RBA: RB Global Inc. (STOCK)
Basic Info 76.25 1.08(1.40%) May 14
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/10/1998 |
| Last Dividend Date: | 02/08/2024 |
| 12-Mo. Yield | 1.86% |
| Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/10/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.1 | 14.5 | 45.7 | 10.6 | 21.2 | 15.4 | 10.6 | 13.4 | 14.3 | 20.3 | -3.9 | -10.7 | 64.6 | 33.9 | 11.6 | -9.4 | 44.8 | -7.8 | 20.0 | 12.5 | -3.2 | -2.4 | 4.9 | 6.4 | -21.2 | 56.7 | 28.7 | 29.8 | 26.2 | 65.2 | 30.0 | 19.9 | -25.2 | 3.0 | 27.5 |
| Sharpe Ratio | NA | 1.56 | 1.06 | 0.14 | 0.57 | 0.48 | NA | NA | 0.43 | 0.59 | -0.13 | -0.36 | 1.52 | 1.94 | 0.46 | -0.33 | 1.27 | -0.3 | 1.04 | 0.47 | -0.12 | -0.07 | 0.2 | 0.15 | -0.46 | 2.11 | 1.0 | 1.23 | 1.23 | 2.94 | 1.68 | 0.75 | -0.83 | -0.01 | 0.89 |
| Draw Down(%) | NA | 8.2 | 13.6 | 31.7 | 39.0 | 39.0 | NA | NA | 53.5 | 17.7 | 30.3 | 26.2 | 39.0 | 13.7 | 18.3 | 27.2 | 21.9 | 22.0 | 13.2 | 19.5 | 27.8 | 40.9 | 24.8 | 35.0 | 43.1 | 11.5 | 17.2 | 16.5 | 12.9 | 11.1 | 11.9 | 20.3 | 40.2 | 28.8 | 31.1 |
| Standard Deviation(%) | NA | 27.5 | 28.8 | 31.9 | 33.0 | 30.1 | NA | NA | 30.2 | 27.4 | 39.8 | 29.7 | 42.2 | 16.7 | 22.5 | 30.7 | 35.0 | 26.4 | 19.2 | 26.3 | 27.4 | 35.1 | 24.4 | 43.4 | 48.1 | 25.6 | 25.5 | 22.4 | 20.5 | 22.0 | 17.2 | 24.0 | 35.4 | 35.2 | 35.2 |
| Treynor Ratio | NA | 0.67 | 0.4 | 0.06 | 0.26 | 0.2 | NA | NA | 0.23 | 0.21 | -0.08 | -0.08 | 0.88 | 0.92 | 0.15 | -0.1 | 0.56 | -0.1 | 0.3 | 0.16 | -0.04 | -0.03 | 0.08 | 0.1 | -0.34 | 0.81 | 0.31 | 0.8 | 0.64 | 2.41 | 3.04 | 1.08 | -3.71 | -0.01 | 0.76 |
| Alpha | NA | 0.09 | 0.05 | 0.01 | 0.05 | 0.03 | NA | NA | 0.05 | 0.01 | 0.06 | -0.16 | 0.17 | 0.08 | 0.06 | -0.1 | 0.13 | -0.03 | 0.04 | -0.03 | -0.05 | 0.0 | -0.01 | -0.01 | 0.05 | 0.17 | 0.06 | 0.1 | 0.08 | 0.18 | 0.11 | 0.08 | -0.1 | 0.01 | 0.1 |
| Beta | NA | 0.64 | 0.76 | 0.72 | 0.73 | 0.73 | NA | NA | 0.57 | 0.78 | 0.63 | 1.29 | 0.73 | 0.35 | 0.69 | 1.0 | 0.79 | 0.8 | 0.67 | 0.8 | 0.87 | 0.94 | 0.64 | 0.65 | 0.65 | 0.67 | 0.81 | 0.34 | 0.4 | 0.27 | 0.1 | 0.17 | 0.08 | 0.26 | 0.41 |
| RSquared | NA | 0.07 | 0.09 | 0.15 | 0.22 | 0.18 | NA | NA | 0.14 | 0.14 | 0.15 | 0.33 | 0.35 | 0.07 | 0.27 | 0.05 | 0.08 | 0.22 | 0.16 | 0.11 | 0.17 | 0.39 | 0.22 | 0.17 | 0.31 | 0.17 | 0.1 | 0.02 | 0.05 | 0.04 | 0.02 | 0.02 | 0.0 | 0.02 | 0.06 |
| Yield(%) | N/A | 0.4 | 2.0 | 2.2 | 3.5 | 4.2 | 3.3 | 7.0 | N/A | 3.7 | 1.7 | 1.4 | 2.0 | 2.3 | 2.3 | 2.5 | 3.5 | 2.8 | 2.4 | 2.4 | 2.1 | 1.8 | 1.8 | 1.8 | 1.3 | 1.7 | 1.8 | 1.8 | 1.4 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -87.4 | -49.4 | 78.1 | 56.6 | 170.9 | N/A | N/A | N/A | 106.7 | 10.6 | 11.9 | 10.5 | 8.6 | -17.6 | 3.7 | 7.9 | 40.7 | 8.0 | 8.7 | 9.5 | 5.0 | 5.3 | 11.8 | 13.3 | 15.4 | 30.0 | 66.7 | 200.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/1998
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