | -21.4 | 16.7 | 0.0 | 0.0 | 0.0 | 0.0 | -29.4 | 209.1 | -98.2 | 309.9 | 0.0 | 0.0 | 2.7 | 2.8 | 0.0 | -10.6 | -24.1 | 20.5 | 12.8 | 8.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1984
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