AMGN: Amgen Inc (STOCK)
Basic Info 312.47 2.25(0.71%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/17/1983 |
Last Dividend Date: | 05/16/2024 |
12-Mo. Yield | 3.69% |
Expenses | - |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/17/1983 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 10.1 | 43.2 | 10.9 | 16.4 | 14.1 | 15.9 | 10.8 | 19.1 | 13.5 | 20.4 | 0.9 | -2.0 | 27.6 | 15.2 | 22.3 | -7.6 | 4.0 | 42.3 | 34.8 | 36.8 | 18.2 | -3.0 | -2.0 | 24.4 | -32.0 | -13.4 | 22.9 | 3.8 | 27.8 | -14.4 | -11.7 | 6.5 | 129.8 | 93.2 | -0.5 | -8.4 | 101.3 | 19.2 | -29.9 | -6.8 | 265.1 | 154.1 | 45.2 | 8.9 | 40.9 | 63.0 | 170.0 | -31.0 | -56.1 |
Sharpe Ratio | NA | 0.73 | 1.35 | 0.38 | 0.56 | 0.52 | NA | NA | 0.44 | 0.45 | 0.89 | 0.04 | -0.06 | 1.26 | 0.58 | 1.23 | -0.32 | 0.14 | 1.72 | 1.29 | 2.09 | 0.84 | -0.14 | -0.07 | 0.54 | -1.37 | -0.9 | 0.81 | 0.13 | 1.08 | -0.31 | -0.3 | 0.04 | 2.46 | 2.3 | -0.12 | -0.36 | 2.96 | 0.48 | -0.63 | -0.25 | 5.88 | 3.83 | 1.01 | 0.12 | 0.48 | 0.95 | 3.01 | -0.75 | -1.53 |
Draw Down(%) | NA | 18.4 | 18.4 | 24.9 | 24.9 | 24.9 | NA | NA | 78.0 | 20.7 | 11.9 | 21.5 | 24.1 | 17.2 | 15.5 | 15.6 | 23.0 | 24.8 | 13.1 | 16.2 | 6.0 | 21.1 | 17.6 | 24.4 | 27.5 | 38.8 | 20.5 | 14.9 | 20.4 | 19.5 | 50.3 | 30.6 | 31.3 | 34.6 | 20.2 | 32.8 | 21.4 | 16.3 | 31.7 | 55.5 | 35.5 | 19.0 | 17.9 | 19.4 | 28.0 | 63.5 | 51.1 | 32.8 | 56.1 | 64.4 |
Standard Deviation(%) | NA | 29.7 | 24.5 | 21.8 | 25.8 | 24.7 | NA | NA | 37.9 | 20.7 | 21.6 | 20.1 | 38.0 | 20.9 | 23.9 | 17.7 | 24.6 | 28.3 | 24.6 | 27.0 | 17.7 | 21.6 | 22.4 | 32.0 | 42.9 | 25.7 | 18.7 | 25.5 | 22.1 | 25.1 | 50.0 | 47.2 | 65.4 | 51.3 | 39.0 | 33.3 | 32.9 | 32.9 | 34.0 | 50.6 | 35.8 | 44.2 | 38.6 | 39.2 | 35.7 | 76.9 | 61.3 | 54.8 | 50.4 | 55.0 |
Treynor Ratio | NA | 0.32 | 0.53 | 0.2 | 0.23 | 0.16 | NA | NA | 0.19 | 0.18 | 0.55 | 0.01 | -0.03 | 0.36 | 0.14 | 0.18 | -0.07 | 0.03 | 0.32 | 0.3 | 0.44 | 0.31 | -0.04 | -0.04 | 0.35 | -0.5 | -0.23 | 0.19 | 0.03 | 0.3 | -0.15 | -0.12 | 0.02 | 0.98 | 0.98 | -0.05 | -0.1 | 0.7 | 0.19 | -0.32 | -0.05 | 2.12 | 1.35 | 0.38 | 0.05 | 0.31 | 0.54 | 2.49 | -0.48 | -1.74 |
Alpha | NA | 0.03 | 0.07 | 0.03 | 0.03 | 0.02 | NA | NA | 0.06 | 0.0 | 0.1 | -0.05 | -0.05 | 0.02 | 0.08 | -0.01 | -0.07 | 0.02 | 0.08 | 0.0 | 0.08 | 0.06 | -0.05 | -0.04 | 0.22 | -0.16 | -0.1 | 0.07 | -0.02 | 0.01 | 0.08 | 0.04 | 0.15 | 0.28 | 0.19 | -0.07 | -0.11 | 0.13 | 0.09 | -0.13 | -0.06 | 0.42 | 0.41 | 0.07 | 0.0 | 0.21 | 0.23 | 0.39 | -0.12 | -0.54 |
Beta | NA | 0.69 | 0.63 | 0.42 | 0.63 | 0.78 | NA | NA | 0.89 | 0.52 | 0.35 | 0.61 | 0.8 | 0.73 | 1.01 | 1.24 | 1.17 | 1.35 | 1.34 | 1.15 | 0.84 | 0.59 | 0.72 | 0.51 | 0.67 | 0.71 | 0.74 | 1.11 | 1.12 | 0.91 | 1.02 | 1.15 | 1.37 | 1.3 | 0.91 | 0.75 | 1.13 | 1.4 | 0.87 | 1.0 | 1.84 | 1.22 | 1.1 | 1.05 | 0.91 | 1.18 | 1.07 | 0.66 | 0.78 | 0.49 |
RSquared | NA | 0.07 | 0.09 | 0.11 | 0.27 | 0.31 | NA | NA | 0.18 | 0.11 | 0.15 | 0.16 | 0.52 | 0.19 | 0.52 | 0.22 | 0.39 | 0.55 | 0.38 | 0.22 | 0.36 | 0.4 | 0.33 | 0.18 | 0.4 | 0.2 | 0.16 | 0.19 | 0.31 | 0.38 | 0.28 | 0.27 | 0.22 | 0.21 | 0.22 | 0.17 | 0.16 | 0.11 | 0.06 | 0.03 | 0.26 | 0.16 | 0.21 | 0.12 | 0.19 | 0.24 | 0.08 | 0.02 | 0.04 | 0.01 |
Yield(%) | N/A | 1.5 | 4.8 | 3.2 | 4.4 | 5.2 | 8.6 | 5.6 | N/A | 3.3 | 3.4 | 3.1 | 2.7 | 3.0 | 3.0 | 3.1 | 2.5 | 2.0 | 2.1 | 2.1 | 2.2 | 1.0 | 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 | -47.2 | 81.2 | 32.4 | 75.4 | 1042.7 | N/A | N/A | N/A | 9.8 | 10.2 | 10.0 | 10.3 | 9.8 | 14.8 | 15.0 | 26.6 | 29.5 | 29.8 | 30.6 | 157.1 | 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 06/17/1983
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