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PUSH: Publix Super Markets Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/06/2000 |
Last Dividend Date: | 10/11/2019 |
12-Mo. Yield | 4.50% |
Expenses | - |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/06/2000 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.5 | 1.9 | 2.7 | 8.9 | 4.4 | 4.6 | 1.3 | 2.3 | 4.4 | 41.0 | -0.0 | 46.8 |
Sharpe Ratio | NA | 1.02 | 0.61 | 0.78 | 0.4 | 0.17 | 1.23 | -0.01 | 0.72 | 1.95 | 1.89 | 0.0 | 0.03 |
Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 4.8 | 4.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.8 | 0.0 |
Standard Deviation(%) | NA | 3.0 | 2.6 | 11.7 | 19.2 | 19.2 | 3.1 | 2.6 | 2.3 | 2.2 | 21.6 | 6.1 | 49.8 |
Treynor Ratio | NA | 3.1 | 2.2 | -6.26 | 0.12 | 0.05 | 2.53 | -0.05 | -3.49 | -5.09 | -6.78 | 0.01 | 0.01 |
Alpha | NA | 0.02 | 0.02 | 0.05 | 0.01 | 0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.15 | 0.0 | -0.11 |
Beta | NA | 0.01 | 0.01 | -0.01 | 0.63 | 0.63 | 0.01 | 0.0 | 0.0 | -0.01 | -0.06 | -0.03 | 1.0 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.46 | 0.46 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.97 |
Yield(%) | N/A | 4.5 | 2.7 | 4.4 | 2.8 | N/A | 4.5 | 1.3 | 2.2 | 4.3 | 5.4 | 4.8 | 2.3 |
Dividend Growth(%) | N/A | 246.2 | -32.8 | 200.2 | N/A | N/A | 246.2 | -42.2 | -47.7 | 8.9 | 6.8 | 111.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2000
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