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RDS-B: Shell plc (STOCK)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/18/1980 |
Last Dividend Date: | 11/10/2021 |
12-Mo. Yield | 1.65% |
Expenses | - |
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Performance Analytics (As of 01/28/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/05/1984 |
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 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 5.0 | 49.4 | 0.1 | 3.1 | 2.2 | 3.5 | 6.5 | 9.3 | 17.8 | 35.8 | -41.7 | 5.0 | -12.2 | 17.8 | 25.9 | -33.8 | -7.4 | 6.0 | -6.7 | 14.0 | 14.7 | 13.0 | -38.0 | 16.7 | 10.3 | 8.2 | 14.1 | 15.7 | -6.1 | -16.1 | 0.8 | 31.8 | -15.0 | 28.2 | 25.6 | 24.7 | 1.0 | 26.7 | -8.9 | 6.4 | 8.8 | 35.7 | -5.6 | 29.5 | 51.0 | 27.0 | -6.9 | 23.6 | -12.0 | -31.9 | 39.4 |
Sharpe Ratio | NA | 1.67 | -0.01 | 0.07 | 0.06 | NA | NA | 0.21 | 28.13 | 1.16 | -0.62 | 0.2 | -0.61 | 1.18 | 0.82 | -1.15 | -0.37 | 0.38 | -0.38 | 0.48 | 0.57 | 0.38 | -0.69 | 0.62 | 0.38 | 0.32 | 0.68 | 0.66 | -0.22 | -0.66 | -0.1 | 0.91 | -0.56 | -1.01 | 1.39 | 1.69 | -0.13 | 1.59 | -0.62 | 0.16 | 0.18 | 1.58 | -0.54 | 0.84 | 2.14 | 1.11 | -0.54 | 0.68 | -0.69 | -1.24 | 1.55 |
Draw Down(%) | NA | 15.2 | 69.2 | 71.6 | 71.6 | NA | NA | 71.6 | 5.7 | 15.2 | 67.8 | 16.3 | 26.1 | 10.2 | 20.3 | 37.5 | 28.9 | 12.3 | 18.0 | 23.4 | 21.8 | 31.0 | 51.6 | 18.6 | 12.8 | 12.9 | 14.9 | 20.1 | 26.5 | 27.8 | 21.7 | 19.6 | 32.5 | 18.4 | 7.2 | 9.0 | 14.1 | 7.8 | 18.6 | 10.4 | 14.1 | 10.6 | 19.7 | 31.5 | 14.3 | 10.6 | 26.9 | 19.8 | 20.3 | 47.5 | 13.1 |
Standard Deviation(%) | NA | 29.5 | 44.0 | 36.1 | 30.5 | NA | NA | 27.3 | 27.6 | 30.8 | 67.2 | 17.5 | 22.3 | 14.6 | 31.4 | 29.5 | 20.1 | 15.7 | 17.8 | 29.3 | 25.7 | 33.8 | 56.7 | 22.0 | 18.3 | 18.9 | 19.3 | 22.6 | 32.8 | 28.3 | 32.9 | 31.4 | 32.9 | 26.7 | 15.7 | 12.3 | 15.5 | 15.4 | 18.2 | 16.9 | 19.8 | 18.9 | 19.0 | 30.3 | 21.7 | 19.6 | 25.1 | 25.7 | 28.1 | 33.7 | 28.6 |
Treynor Ratio | NA | 0.71 | 0.0 | 0.02 | 0.02 | NA | NA | 0.06 | 23.14 | 0.43 | -0.33 | 0.05 | -0.18 | 0.26 | 0.18 | -0.31 | -0.09 | 0.09 | -0.07 | 0.14 | 0.13 | 0.14 | -0.37 | 0.15 | 0.08 | 0.07 | 0.18 | 0.19 | -0.08 | -0.51 | -0.12 | 0.65 | -0.22 | -0.24 | 0.37 | 0.64 | -0.03 | 0.43 | -0.26 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.14 | -0.06 | -0.03 | -0.04 | NA | NA | 0.02 | 1.03 | 0.06 | -0.25 | -0.06 | -0.03 | 0.02 | 0.04 | -0.15 | -0.06 | -0.05 | -0.08 | 0.05 | -0.01 | -0.04 | 0.03 | 0.05 | -0.01 | 0.02 | 0.02 | -0.02 | 0.07 | -0.05 | 0.02 | 0.08 | -0.12 | 0.01 | 0.04 | 0.04 | 0.0 | 0.07 | -0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.7 | 1.14 | 1.06 | 1.05 | NA | NA | 0.89 | 0.34 | 0.83 | 1.26 | 0.74 | 0.74 | 0.65 | 1.44 | 1.1 | 0.82 | 0.65 | 0.92 | 0.99 | 1.1 | 0.92 | 1.05 | 0.9 | 0.91 | 0.83 | 0.74 | 0.77 | 0.88 | 0.37 | 0.27 | 0.44 | 0.83 | 1.11 | 0.6 | 0.32 | 0.65 | 0.57 | 0.43 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.11 | 0.36 | 0.34 | 0.34 | NA | NA | 0.26 | 0.05 | 0.14 | 0.43 | 0.3 | 0.31 | 0.1 | 0.39 | 0.33 | 0.23 | 0.22 | 0.46 | 0.68 | 0.65 | 0.59 | 0.57 | 0.43 | 0.28 | 0.22 | 0.19 | 0.32 | 0.45 | 0.08 | 0.04 | 0.06 | 0.25 | 0.45 | 0.18 | 0.04 | 0.16 | 0.09 | 0.03 | 0.0 | 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 | 4.6 | 4.1 | 5.2 | 4.5 | 4.9 | 6.5 | N/A | 0.0 | 4.8 | 3.1 | 6.2 | 5.4 | 6.4 | 8.1 | 5.4 | 5.0 | 5.0 | 4.4 | 5.0 | 5.6 | 6.2 | 3.8 | 4.0 | 3.6 | 5.9 | 4.5 | 4.6 | 4.2 | 3.3 | 3.6 | 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 | -14.1 | -35.2 | -18.6 | 16.7 | 201.5 | N/A | N/A | -100.0 | -14.1 | -49.2 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 4.5 | 4.1 | 1.8 | 0.0 | 1.2 | 6.4 | 11.0 | 14.7 | -28.6 | 46.0 | 9.3 | 8.6 | 3.7 | -4.0 | 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 11/05/1984
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