Find A Portfolio/Ticker
Comparison Box
MCD: McDonald’s Corporation (STOCK)
Basic Info 275.6 1.15(0.42%) April 25
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/31/1970 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 2.17% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1971 | 1970 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | -6.5 | -3.3 | 7.9 | 9.4 | 13.8 | 14.7 | 15.4 | 12.7 | 15.1 | 0.5 | 27.8 | 11.3 | 14.0 | 5.8 | 45.1 | 6.2 | 30.4 | 0.8 | 13.6 | -9.3 | 34.7 | 26.9 | 4.0 | 8.5 | 36.4 | 34.6 | 7.3 | 31.5 | 56.8 | -38.4 | -21.5 | -15.1 | 5.0 | 60.9 | 5.2 | 0.6 | 54.3 | 2.6 | 16.9 | 28.3 | 30.5 | -15.6 | 43.4 | 9.4 | 8.4 | 12.9 | 56.7 | 9.8 | 16.8 | 38.5 | 34.1 | 12.4 | -6.2 | -10.2 | -3.5 | -8.6 | 98.7 | -48.5 | -25.2 | 101.3 | 145.0 | 0.0 |
Sharpe Ratio | NA | -1.65 | -0.58 | 0.34 | 0.34 | 0.62 | NA | NA | 0.35 | 0.78 | -0.04 | 1.81 | 0.28 | 0.83 | 0.22 | 3.43 | 0.39 | 1.6 | 0.06 | 1.13 | -0.67 | 2.06 | 1.77 | 0.17 | 0.22 | 1.82 | 1.78 | 0.22 | 1.61 | 1.71 | -1.11 | -0.89 | -0.48 | 0.06 | 1.71 | 0.07 | -0.13 | 2.4 | -0.02 | 0.75 | 1.02 | 1.01 | -0.74 | 1.55 | 0.2 | 0.11 | 0.34 | 2.85 | 0.16 | 0.45 | 1.14 | 0.97 | 0.16 | -0.62 | -0.66 | -0.33 | -0.55 | 2.5 | -0.9 | -0.67 | 3.3 | 4.87 | NA |
Draw Down(%) | NA | 11.2 | 17.1 | 17.2 | 36.9 | 36.9 | NA | NA | 73.7 | 17.1 | 17.2 | 5.2 | 36.6 | 14.3 | 16.3 | 5.1 | 14.7 | 9.8 | 11.6 | 8.5 | 15.5 | 7.3 | 7.7 | 19.5 | 21.4 | 9.7 | 12.2 | 19.0 | 15.2 | 28.6 | 48.8 | 27.9 | 36.8 | 19.5 | 24.0 | 19.4 | 21.0 | 8.2 | 17.1 | 14.2 | 11.9 | 13.3 | 33.8 | 9.1 | 13.5 | 40.2 | 26.0 | 10.2 | 14.7 | 24.0 | 16.0 | 17.6 | 20.3 | 21.8 | 24.5 | 28.8 | 23.8 | 26.9 | 66.4 | 38.2 | 16.4 | 11.9 | 0.0 |
Standard Deviation(%) | NA | 16.4 | 14.3 | 16.4 | 23.1 | 20.1 | NA | NA | 27.4 | 13.9 | 19.8 | 15.3 | 40.0 | 15.1 | 20.7 | 13.0 | 15.3 | 19.0 | 12.6 | 12.0 | 14.1 | 16.8 | 15.2 | 22.5 | 34.1 | 18.5 | 17.7 | 23.4 | 18.9 | 32.8 | 35.7 | 27.2 | 39.9 | 30.8 | 33.6 | 23.5 | 22.6 | 21.0 | 20.5 | 19.8 | 25.2 | 26.3 | 28.0 | 24.3 | 22.9 | 39.0 | 25.7 | 18.1 | 19.5 | 23.9 | 27.1 | 24.7 | 25.9 | 21.4 | 23.0 | 21.4 | 21.8 | 37.6 | 60.0 | 44.8 | 30.0 | 29.0 | 0.0 |
