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WMT: Walmart Inc (STOCK)
Basic Info 59.87 0.78(1.32%) April 24
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/25/1972 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 1.49% |
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 08/25/1972 |
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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 14.3 | 19.3 | 10.4 | 13.6 | 11.1 | 11.6 | 7.9 | 18.0 | 12.9 | -0.5 | 2.0 | 23.3 | 30.2 | -3.4 | 46.6 | 16.0 | -26.6 | 11.9 | 18.2 | 17.0 | 13.8 | 3.2 | -2.6 | 20.0 | 4.9 | 0.1 | -10.3 | 0.5 | 5.7 | -11.8 | 8.9 | -22.8 | 70.4 | 107.6 | 74.7 | 3.1 | 5.5 | -14.4 | -21.5 | 9.1 | 95.4 | 35.5 | 43.8 | 21.3 | 12.3 | 46.4 | 69.3 | -2.4 | 57.0 | 136.1 | 42.9 | 84.2 | 47.8 | 13.2 | 32.0 | 18.9 | 177.4 | -28.3 | -61.3 | 4.7 |
Sharpe Ratio | NA | 3.76 | 1.12 | 0.4 | 0.54 | 0.48 | NA | NA | 0.51 | 0.55 | -0.07 | 0.12 | 0.74 | 2.01 | -0.2 | 2.58 | 0.83 | -1.27 | 0.89 | 1.48 | 1.04 | 0.83 | 0.22 | -0.12 | 0.57 | 0.09 | -0.19 | -0.83 | -0.03 | 0.22 | -0.4 | 0.2 | -0.52 | 1.75 | 2.88 | 2.43 | -0.01 | 0.07 | -0.65 | -0.82 | 0.35 | 3.31 | 0.89 | 1.57 | 0.56 | 0.2 | 1.26 | 2.71 | -0.3 | 1.51 | 3.72 | 1.06 | 2.58 | 1.51 | 0.23 | 0.99 | 0.42 | 3.7 | -0.64 | -1.27 | 0.38 |
Draw Down(%) | NA | 3.7 | 10.8 | 25.7 | 25.7 | 36.4 | NA | NA | 77.1 | 10.8 | 25.7 | 14.4 | 13.1 | 8.0 | 23.9 | 8.8 | 9.3 | 36.4 | 7.9 | 9.5 | 11.9 | 14.1 | 13.8 | 18.8 | 21.4 | 17.0 | 13.4 | 21.3 | 15.5 | 15.4 | 29.9 | 24.5 | 37.2 | 23.3 | 23.0 | 16.8 | 18.9 | 21.2 | 26.5 | 30.6 | 13.1 | 10.6 | 30.9 | 9.0 | 14.6 | 50.6 | 25.0 | 15.6 | 22.9 | 19.0 | 13.4 | 17.8 | 19.8 | 16.1 | 29.6 | 22.6 | 29.7 | 19.9 | 60.8 | 62.7 | 15.3 |
Standard Deviation(%) | NA | 13.1 | 15.2 | 19.9 | 22.1 | 20.8 | NA | NA | 29.3 | 15.8 | 27.1 | 16.8 | 31.2 | 14.3 | 24.1 | 17.9 | 19.1 | 21.0 | 13.3 | 12.3 | 16.4 | 16.6 | 14.0 | 22.3 | 33.4 | 20.1 | 17.0 | 15.1 | 16.6 | 22.6 | 32.1 | 33.1 | 51.6 | 38.4 | 36.2 | 29.2 | 30.5 | 23.6 | 26.8 | 28.6 | 19.0 | 27.5 | 33.8 | 24.3 | 29.8 | 41.4 | 33.5 | 23.6 | 30.4 | 33.5 | 34.3 | 30.8 | 29.3 | 26.8 | 36.1 | 28.5 | 36.2 | 46.5 | 52.9 | 52.2 | 29.3 |
