DIS: Walt Disney Company (STOCK)
Basic Info 105.79 0.01(0.01%) May 10
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/31/1970 |
| Last Dividend Date: | 12/08/2023 |
| 12-Mo. Yield | 0.30% |
| Expenses | - |
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Performance Analytics (As of 05/10/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1970 |
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 | 1971 | 1970 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.9 | 17.2 | 4.9 | -16.8 | -4.3 | 3.5 | 11.1 | 9.3 | 10.3 | 4.3 | -43.9 | -14.5 | 25.3 | 33.5 | 3.6 | 4.8 | 0.7 | 12.9 | 24.8 | 55.3 | 34.8 | 1.7 | 17.6 | 43.7 | -28.6 | -4.8 | 44.3 | -12.8 | 20.2 | 44.4 | -20.3 | -27.7 | -0.4 | -2.5 | -9.1 | 41.9 | 18.5 | 28.0 | 7.9 | -0.9 | 50.2 | 12.8 | -9.4 | 70.3 | 11.0 | 37.4 | 52.8 | 88.5 | 13.5 | -16.6 | 21.1 | 2.0 | 14.2 | 11.8 | 0.3 | -15.3 | -5.3 | 133.3 | -54.8 | -60.1 | 72.2 | 94.5 | 0.0 |
| Sharpe Ratio | NA | 1.61 | 0.04 | -0.62 | -0.17 | 0.09 | NA | NA | 0.23 | 0.0 | -1.21 | -0.59 | 0.51 | 1.45 | 0.11 | 0.27 | 0.03 | 0.57 | 1.4 | 3.09 | 1.94 | 0.05 | 0.75 | 1.1 | -0.6 | -0.38 | 2.15 | -0.86 | 0.77 | 1.36 | -0.47 | -0.66 | -0.09 | -0.16 | -0.32 | 1.54 | 0.67 | 1.1 | 0.21 | -0.11 | 1.84 | 0.39 | -0.51 | 2.47 | 0.28 | 0.61 | 1.44 | 3.83 | 0.18 | -0.67 | 0.48 | -0.32 | 0.23 | 0.21 | -0.17 | -0.73 | -0.31 | 3.22 | -1.03 | -1.44 | 2.8 | 2.58 | NA |
| Draw Down(%) | NA | 14.2 | 21.6 | 57.3 | 60.7 | 60.7 | NA | NA | 85.7 | 29.9 | 46.7 | 29.6 | 42.1 | 12.5 | 14.9 | 15.7 | 15.4 | 21.6 | 10.1 | 10.3 | 11.2 | 34.2 | 16.5 | 35.9 | 46.5 | 14.5 | 8.0 | 23.2 | 25.4 | 18.7 | 44.9 | 50.8 | 39.0 | 38.2 | 44.5 | 11.0 | 23.5 | 11.0 | 21.1 | 23.6 | 19.6 | 18.1 | 35.0 | 18.8 | 14.9 | 43.9 | 33.8 | 13.1 | 33.4 | 44.0 | 15.1 | 33.5 | 20.7 | 24.7 | 22.3 | 31.7 | 33.0 | 26.9 | 67.5 | 66.0 | 16.5 | 25.0 | 0.0 |
| Standard Deviation(%) | NA | 31.9 | 28.4 | 30.6 | 33.9 | 27.5 | NA | NA | 31.5 | 26.5 | 37.4 | 24.8 | 48.7 | 22.2 | 21.1 | 15.2 | 17.2 | 22.7 | 17.7 | 17.9 | 18.1 | 30.9 | 23.3 | 39.8 | 49.0 | 20.5 | 19.2 | 17.5 | 24.9 | 32.2 | 45.5 | 45.8 | 47.5 | 36.2 | 38.9 | 24.8 | 22.2 | 21.9 | 23.9 | 27.8 | 25.8 | 23.3 | 28.5 | 26.1 | 22.7 | 54.7 | 33.6 | 21.8 | 36.9 | 33.9 | 28.2 | 24.9 | 26.5 | 23.0 | 27.8 | 26.0 | 27.7 | 39.9 | 58.3 | 45.0 | 24.9 | 35.3 | 0.0 |