Treynor Ratio | NA | -0.58 | -0.17 | 0.11 | 0.11 | 0.18 | NA | NA | 0.13 | 0.22 | -0.02 | 0.43 | 0.12 | 0.3 | 0.08 | 0.82 | 0.11 | 0.36 | 0.01 | 0.24 | -0.18 | 0.7 | 0.48 | 0.08 | 0.12 | 0.57 | 0.38 | 0.04 | 0.43 | 0.69 | -0.76 | -0.65 | -0.47 | 0.03 | 0.69 | 0.03 | -0.03 | 0.56 | 0.0 | 0.13 | 0.28 | 0.27 | -0.18 | 0.4 | 0.05 | 0.04 | 0.1 | 0.78 | 0.04 | 0.12 | 0.3 | 0.3 | 0.06 | -0.34 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
Alpha | NA | -0.14 | -0.06 | 0.01 | 0.0 | 0.02 | NA | NA | 0.03 | 0.0 | 0.04 | 0.04 | -0.01 | 0.01 | 0.04 | 0.11 | 0.0 | 0.1 | -0.02 | -0.01 | -0.07 | 0.11 | 0.06 | -0.03 | 0.15 | 0.11 | 0.07 | 0.02 | 0.08 | 0.11 | -0.12 | -0.07 | -0.03 | -0.02 | 0.12 | -0.05 | -0.08 | 0.06 | 0.01 | 0.03 | 0.08 | 0.01 | -0.04 | 0.06 | -0.01 | 0.02 | 0.02 | 0.12 | 0.03 | 0.01 | 0.07 | 0.15 | -0.03 | -0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.47 | 0.48 | 0.51 | 0.73 | 0.7 | NA | NA | 0.71 | 0.5 | 0.49 | 0.65 | 0.94 | 0.41 | 0.53 | 0.54 | 0.54 | 0.84 | 0.55 | 0.57 | 0.53 | 0.5 | 0.56 | 0.49 | 0.61 | 0.59 | 0.84 | 1.17 | 0.71 | 0.81 | 0.52 | 0.37 | 0.41 | 0.69 | 0.84 | 0.68 | 1.05 | 0.9 | 0.86 | 1.13 | 0.92 | 0.98 | 1.17 | 0.95 | 0.97 | 0.98 | 0.86 | 0.66 | 0.87 | 0.9 | 1.02 | 0.8 | 0.75 | 0.39 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.11 | 0.16 | 0.29 | 0.46 | 0.38 | NA | NA | 0.19 | 0.22 | 0.35 | 0.31 | 0.65 | 0.12 | 0.19 | 0.08 | 0.22 | 0.46 | 0.25 | 0.28 | 0.23 | 0.48 | 0.44 | 0.35 | 0.54 | 0.26 | 0.22 | 0.26 | 0.17 | 0.17 | 0.15 | 0.09 | 0.05 | 0.16 | 0.26 | 0.27 | 0.3 | 0.11 | 0.17 | 0.25 | 0.13 | 0.3 | 0.45 | 0.26 | 0.52 | 0.68 | 0.3 | 0.18 | 0.32 | 0.26 | 0.45 | 0.22 | 0.23 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 2.1 | 2.5 | 2.5 | 2.7 | 2.4 | 3.2 | 3.1 | 3.7 | 4.2 | 3.5 | 2.9 | 3.3 | 3.6 | 3.2 | 2.8 | 3.4 | 3.0 | 2.1 | 2.2 | 2.4 | 0.9 | 0.7 | 0.6 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -73.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.1 | 7.8 | 4.2 | 6.6 | 12.9 | 9.4 | 6.1 | 4.9 | -15.9 | 31.1 | 8.7 | 13.4 | 11.9 | 10.2 | 25.0 | 9.3 | 50.0 | 49.3 | 21.8 | 37.5 | 66.7 | 9.1 | 0.0 | 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 | 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 07/05/1966
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to MCD
Related 401K Plans
The 401K plan of MCD has not been imported to MyPlanIQ, you may
email us the investment options to help complete this plan.It could be:
- Document(s) that have plan investment options (ticker symbols preferred)
- Screen shots of online rebalance choices