PEP: PepsiCo Inc (STOCK)
Basic Info 177.99 1.28(0.71%) May 24
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/01/1972 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 2.63% |
Expenses | - |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/01/1972 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.3 | 5.6 | -0.9 | 9.4 | 9.5 | 10.7 | 11.9 | 9.2 | 10.8 | -3.3 | 6.8 | 20.5 | 11.7 | 27.4 | -4.8 | 17.8 | 7.8 | 8.7 | 17.3 | 24.6 | 6.4 | 4.7 | 11.4 | 14.6 | -26.0 | 23.9 | 7.9 | 15.2 | 13.8 | 12.0 | -12.1 | -0.5 | 42.6 | -13.8 | 12.8 | 23.9 | 4.7 | 54.1 | -11.3 | -1.5 | 22.5 | 30.3 | 21.9 | 62.0 | 18.4 | 28.4 | 7.2 | 69.7 | 12.1 | 7.0 | -1.7 | 33.5 | 9.5 | -2.9 | -8.5 | 5.8 | 12.6 | 74.1 | -41.6 | -20.4 | 0.7 |
Sharpe Ratio | NA | 1.11 | -0.37 | 0.5 | 0.38 | 0.53 | NA | NA | 0.32 | -0.5 | 0.28 | 1.39 | 0.31 | 1.87 | -0.33 | 1.77 | 0.56 | 0.57 | 1.34 | 1.84 | 0.6 | 0.28 | 0.76 | 0.63 | -0.84 | 1.47 | 0.41 | 1.11 | 0.89 | 0.56 | -0.4 | -0.13 | 1.11 | -0.53 | 0.22 | 0.62 | 0.05 | 2.4 | -0.61 | -0.16 | 0.94 | 0.84 | 0.57 | 2.19 | 0.47 | 0.64 | 0.1 | 3.2 | 0.28 | 0.04 | -0.29 | 0.97 | 0.05 | -0.48 | -0.57 | 0.11 | 0.45 | 2.13 | -1.19 | -1.23 | -0.12 |
Draw Down(%) | NA | 6.1 | 16.9 | 18.3 | 28.8 | 28.8 | NA | NA | 67.3 | 18.3 | 11.9 | 12.9 | 28.8 | 7.4 | 20.4 | 7.7 | 8.6 | 10.2 | 7.7 | 8.9 | 6.7 | 15.3 | 8.5 | 17.4 | 35.7 | 6.4 | 7.1 | 7.5 | 13.5 | 14.7 | 33.0 | 16.5 | 18.6 | 27.1 | 37.6 | 16.5 | 21.1 | 10.5 | 27.2 | 18.7 | 12.8 | 23.9 | 21.8 | 13.1 | 11.2 | 29.0 | 27.3 | 8.7 | 10.8 | 17.3 | 32.3 | 18.2 | 21.6 | 18.8 | 26.2 | 15.6 | 14.2 | 23.4 | 58.7 | 26.1 | 12.4 |
Standard Deviation(%) | NA | 17.0 | 16.4 | 16.6 | 21.9 | 18.5 | NA | NA | 24.3 | 15.1 | 19.5 | 14.8 | 36.7 | 13.9 | 18.5 | 9.7 | 13.5 | 15.4 | 12.9 | 13.4 | 10.6 | 17.0 | 15.0 | 23.0 | 31.8 | 14.3 | 11.2 | 11.8 | 14.5 | 20.1 | 32.9 | 23.3 | 34.6 | 32.1 | 42.7 | 32.8 | 24.9 | 21.0 | 23.3 | 22.1 | 21.3 | 31.5 | 29.1 | 25.7 | 29.2 | 38.0 | 31.8 | 20.2 | 19.0 | 23.3 | 31.8 | 24.1 | 27.7 | 20.7 | 23.6 | 19.9 | 20.0 | 32.7 | 39.4 | 20.6 | 15.4 |
