WHR: Whirlpool Corporation (STOCK)
Basic Info 95.99 0.5(0.52%) May 14
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/21/1973 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 5.24% |
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 02/21/1973 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | -19.9 | -22.1 | -23.0 | -1.8 | -1.6 | 8.8 | 5.0 | 4.9 | -9.1 | -37.2 | 33.3 | 26.5 | 42.8 | -34.5 | -4.9 | 26.7 | -22.7 | 25.8 | 57.1 | 120.3 | -45.0 | 12.5 | 103.0 | -48.0 | 0.2 | 1.1 | 24.0 | -2.1 | 42.4 | -27.2 | 57.3 | -24.6 | 17.5 | 0.7 | 18.0 | -12.4 | 6.0 | -24.4 | 49.0 | 14.8 | 65.4 | -28.8 | 33.3 | 1.5 | -28.0 | 37.2 | 6.2 | -4.1 | 10.9 | 72.4 | 31.8 | 2.7 | -2.0 | -14.5 | -18.3 | 5.3 | 74.8 | -40.8 | -21.5 |
Sharpe Ratio | NA | -1.44 | -0.78 | -0.78 | -0.11 | -0.07 | NA | NA | 0.05 | -0.39 | -0.99 | 1.19 | 0.42 | 1.39 | -1.08 | -0.24 | 0.95 | -0.74 | 1.02 | 1.73 | 3.37 | -1.12 | 0.31 | 1.55 | -0.83 | -0.09 | -0.08 | 0.81 | -0.13 | 1.47 | -0.69 | 1.56 | -0.58 | 0.35 | -0.08 | 0.49 | -0.78 | 0.1 | -1.11 | 1.93 | 0.4 | 1.68 | -0.93 | 1.08 | -0.11 | -0.76 | 1.15 | 0.05 | -0.45 | 0.18 | 2.16 | 0.76 | -0.18 | -0.45 | -0.73 | -1.0 | 0.06 | 1.8 | -0.91 | -0.76 |
Draw Down(%) | NA | 21.8 | 37.4 | 57.2 | 59.7 | 65.6 | NA | NA | 82.5 | 34.5 | 44.4 | 20.7 | 58.6 | 19.7 | 43.5 | 18.3 | 22.8 | 32.8 | 20.4 | 14.7 | 29.8 | 48.8 | 35.7 | 59.6 | 66.3 | 36.5 | 21.5 | 16.8 | 29.2 | 24.4 | 48.5 | 28.2 | 47.5 | 26.8 | 41.1 | 24.8 | 26.5 | 15.7 | 37.3 | 15.8 | 28.6 | 22.7 | 46.6 | 21.5 | 19.8 | 47.9 | 28.3 | 17.7 | 26.1 | 19.0 | 11.3 | 25.8 | 24.8 | 21.3 | 28.8 | 22.3 | 33.3 | 33.3 | 62.2 | 30.9 |
Standard Deviation(%) | NA | 35.5 | 36.2 | 34.4 | 40.8 | 35.2 | NA | NA | 34.4 | 34.4 | 39.2 | 28.0 | 61.8 | 29.9 | 33.2 | 23.1 | 28.0 | 30.8 | 25.4 | 33.0 | 36.1 | 40.3 | 40.5 | 66.2 | 58.6 | 30.9 | 25.6 | 27.1 | 23.4 | 28.4 | 41.3 | 36.0 | 49.1 | 41.2 | 31.8 | 29.4 | 20.4 | 21.9 | 24.6 | 24.2 | 30.6 | 36.5 | 36.5 | 25.6 | 27.3 | 42.2 | 28.5 | 21.0 | 24.0 | 27.0 | 29.8 | 28.6 | 30.7 | 19.8 | 26.8 | 22.0 | 27.9 | 39.0 | 50.6 | 38.7 |
