CBU: Community Bank System Inc (STOCK)
Basic Info 47.64 0.52(1.10%) May 14
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/26/1985 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 3.85% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/26/1985 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | -7.7 | 9.4 | -12.3 | -2.9 | 5.5 | 11.0 | 8.0 | 9.1 | -14.2 | -13.2 | 22.3 | -9.6 | 24.7 | 11.1 | -10.9 | 60.8 | 8.3 | -0.8 | 50.1 | 2.3 | 4.4 | 49.7 | -16.5 | 27.5 | -10.0 | 5.7 | -17.6 | 18.6 | 61.1 | 24.1 | 10.1 | 12.1 | -21.1 | -6.4 | 59.6 | 22.7 | 21.9 | -7.9 | 20.0 | 69.6 | 80.6 | -48.3 | 7.1 | -5.1 | -11.9 | 8.1 | 0.0 |
Sharpe Ratio | NA | -0.79 | 0.05 | -0.54 | -0.16 | 0.16 | NA | NA | 0.2 | -0.5 | -0.63 | 0.89 | -0.19 | 1.13 | 0.44 | -0.49 | 2.69 | 0.39 | -0.04 | 2.86 | 0.12 | 0.12 | 1.45 | -0.32 | 0.44 | -0.39 | 0.11 | -0.84 | 0.75 | 3.09 | 1.0 | 0.39 | 0.37 | -0.87 | -0.4 | 1.63 | 0.83 | 0.65 | -0.35 | 0.57 | 1.26 | 1.28 | -1.13 | 0.04 | -0.23 | -0.3 | 0.13 | -0.12 |
Draw Down(%) | NA | 20.3 | 31.2 | 50.5 | 51.0 | 51.0 | NA | NA | 68.6 | 40.0 | 22.3 | 19.6 | 31.8 | 11.8 | 17.2 | 20.3 | 13.7 | 14.0 | 16.4 | 7.6 | 13.0 | 21.5 | 19.0 | 43.7 | 34.1 | 26.2 | 20.6 | 23.6 | 23.2 | 8.9 | 18.6 | 15.2 | 14.9 | 30.7 | 34.5 | 15.8 | 7.6 | 16.4 | 18.9 | 18.0 | 9.8 | 22.2 | 50.0 | 21.1 | 26.3 | 37.5 | 26.7 | 9.7 |
Standard Deviation(%) | NA | 32.0 | 34.6 | 29.4 | 33.8 | 28.5 | NA | NA | 33.8 | 36.8 | 23.3 | 25.1 | 50.9 | 20.5 | 22.2 | 23.4 | 22.6 | 21.4 | 20.0 | 17.5 | 19.3 | 36.1 | 34.2 | 52.4 | 60.0 | 33.5 | 21.9 | 23.4 | 23.6 | 19.6 | 23.0 | 20.5 | 21.8 | 28.1 | 24.5 | 34.3 | 22.7 | 27.8 | 31.1 | 31.2 | 52.7 | 60.0 | 47.4 | 36.6 | 43.0 | 53.9 | 30.8 | 43.1 |
Treynor Ratio | NA | -0.27 | 0.01 | -0.2 | -0.06 | 0.05 | NA | NA | 0.1 | -0.13 | -0.25 | 0.29 | -0.1 | 0.24 | 0.13 | -0.06 | 0.51 | 0.09 | -0.01 | 0.48 | 0.02 | 0.03 | 0.37 | -0.12 | 0.29 | -0.08 | 0.02 | -0.12 | 0.14 | 1.19 | 0.46 | 0.32 | 0.85 | 4.95 | -0.36 | 1.19 | 1.17 | -1.04 | -0.46 | -2.55 | 1.13 | 1.62 | 2.8 | 19.83 | 0.97 | -0.34 | 0.16 | 0.26 |
Alpha | NA | -0.18 | -0.07 | -0.07 | -0.05 | -0.01 | NA | NA | 0.02 | -0.16 | -0.01 | 0.01 | -0.08 | -0.01 | 0.06 | -0.19 | 0.14 | 0.03 | -0.05 | 0.05 | -0.05 | 0.02 | 0.1 | -0.17 | 0.31 | -0.05 | -0.05 | -0.09 | 0.03 | 0.14 | 0.14 | 0.05 | 0.04 | -0.09 | -0.05 | 0.14 | 0.07 | 0.1 | -0.02 | 0.09 | 0.24 | 0.24 | -0.24 | 0.03 | 0.0 | -0.02 | 0.03 | 0.0 |
Beta | NA | 0.93 | 1.19 | 0.78 | 0.89 | 0.91 | NA | NA | 0.71 | 1.4 | 0.58 | 0.78 | 0.98 | 0.98 | 0.74 | 1.94 | 1.19 | 0.89 | 1.07 | 1.03 | 1.04 | 1.26 | 1.34 | 1.41 | 0.92 | 1.56 | 1.51 | 1.69 | 1.23 | 0.51 | 0.5 | 0.25 | 0.09 | -0.05 | 0.27 | 0.47 | 0.16 | -0.17 | 0.23 | -0.07 | 0.59 | 0.47 | -0.19 | 0.0 | -0.1 | 0.47 | 0.25 | -0.19 |
RSquared | NA | 0.12 | 0.16 | 0.21 | 0.32 | 0.32 | NA | NA | 0.15 | 0.25 | 0.36 | 0.16 | 0.44 | 0.35 | 0.33 | 0.31 | 0.47 | 0.42 | 0.37 | 0.43 | 0.48 | 0.66 | 0.5 | 0.54 | 0.39 | 0.56 | 0.48 | 0.55 | 0.33 | 0.2 | 0.31 | 0.07 | 0.01 | 0.0 | 0.05 | 0.06 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.08 | 0.02 | 0.01 |
Yield(%) | N/A | 0.9 | 3.8 | 2.2 | 2.6 | 4.4 | 8.4 | 6.1 | N/A | 2.9 | 2.3 | 2.7 | 2.3 | 2.7 | 2.7 | 2.1 | 4.6 | 3.2 | 3.0 | 3.9 | 3.7 | 3.5 | 4.8 | 3.7 | 4.4 | 3.5 | 3.4 | 2.7 | 2.8 | 3.8 | 4.3 | 4.5 | 4.5 | 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 | -74.7 | 2.3 | 10.3 | 21.9 | 72.9 | 225.0 | N/A | N/A | 2.3 | 2.4 | 2.4 | 5.1 | 9.7 | 9.1 | -25.0 | 44.3 | 5.2 | 5.5 | 3.8 | 6.0 | 6.4 | 6.8 | 2.3 | 4.9 | 5.1 | 5.4 | 8.8 | 13.3 | 7.1 | 0.0 | 7.7 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/1985
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