PFE: Pfizer Inc (STOCK)
Basic Info 28.64 0.28(0.97%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/01/1972 |
Last Dividend Date: | 05/09/2024 |
12-Mo. Yield | 5.40% |
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(%) | 2.2 | 4.0 | -16.5 | -6.4 | -4.1 | 3.2 | 8.0 | 2.6 | 8.6 | -41.3 | -10.4 | 66.7 | -7.4 | -7.1 | 24.6 | 15.7 | 4.3 | 6.9 | 5.1 | 26.0 | 20.2 | 28.5 | 0.1 | 8.0 | -17.1 | -8.4 | 15.0 | -10.8 | -22.4 | 17.6 | -22.2 | -12.5 | 43.0 | -22.2 | 67.6 | 79.7 | 31.7 | 63.1 | 12.0 | -4.8 | -13.7 | 108.0 | 16.2 | 19.8 | 24.4 | -23.6 | 20.5 | 19.8 | 18.2 | 3.8 | 29.3 | 0.0 | 35.2 | 18.9 | 21.0 | -6.4 | 4.9 | -14.6 | -24.6 | 0.9 | 3.9 |
Sharpe Ratio | NA | -0.12 | -1.04 | -0.37 | -0.22 | 0.08 | NA | NA | 0.2 | -1.99 | -0.44 | 2.59 | -0.21 | -0.44 | 1.18 | 1.35 | 0.22 | 0.34 | 0.32 | 1.6 | 1.58 | 1.17 | 0.0 | 0.25 | -0.48 | -0.67 | 0.56 | -0.57 | -0.97 | 0.73 | -0.62 | -0.51 | 0.95 | -0.66 | 1.69 | 2.32 | 1.1 | 2.53 | 0.41 | -0.21 | -0.63 | 3.87 | 0.41 | 0.7 | 0.77 | -0.67 | 0.62 | 0.57 | 0.42 | -0.08 | 0.71 | -0.41 | 0.93 | 0.47 | 0.54 | -0.38 | 0.05 | -0.52 | -0.71 | -0.15 | 0.19 |
Draw Down(%) | NA | 13.8 | 34.8 | 54.8 | 54.8 | 54.8 | NA | NA | 69.8 | 46.7 | 27.6 | 18.0 | 29.3 | 22.2 | 13.1 | 7.5 | 19.2 | 14.1 | 14.0 | 11.7 | 8.4 | 21.5 | 27.9 | 34.8 | 36.2 | 17.6 | 15.0 | 27.6 | 36.2 | 18.0 | 38.1 | 22.5 | 20.5 | 36.6 | 26.3 | 17.7 | 12.3 | 9.6 | 22.8 | 25.5 | 22.4 | 7.6 | 22.6 | 12.2 | 19.1 | 45.6 | 22.2 | 15.6 | 22.6 | 22.9 | 16.5 | 25.6 | 19.9 | 16.4 | 19.9 | 19.7 | 18.4 | 34.2 | 51.0 | 25.8 | 13.9 |
Standard Deviation(%) | NA | 24.0 | 24.8 | 26.1 | 27.2 | 22.8 | NA | NA | 27.5 | 23.1 | 26.9 | 25.7 | 36.6 | 19.1 | 19.8 | 11.2 | 18.6 | 20.0 | 16.1 | 16.3 | 12.8 | 24.3 | 21.3 | 31.9 | 37.6 | 17.0 | 21.1 | 22.7 | 24.2 | 23.1 | 37.4 | 29.7 | 40.8 | 38.7 | 38.0 | 32.6 | 25.4 | 23.4 | 21.8 | 32.2 | 25.4 | 26.8 | 26.8 | 20.2 | 25.4 | 41.1 | 26.1 | 25.5 | 27.1 | 28.7 | 30.5 | 24.4 | 29.1 | 24.8 | 29.4 | 26.6 | 28.8 | 35.4 | 42.3 | 26.0 | 20.4 |