| Treynor Ratio | NA | 0.91 | 0.01 | -0.18 | -0.06 | 0.02 | NA | NA | 0.07 | 0.0 | -0.39 | -0.16 | 0.24 | 0.41 | 0.03 | 0.08 | 0.01 | 0.14 | 0.21 | 0.49 | 0.37 | 0.01 | 0.17 | 0.37 | -0.28 | -0.09 | 0.48 | -0.17 | 0.16 | 0.31 | -0.17 | -0.23 | -0.09 | -0.08 | -0.11 | 0.41 | 0.16 | 0.25 | 0.05 | -0.03 | 0.46 | 0.11 | -0.11 | 0.71 | 0.07 | 0.23 | 0.47 | 1.16 | 0.1 | -0.46 | 0.14 | -0.12 | 0.07 | -0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
| Alpha | NA | 0.13 | -0.04 | -0.1 | -0.06 | -0.03 | NA | NA | 0.02 | -0.07 | -0.12 | -0.15 | 0.04 | 0.04 | 0.03 | -0.02 | -0.03 | 0.05 | 0.03 | 0.05 | 0.07 | 0.0 | 0.01 | 0.05 | 0.07 | -0.04 | 0.1 | -0.07 | 0.03 | 0.02 | 0.06 | -0.03 | 0.05 | -0.04 | -0.13 | 0.04 | 0.0 | -0.02 | 0.04 | -0.03 | 0.14 | -0.04 | -0.01 | 0.13 | -0.01 | 0.14 | 0.15 | 0.2 | 0.06 | -0.09 | 0.02 | 0.03 | -0.02 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.57 | 0.75 | 1.09 | 1.05 | 1.0 | NA | NA | 1.04 | 1.09 | 1.15 | 0.93 | 1.05 | 0.79 | 0.87 | 0.52 | 0.87 | 0.91 | 1.17 | 1.14 | 0.94 | 1.11 | 1.0 | 1.18 | 1.06 | 0.92 | 0.86 | 0.89 | 1.23 | 1.43 | 1.28 | 1.31 | 0.52 | 0.68 | 1.12 | 0.93 | 0.92 | 0.97 | 1.09 | 1.09 | 1.02 | 0.86 | 1.28 | 0.91 | 0.96 | 1.43 | 1.03 | 0.72 | 0.65 | 0.49 | 0.93 | 0.7 | 0.82 | -0.3 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.04 | 0.09 | 0.39 | 0.43 | 0.41 | NA | NA | 0.3 | 0.29 | 0.57 | 0.24 | 0.54 | 0.19 | 0.5 | 0.05 | 0.44 | 0.39 | 0.57 | 0.49 | 0.44 | 0.71 | 0.6 | 0.64 | 0.77 | 0.52 | 0.2 | 0.27 | 0.28 | 0.57 | 0.54 | 0.39 | 0.06 | 0.12 | 0.35 | 0.47 | 0.24 | 0.12 | 0.2 | 0.12 | 0.15 | 0.29 | 0.52 | 0.2 | 0.52 | 0.79 | 0.25 | 0.15 | 0.05 | 0.04 | 0.36 | 0.17 | 0.26 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.1 | 0.3 | 1.1 | 3.3 | 3.2 | N/A | 0.3 | 0.0 | 0.0 | 0.0 | 1.6 | 1.5 | 1.5 | 1.4 | 1.5 | 1.5 | 1.7 | 2.0 | 1.6 | 1.2 | 1.5 | 1.1 | 1.0 | 1.3 | 1.0 | 1.0 | 1.2 | 1.0 | 0.8 | 0.7 | 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 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -91.4 | -72.0 | 110.6 | 429.1 | 1574.6 | N/A | N/A | N/A | N/A | -100.0 | 2.3 | 6.2 | 8.7 | 8.8 | 19.1 | 33.7 | 14.7 | 25.0 | 50.0 | 14.3 | 0.0 | 0.0 | 12.9 | 14.8 | 12.5 | 14.3 | 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 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1970
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