PG: Procter & Gamble Company (STOCK)
Basic Info 166.85 0.81(0.49%) May 10
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/02/1962 |
| Last Dividend Date: | 04/18/2024 |
| 12-Mo. Yield | 2.47% |
| Expenses | - |
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Performance Analytics (As of 05/10/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1962 |
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 | 1972 | 1971 | 1970 | 1969 | 1968 | 1967 | 1966 | 1965 | 1964 | 1963 | 1962 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 15.3 | 11.1 | 9.3 | 12.3 | 10.4 | 11.4 | 8.9 | 9.1 | -0.9 | -5.0 | 20.5 | 14.2 | 39.7 | 3.6 | 12.7 | 9.4 | -10.0 | 15.4 | 23.6 | 5.2 | 7.1 | 9.4 | 1.2 | -13.8 | 16.6 | 13.4 | 7.2 | 11.9 | 17.3 | 10.0 | 2.0 | -27.8 | 20.8 | 15.1 | 49.0 | 30.3 | 34.6 | 9.4 | 6.9 | 14.7 | 8.7 | 23.7 | 61.8 | 2.1 | 12.0 | 9.7 | 22.7 | 0.5 | -3.6 | 47.3 | 16.9 | -7.1 | -16.3 | 3.6 | -8.2 | 5.3 | 9.3 | -11.4 | -17.4 | 42.1 | 35.4 | 6.0 | 26.6 | -6.2 | 26.4 | 5.2 | -14.9 | 2.0 | 12.1 | -22.1 |
| Sharpe Ratio | NA | 3.52 | 0.52 | 0.41 | 0.51 | 0.51 | NA | NA | 0.3 | -0.35 | -0.29 | 1.42 | 0.43 | 2.33 | 0.12 | 1.12 | 0.64 | -0.62 | 1.32 | 1.47 | 0.4 | 0.47 | 0.69 | 0.04 | -0.48 | 0.96 | 0.76 | 0.34 | 0.75 | 1.23 | 0.37 | -0.01 | -0.58 | 0.62 | 0.35 | 1.59 | 1.31 | 1.7 | 0.31 | 0.23 | 0.57 | 0.26 | 0.74 | 2.69 | -0.13 | 0.16 | 0.24 | 1.03 | -0.31 | -0.5 | 1.85 | 0.37 | -0.81 | -1.96 | -0.09 | -0.85 | 0.12 | 0.26 | -0.54 | -0.88 | 2.17 | 1.98 | 0.23 | 1.6 | -0.42 | 1.66 | 0.34 | -1.28 | 0.16 | 0.94 | -0.98 |
| Draw Down(%) | NA | 4.5 | 9.0 | 23.8 | 23.8 | 25.5 | NA | NA | 54.3 | 10.7 | 23.8 | 12.3 | 23.2 | 6.1 | 22.1 | 8.2 | 8.3 | 24.5 | 6.3 | 8.2 | 12.0 | 12.6 | 7.3 | 29.2 | 21.1 | 7.4 | 14.1 | 9.2 | 9.7 | 8.9 | 20.9 | 27.5 | 54.3 | 18.0 | 28.8 | 15.7 | 10.0 | 9.5 | 12.1 | 16.1 | 12.3 | 13.7 | 21.7 | 11.3 | 17.8 | 40.7 | 18.8 | 11.9 | 19.5 | 19.2 | 7.5 | 12.8 | 22.9 | 20.8 | 14.1 | 21.9 | 14.3 | 18.7 | 35.2 | 25.0 | 6.7 | 7.6 | 30.6 | 7.8 | 13.9 | 17.2 | 13.4 | 16.5 | 8.7 | 8.5 | 36.2 |
| Standard Deviation(%) | NA | 12.7 | 14.1 | 17.1 | 21.0 | 18.2 | NA | NA | 21.6 | 14.9 | 22.0 | 14.4 | 32.4 | 16.5 | 19.3 | 10.8 | 14.2 | 16.1 | 11.7 | 16.1 | 13.1 | 15.0 | 13.4 | 24.4 | 30.6 | 14.3 | 13.4 | 14.6 | 14.6 | 13.5 | 24.0 | 27.5 | 54.9 | 28.3 | 33.5 | 28.4 | 20.2 | 18.1 | 21.0 | 20.5 | 21.4 | 19.1 | 24.9 | 20.8 | 20.0 | 49.2 | 23.3 | 17.0 | 19.8 | 19.3 | 21.4 | 18.6 | 18.6 | 11.9 | 15.6 | 13.9 | 15.3 | 20.0 | 31.1 | 25.4 | 18.2 | 16.3 | 25.8 | 16.8 | 16.9 | 16.0 | 15.5 | 11.6 | 12.7 | 12.9 | 22.6 |
