EXC: Exelon Corporation (STOCK)
Basic Info 38.73 0.33(0.86%) May 15
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/02/1973 |
Last Dividend Date: | 05/10/2024 |
12-Mo. Yield | 5.13% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/02/1973 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.4 | 10.1 | -0.3 | 11.0 | 5.9 | 8.4 | 5.2 | 6.8 | 5.0 | -13.2 | 8.3 | 41.4 | -3.9 | 4.3 | 18.3 | 15.1 | 34.2 | -22.2 | 40.6 | -3.5 | -27.4 | 9.5 | -10.4 | -8.4 | -29.9 | 35.1 | 19.8 | 24.6 | 37.6 | 30.2 | 14.1 | -29.6 | 107.8 | -16.8 | 72.2 | -4.0 | -16.2 | 23.0 | -19.0 | 15.8 | 1.0 | 43.7 | -22.2 | 15.6 | 8.1 | -18.2 | 30.2 | 16.8 | 3.5 | -15.4 | 24.8 | 9.0 | -9.1 | -11.3 | -21.0 | 9.8 | 19.2 | 37.9 | -39.6 | -19.6 |
Sharpe Ratio | NA | 0.98 | -0.51 | 0.36 | 0.13 | 0.28 | NA | NA | 0.08 | -0.8 | 0.27 | 2.25 | -0.08 | 0.18 | 1.03 | 1.03 | 1.51 | -0.89 | 1.99 | -0.19 | -1.63 | 0.49 | -0.58 | -0.29 | -0.59 | 1.13 | 0.98 | 1.05 | 2.3 | 1.7 | 0.41 | -0.94 | 2.97 | -0.79 | 2.4 | -0.32 | -1.06 | 1.0 | -1.07 | 0.81 | -0.08 | 2.42 | -1.0 | 0.63 | 0.16 | -0.84 | 1.15 | 0.5 | -0.11 | -1.19 | 0.92 | -0.05 | -0.75 | -0.93 | -1.82 | 0.43 | 0.94 | 1.28 | -1.17 | -1.95 |
Draw Down(%) | NA | 8.4 | 20.0 | 28.4 | 40.0 | 40.0 | NA | NA | 62.2 | 18.4 | 28.2 | 11.8 | 40.0 | 12.6 | 9.1 | 9.7 | 18.5 | 30.4 | 17.2 | 26.6 | 30.2 | 10.5 | 22.4 | 29.9 | 50.1 | 17.4 | 11.8 | 17.3 | 9.1 | 14.3 | 28.5 | 40.7 | 15.1 | 37.0 | 22.7 | 26.9 | 28.1 | 13.0 | 21.9 | 17.0 | 12.1 | 6.0 | 37.1 | 10.9 | 19.5 | 31.2 | 14.3 | 15.2 | 34.6 | 24.0 | 10.7 | 12.7 | 26.4 | 21.6 | 22.3 | 8.9 | 8.8 | 16.4 | 51.3 | 23.9 |
Standard Deviation(%) | NA | 17.6 | 21.3 | 21.9 | 28.9 | 24.8 | NA | NA | 24.2 | 22.0 | 25.9 | 18.4 | 48.8 | 15.7 | 16.5 | 14.0 | 22.5 | 25.0 | 20.4 | 18.5 | 16.9 | 19.3 | 18.0 | 29.5 | 52.3 | 28.7 | 16.9 | 21.3 | 15.9 | 17.3 | 31.3 | 34.4 | 35.0 | 25.3 | 28.6 | 23.3 | 18.4 | 19.2 | 20.5 | 16.9 | 16.7 | 16.4 | 27.3 | 15.9 | 21.9 | 26.5 | 22.5 | 23.3 | 28.9 | 18.0 | 18.7 | 22.2 | 22.8 | 19.8 | 14.3 | 14.3 | 16.6 | 26.4 | 38.5 | 17.0 |
