Find A Portfolio/Ticker

Comparison Box

PG: Procter & Gamble Company (STOCK)


Basic Info     162.25 0.36(0.22%) March 28

See more info about PG
Asset Class:ROOT
MyPlanIQ Rating: Not Rated
Start Date:01/02/1962
Last Dividend Date:01/18/2024
12-Mo. Yield 2.59%
Expenses -
Sign up to get fund ranking change alerts

Performance Analytics (As of 03/26/2024)

Not up-to-date? Try
Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
01/02/1962
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 1969 1968 1967 1966 1965 1964 1963 1962
Annualized Return(%) 0.2 11.4 13.7 8.9 12.3 10.5 11.6 8.8 9.1 -0.9 -5.0 20.5 14.2 39.7 3.6 12.7 9.4 -10.0 15.4 23.6 5.2 7.1 9.4 1.2 -13.8 16.6 13.4 7.2 11.9 17.3 10.0 2.0 -27.8 20.8 15.1 49.0 30.3 34.6 9.4 6.9 14.7 8.7 23.7 61.8 2.1 12.0 9.7 22.7 0.5 -3.6 47.3 16.9 -7.1 -16.3 3.6 -8.2 5.3 9.3 -11.4 -17.4 42.1 35.4 6.0 26.6 -6.2 26.4 5.2 -14.9 2.0 12.1 -22.1
Sharpe Ratio NA 3.72 0.6 0.37 0.5 0.51 NA NA 0.3 -0.35 -0.29 1.42 0.43 2.33 0.12 1.12 0.64 -0.62 1.32 1.47 0.4 0.47 0.69 0.04 -0.48 0.96 0.76 0.34 0.75 1.23 0.37 -0.01 -0.58 0.62 0.35 1.59 1.31 1.7 0.31 0.23 0.57 0.26 0.74 2.69 -0.13 0.16 0.24 1.03 -0.31 -0.5 1.85 0.37 -0.81 -1.96 -0.09 -0.85 0.12 0.26 -0.54 -0.88 2.17 1.98 0.23 1.6 -0.42 1.66 0.34 -1.28 0.16 0.94 -0.98
Draw Down(%) NA 2.2 9.0 23.8 23.8 25.5 NA NA 54.3 10.7 23.8 12.3 23.2 6.1 22.1 8.2 8.3 24.5 6.3 8.2 12.0 12.6 7.3 29.2 21.1 7.4 14.1 9.2 9.7 8.9 20.9 27.5 54.3 18.0 28.8 15.7 10.0 9.5 12.1 16.1 12.3 13.7 21.7 11.3 17.8 40.7 18.8 11.9 19.5 19.2 7.5 12.8 22.9 20.8 14.1 21.9 14.3 18.7 35.2 25.0 6.7 7.6 30.6 7.8 13.9 17.2 13.4 16.5 8.7 8.5 36.2
Standard Deviation(%) NA 12.9 14.1 17.2 21.0 18.2 NA NA 21.6 14.9 22.0 14.4 32.4 16.5 19.3 10.8 14.2 16.1 11.7 16.1 13.1 15.0 13.4 24.4 30.6 14.3 13.4 14.6 14.6 13.5 24.0 27.5 54.9 28.3 33.5 28.4 20.2 18.1 21.0 20.5 21.4 19.1 24.9 20.8 20.0 49.2 23.3 17.0 19.8 19.3 21.4 18.6 18.6 11.9 15.6 13.9 15.3 20.0 31.1 25.4 18.2 16.3 25.8 16.8 16.9 16.0 15.5 11.6 12.7 12.9 22.6
Treynor Ratio NA 3.54 0.26 0.15 0.18 0.16 NA NA 0.1 -0.14 -0.14 0.55 0.2 0.73 0.05 0.35 0.16 -0.13 0.36 0.31 0.11 0.16 0.2 0.02 -0.24 0.26 0.17 0.06 0.17 0.34 0.23 -0.02 -1.11 0.27 0.14 0.39 0.29 0.35 0.05 0.05 0.12 0.06 0.15 0.59 -0.03 0.07 0.07 0.35 -0.08 -0.16 0.52 0.14 -0.29 -1.14 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
Alpha NA 0.14 0.0 0.01 0.01 0.01 NA NA 0.02 -0.05 0.02 0.04 0.01 0.08 0.02 0.02 0.01 -0.04 0.04 0.0 -0.01 0.02 0.01 -0.05 0.05 0.05 0.01 0.01 0.02 0.01 0.08 0.03 -0.08 0.03 -0.02 0.04 0.03 0.01 0.04 -0.01 0.03 -0.06 0.11 0.1 -0.04 0.05 0.01 0.04 -0.01 -0.06 0.1 0.06 -0.09 -0.09 NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA
Beta NA 0.14 0.32 0.42 0.58 0.57 NA NA 0.66 0.38 0.47 0.37 0.71 0.53 0.46 0.34 0.56 0.76 0.43 0.77 0.49 0.45 0.47 0.59 0.6 0.53 0.61 0.78 0.65 0.49 0.39 0.23 0.29 0.65 0.85 1.17 0.93 0.87 1.26 1.06 1.0 0.82 1.24 0.96 0.91 1.2 0.85 0.5 0.75 0.62 0.76 0.5 0.52 0.2 NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA
RSquared NA 0.01 0.07 0.18 0.34 0.31 NA NA 0.22 0.11 0.27 0.11 0.56 0.16 0.16 0.04 0.26 0.54 0.17 0.28 0.22 0.49 0.4 0.43 0.65 0.35 0.21 0.3 0.24 0.38 0.18 0.03 0.02 0.17 0.27 0.55 0.29 0.14 0.35 0.21 0.22 0.4 0.64 0.36 0.6 0.67 0.36 0.11 0.24 0.19 0.41 0.15 0.21 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

*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1962

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 PG

View all related articles


Related 401K Plans

1. The Gillette Company Employees' Savings Plan (Not Rated)
2. THE PROCTER & GAMBLE SAVINGS PLAN (Not Rated)
3. THE PROCTER & GAMBLE COMMERCIAL COMPANY EMPLOYEES’ SAVINGS PLAN (Not Rated)
4. The Procter and Gamble Profit Sharing Trust and Employee stock Ownership Plan (Not Rated)
Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.