LOW: Lowe's Companies Inc (STOCK)
Basic Info 231.11 1.15(0.50%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/31/1999 |
Last Dividend Date: | 04/23/2024 |
12-Mo. Yield | 2.15% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/17/2024)
Last 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.7 | 4.9 | 13.8 | 8.0 | 18.3 | 19.8 | 20.5 | 13.6 | 13.4 | 14.0 | -21.5 | 63.3 | 36.4 | 32.2 | 1.2 | 33.3 | -4.9 | 12.2 | 41.2 | 41.8 | 42.9 | 3.4 | 9.2 | 10.6 | -3.3 | -26.8 | -6.0 | 16.1 | 4.2 | 48.0 | -19.2 | 108.7 | -25.5 | 0.0 |
Sharpe Ratio | NA | 0.47 | 0.47 | 0.21 | 0.5 | 0.65 | NA | NA | 0.37 | 0.42 | -0.69 | 2.64 | 0.68 | 1.17 | 0.0 | 1.53 | -0.23 | 0.58 | 2.21 | 1.82 | 1.62 | 0.12 | 0.34 | 0.26 | -0.08 | -1.07 | -0.39 | 0.66 | 0.15 | 1.64 | -0.48 | 2.2 | -0.58 | NA |
Draw Down(%) | NA | 12.5 | 21.4 | 33.9 | 48.6 | 48.6 | NA | NA | 60.6 | 21.4 | 33.5 | 14.2 | 48.6 | 21.3 | 26.1 | 15.7 | 20.1 | 12.1 | 11.8 | 10.5 | 22.1 | 32.9 | 30.2 | 41.4 | 38.2 | 37.0 | 23.7 | 15.2 | 20.3 | 15.6 | 30.3 | 31.8 | 41.0 | 0.0 |
Standard Deviation(%) | NA | 20.3 | 21.4 | 26.7 | 33.7 | 28.7 | NA | NA | 32.6 | 23.5 | 33.4 | 24.0 | 52.7 | 26.3 | 28.7 | 21.5 | 21.8 | 20.9 | 18.7 | 22.9 | 26.7 | 28.7 | 27.0 | 40.7 | 56.1 | 27.9 | 23.9 | 21.2 | 21.7 | 28.9 | 41.9 | 49.4 | 51.3 | 0.0 |
Treynor Ratio | NA | 0.1 | 0.09 | 0.06 | 0.15 | 0.18 | NA | NA | 0.11 | 0.09 | -0.24 | 0.72 | 0.31 | 0.29 | 0.0 | 0.28 | -0.05 | 0.13 | 0.5 | 0.35 | 0.47 | 0.04 | 0.08 | 0.1 | -0.04 | -0.27 | -0.07 | 0.1 | 0.03 | 0.46 | -0.2 | 0.79 | -0.28 | 1.0 |
Alpha | NA | -0.06 | -0.05 | 0.0 | 0.02 | 0.03 | NA | NA | 0.03 | -0.04 | -0.01 | 0.12 | 0.07 | 0.01 | 0.04 | 0.03 | -0.06 | 0.05 | 0.1 | 0.01 | 0.1 | 0.01 | -0.02 | -0.04 | 0.21 | -0.14 | -0.09 | 0.04 | -0.02 | 0.06 | 0.04 | 0.41 | -0.03 | NA |
Beta | NA | 0.97 | 1.06 | 0.97 | 1.09 | 1.06 | NA | NA | 1.06 | 1.07 | 0.97 | 0.88 | 1.18 | 1.05 | 1.11 | 1.18 | 0.95 | 0.95 | 0.83 | 1.21 | 0.92 | 0.83 | 1.07 | 1.03 | 1.07 | 1.1 | 1.31 | 1.33 | 1.18 | 1.03 | 1.01 | 1.37 | 1.06 | NA |
RSquared | NA | 0.31 | 0.32 | 0.39 | 0.49 | 0.44 | NA | NA | 0.41 | 0.35 | 0.5 | 0.23 | 0.64 | 0.25 | 0.43 | 0.13 | 0.32 | 0.49 | 0.25 | 0.34 | 0.19 | 0.46 | 0.51 | 0.48 | 0.59 | 0.4 | 0.3 | 0.41 | 0.36 | 0.38 | 0.39 | 0.35 | 0.21 | 0.0 |
Yield(%) | N/A | 1.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.2 | 1.4 | 1.7 | 1.9 | 2.2 | 1.9 | 2.2 | 1.7 | 1.5 | 1.7 | 1.9 | 2.4 | 2.0 | 1.7 | 1.5 | 1.5 | 0.8 | 0.5 | 0.3 | 0.3 | 0.2 | 0.0 | 0.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -48.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.2 | 32.1 | 24.4 | 9.2 | 15.7 | 15.6 | 23.2 | 21.4 | 24.1 | 22.1 | 13.3 | 20.0 | 25.0 | 17.6 | 3.0 | 26.9 | 62.5 | 60.0 | 42.9 | 75.0 | 300.0 | 0.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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 LOW
Related 401K Plans
1. Lowe's 401(k) Plan | (Not Rated) |
2. Lowe’s 401(k) Plan | (Not Rated) |