Treynor Ratio | NA | 1.07 | -0.26 | 0.14 | 0.04 | 0.09 | NA | NA | 0.03 | -0.33 | 0.12 | 0.59 | -0.03 | 0.1 | 0.67 | 0.95 | 0.48 | -0.3 | 0.73 | -0.07 | -0.82 | 0.17 | -0.16 | -0.14 | -0.3 | 0.29 | 0.26 | 0.19 | 0.72 | 0.54 | 0.23 | -8.98 | -147.92 | -0.56 | 18.28 | -0.17 | -0.26 | 0.22 | -0.25 | 0.18 | -0.03 | 0.83 | -0.38 | 0.2 | 0.05 | -0.41 | 0.47 | 0.24 | -0.05 | -0.61 | 0.5 | -0.04 | -0.63 | 0.41 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.05 | -0.07 | 0.02 | -0.02 | 0.0 | NA | NA | 0.0 | -0.1 | 0.08 | 0.07 | -0.08 | -0.02 | 0.07 | 0.05 | 0.09 | -0.09 | 0.11 | -0.06 | -0.14 | 0.03 | -0.08 | -0.08 | 0.07 | 0.11 | 0.03 | 0.07 | 0.11 | 0.05 | 0.12 | -0.13 | 0.3 | -0.1 | 0.22 | -0.07 | -0.13 | -0.03 | -0.08 | 0.03 | -0.01 | 0.09 | -0.08 | 0.0 | -0.01 | -0.09 | 0.08 | 0.02 | 0.01 | -0.1 | 0.05 | 0.02 | -0.08 | -0.08 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.16 | 0.41 | 0.55 | 0.88 | 0.78 | NA | NA | 0.61 | 0.53 | 0.56 | 0.7 | 1.2 | 0.3 | 0.25 | 0.15 | 0.71 | 0.74 | 0.55 | 0.51 | 0.34 | 0.57 | 0.66 | 0.62 | 1.02 | 1.13 | 0.63 | 1.17 | 0.51 | 0.55 | 0.56 | 0.04 | -0.01 | 0.36 | 0.04 | 0.44 | 0.76 | 0.89 | 0.88 | 0.75 | 0.5 | 0.48 | 0.72 | 0.5 | 0.71 | 0.54 | 0.55 | 0.49 | 0.65 | 0.35 | 0.35 | 0.28 | 0.27 | -0.44 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.01 | 0.05 | 0.19 | 0.42 | 0.31 | NA | NA | 0.18 | 0.1 | 0.28 | 0.25 | 0.71 | 0.06 | 0.07 | 0.01 | 0.17 | 0.21 | 0.1 | 0.09 | 0.06 | 0.47 | 0.44 | 0.33 | 0.62 | 0.4 | 0.14 | 0.32 | 0.13 | 0.29 | 0.22 | 0.0 | 0.0 | 0.07 | 0.0 | 0.12 | 0.24 | 0.13 | 0.18 | 0.15 | 0.09 | 0.19 | 0.18 | 0.17 | 0.3 | 0.43 | 0.16 | 0.06 | 0.08 | 0.07 | 0.11 | 0.03 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.1 | 4.5 | 3.5 | 3.2 | 4.2 | 3.4 | 5.2 | N/A | 4.2 | 2.4 | 3.7 | 3.3 | 3.3 | 3.4 | 3.8 | 5.7 | 3.3 | 4.6 | 4.9 | 5.0 | 5.0 | 4.3 | 3.6 | 2.5 | 2.8 | 2.9 | 3.7 | 3.8 | 3.6 | 3.6 | 2.7 | 4.1 | 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 | -57.8 | 31.4 | 5.5 | 12.3 | -19.8 | 88.2 | 717.1 | N/A | 32.4 | -10.5 | 0.0 | 5.6 | 5.9 | 3.0 | -17.0 | 28.2 | 0.0 | -14.5 | -30.6 | 0.5 | 0.0 | 0.0 | 3.0 | 14.8 | 10.0 | 0.0 | 27.0 | 31.2 | 9.1 | -3.3 | 31.9 | 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 05/02/1973
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