IBM: International Business Machines (STOCK)
Basic Info 170.89 0.22(0.13%) May 24
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/31/1970 |
Last Dividend Date: | 05/09/2024 |
12-Mo. Yield | 5.29% |
Expenses | - |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 6.5 | 41.8 | 12.4 | 11.4 | 4.1 | 7.6 | 6.8 | 6.3 | 21.8 | 10.6 | 16.7 | -1.2 | 23.6 | -22.6 | -4.0 | 26.4 | -10.7 | -12.4 | -0.2 | 5.9 | 27.4 | 14.3 | 58.6 | -20.8 | 12.8 | 19.8 | -15.8 | 7.2 | 20.5 | -35.5 | 43.0 | -20.8 | 17.0 | 76.2 | 38.1 | 65.8 | 24.3 | 30.1 | 12.2 | -43.4 | -21.2 | 20.1 | -22.8 | 5.5 | -3.7 | -22.8 | 26.3 | 0.9 | 26.8 | 69.2 | -16.2 | 5.4 | -13.7 | 9.1 | -2.0 | 24.5 | 33.5 | -31.9 | -4.1 | 19.5 | 5.9 | 0.0 |
Sharpe Ratio | NA | 0.5 | 1.85 | 0.47 | 0.37 | 0.13 | NA | NA | 0.13 | 1.13 | 0.39 | 0.71 | -0.03 | 1.08 | -0.96 | -0.3 | 1.32 | -0.51 | -0.72 | -0.01 | 0.37 | 1.22 | 0.8 | 2.12 | -0.6 | 0.48 | 1.17 | -1.01 | 0.42 | 0.85 | -0.86 | 1.11 | -0.52 | 0.33 | 2.4 | 0.98 | 1.83 | 0.88 | 0.91 | 0.34 | -1.63 | -1.03 | 0.73 | -1.65 | 0.04 | -0.2 | -1.29 | 1.28 | -0.3 | 1.0 | 2.36 | -1.2 | -0.09 | -1.14 | 0.21 | -0.43 | 1.28 | 1.09 | -1.21 | -0.26 | 1.08 | 0.15 | NA |
Draw Down(%) | NA | 16.9 | 16.9 | 17.9 | 39.0 | 40.6 | NA | NA | 76.5 | 15.0 | 16.7 | 17.9 | 39.0 | 13.4 | 33.5 | 21.7 | 13.5 | 23.0 | 22.0 | 19.1 | 12.2 | 14.6 | 8.8 | 13.8 | 44.3 | 15.9 | 12.9 | 26.8 | 17.5 | 15.0 | 55.9 | 24.6 | 38.9 | 34.5 | 15.6 | 23.1 | 29.9 | 21.7 | 14.4 | 27.6 | 51.2 | 39.2 | 20.8 | 28.3 | 14.8 | 40.9 | 25.7 | 13.8 | 20.2 | 12.6 | 11.9 | 31.5 | 28.2 | 23.3 | 15.1 | 14.1 | 10.9 | 21.0 | 39.4 | 27.9 | 14.3 | 21.9 | 0.0 |
Standard Deviation(%) | NA | 26.9 | 20.5 | 21.2 | 26.7 | 23.7 | NA | NA | 26.0 | 15.8 | 23.8 | 23.3 | 41.1 | 20.5 | 24.8 | 15.5 | 19.9 | 21.3 | 17.3 | 18.9 | 16.2 | 22.4 | 17.8 | 27.6 | 36.0 | 20.5 | 14.2 | 17.9 | 14.8 | 23.4 | 42.5 | 37.3 | 48.3 | 42.0 | 30.4 | 35.3 | 33.7 | 23.3 | 29.8 | 30.0 | 27.9 | 24.2 | 20.0 | 17.2 | 21.7 | 39.5 | 20.8 | 16.5 | 19.2 | 20.6 | 26.1 | 21.8 | 28.5 | 18.1 | 19.4 | 13.2 | 16.4 | 26.9 | 30.7 | 34.1 | 15.5 | 19.1 | 0.0 |
