CVI: CVR Energy Inc (STOCK)
Basic Info 28.89 0.34(1.19%) May 14
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/23/2007 |
| Last Dividend Date: | 05/10/2024 |
| 12-Mo. Yield | 19.51% |
| Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/24/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | -1.5 | 39.3 | 26.0 | 2.5 | 4.9 | 18.9 | 10.0 | 11.5 | 121.5 | 25.7 | -61.3 | 25.4 | -0.8 | 53.5 | -27.4 | 6.7 | 3.4 | 15.0 | 160.5 | 23.4 | 121.2 | 71.6 | -84.0 | 23.2 |
| Sharpe Ratio | NA | -0.23 | 0.79 | 0.46 | 0.01 | 0.08 | NA | 0.16 | 0.18 | 1.83 | 0.41 | -0.67 | 0.78 | -0.05 | 1.33 | -0.47 | 0.2 | 0.11 | 0.37 | 4.97 | 0.39 | 2.91 | 0.87 | -0.68 | 5.63 |
| Draw Down(%) | NA | 22.3 | 22.3 | 45.5 | 80.3 | 80.3 | NA | 92.4 | 33.5 | 34.8 | 51.0 | 74.1 | 29.0 | 31.4 | 30.8 | 64.2 | 18.1 | 24.7 | 45.0 | 23.6 | 41.1 | 28.6 | 51.9 | 92.4 | 10.4 |
| Standard Deviation(%) | NA | 35.8 | 35.9 | 54.5 | 62.2 | 53.0 | NA | 59.9 | 40.5 | 66.0 | 62.3 | 91.5 | 30.7 | 42.7 | 40.1 | 58.6 | 34.1 | 29.7 | 40.7 | 32.7 | 59.9 | 41.6 | 82.3 | 124.4 | 36.2 |
| Treynor Ratio | NA | -0.11 | 0.38 | 0.28 | 0.0 | 0.03 | NA | 0.06 | 0.09 | 1.47 | 0.23 | -0.39 | 0.21 | -0.02 | 0.29 | -0.16 | 0.06 | 0.03 | 0.09 | 1.56 | 0.13 | 0.85 | 0.43 | -0.48 | 5.78 |
| Alpha | NA | -0.08 | 0.06 | 0.12 | 0.01 | 0.01 | NA | 0.05 | -0.01 | 0.46 | 0.05 | -0.35 | -0.02 | 0.05 | 0.06 | -0.14 | 0.04 | -0.03 | -0.09 | 0.34 | 0.12 | 0.26 | 0.17 | -0.14 | 0.48 |
| Beta | NA | 0.78 | 0.74 | 0.9 | 1.24 | 1.26 | NA | 1.47 | 0.85 | 0.82 | 1.14 | 1.57 | 1.15 | 1.16 | 1.83 | 1.71 | 1.21 | 1.21 | 1.58 | 1.04 | 1.74 | 1.42 | 1.68 | 1.77 | 0.35 |
| RSquared | NA | 0.06 | 0.06 | 0.08 | 0.18 | 0.17 | NA | 0.24 | 0.08 | 0.09 | 0.06 | 0.33 | 0.22 | 0.21 | 0.09 | 0.14 | 0.3 | 0.21 | 0.18 | 0.16 | 0.46 | 0.38 | 0.32 | 0.29 | 0.04 |
| Yield(%) | N/A | 3.2 | 18.1 | 19.8 | 7.4 | 6.6 | 41.8 | N/A | 15.4 | 32.6 | 16.2 | 3.0 | 8.7 | 6.7 | 8.1 | 5.3 | 5.0 | 11.9 | 29.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -77.8 | -29.7 | 138.3 | 21.9 | N/A | N/A | N/A | -22.4 | 141.7 | 100.0 | -60.7 | 22.0 | 25.0 | 0.0 | 0.0 | -60.0 | -64.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/2007
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