| Treynor Ratio | NA | 4.21 | 0.26 | 0.17 | 0.18 | 0.16 | NA | NA | 0.1 | -0.14 | -0.14 | 0.55 | 0.2 | 0.73 | 0.05 | 0.35 | 0.16 | -0.13 | 0.36 | 0.31 | 0.11 | 0.16 | 0.2 | 0.02 | -0.24 | 0.26 | 0.17 | 0.06 | 0.17 | 0.34 | 0.23 | -0.02 | -1.11 | 0.27 | 0.14 | 0.39 | 0.29 | 0.35 | 0.05 | 0.05 | 0.12 | 0.06 | 0.15 | 0.59 | -0.03 | 0.07 | 0.07 | 0.35 | -0.08 | -0.16 | 0.52 | 0.14 | -0.29 | -1.14 | 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 |
| Alpha | NA | 0.14 | 0.01 | 0.02 | 0.02 | 0.01 | NA | NA | 0.02 | -0.05 | 0.02 | 0.04 | 0.01 | 0.08 | 0.02 | 0.02 | 0.01 | -0.04 | 0.04 | 0.0 | -0.01 | 0.02 | 0.01 | -0.05 | 0.05 | 0.05 | 0.01 | 0.01 | 0.02 | 0.01 | 0.08 | 0.03 | -0.08 | 0.03 | -0.02 | 0.04 | 0.03 | 0.01 | 0.04 | -0.01 | 0.03 | -0.06 | 0.11 | 0.1 | -0.04 | 0.05 | 0.01 | 0.04 | -0.01 | -0.06 | 0.1 | 0.06 | -0.09 | -0.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.11 | 0.28 | 0.42 | 0.58 | 0.57 | NA | NA | 0.66 | 0.38 | 0.47 | 0.37 | 0.71 | 0.53 | 0.46 | 0.34 | 0.56 | 0.76 | 0.43 | 0.77 | 0.49 | 0.45 | 0.47 | 0.59 | 0.6 | 0.53 | 0.61 | 0.78 | 0.65 | 0.49 | 0.39 | 0.23 | 0.29 | 0.65 | 0.85 | 1.17 | 0.93 | 0.87 | 1.26 | 1.06 | 1.0 | 0.82 | 1.24 | 0.96 | 0.91 | 1.2 | 0.85 | 0.5 | 0.75 | 0.62 | 0.76 | 0.5 | 0.52 | 0.2 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.01 | 0.05 | 0.18 | 0.34 | 0.31 | NA | NA | 0.22 | 0.11 | 0.27 | 0.11 | 0.56 | 0.16 | 0.16 | 0.04 | 0.26 | 0.54 | 0.17 | 0.28 | 0.22 | 0.49 | 0.4 | 0.43 | 0.65 | 0.35 | 0.21 | 0.3 | 0.24 | 0.38 | 0.18 | 0.03 | 0.02 | 0.17 | 0.27 | 0.55 | 0.29 | 0.14 | 0.35 | 0.21 | 0.22 | 0.4 | 0.64 | 0.36 | 0.6 | 0.67 | 0.36 | 0.11 | 0.24 | 0.19 | 0.41 | 0.15 | 0.21 | 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 |
| Yield(%) | N/A | 1.3 | 2.5 | 2.7 | 3.3 | 3.8 | 5.5 | 2.3 | N/A | 2.5 | 2.2 | 2.5 | 2.5 | 3.3 | 3.1 | 3.3 | 3.4 | 2.9 | 3.1 | 3.4 | 3.3 | 3.1 | 3.1 | 2.7 | 2.1 | 2.1 | 2.1 | 2.0 | 1.0 | 1.0 | 1.4 | 0.9 | 0.6 | 0.7 | 0.7 | 0.5 | 0.5 | 0.6 | 0.6 | 0.6 | 0.3 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.1 | 0.1 | 0.2 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -47.7 | 4.0 | 20.3 | 26.9 | 79.9 | 219.6 | 458.5 | N/A | 3.6 | 5.9 | 9.0 | 5.1 | 4.2 | 4.0 | 2.6 | 1.9 | 4.0 | 6.8 | 7.3 | 7.8 | 8.5 | 9.3 | 11.0 | 14.0 | 12.4 | 11.0 | 11.2 | 14.0 | -23.2 | 55.6 | 9.1 | 10.0 | 11.1 | 12.5 | 14.3 | 10.5 | 11.8 | 13.3 | 11.1 | 12.5 | 0.0 | 14.3 | 31.2 | 0.0 | 0.0 | 0.0 | 0.0 | 14.3 | 16.7 | 0.0 | 0.0 | 9.1 | 37.5 | 0.0 | 0.0 | 0.0 | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 01/02/1962
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