Treynor Ratio | NA | 0.12 | 0.53 | 0.18 | 0.12 | 0.04 | NA | NA | 0.04 | 0.36 | 0.17 | 0.32 | -0.01 | 0.21 | -0.25 | -0.07 | 0.28 | -0.11 | -0.17 | 0.0 | 0.07 | 0.36 | 0.18 | 0.84 | -0.3 | 0.13 | 0.2 | -0.2 | 0.08 | 0.19 | -0.31 | 0.34 | -0.26 | 0.12 | 0.8 | 0.27 | 0.55 | 0.16 | 0.24 | 0.14 | -0.59 | -0.3 | 0.16 | -0.36 | 0.01 | -0.08 | -0.39 | 0.24 | -0.05 | 0.18 | 0.55 | -0.3 | -0.02 | -0.69 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
Alpha | NA | -0.04 | 0.06 | 0.03 | 0.0 | -0.02 | NA | NA | 0.0 | 0.03 | 0.09 | 0.02 | -0.06 | -0.03 | -0.08 | -0.06 | 0.06 | -0.05 | -0.09 | -0.08 | -0.02 | 0.09 | 0.01 | 0.12 | 0.04 | 0.03 | 0.02 | -0.08 | 0.0 | -0.02 | -0.04 | 0.23 | -0.02 | 0.01 | 0.14 | 0.0 | 0.13 | -0.06 | 0.12 | 0.03 | -0.24 | -0.18 | 0.09 | -0.18 | -0.03 | -0.02 | -0.13 | 0.02 | -0.01 | 0.03 | 0.14 | -0.04 | -0.08 | -0.07 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.08 | 0.72 | 0.56 | 0.8 | 0.84 | NA | NA | 0.91 | 0.5 | 0.54 | 0.52 | 0.99 | 1.08 | 0.96 | 0.64 | 0.93 | 1.02 | 0.74 | 0.77 | 0.84 | 0.75 | 0.77 | 0.7 | 0.73 | 0.77 | 0.85 | 0.89 | 0.8 | 1.02 | 1.17 | 1.22 | 0.95 | 1.11 | 0.91 | 1.26 | 1.12 | 1.25 | 1.12 | 0.73 | 0.77 | 0.83 | 0.92 | 0.79 | 1.01 | 0.99 | 0.69 | 0.87 | 1.18 | 1.15 | 1.11 | 0.87 | 1.19 | 0.3 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.21 | 0.16 | 0.2 | 0.41 | 0.4 | NA | NA | 0.33 | 0.17 | 0.3 | 0.09 | 0.69 | 0.43 | 0.44 | 0.07 | 0.38 | 0.55 | 0.24 | 0.21 | 0.44 | 0.61 | 0.61 | 0.47 | 0.69 | 0.37 | 0.36 | 0.27 | 0.36 | 0.55 | 0.51 | 0.48 | 0.19 | 0.23 | 0.38 | 0.42 | 0.15 | 0.17 | 0.14 | 0.05 | 0.08 | 0.26 | 0.54 | 0.36 | 0.63 | 0.72 | 0.3 | 0.38 | 0.62 | 0.57 | 0.59 | 0.34 | 0.47 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.7 | 4.8 | 5.3 | 4.8 | 5.6 | 4.0 | 3.5 | 5.1 | 3.9 | 2.3 | 1.9 | 1.8 | 2.0 | 1.9 | 2.5 | 1.8 | 1.5 | 1.3 | 0.8 | 0.8 | 0.8 | 0.5 | 0.6 | 0.4 | 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 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -49.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.6 | 0.6 | 0.6 | 1.2 | 3.5 | 5.3 | -14.5 | 9.5 | 48.2 | 14.9 | 12.1 | 13.8 | 16.0 | 16.3 | 13.2 | 26.7 | 36.4 | 41.0 | 11.4 | 11.1 | 6.8 | 7.3 | 7.8 | 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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1962
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