KR: Kroger Company (STOCK)
Basic Info 54.2 0.24(0.44%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/1977 |
Last Dividend Date: | 05/14/2024 |
12-Mo. Yield | 2.30% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.5 | 20.0 | 12.7 | 15.6 | 19.6 | 11.1 | 14.1 | 12.5 | 10.6 | 5.0 | 0.4 | 45.4 | 11.9 | 7.9 | 2.1 | -19.0 | -16.4 | 32.4 | 67.2 | 57.3 | 12.0 | 12.4 | 12.8 | -19.6 | 1.4 | 18.3 | 24.4 | 7.6 | -5.2 | 19.8 | -26.0 | -22.9 | 43.4 | -37.6 | 64.6 | 58.1 | 24.4 | 54.9 | 19.9 | 37.6 | -25.9 | 38.6 | -3.4 | 66.2 | -64.1 | -17.2 | 24.8 | 22.0 | 6.1 | -6.0 | 51.4 | 19.5 | 14.5 | 6.7 | 29.0 | 16.3 |
Sharpe Ratio | NA | 3.22 | 0.62 | 0.47 | 0.61 | 0.36 | NA | NA | 0.21 | 0.04 | -0.03 | 1.43 | 0.36 | 0.23 | 0.02 | -0.57 | -0.65 | 1.5 | 3.84 | 2.99 | 0.69 | 0.57 | 0.56 | -0.62 | 0.01 | 0.57 | 1.07 | 0.26 | -0.29 | 0.68 | -0.71 | -0.7 | 0.87 | -0.81 | 1.61 | 1.88 | 0.85 | 2.22 | 0.57 | 1.13 | -0.77 | 0.81 | -0.22 | 1.66 | -0.49 | -0.53 | 0.69 | 1.14 | -0.03 | -0.44 | 1.57 | 0.33 | 0.21 | -0.01 | 1.12 | 0.63 |
Draw Down(%) | NA | 5.3 | 14.0 | 31.1 | 31.1 | 52.0 | NA | NA | 85.7 | 14.0 | 31.1 | 18.4 | 18.3 | 29.7 | 26.4 | 42.1 | 30.8 | 14.3 | 10.5 | 8.2 | 12.8 | 15.1 | 18.5 | 26.4 | 21.6 | 20.9 | 10.4 | 15.4 | 24.3 | 25.9 | 51.4 | 27.2 | 28.6 | 56.5 | 14.3 | 14.1 | 13.2 | 9.0 | 17.4 | 16.3 | 45.8 | 36.2 | 36.0 | 29.3 | 85.7 | 41.7 | 15.3 | 9.5 | 21.3 | 20.5 | 23.1 | 29.7 | 21.7 | 33.6 | 14.4 | 19.7 |
Standard Deviation(%) | NA | 23.0 | 20.6 | 27.5 | 28.9 | 28.4 | NA | NA | 36.0 | 19.4 | 33.2 | 31.7 | 32.0 | 28.3 | 33.5 | 34.5 | 25.7 | 21.5 | 17.5 | 19.2 | 17.4 | 21.6 | 22.6 | 31.8 | 36.9 | 26.8 | 20.0 | 21.4 | 21.5 | 28.0 | 37.9 | 36.6 | 45.3 | 50.5 | 38.0 | 28.9 | 24.4 | 23.0 | 29.7 | 31.4 | 36.5 | 43.0 | 39.1 | 36.3 | 139.4 | 40.0 | 29.8 | 14.7 | 22.7 | 27.6 | 27.9 | 28.7 | 30.4 | 28.3 | 21.5 | 20.1 |
Treynor Ratio | NA | 3.86 | 0.75 | 0.41 | 0.65 | 0.28 | NA | NA | 0.13 | 0.03 | -0.03 | 3.6 | 0.49 | 0.12 | 0.01 | -0.19 | -0.35 | 0.41 | 0.94 | 0.57 | 0.21 | 0.21 | 0.26 | -0.39 | 0.01 | 0.15 | 0.44 | 0.07 | -0.07 | 0.23 | -0.39 | -0.97 | 1.45 | -0.51 | 0.71 | 0.85 | 0.46 | 1.02 | 0.15 | 0.6 | -0.23 | 0.25 | -0.07 | 0.52 | -1.45 | -0.23 | 0.35 | 0.46 | -0.01 | -0.16 | 1.01 | 0.24 | 0.1 | -0.12 | 0.0 | 0.0 |
Alpha | NA | 0.21 | 0.04 | 0.05 | 0.07 | 0.04 | NA | NA | 0.03 | -0.01 | 0.04 | 0.16 | 0.04 | -0.02 | 0.04 | -0.14 | -0.08 | 0.11 | 0.17 | 0.07 | 0.02 | 0.04 | 0.03 | -0.12 | 0.11 | 0.06 | 0.06 | 0.02 | -0.05 | 0.0 | -0.03 | -0.07 | 0.18 | -0.21 | 0.13 | 0.12 | 0.05 | 0.11 | 0.08 | 0.12 | -0.13 | 0.02 | 0.03 | 0.11 | -0.15 | -0.08 | 0.07 | 0.04 | 0.01 | -0.06 | 0.13 | 0.08 | 0.0 | 0.01 | NA | NA |
Beta | NA | 0.19 | 0.17 | 0.32 | 0.27 | 0.38 | NA | NA | 0.6 | 0.24 | 0.34 | 0.13 | 0.24 | 0.56 | 0.59 | 1.06 | 0.47 | 0.79 | 0.71 | 1.0 | 0.58 | 0.6 | 0.48 | 0.51 | 0.56 | 1.01 | 0.48 | 0.8 | 0.93 | 0.83 | 0.69 | 0.26 | 0.27 | 0.8 | 0.87 | 0.64 | 0.45 | 0.5 | 1.15 | 0.59 | 1.21 | 1.36 | 1.24 | 1.17 | 0.47 | 0.92 | 0.58 | 0.37 | 0.65 | 0.75 | 0.43 | 0.39 | 0.63 | 0.03 | NA | NA |
RSquared | NA | 0.01 | 0.01 | 0.04 | 0.04 | 0.06 | NA | NA | 0.1 | 0.03 | 0.06 | 0.0 | 0.06 | 0.06 | 0.09 | 0.05 | 0.06 | 0.32 | 0.21 | 0.33 | 0.18 | 0.42 | 0.15 | 0.2 | 0.39 | 0.36 | 0.06 | 0.14 | 0.23 | 0.25 | 0.23 | 0.03 | 0.02 | 0.09 | 0.22 | 0.16 | 0.05 | 0.03 | 0.14 | 0.03 | 0.11 | 0.22 | 0.26 | 0.18 | 0.01 | 0.58 | 0.1 | 0.08 | 0.13 | 0.14 | 0.08 | 0.04 | 0.12 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 2.1 | 2.4 | 2.4 | 2.2 | 1.8 | 1.4 | 1.1 | 1.8 | 3.4 | 4.6 | 4.2 | 3.8 | 3.9 | 2.8 | 2.7 | 2.6 | 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 |
Dividend Growth(%) | N/A | -47.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 17.0 | 20.5 | 14.7 | 13.3 | 15.4 | 8.3 | 9.1 | -21.4 | -15.2 | 8.2 | 19.6 | 21.4 | 5.0 | 8.1 | 5.7 | 16.7 | 66.7 | 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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