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PSTKX: STOCKSPLUS FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 12.63 0.1(0.79%) May 29
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (76%) |
Start Date: | 06/29/1993 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 5.25% |
Expenses | 0.91% |
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Performance Analytics (As of 05/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/23/1995 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | 11.3 | 27.9 | 8.1 | 14.5 | 12.2 | 15.2 | 10.1 | 10.3 | 26.5 | -21.4 | 28.4 | 18.3 | 32.8 | -5.6 | 21.9 | 13.4 | 0.3 | 13.9 | 32.7 | 21.0 | 1.7 | 18.2 | 42.0 | -45.3 | 6.4 | 14.7 | 3.2 | 10.5 | 29.8 | -19.9 | -11.5 | -8.2 | 20.2 | 28.9 | 34.3 | 21.6 | 22.3 | 2.9 | -0.4 |
Sharpe Ratio | NA | 2.55 | 2.39 | 0.34 | 0.59 | 0.63 | NA | NA | 0.43 | 1.7 | -0.93 | 2.11 | 0.51 | 2.47 | -0.4 | 3.21 | 0.99 | 0.02 | 1.24 | 2.91 | 1.62 | 0.07 | 0.99 | 1.51 | -1.01 | 0.21 | 1.15 | 0.1 | 0.85 | 1.67 | -0.83 | -0.65 | -0.55 | 0.94 | 1.12 | 1.59 | 1.41 | 1.14 | 0.0 | -0.26 |
Draw Down(%) | NA | 5.5 | 10.2 | 27.3 | 36.5 | 36.5 | NA | NA | 62.6 | 10.2 | 27.3 | 5.3 | 36.5 | 6.5 | 20.0 | 2.7 | 11.5 | 12.6 | 7.6 | 6.6 | 9.5 | 21.5 | 16.2 | 32.4 | 56.1 | 9.7 | 7.9 | 7.1 | 7.9 | 12.9 | 32.3 | 28.7 | 16.4 | 11.8 | 20.1 | 11.5 | 7.4 | 15.0 | 9.1 | 6.6 |
Standard Deviation(%) | NA | 11.5 | 11.6 | 17.6 | 21.7 | 18.0 | NA | NA | 19.5 | 13.2 | 24.7 | 13.5 | 35.1 | 12.7 | 17.1 | 6.7 | 13.4 | 15.9 | 11.2 | 11.2 | 13.1 | 24.4 | 18.3 | 27.8 | 45.5 | 16.2 | 10.0 | 10.3 | 11.3 | 17.4 | 25.4 | 21.4 | 22.6 | 18.0 | 22.8 | 19.3 | 12.8 | 16.2 | 10.8 | 10.5 |
Treynor Ratio | NA | 0.29 | 0.28 | 0.06 | 0.13 | 0.11 | NA | NA | 0.08 | 0.23 | -0.24 | 0.3 | 0.18 | 0.31 | -0.07 | 0.22 | 0.13 | 0.0 | 0.15 | 0.33 | 0.21 | 0.02 | 0.18 | 0.43 | -0.43 | 0.03 | 0.12 | 0.01 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.05 | -0.03 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.0 | 0.98 | 0.97 | 0.99 | 0.99 | NA | NA | 1.01 | 0.97 | 0.97 | 0.96 | 1.01 | 1.0 | 1.0 | 0.96 | 1.0 | 1.02 | 0.96 | 1.0 | 1.0 | 1.02 | 1.0 | 0.98 | 1.08 | 1.0 | 0.95 | 0.98 | 0.96 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 1.0 | 0.96 | 0.94 | 0.97 | 0.97 | NA | NA | 0.65 | 0.94 | 0.94 | 0.91 | 1.0 | 0.98 | 0.99 | 0.92 | 0.98 | 0.99 | 0.96 | 0.98 | 0.96 | 0.98 | 0.98 | 0.93 | 0.95 | 0.96 | 0.94 | 0.96 | 0.82 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.7 | 5.1 | 8.0 | 10.3 | 9.8 | 15.3 | 8.6 | N/A | 3.6 | 6.9 | 16.2 | 4.4 | 16.8 | 16.3 | 1.6 | 1.5 | 9.8 | 17.9 | 14.3 | 12.0 | 10.2 | 11.1 | 0.0 | 7.4 | 4.8 | 4.4 | 2.1 | 7.6 | 5.4 | 2.2 | 1.4 | 9.3 | 18.3 | 17.1 | 22.3 | 17.5 | 10.8 | 5.7 | 2.3 |
Dividend Growth(%) | N/A | -40.6 | -39.3 | -22.5 | 5.1 | 56.2 | N/A | N/A | N/A | -63.1 | -51.7 | 302.8 | -69.4 | -19.2 | 1144.7 | 17.1 | -86.0 | -47.0 | 42.6 | 31.0 | 7.5 | -3.4 | N/A | -100.0 | 54.6 | 17.2 | 115.0 | -71.1 | 68.6 | 97.7 | 40.8 | -87.7 | -49.2 | 17.2 | -15.0 | 31.7 | 82.6 | 84.4 | 140.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/1995
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