ABC: AmerisourceBergen (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/04/1995 |
| Last Dividend Date: | 08/10/2023 |
| 12-Mo. Yield | 1.63% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/01/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/04/1995 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 22.1 | 25.8 | 16.7 | 14.0 | 17.3 | 14.9 | 16.7 | 7.4 | 28.6 | 38.5 | 17.0 | 14.3 | -19.0 | 17.4 | -24.6 | 15.0 | 28.2 | 62.8 | 16.1 | 9.0 | 30.9 | 46.2 | -20.5 | -0.2 | 8.6 | 41.1 | 2.4 | 5.6 | -14.5 | 25.8 | 232.5 | -53.3 | 11.6 | 20.7 | 46.2 | 39.7 |
| Sharpe Ratio | NA | 0.95 | 1.09 | 0.54 | 0.5 | NA | NA | 0.47 | 0.4 | 1.16 | 1.62 | 0.4 | -0.33 | -1.33 | -0.07 | -1.96 | -0.21 | 0.64 | 2.86 | -0.15 | -0.37 | 0.54 | 1.0 | -1.1 | -0.85 | -0.72 | 0.95 | -0.71 | -0.43 | -0.89 | 0.13 | 3.23 | -0.94 | 0.16 | 0.52 | 1.33 | 1.52 |
| Draw Down(%) | NA | 14.2 | 17.3 | 24.2 | 39.0 | NA | NA | 71.0 | 11.6 | 17.3 | 10.4 | 23.8 | 18.2 | 32.9 | 24.0 | 33.4 | 19.7 | 12.0 | 6.7 | 10.3 | 19.6 | 17.0 | 27.3 | 42.4 | 24.0 | 16.2 | 13.9 | 19.0 | 27.0 | 37.6 | 24.7 | 49.3 | 71.0 | 40.8 | 21.7 | 25.3 | 17.5 |
| Standard Deviation(%) | NA | 19.2 | 22.4 | 28.6 | 26.1 | NA | NA | 32.5 | 17.1 | 23.6 | 23.8 | 41.3 | 27.4 | 30.5 | 25.7 | 29.8 | 16.8 | 15.3 | 15.5 | 17.0 | 25.5 | 22.9 | 27.5 | 36.3 | 26.3 | 19.2 | 21.1 | 24.4 | 31.9 | 38.4 | 37.5 | 64.9 | 60.1 | 51.4 | 32.6 | 31.8 | 34.8 |
| Treynor Ratio | NA | 0.46 | 0.49 | 0.21 | 0.17 | NA | NA | 0.24 | 0.26 | 0.56 | 0.61 | 0.18 | -0.11 | -0.45 | -0.02 | -0.74 | -0.06 | 0.12 | 0.63 | -0.04 | -0.12 | 0.18 | 0.56 | -0.7 | -0.29 | -0.17 | 0.32 | -0.19 | -0.19 | -0.71 | 0.17 | 2.37 | -4.29 | 0.13 | 0.46 | 1.59 | 0.46 |
| Alpha | NA | 0.05 | 0.07 | 0.04 | 0.02 | NA | NA | 0.05 | 0.01 | 0.14 | 0.07 | 0.01 | -0.04 | -0.06 | 0.0 | -0.16 | 0.03 | 0.05 | 0.1 | 0.0 | 0.02 | 0.05 | 0.08 | -0.01 | -0.03 | -0.02 | 0.1 | -0.02 | -0.05 | -0.03 | 0.08 | 0.58 | -0.25 | 0.02 | 0.04 | 0.14 | 0.07 |
| Beta | NA | 0.4 | 0.5 | 0.74 | 0.75 | NA | NA | 0.63 | 0.27 | 0.49 | 0.63 | 0.91 | 0.84 | 0.9 | 1.16 | 0.79 | 0.59 | 0.81 | 0.7 | 0.62 | 0.78 | 0.69 | 0.49 | 0.57 | 0.77 | 0.8 | 0.63 | 0.93 | 0.74 | 0.49 | 0.28 | 0.88 | 0.13 | 0.63 | 0.37 | 0.27 | 1.17 |
| RSquared | NA | 0.14 | 0.17 | 0.31 | 0.26 | NA | NA | 0.14 | 0.05 | 0.25 | 0.12 | 0.57 | 0.15 | 0.25 | 0.09 | 0.12 | 0.3 | 0.36 | 0.25 | 0.21 | 0.51 | 0.3 | 0.24 | 0.41 | 0.22 | 0.18 | 0.1 | 0.18 | 0.16 | 0.11 | 0.03 | 0.09 | 0.0 | 0.07 | 0.04 | 0.01 | 0.07 |
| Yield(%) | N/A | 1.6 | 2.1 | 2.1 | 2.7 | 5.8 | 6.5 | N/A | 0.9 | 1.8 | 1.8 | 2.0 | 2.1 | 1.6 | 1.8 | 1.4 | 1.3 | 1.4 | 2.0 | 1.6 | 1.4 | 1.3 | 1.3 | 0.8 | 3.5 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 30.4 | 25.5 | 43.8 | 366.1 | N/A | N/A | N/A | -38.5 | 31.5 | 4.7 | 6.2 | 3.9 | 5.5 | 5.8 | 14.0 | 19.8 | 16.1 | 45.0 | 27.7 | 38.2 | 41.7 | 41.2 | -78.8 | 1500.0 | 25.0 | 0.0 | 0.0 | 0.0 | 300.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/1995
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to ABC
Related 401K Plans
| 1. AMERISOURCEBERGEN EMPLOYEE INVESTMENT PLAN | (Not Rated) |