Treynor Ratio | NA | -0.38 | -0.2 | -0.23 | -0.04 | -0.02 | NA | NA | 0.02 | -0.1 | -0.36 | 0.33 | 0.19 | 0.34 | -0.39 | -0.06 | 0.2 | -0.21 | 0.21 | 0.35 | 0.78 | -0.38 | 0.08 | 0.55 | -0.58 | -0.03 | -0.02 | 0.16 | -0.02 | 0.37 | -0.25 | 0.54 | -0.39 | 0.3 | -0.05 | 0.22 | -0.26 | 0.02 | -0.26 | 0.65 | 0.09 | 0.62 | -0.4 | 0.37 | -0.04 | -0.35 | 0.34 | 0.01 | -0.14 | 0.06 | 0.81 | 0.32 | -0.09 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.37 | -0.22 | -0.13 | -0.06 | -0.05 | NA | NA | 0.0 | -0.14 | -0.08 | 0.03 | 0.05 | 0.03 | -0.14 | -0.08 | 0.05 | -0.09 | 0.04 | 0.02 | 0.25 | -0.23 | -0.02 | 0.17 | -0.06 | -0.01 | -0.05 | 0.08 | -0.06 | 0.04 | 0.01 | 0.25 | -0.05 | 0.05 | -0.04 | 0.0 | -0.1 | -0.08 | -0.11 | 0.14 | 0.03 | 0.11 | -0.1 | 0.04 | -0.03 | -0.13 | 0.1 | -0.04 | -0.03 | 0.0 | 0.17 | 0.13 | -0.04 | -0.07 | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.35 | 1.44 | 1.15 | 1.25 | 1.2 | NA | NA | 1.04 | 1.36 | 1.09 | 0.99 | 1.34 | 1.2 | 0.91 | 0.89 | 1.3 | 1.1 | 1.26 | 1.62 | 1.56 | 1.2 | 1.65 | 1.88 | 0.85 | 1.04 | 1.07 | 1.35 | 1.41 | 1.12 | 1.14 | 1.03 | 0.73 | 0.48 | 0.57 | 0.65 | 0.61 | 0.88 | 1.05 | 0.72 | 1.37 | 0.99 | 0.85 | 0.75 | 0.88 | 0.9 | 0.96 | 0.77 | 0.75 | 0.83 | 0.79 | 0.69 | 0.59 | -1.07 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.2 | 0.22 | 0.35 | 0.43 | 0.37 | NA | NA | 0.25 | 0.28 | 0.45 | 0.22 | 0.55 | 0.25 | 0.23 | 0.07 | 0.38 | 0.31 | 0.32 | 0.29 | 0.3 | 0.5 | 0.53 | 0.59 | 0.35 | 0.29 | 0.18 | 0.26 | 0.44 | 0.46 | 0.52 | 0.38 | 0.11 | 0.04 | 0.14 | 0.16 | 0.12 | 0.1 | 0.18 | 0.07 | 0.2 | 0.16 | 0.14 | 0.15 | 0.3 | 0.51 | 0.3 | 0.18 | 0.16 | 0.17 | 0.23 | 0.12 | 0.1 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.4 | 5.3 | 2.7 | 4.6 | 3.4 | 9.3 | 5.3 | N/A | 4.9 | 3.0 | 3.1 | 3.3 | 4.4 | 2.7 | 2.4 | 2.6 | 1.8 | 1.8 | 2.2 | 4.1 | 2.1 | 2.1 | 3.9 | 2.2 | 2.0 | 2.1 | 2.5 | 2.4 | 2.5 | 1.9 | 2.9 | 2.2 | 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 | -75.0 | 0.0 | 39.5 | 51.3 | 165.6 | 309.1 | 1054.9 | N/A | 0.0 | 28.4 | 12.4 | 2.1 | 4.4 | 5.8 | 10.3 | 13.0 | 20.2 | 21.6 | 18.0 | 3.6 | 12.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 26.5 | 0.0 | 0.0 | 0.0 | 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 02/21/1973
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