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MORN: Morningstar Inc (STOCK)
Basic Info 294.03 3.05(1.05%) May 03
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/03/2005 |
Last Dividend Date: | 04/04/2024 |
12-Mo. Yield | 0.54% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/04/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | 3.0 | 62.5 | 4.2 | 16.4 | 15.7 | 14.3 | 15.3 | 33.1 | -36.3 | 48.2 | 54.5 | 38.9 | 14.3 | 32.0 | -7.5 | 25.6 | -16.4 | 24.9 | 6.6 | 12.3 | 9.9 | 36.2 | -54.3 | 72.6 | 30.1 | 72.8 |
Sharpe Ratio | NA | 0.23 | 2.3 | 0.06 | 0.49 | 0.57 | NA | 0.49 | 0.91 | -1.02 | 1.94 | 1.6 | 1.85 | 0.51 | 1.9 | -0.46 | 1.31 | -0.97 | 1.55 | 0.41 | 0.45 | 0.51 | 0.96 | -1.02 | 1.93 | 0.72 | 2.5 |
Draw Down(%) | NA | 10.3 | 13.7 | 49.9 | 49.9 | 49.9 | NA | 67.9 | 32.8 | 38.5 | 12.9 | 35.4 | 11.4 | 25.7 | 11.1 | 23.0 | 10.9 | 25.8 | 9.7 | 12.8 | 17.8 | 20.8 | 28.5 | 66.4 | 13.7 | 28.3 | 24.0 |
Standard Deviation(%) | NA | 23.6 | 25.5 | 31.3 | 30.5 | 25.5 | NA | 29.9 | 32.2 | 37.1 | 24.9 | 33.8 | 20.3 | 25.3 | 16.6 | 16.8 | 19.5 | 16.8 | 16.1 | 16.0 | 27.1 | 19.3 | 37.7 | 54.0 | 36.3 | 37.3 | 49.9 |
Treynor Ratio | NA | 0.07 | 0.9 | 0.02 | 0.18 | 0.18 | NA | 0.18 | 0.32 | -0.31 | 0.46 | 0.85 | 0.55 | 0.16 | 0.38 | -0.11 | 0.36 | -0.2 | 0.55 | 0.11 | 0.13 | 0.16 | 0.48 | -0.71 | 0.65 | 0.18 | 0.92 |
Alpha | NA | -0.03 | 0.14 | -0.01 | 0.03 | 0.03 | NA | 0.04 | 0.05 | -0.07 | 0.06 | 0.14 | 0.06 | 0.08 | 0.05 | -0.06 | 0.09 | -0.11 | 0.04 | -0.01 | 0.04 | 0.01 | 0.07 | -0.14 | 0.22 | 0.05 | 0.31 |
Beta | NA | 0.76 | 0.65 | 1.12 | 0.84 | 0.82 | NA | 0.82 | 0.92 | 1.2 | 1.04 | 0.64 | 0.68 | 0.84 | 0.83 | 0.73 | 0.71 | 0.8 | 0.45 | 0.6 | 0.93 | 0.63 | 0.74 | 0.78 | 1.08 | 1.46 | 1.36 |
RSquared | NA | 0.15 | 0.09 | 0.39 | 0.35 | 0.32 | NA | 0.28 | 0.14 | 0.62 | 0.3 | 0.42 | 0.17 | 0.31 | 0.11 | 0.33 | 0.31 | 0.3 | 0.1 | 0.23 | 0.64 | 0.35 | 0.29 | 0.35 | 0.21 | 0.15 | 0.07 |
Yield(%) | N/A | 0.3 | 0.9 | 0.6 | 1.0 | 1.5 | 1.9 | N/A | 0.7 | 0.4 | 0.4 | 1.0 | 1.0 | 1.0 | 1.2 | 1.1 | 1.2 | 0.9 | 0.6 | 0.9 | 0.3 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -47.4 | 5.4 | 27.2 | 52.5 | N/A | N/A | N/A | 5.6 | 50.0 | -36.8 | 35.7 | 12.0 | 8.7 | 4.5 | 15.8 | 11.8 | 88.9 | -30.8 | 246.7 | 200.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2005
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