SIRI: Sirius XM Holding Inc (STOCK)
Basic Info 3.04 0.13(4.10%) May 15
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/13/1994 |
Last Dividend Date: | 05/09/2024 |
12-Mo. Yield | 3.04% |
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 09/13/1994 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | -43.2 | -12.5 | -17.8 | -10.2 | 0.3 | 16.4 | 0.4 | -1.0 | -4.5 | -6.6 | 0.6 | -10.1 | 26.2 | 7.3 | 21.4 | 9.6 | 16.3 | 0.3 | 20.8 | 61.5 | 11.7 | 171.7 | 400.0 | -96.0 | -14.4 | -47.2 | -12.1 | 141.1 | 393.7 | -94.5 | -61.2 | -32.7 | 29.9 | 102.2 | 310.6 | -7.0 | 118.5 | -56.1 |
Sharpe Ratio | NA | -2.75 | -0.21 | -0.5 | -0.31 | -0.02 | NA | NA | -0.03 | -0.14 | -0.33 | 0.02 | -0.24 | 1.17 | 0.23 | 0.97 | 0.47 | 0.89 | 0.01 | 0.85 | 1.85 | 0.25 | 3.11 | 2.88 | -0.93 | -0.45 | -1.22 | -0.35 | 1.97 | 3.43 | -0.59 | -0.55 | -0.4 | 0.38 | 1.16 | 2.99 | -0.08 | 1.04 | -0.87 |
Draw Down(%) | NA | 46.2 | 61.8 | 61.8 | 61.8 | 61.8 | NA | NA | 99.9 | 50.1 | 16.3 | 15.8 | 39.5 | 16.7 | 27.6 | 12.9 | 17.7 | 10.0 | 20.5 | 17.2 | 24.2 | 38.8 | 28.5 | 64.7 | 96.4 | 35.2 | 47.2 | 38.9 | 49.0 | 70.1 | 95.5 | 93.5 | 67.7 | 45.5 | 64.9 | 48.3 | 75.4 | 48.7 | 65.4 |
Standard Deviation(%) | NA | 30.4 | 61.9 | 42.1 | 39.5 | 31.8 | NA | NA | 76.6 | 63.3 | 24.1 | 27.9 | 43.3 | 21.2 | 26.2 | 21.5 | 20.0 | 18.3 | 20.6 | 24.4 | 33.6 | 46.9 | 55.3 | 139.0 | 104.5 | 38.8 | 41.6 | 40.7 | 71.3 | 114.7 | 162.1 | 117.4 | 91.1 | 70.2 | 85.5 | 102.0 | 125.2 | 109.9 | 111.7 |
Treynor Ratio | NA | -0.86 | -0.1 | -0.28 | -0.14 | -0.01 | NA | NA | -0.03 | -0.07 | -0.13 | 0.01 | -0.11 | 0.28 | 0.07 | 0.22 | 0.09 | 0.21 | 0.0 | 0.19 | 0.62 | 0.1 | 1.32 | 6.44 | -0.99 | -0.22 | -0.49 | -0.16 | 1.13 | 3.36 | -1.18 | -0.24 | -0.23 | 0.27 | 0.52 | 17.41 | -0.14 | -6.07 | -0.54 |
Alpha | NA | -0.72 | -0.08 | -0.08 | -0.07 | -0.03 | NA | NA | 0.07 | -0.05 | 0.03 | -0.05 | -0.09 | 0.0 | 0.05 | 0.01 | 0.0 | 0.06 | -0.03 | -0.04 | 0.15 | 0.07 | 0.38 | 0.96 | -0.91 | -0.06 | -0.28 | -0.04 | 0.4 | 0.79 | -0.55 | 0.02 | 0.06 | 0.12 | 0.23 | 0.75 | 0.21 | 0.58 | -0.81 |
Beta | NA | 0.97 | 1.27 | 0.76 | 0.87 | 0.87 | NA | NA | 1.05 | 1.18 | 0.63 | 0.61 | 0.97 | 0.88 | 0.86 | 0.95 | 1.02 | 0.78 | 0.79 | 1.1 | 1.01 | 1.17 | 1.3 | 0.62 | 0.98 | 0.79 | 1.04 | 0.9 | 1.24 | 1.17 | 0.81 | 2.64 | 1.63 | 0.98 | 1.91 | 0.18 | 0.73 | -0.19 | 1.79 |
RSquared | NA | 0.14 | 0.05 | 0.09 | 0.21 | 0.23 | NA | NA | 0.06 | 0.05 | 0.4 | 0.08 | 0.61 | 0.27 | 0.32 | 0.09 | 0.45 | 0.44 | 0.19 | 0.25 | 0.14 | 0.34 | 0.18 | 0.01 | 0.15 | 0.11 | 0.06 | 0.05 | 0.04 | 0.03 | 0.02 | 0.24 | 0.15 | 0.06 | 0.2 | 0.0 | 0.01 | 0.0 | 0.03 |
Yield(%) | N/A | 1.1 | 2.9 | 1.6 | 1.4 | 1.6 | 10.6 | 0.9 | N/A | 1.6 | 1.6 | 0.8 | 0.7 | 0.7 | 0.8 | 0.9 | 0.3 | 0.0 | 0.0 | 0.0 | 2.7 | 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 | -33.3 | -4.1 | 87.5 | 221.7 | 912.0 | N/A | N/A | N/A | -10.0 | 100.0 | 0.0 | 25.0 | 0.0 | 0.0 | 300.0 | N/A | N/A | N/A | -100.0 | 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 09/13/1994
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