PM: Philip Morris International Inc. (STOCK)

Asset Class:	ROOT
MyPlanIQ Rating:	Not Rated
Start Date:	03/17/2008
Last Dividend Date:	06/27/2025
12-Mo. Yield	5.32%
Expenses	-
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	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 03/17/2008	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Annualized Return(%)	-0.8	53.8	86.4	27.3	27.3	14.0	14.9	13.0	34.3	-1.9	12.3	20.8	3.7	35.0	-33.3	19.8	8.6	13.4	-2.1	8.5	9.7	39.8	27.2	16.5	-9.1
Sharpe Ratio	NA	5.12	3.3	1.16	1.21	0.53	NA	0.52	1.4	-0.37	0.44	1.19	0.09	1.39	-1.21	1.36	0.51	0.71	-0.15	0.54	0.57	1.95	1.39	0.63	-0.28
Draw Down(%)	NA	7.9	11.0	17.2	22.8	42.9	NA	42.9	8.8	13.6	22.8	18.0	31.9	20.4	37.0	15.5	14.9	10.4	13.5	13.1	12.1	13.6	18.5	27.3	33.9
Standard Deviation(%)	NA	26.8	24.9	20.6	21.2	23.6	NA	23.4	19.8	16.5	25.0	17.5	39.6	24.3	28.6	14.2	16.2	18.8	14.4	15.6	17.0	20.3	19.5	25.9	43.3
Treynor Ratio	NA	7.7	7.06	0.67	0.69	0.21	NA	0.19	3.92	-0.11	0.26	0.41	0.04	0.52	-0.77	0.36	0.15	0.17	-0.03	0.11	0.14	0.64	0.36	0.42	-0.16
Alpha	NA	0.35	0.24	0.07	0.08	0.03	NA	0.03	0.1	-0.06	0.08	0.03	-0.04	0.06	-0.14	0.03	0.01	0.05	-0.04	-0.05	0.0	0.13	0.06	0.03	0.08
Beta	NA	0.18	0.12	0.36	0.37	0.6	NA	0.62	0.07	0.56	0.43	0.51	0.89	0.65	0.45	0.54	0.56	0.8	0.68	0.8	0.69	0.62	0.74	0.39	0.73
RSquared	NA	0.03	0.01	0.09	0.09	0.23	NA	0.29	0.0	0.2	0.17	0.15	0.61	0.11	0.08	0.06	0.21	0.43	0.29	0.32	0.27	0.5	0.47	0.17	0.57
Yield(%)	N/A	2.2	5.3	5.7	7.3	5.9	9.2	N/A	5.5	5.1	5.3	6.0	5.6	6.9	4.3	4.6	4.7	5.0	4.5	4.1	3.2	4.8	4.9	5.1	3.1
Dividend Growth(%)	N/A	-49.1	3.8	28.0	16.7	N/A	N/A	N/A	3.1	2.0	2.9	3.4	2.6	2.9	6.4	2.4	2.0	4.1	8.4	42.4	-10.9	15.6	8.9	45.5	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/2008

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