Treynor Ratio | NA | -0.11 | -0.76 | -0.23 | -0.11 | 0.03 | NA | NA | 0.07 | -1.01 | -0.23 | 49.05 | -0.11 | -0.11 | 0.29 | 0.25 | 0.06 | 0.07 | 0.06 | 0.3 | 0.37 | 0.35 | 0.0 | 0.12 | -0.23 | -0.14 | 0.14 | -0.16 | -0.23 | 0.19 | -0.25 | -0.45 | 1.0 | -0.21 | 0.58 | 0.58 | 0.26 | 1.05 | 0.1 | -0.06 | -0.12 | 0.98 | 0.11 | 0.17 | 0.21 | -0.29 | 0.18 | 0.12 | 0.1 | -0.02 | 0.22 | -0.15 | 0.29 | 4.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.13 | -0.04 | -0.04 | -0.01 | NA | NA | 0.01 | -0.25 | 0.0 | 0.21 | -0.07 | -0.11 | 0.1 | 0.01 | -0.01 | 0.03 | -0.02 | 0.0 | 0.04 | 0.1 | -0.04 | -0.02 | 0.07 | -0.05 | 0.01 | -0.05 | -0.13 | -0.02 | 0.01 | -0.03 | 0.18 | -0.17 | 0.11 | 0.1 | 0.03 | 0.13 | 0.05 | -0.05 | -0.09 | 0.18 | 0.08 | -0.01 | 0.04 | -0.11 | 0.05 | -0.01 | 0.06 | -0.04 | 0.05 | 0.02 | 0.04 | 0.05 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.27 | 0.34 | 0.41 | 0.57 | 0.63 | NA | NA | 0.81 | 0.45 | 0.51 | 0.01 | 0.69 | 0.75 | 0.8 | 0.61 | 0.71 | 0.93 | 0.86 | 0.86 | 0.55 | 0.82 | 0.78 | 0.64 | 0.8 | 0.82 | 0.86 | 0.83 | 1.01 | 0.89 | 0.95 | 0.34 | 0.39 | 1.22 | 1.12 | 1.31 | 1.08 | 0.57 | 0.87 | 1.21 | 1.3 | 1.05 | 0.96 | 0.81 | 0.92 | 0.96 | 0.89 | 1.17 | 1.1 | 1.02 | 0.97 | 0.69 | 0.92 | 0.03 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.02 | 0.03 | 0.08 | 0.2 | 0.24 | NA | NA | 0.24 | 0.07 | 0.21 | 0.0 | 0.42 | 0.24 | 0.48 | 0.13 | 0.24 | 0.52 | 0.37 | 0.34 | 0.29 | 0.62 | 0.44 | 0.3 | 0.75 | 0.59 | 0.17 | 0.14 | 0.22 | 0.43 | 0.44 | 0.06 | 0.04 | 0.33 | 0.36 | 0.53 | 0.25 | 0.04 | 0.16 | 0.11 | 0.26 | 0.33 | 0.33 | 0.27 | 0.38 | 0.59 | 0.31 | 0.29 | 0.27 | 0.24 | 0.33 | 0.17 | 0.27 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.8 | 4.5 | 4.0 | 3.7 | 4.7 | 7.7 | 3.1 | N/A | 3.2 | 2.8 | 4.2 | 3.7 | 3.1 | 3.5 | 3.6 | 3.5 | 3.4 | 3.3 | 3.6 | 3.8 | 4.3 | 3.6 | 4.1 | 5.2 | 4.3 | 3.9 | 2.7 | 1.8 | 1.8 | 1.2 | 0.9 | 1.1 | 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 | -48.8 | 2.5 | 14.8 | 32.0 | 56.7 | 156.7 | 942.7 | N/A | 2.5 | 2.6 | 8.3 | 5.9 | 6.2 | 6.7 | 7.1 | 3.7 | 8.0 | 8.7 | 9.5 | 10.5 | 11.8 | -9.3 | -37.5 | 7.1 | 21.7 | 27.8 | 12.5 | 14.3 | 16.7 | 20.0 | 11.1 | 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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