MRK: Merck & Company Inc (STOCK)
Basic Info 131.19 0.31(0.24%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/31/1970 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 2.54% |
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 | 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(%) | 0.9 | 21.1 | 17.4 | 23.6 | 15.1 | 12.8 | 15.8 | 9.5 | 10.8 | 1.0 | 49.4 | -2.9 | -7.2 | 22.3 | 40.0 | -1.5 | 15.1 | -3.9 | 16.9 | 26.8 | 13.1 | 9.6 | 2.9 | 26.7 | -45.3 | 37.4 | 42.7 | 4.0 | -27.8 | -11.2 | -1.3 | -35.9 | 41.8 | -8.9 | 39.2 | 33.1 | 21.3 | 72.1 | 10.9 | -20.7 | -21.8 | 85.3 | 16.0 | 34.2 | 9.3 | 28.0 | 80.8 | 45.7 | 4.0 | 6.8 | -0.1 | -0.0 | 17.3 | 6.8 | 21.8 | -18.5 | -1.6 | 4.3 | -17.8 | -9.4 | 43.7 | 25.3 | 0.0 |
Sharpe Ratio | NA | 3.6 | 0.55 | 1.06 | 0.59 | 0.56 | NA | NA | 0.3 | -0.17 | 2.43 | -0.12 | -0.23 | 1.13 | 1.95 | -0.13 | 0.72 | -0.18 | 0.89 | 1.65 | 0.85 | 0.42 | 0.14 | 0.75 | -0.92 | 1.59 | 2.07 | 0.07 | -0.74 | -0.48 | -0.07 | -1.29 | 0.98 | -0.39 | 1.21 | 0.95 | 0.68 | 3.39 | 0.35 | -0.73 | -1.0 | 3.73 | 0.45 | 1.4 | 0.21 | 0.73 | 3.05 | 2.64 | -0.14 | 0.04 | -0.31 | -0.44 | 0.38 | -0.01 | 0.65 | -1.19 | -0.26 | 0.01 | -0.64 | -0.58 | 2.29 | 1.25 | NA |
Draw Down(%) | NA | 6.3 | 13.9 | 20.2 | 27.3 | 27.3 | NA | NA | 68.6 | 14.2 | 10.8 | 20.2 | 27.3 | 12.1 | 13.5 | 18.2 | 8.7 | 21.3 | 12.0 | 7.5 | 14.4 | 19.8 | 21.6 | 31.2 | 59.9 | 10.4 | 8.5 | 24.1 | 45.8 | 31.7 | 38.9 | 37.7 | 31.1 | 29.5 | 16.2 | 20.4 | 19.3 | 7.6 | 24.3 | 34.5 | 26.9 | 8.5 | 18.8 | 9.6 | 13.0 | 29.4 | 16.1 | 9.4 | 17.8 | 15.0 | 24.9 | 25.3 | 21.9 | 12.6 | 16.3 | 26.1 | 21.6 | 23.1 | 42.8 | 22.6 | 10.9 | 9.9 | 0.0 |
Standard Deviation(%) | NA | 17.3 | 17.4 | 20.7 | 23.0 | 21.2 | NA | NA | 25.4 | 18.8 | 19.9 | 23.7 | 31.9 | 18.4 | 19.9 | 15.8 | 20.7 | 21.8 | 19.1 | 16.3 | 15.5 | 22.5 | 20.6 | 35.4 | 50.2 | 21.7 | 19.1 | 27.2 | 38.6 | 24.9 | 33.0 | 30.2 | 38.3 | 31.3 | 29.7 | 30.9 | 26.1 | 20.2 | 22.7 | 31.2 | 24.2 | 21.7 | 23.6 | 20.3 | 22.1 | 32.8 | 25.0 | 15.4 | 19.1 | 20.2 | 24.8 | 23.0 | 23.8 | 18.3 | 25.7 | 18.7 | 19.2 | 26.2 | 36.5 | 24.7 | 18.0 | 17.7 | 0.0 |
Treynor Ratio | NA | 2.05 | 0.33 | 0.81 | 0.27 | 0.2 | NA | NA | 0.1 | -0.13 | 1.67 | -0.11 | -0.11 | 0.32 | 0.56 | -0.04 | 0.17 | -0.04 | 0.2 | 0.42 | 0.21 | 0.13 | 0.04 | 0.42 | -0.54 | 0.46 | 0.45 | 0.03 | -0.43 | -0.13 | -0.03 | -1.53 | 1.01 | -0.13 | 0.39 | 0.26 | 0.13 | 1.24 | 0.08 | -0.21 | -0.19 | 0.91 | 0.09 | 0.27 | 0.05 | 0.32 | 0.89 | 0.74 | -0.03 | 0.01 | -0.09 | -0.2 | 0.12 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
Alpha | NA | 0.16 | 0.02 | 0.08 | 0.03 | 0.02 | NA | NA | 0.02 | -0.03 | 0.18 | -0.03 | -0.07 | 0.01 | 0.15 | -0.05 | 0.02 | -0.02 | 0.03 | 0.03 | 0.01 | 0.03 | -0.03 | 0.05 | -0.06 | 0.11 | 0.09 | 0.01 | -0.13 | -0.13 | 0.09 | -0.16 | 0.17 | -0.1 | 0.05 | 0.0 | -0.02 | 0.15 | 0.04 | -0.12 | -0.12 | 0.15 | 0.08 | 0.02 | -0.02 | 0.09 | 0.21 | 0.1 | 0.0 | -0.02 | -0.06 | 0.01 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.3 | 0.29 | 0.27 | 0.51 | 0.6 | NA | NA | 0.75 | 0.25 | 0.29 | 0.28 | 0.7 | 0.65 | 0.69 | 0.55 | 0.87 | 1.01 | 0.83 | 0.64 | 0.63 | 0.74 | 0.75 | 0.63 | 0.86 | 0.76 | 0.88 | 0.71 | 0.67 | 0.9 | 0.86 | 0.25 | 0.37 | 0.95 | 0.92 | 1.15 | 1.37 | 0.55 | 1.03 | 1.11 | 1.26 | 0.89 | 1.15 | 1.07 | 1.01 | 0.76 | 0.86 | 0.55 | 0.78 | 0.71 | 0.85 | 0.5 | 0.74 | 0.17 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.04 | 0.04 | 0.05 | 0.22 | 0.25 | NA | NA | 0.24 | 0.03 | 0.12 | 0.02 | 0.57 | 0.19 | 0.34 | 0.05 | 0.3 | 0.52 | 0.25 | 0.19 | 0.27 | 0.59 | 0.43 | 0.23 | 0.5 | 0.3 | 0.21 | 0.07 | 0.05 | 0.38 | 0.46 | 0.03 | 0.05 | 0.31 | 0.41 | 0.45 | 0.39 | 0.04 | 0.2 | 0.1 | 0.27 | 0.36 | 0.62 | 0.47 | 0.6 | 0.56 | 0.32 | 0.17 | 0.28 | 0.23 | 0.38 | 0.1 | 0.26 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.7 | 3.6 | 3.3 | 2.7 | 3.0 | 3.5 | 3.1 | 3.5 | 3.2 | 3.6 | 4.2 | 4.4 | 4.3 | 4.1 | 4.9 | 2.6 | 3.5 | 4.6 | 4.9 | 3.2 | 7.5 | 2.4 | 1.5 | 1.9 | 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 | -74.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 6.1 | 6.5 | 9.7 | 13.6 | 5.3 | 2.2 | 2.2 | 2.3 | 2.3 | 2.4 | 8.3 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.3 | -65.4 | 205.6 | 2.9 | 9.5 | 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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