GM: General Motors Company (STOCK)
Basic Info 45.76 0.11(0.24%) May 17
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/18/2010 |
| Last Dividend Date: | 02/29/2024 |
| 12-Mo. Yield | 1.18% |
| Expenses | - |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 27.8 | 42.7 | -6.0 | 5.4 | 5.5 | 4.1 | 7.6 | -42.4 | 40.8 | 15.2 | 14.0 | -15.0 | 20.1 | 7.5 | 1.4 | -11.5 | 41.8 | 42.2 | -45.0 | 7.8 |
| Sharpe Ratio | NA | 3.45 | 1.18 | -0.25 | 0.08 | 0.12 | 0.09 | 0.1 | -0.99 | 1.06 | 0.24 | 0.52 | -0.52 | 0.93 | 0.28 | 0.06 | -0.48 | 1.74 | 1.27 | -1.11 | 4.78 |
| Draw Down(%) | NA | 6.7 | 34.0 | 59.0 | 59.0 | 59.9 | 59.9 | 37.8 | 53.0 | 24.6 | 54.5 | 17.3 | 31.1 | 14.4 | 20.9 | 29.1 | 25.6 | 14.0 | 31.2 | 51.1 | 3.4 |
| Standard Deviation(%) | NA | 25.2 | 29.2 | 37.1 | 42.3 | 34.9 | 34.3 | 33.8 | 44.2 | 38.5 | 61.3 | 24.4 | 31.7 | 21.1 | 25.6 | 24.5 | 24.0 | 24.0 | 33.5 | 40.4 | 19.3 |
| Treynor Ratio | NA | 1.22 | 0.34 | -0.07 | 0.03 | 0.04 | 0.03 | 0.02 | -0.32 | 0.32 | 0.12 | 0.11 | -0.17 | 0.15 | 0.07 | 0.01 | -0.1 | 0.3 | 0.28 | -0.34 | 2.0 |
| Alpha | NA | 0.19 | 0.04 | -0.05 | -0.02 | -0.02 | -0.03 | -0.07 | -0.09 | 0.03 | 0.02 | -0.07 | -0.03 | -0.02 | -0.01 | 0.01 | -0.1 | -0.01 | 0.07 | -0.23 | 0.18 |
| Beta | NA | 0.71 | 1.0 | 1.32 | 1.28 | 1.21 | 1.24 | 1.36 | 1.36 | 1.28 | 1.25 | 1.18 | 0.94 | 1.27 | 1.09 | 1.03 | 1.14 | 1.38 | 1.54 | 1.32 | 0.46 |
| RSquared | NA | 0.11 | 0.16 | 0.38 | 0.41 | 0.38 | 0.39 | 0.28 | 0.55 | 0.19 | 0.49 | 0.37 | 0.25 | 0.16 | 0.31 | 0.43 | 0.29 | 0.4 | 0.34 | 0.59 | 0.07 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | 1.1 | 0.3 | 0.0 | 1.0 | 4.5 | 3.6 | 4.3 | 4.6 | 4.0 | 2.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -66.7 | N/A | N/A | N/A | N/A | N/A | 100.0 | N/A | -100.0 | -75.0 | 0.0 | 0.0 | 0.0 | 10.1 | 15.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/2010
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