Treynor Ratio | NA | 4.65 | -0.17 | 0.19 | 0.12 | 0.15 | NA | NA | 0.12 | -0.2 | 0.11 | 0.39 | 0.13 | 0.48 | -0.14 | 0.52 | 0.14 | 0.11 | 0.3 | 0.36 | 0.15 | 0.1 | 0.22 | 0.32 | -0.49 | 0.36 | 0.12 | 0.23 | 0.21 | 0.18 | -0.21 | -0.21 | 3.19 | -0.28 | 0.09 | 0.22 | 0.01 | 0.45 | -0.14 | -0.04 | 0.2 | 0.2 | 0.12 | 0.39 | 0.1 | 0.31 | 0.03 | 0.91 | 0.07 | 0.01 | -0.1 | 0.35 | 0.03 | 0.42 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.07 | -0.05 | 0.02 | 0.0 | 0.01 | NA | NA | 0.02 | -0.06 | 0.06 | 0.02 | -0.01 | 0.04 | -0.01 | 0.04 | 0.01 | 0.03 | 0.04 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | -0.02 | 0.07 | 0.0 | 0.04 | 0.03 | -0.02 | 0.02 | 0.01 | 0.15 | -0.09 | -0.03 | 0.0 | -0.05 | 0.04 | -0.04 | -0.03 | 0.06 | -0.02 | 0.12 | 0.07 | 0.01 | 0.09 | 0.01 | 0.15 | 0.03 | -0.01 | -0.06 | 0.13 | -0.02 | -0.04 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.04 | 0.36 | 0.44 | 0.68 | 0.65 | NA | NA | 0.67 | 0.38 | 0.49 | 0.52 | 0.88 | 0.54 | 0.44 | 0.33 | 0.53 | 0.76 | 0.57 | 0.69 | 0.42 | 0.45 | 0.52 | 0.46 | 0.55 | 0.58 | 0.37 | 0.56 | 0.61 | 0.64 | 0.62 | 0.14 | 0.12 | 0.6 | 1.04 | 0.91 | 0.89 | 1.11 | 1.05 | 0.94 | 1.01 | 1.32 | 1.41 | 1.44 | 1.36 | 0.79 | 1.08 | 0.71 | 0.72 | 0.62 | 0.96 | 0.68 | 0.53 | -0.24 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.0 | 0.07 | 0.21 | 0.44 | 0.39 | NA | NA | 0.21 | 0.11 | 0.37 | 0.21 | 0.7 | 0.23 | 0.17 | 0.05 | 0.27 | 0.59 | 0.25 | 0.32 | 0.26 | 0.38 | 0.39 | 0.29 | 0.5 | 0.42 | 0.11 | 0.24 | 0.22 | 0.29 | 0.24 | 0.02 | 0.01 | 0.11 | 0.25 | 0.25 | 0.18 | 0.17 | 0.2 | 0.14 | 0.22 | 0.38 | 0.6 | 0.54 | 0.63 | 0.45 | 0.31 | 0.16 | 0.24 | 0.13 | 0.31 | 0.17 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.7 | 2.7 | 3.1 | 3.4 | 4.3 | 6.2 | 5.1 | N/A | 2.8 | 2.6 | 2.9 | 3.0 | 3.5 | 3.0 | 3.0 | 3.0 | 2.9 | 3.1 | 3.2 | 3.2 | 3.1 | 3.9 | 3.2 | 2.2 | 2.3 | 1.9 | 1.9 | 1.8 | 1.5 | 1.2 | 1.2 | 1.5 | 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 | 0.0 |
Dividend Growth(%) | N/A | -74.4 | 10.0 | 19.9 | 42.1 | 118.4 | 439.8 | 2057.8 | N/A | 9.4 | 6.8 | 5.2 | 6.1 | 5.7 | 13.3 | 7.0 | 7.2 | 9.1 | 13.0 | 5.3 | 5.1 | -14.6 | 33.5 | 7.6 | 15.8 | 22.8 | 14.9 | 18.8 | 34.9 | 5.9 | 3.5 | 3.6 | 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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/1972
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