Treynor Ratio | NA | 2.71 | 0.55 | 0.19 | 0.25 | 0.19 | NA | NA | 0.19 | 0.22 | -0.04 | 0.04 | 0.45 | 0.58 | -0.07 | 0.94 | 0.33 | -0.37 | 0.22 | 0.35 | 0.41 | 0.3 | 0.08 | -0.08 | 0.31 | 0.02 | -0.04 | -0.16 | -0.01 | 0.05 | -0.15 | 0.08 | -0.27 | 0.5 | 0.82 | 0.79 | 0.0 | 0.01 | -0.13 | -0.18 | 0.06 | 0.7 | 0.18 | 0.27 | 0.12 | 0.09 | 0.33 | 0.96 | -0.07 | 0.58 | 1.53 | 0.5 | 1.63 | -155.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.15 | 0.04 | 0.03 | 0.03 | 0.02 | NA | NA | 0.05 | 0.01 | 0.04 | -0.04 | 0.05 | 0.05 | 0.0 | 0.12 | 0.04 | -0.12 | 0.02 | 0.01 | 0.04 | 0.05 | -0.01 | -0.03 | 0.18 | 0.0 | -0.05 | -0.06 | -0.02 | -0.07 | 0.04 | 0.09 | -0.02 | 0.13 | 0.18 | 0.13 | -0.06 | -0.11 | -0.05 | -0.13 | 0.0 | 0.14 | 0.17 | 0.02 | 0.02 | 0.04 | 0.13 | 0.16 | -0.01 | 0.14 | 0.3 | 0.17 | 0.19 | 0.14 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.18 | 0.31 | 0.42 | 0.48 | 0.52 | NA | NA | 0.77 | 0.39 | 0.44 | 0.48 | 0.51 | 0.5 | 0.7 | 0.49 | 0.48 | 0.73 | 0.55 | 0.51 | 0.42 | 0.47 | 0.39 | 0.32 | 0.61 | 0.84 | 0.86 | 0.77 | 0.73 | 0.97 | 0.84 | 0.88 | 0.98 | 1.34 | 1.27 | 0.9 | 1.07 | 1.14 | 1.29 | 1.34 | 1.18 | 1.3 | 1.64 | 1.4 | 1.39 | 0.91 | 1.28 | 0.66 | 1.38 | 0.88 | 0.83 | 0.66 | 0.46 | 0.0 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.03 | 0.06 | 0.14 | 0.21 | 0.19 | NA | NA | 0.19 | 0.11 | 0.16 | 0.14 | 0.31 | 0.19 | 0.25 | 0.03 | 0.11 | 0.3 | 0.22 | 0.21 | 0.11 | 0.43 | 0.25 | 0.15 | 0.55 | 0.45 | 0.26 | 0.27 | 0.24 | 0.53 | 0.47 | 0.33 | 0.18 | 0.4 | 0.51 | 0.31 | 0.17 | 0.14 | 0.23 | 0.17 | 0.38 | 0.48 | 0.6 | 0.57 | 0.63 | 0.51 | 0.39 | 0.11 | 0.34 | 0.13 | 0.19 | 0.1 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.1 | 1.3 | 1.5 | 2.1 | 2.6 | 3.9 | 2.7 | N/A | 1.6 | 1.5 | 1.5 | 1.8 | 2.3 | 2.1 | 3.0 | 3.3 | 2.3 | 2.4 | 2.7 | 2.7 | 2.7 | 2.2 | 1.9 | 2.0 | 1.9 | 1.5 | 1.1 | 1.0 | 0.7 | 0.6 | 0.5 | 0.4 | 0.3 | 0.8 | 1.2 | 0.9 | 1.0 | 0.6 | 0.2 | 0.3 | 0.5 | 0.5 | 0.7 | 0.6 | 0.4 | 0.5 | 0.7 | 0.5 | 0.5 | 0.6 | 2.1 | 1.2 | 1.4 | 1.0 | 1.1 | 0.6 | 1.0 | 0.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -90.8 | -14.7 | -0.2 | 6.3 | 84.6 | 334.9 | 604.0 | N/A | 1.8 | 1.8 | 1.9 | 1.9 | 1.9 | 2.0 | 2.0 | 2.0 | 2.1 | 2.1 | 17.5 | 8.1 | 23.3 | 11.1 | 12.5 | 9.1 | 29.4 | 13.3 | 15.4 | 44.4 | 12.5 | 14.3 | 16.7 | -4.0 | -21.9 | 14.3 | 40.0 | 0.0 | 25.0 | 33.3 | -40.0 | 25.0 | -27.3 | 10.0 | 25.0 | -11.1 | 12.5 | -36.0 | 25.0 | -9.1 | -15.4 | -60.0 | 62.5 | 25.0 | 60.0 | 17.6 | 112.5 | -20.0 | 0.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/25/1972
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