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ORCL: Oracle Corporation (STOCK)
Basic Info 117.21 2.32(2.02%) April 26
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/12/1986 |
Last Dividend Date: | 04/09/2024 |
12-Mo. Yield | 1.47% |
Expenses | - |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/12/1986 |
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(%) | 2.0 | 12.0 | 26.9 | 18.1 | 18.2 | 13.2 | 14.1 | 13.1 | 19.9 | 30.9 | -4.6 | 36.9 | 24.3 | 19.3 | -3.0 | 24.9 | 6.9 | -17.6 | 19.0 | 15.7 | 31.7 | -17.5 | 28.6 | 39.4 | -21.5 | 31.7 | 40.4 | -11.0 | 3.7 | 22.5 | -21.8 | -52.5 | 3.7 | 289.8 | 93.3 | -46.6 | -1.5 | 44.1 | 53.5 | 102.6 | 95.7 | 84.1 | -66.3 | 139.7 | 34.5 | 179.5 | 1.2 |
Sharpe Ratio | NA | 1.12 | 0.54 | 0.43 | 0.53 | 0.45 | NA | NA | 0.38 | 0.87 | -0.2 | 1.28 | 0.6 | 0.91 | -0.17 | 1.38 | 0.35 | -0.82 | 0.94 | 0.67 | 1.56 | -0.49 | 1.17 | 1.2 | -0.46 | 1.05 | 1.52 | -0.58 | 0.09 | 0.58 | -0.35 | -0.69 | 0.0 | 4.08 | 1.63 | -0.73 | -0.09 | 0.92 | 1.17 | 2.19 | 1.43 | 1.17 | -0.9 | 3.31 | 0.61 | 2.28 | -0.04 |
Draw Down(%) | NA | 10.8 | 20.5 | 40.4 | 40.4 | 40.4 | NA | NA | 84.2 | 20.5 | 31.0 | 15.9 | 28.6 | 13.9 | 18.8 | 10.1 | 8.8 | 20.8 | 11.7 | 17.6 | 15.1 | 31.7 | 19.0 | 24.8 | 34.5 | 15.5 | 13.0 | 17.5 | 33.8 | 18.5 | 57.6 | 68.9 | 51.8 | 47.1 | 39.6 | 63.7 | 42.6 | 19.8 | 24.0 | 23.3 | 40.5 | 34.1 | 80.9 | 17.5 | 32.0 | 55.0 | 52.6 |
Standard Deviation(%) | NA | 28.9 | 32.8 | 30.1 | 31.2 | 26.5 | NA | NA | 47.0 | 31.0 | 30.4 | 28.8 | 39.9 | 19.7 | 25.8 | 17.7 | 19.2 | 21.6 | 20.2 | 23.5 | 20.5 | 36.0 | 24.4 | 32.7 | 48.4 | 27.6 | 24.5 | 22.8 | 29.7 | 37.6 | 65.0 | 80.3 | 79.1 | 70.3 | 55.0 | 68.9 | 56.5 | 43.5 | 43.0 | 45.7 | 64.5 | 68.2 | 79.8 | 40.4 | 48.3 | 76.6 | 57.9 |
Treynor Ratio | NA | 0.21 | 0.13 | 0.14 | 0.17 | 0.12 | NA | NA | 0.14 | 0.26 | -0.07 | 0.49 | 0.26 | 0.17 | -0.04 | 0.33 | 0.06 | -0.17 | 0.17 | 0.15 | 0.29 | -0.14 | 0.31 | 0.47 | -0.23 | 0.25 | 0.36 | -0.13 | 0.02 | 0.15 | -0.15 | -0.22 | 0.0 | 1.71 | 0.72 | -0.41 | -0.03 | 0.16 | 0.26 | 0.46 | 0.44 | 0.56 | -0.43 | 0.86 | 0.21 | 1.35 | -0.04 |
Alpha | NA | 0.05 | 0.0 | 0.04 | 0.03 | 0.01 | NA | NA | 0.06 | 0.03 | 0.06 | 0.06 | 0.03 | -0.04 | 0.01 | 0.04 | -0.02 | -0.08 | 0.02 | -0.05 | 0.05 | -0.07 | 0.06 | 0.06 | 0.1 | 0.1 | 0.09 | -0.06 | -0.03 | -0.04 | 0.12 | -0.05 | 0.22 | 0.51 | 0.19 | -0.3 | -0.08 | -0.11 | 0.2 | 0.24 | 0.29 | 0.18 | -0.28 | 0.23 | 0.08 | 0.48 | 0.07 |
Beta | NA | 1.56 | 1.32 | 0.96 | 0.94 | 0.96 | NA | NA | 1.25 | 1.05 | 0.89 | 0.76 | 0.93 | 1.07 | 0.99 | 0.73 | 1.07 | 1.04 | 1.13 | 1.05 | 1.11 | 1.24 | 0.91 | 0.84 | 0.97 | 1.17 | 1.03 | 0.99 | 1.41 | 1.41 | 1.54 | 2.47 | 2.17 | 1.68 | 1.25 | 1.23 | 1.67 | 2.46 | 1.92 | 2.18 | 2.12 | 1.43 | 1.65 | 1.56 | 1.42 | 1.29 | 0.57 |
RSquared | NA | 0.37 | 0.23 | 0.3 | 0.4 | 0.41 | NA | NA | 0.24 | 0.21 | 0.5 | 0.11 | 0.62 | 0.45 | 0.44 | 0.08 | 0.54 | 0.56 | 0.4 | 0.25 | 0.48 | 0.66 | 0.45 | 0.48 | 0.67 | 0.46 | 0.18 | 0.2 | 0.27 | 0.41 | 0.38 | 0.44 | 0.36 | 0.18 | 0.21 | 0.12 | 0.14 | 0.2 | 0.19 | 0.18 | 0.09 | 0.09 | 0.12 | 0.25 | 0.25 | 0.29 | 0.03 |
Yield(%) | N/A | 0.8 | 1.7 | 1.9 | 2.3 | 2.4 | 3.7 | 4.5 | N/A | 1.8 | 1.5 | 1.9 | 1.8 | 2.0 | 1.6 | 1.9 | 1.7 | 1.3 | 1.3 | 0.7 | 1.6 | 0.7 | 0.8 | 0.8 | 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 | 17.6 | 50.9 | 88.0 | 545.9 | 21880.0 | N/A | N/A | 18.8 | 6.7 | 25.0 | 5.5 | 19.7 | 5.6 | 20.0 | 5.3 | 18.8 | 100.0 | -42.9 | 82.6 | 15.0 | 33.3 | 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 03/12/1986
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