ETN: Eaton Corporation PLC (STOCK)
Basic Info 337.96 7.51(2.27%) May 15
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/01/1972 |
Last Dividend Date: | 05/03/2024 |
12-Mo. Yield | 2.13% |
Expenses | - |
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Performance Analytics (As of 05/13/2024)
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(%) | 2.3 | 41.2 | 101.7 | 34.8 | 51.4 | 26.2 | 34.0 | 24.5 | 16.8 | 56.2 | -7.2 | 46.7 | 31.0 | 137.5 | -10.0 | 21.5 | 33.8 | -20.7 | -8.2 | 44.2 | 28.6 | 77.5 | 68.8 | 38.9 | -45.5 | 34.1 | 16.9 | -3.6 | 177.6 | 51.1 | 15.6 | 30.5 | 15.9 | 2.7 | -20.8 | 28.0 | 30.1 | 8.3 | -2.0 | 23.7 | 26.3 | 29.6 | -12.5 | 2.2 | 5.5 | 7.5 | 15.0 | 20.1 | -3.8 | 73.4 | 0.4 | 11.8 | 10.7 | 10.8 | -5.1 | -16.7 | 47.7 | 54.2 | -25.5 | -35.6 | -14.3 |
Sharpe Ratio | NA | 5.96 | 3.78 | 1.22 | 1.22 | 0.78 | NA | NA | 0.43 | 1.99 | -0.31 | 2.15 | 0.6 | 2.42 | -0.5 | 1.34 | 1.35 | -0.85 | -0.37 | 1.87 | 1.11 | 1.02 | 2.38 | 0.92 | -0.96 | 1.05 | 0.65 | -0.29 | 2.42 | 2.09 | 0.46 | 0.94 | 0.31 | -0.02 | -0.88 | 1.18 | 1.48 | 0.2 | -0.19 | 1.04 | 1.04 | 1.04 | -0.87 | -0.21 | 0.04 | 0.07 | 0.49 | 0.76 | -0.43 | 2.31 | -0.22 | 0.07 | 0.09 | 0.17 | -0.48 | -1.08 | 1.92 | 1.66 | -0.85 | -1.18 | -1.39 |
Draw Down(%) | NA | 8.3 | 18.5 | 27.3 | 44.6 | 44.6 | NA | NA | 67.3 | 18.5 | 26.8 | 12.8 | 44.6 | 13.4 | 26.0 | 11.9 | 12.1 | 31.3 | 26.1 | 12.0 | 28.9 | 38.0 | 19.8 | 40.8 | 59.1 | 16.3 | 19.4 | 19.7 | 12.1 | 14.3 | 30.2 | 26.6 | 26.6 | 31.7 | 40.5 | 15.7 | 14.3 | 19.5 | 28.4 | 11.3 | 15.4 | 15.2 | 36.3 | 21.0 | 16.0 | 47.4 | 18.5 | 17.2 | 31.3 | 13.9 | 29.1 | 30.9 | 25.0 | 16.7 | 19.5 | 22.4 | 17.0 | 12.9 | 40.0 | 45.1 | 16.6 |
Standard Deviation(%) | NA | 23.6 | 25.0 | 25.6 | 39.5 | 32.0 | NA | NA | 31.7 | 26.4 | 28.2 | 21.7 | 51.0 | 56.2 | 22.9 | 15.7 | 24.8 | 24.4 | 22.4 | 23.6 | 25.8 | 76.1 | 28.8 | 42.4 | 48.3 | 29.8 | 21.1 | 19.8 | 72.9 | 24.2 | 31.3 | 30.6 | 37.7 | 31.5 | 27.6 | 20.7 | 17.8 | 23.0 | 26.0 | 20.7 | 22.7 | 24.8 | 20.3 | 16.9 | 20.5 | 47.1 | 21.8 | 19.6 | 24.2 | 29.0 | 32.5 | 25.9 | 29.3 | 21.7 | 20.9 | 18.8 | 22.9 | 30.2 | 36.2 | 34.4 | 19.1 |
Treynor Ratio | NA | 1.0 | 0.71 | 0.31 | 0.42 | 0.22 | NA | NA | 0.14 | 0.47 | -0.1 | 0.46 | 0.25 | 0.99 | -0.11 | 0.15 | 0.27 | -0.17 | -0.06 | 0.28 | 0.2 | 0.67 | 0.53 | 0.31 | -0.51 | 0.24 | 0.11 | -0.05 | 1.31 | 0.49 | 0.16 | 0.35 | 0.17 | -0.01 | -0.41 | 0.38 | 0.45 | 0.05 | -0.05 | 0.48 | 0.34 | 0.34 | -0.29 | -0.05 | 0.01 | 0.03 | 0.17 | 0.25 | -0.13 | 0.9 | -0.11 | 0.04 | 0.05 | -1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.22 | 0.16 | 0.09 | 0.12 | 0.05 | NA | NA | 0.04 | 0.09 | 0.05 | 0.06 | 0.05 | 0.27 | -0.02 | -0.02 | 0.07 | -0.09 | -0.1 | -0.02 | 0.02 | 0.34 | 0.14 | 0.03 | -0.06 | 0.1 | 0.0 | -0.03 | 0.48 | 0.07 | 0.15 | 0.16 | 0.1 | -0.02 | -0.15 | 0.02 | 0.06 | -0.08 | 0.0 | 0.07 | 0.08 | 0.02 | -0.05 | -0.07 | -0.02 | 0.03 | 0.03 | 0.02 | -0.02 | 0.18 | -0.04 | 0.05 | -0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.4 | 1.33 | 1.0 | 1.14 | 1.15 | NA | NA | 0.95 | 1.12 | 0.9 | 1.02 | 1.23 | 1.38 | 0.99 | 1.37 | 1.25 | 1.21 | 1.36 | 1.58 | 1.46 | 1.15 | 1.3 | 1.26 | 0.91 | 1.29 | 1.23 | 1.23 | 1.35 | 1.04 | 0.89 | 0.83 | 0.7 | 0.47 | 0.58 | 0.64 | 0.58 | 0.92 | 0.99 | 0.45 | 0.7 | 0.76 | 0.61 | 0.74 | 0.7 | 1.06 | 0.64 | 0.59 | 0.79 | 0.74 | 0.66 | 0.44 | 0.55 | -0.02 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.47 | 0.37 | 0.46 | 0.3 | 0.34 | NA | NA | 0.2 | 0.31 | 0.6 | 0.38 | 0.68 | 0.06 | 0.54 | 0.34 | 0.43 | 0.59 | 0.49 | 0.55 | 0.52 | 0.07 | 0.66 | 0.65 | 0.6 | 0.48 | 0.34 | 0.41 | 0.02 | 0.53 | 0.55 | 0.34 | 0.16 | 0.08 | 0.19 | 0.32 | 0.15 | 0.1 | 0.14 | 0.04 | 0.09 | 0.2 | 0.23 | 0.33 | 0.34 | 0.56 | 0.23 | 0.12 | 0.17 | 0.12 | 0.14 | 0.06 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.8 | 2.1 | 2.3 | 11.6 | 8.0 | 19.7 | 13.3 | N/A | 2.2 | 1.9 | 2.6 | 3.0 | 47.9 | 3.3 | 3.5 | 4.4 | 3.2 | 2.6 | 3.0 | 3.3 | 3.3 | 6.7 | 7.7 | 4.3 | 4.6 | 4.4 | 3.5 | 4.1 | 9.2 | 9.5 | 26.0 | 11.4 | 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 | -45.3 | 7.8 | -73.9 | 285.4 | 240.0 | 266.5 | 628.7 | N/A | 6.2 | 6.6 | 4.1 | -91.1 | 1143.9 | 10.0 | 5.3 | 3.6 | 12.2 | 16.7 | 10.5 | -10.6 | -21.3 | 8.0 | 0.0 | 16.3 | 16.2 | 19.4 | 14.8 | -41.3 | 4.5 | -59.8 | 148.9 | 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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