MSFT: Microsoft Corporation (STOCK)
Basic Info 423.08 6.52(1.57%) May 15
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/13/1986 |
Last Dividend Date: | 05/15/2024 |
12-Mo. Yield | 0.92% |
Expenses | - |
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Performance Analytics (As of 05/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/13/1986 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.2 | 12.9 | 38.1 | 21.4 | 29.0 | 28.5 | 24.9 | 17.7 | 23.5 | 58.2 | -28.0 | 52.5 | 42.5 | 57.6 | 20.8 | 40.7 | 15.1 | 22.7 | 27.6 | 44.3 | 5.8 | -4.5 | -6.5 | 60.5 | -44.4 | 20.8 | 15.8 | -0.9 | 9.1 | 6.8 | -22.0 | 52.7 | -62.8 | 68.4 | 114.6 | 56.4 | 88.3 | 43.6 | 51.6 | -5.6 | 15.1 | 121.8 | 73.0 | 63.4 | -1.8 | 124.9 | 72.3 |
Sharpe Ratio | NA | 1.4 | 1.43 | 0.64 | 0.87 | 1.02 | NA | NA | 0.61 | 2.18 | -0.84 | 2.5 | 0.96 | 2.83 | 0.69 | 2.74 | 0.65 | 0.81 | 1.45 | 1.76 | 0.28 | -0.19 | -0.3 | 1.62 | -0.94 | 0.79 | 0.6 | -0.22 | 0.48 | 0.21 | -0.54 | 1.17 | -1.18 | 1.72 | 2.95 | 1.57 | 2.88 | 1.13 | 1.78 | -0.25 | 0.37 | 3.21 | 1.75 | 1.49 | -0.19 | 1.69 | 2.39 |
Draw Down(%) | NA | 9.3 | 13.0 | 37.1 | 37.1 | 37.1 | NA | NA | 69.4 | 13.0 | 35.9 | 8.8 | 28.0 | 7.9 | 18.2 | 6.0 | 13.6 | 16.6 | 10.1 | 13.5 | 18.0 | 16.8 | 26.4 | 26.5 | 49.8 | 14.1 | 23.0 | 12.2 | 16.1 | 19.7 | 38.7 | 32.5 | 64.5 | 19.7 | 22.7 | 20.4 | 11.5 | 23.7 | 12.4 | 26.2 | 23.9 | 18.6 | 34.7 | 27.1 | 33.9 | 50.3 | 22.9 |
Standard Deviation(%) | NA | 20.1 | 21.1 | 27.4 | 30.4 | 27.0 | NA | NA | 34.9 | 25.0 | 35.3 | 21.0 | 44.0 | 19.8 | 28.2 | 14.7 | 22.7 | 28.0 | 19.0 | 25.1 | 20.7 | 23.5 | 22.0 | 37.2 | 48.0 | 22.7 | 21.1 | 14.3 | 17.1 | 29.1 | 42.7 | 43.9 | 56.7 | 37.8 | 37.8 | 33.5 | 29.1 | 35.1 | 27.3 | 30.3 | 34.2 | 36.6 | 38.5 | 38.8 | 34.2 | 71.2 | 38.6 |
Treynor Ratio | NA | 0.21 | 0.24 | 0.14 | 0.22 | 0.23 | NA | NA | 0.18 | 0.46 | -0.23 | 0.46 | 0.38 | 0.43 | 0.13 | 0.31 | 0.12 | 0.18 | 0.29 | 0.5 | 0.05 | -0.06 | -0.07 | 0.68 | -0.47 | 0.19 | 0.15 | -0.04 | 0.09 | 0.05 | -0.18 | 0.36 | -0.49 | 0.49 | 0.86 | 0.47 | 0.6 | 0.19 | 0.42 | -0.05 | 0.08 | 0.96 | 0.48 | 0.49 | -0.06 | 0.8 | 1.22 |
Alpha | NA | -0.02 | 0.0 | 0.04 | 0.04 | 0.05 | NA | NA | 0.05 | 0.09 | -0.02 | 0.06 | 0.08 | 0.05 | 0.11 | 0.04 | 0.01 | 0.08 | 0.05 | 0.06 | -0.04 | -0.02 | -0.07 | 0.12 | -0.04 | 0.06 | 0.01 | -0.02 | 0.0 | -0.09 | 0.05 | 0.27 | -0.29 | 0.13 | 0.2 | 0.07 | 0.15 | -0.08 | 0.17 | -0.06 | 0.03 | 0.21 | 0.27 | 0.11 | -0.05 | 0.37 | 0.3 |
Beta | NA | 1.37 | 1.24 | 1.26 | 1.18 | 1.21 | NA | NA | 1.16 | 1.18 | 1.28 | 1.15 | 1.12 | 1.29 | 1.45 | 1.3 | 1.23 | 1.25 | 0.96 | 0.89 | 1.11 | 0.82 | 0.89 | 0.89 | 0.95 | 0.94 | 0.84 | 0.78 | 0.91 | 1.28 | 1.29 | 1.43 | 1.36 | 1.33 | 1.3 | 1.12 | 1.4 | 2.04 | 1.15 | 1.43 | 1.61 | 1.22 | 1.39 | 1.17 | 1.18 | 1.5 | 0.76 |
RSquared | NA | 0.63 | 0.46 | 0.63 | 0.68 | 0.63 | NA | NA | 0.39 | 0.38 | 0.77 | 0.51 | 0.77 | 0.66 | 0.76 | 0.34 | 0.51 | 0.47 | 0.33 | 0.16 | 0.46 | 0.66 | 0.53 | 0.43 | 0.65 | 0.44 | 0.17 | 0.32 | 0.35 | 0.56 | 0.62 | 0.48 | 0.29 | 0.4 | 0.49 | 0.37 | 0.32 | 0.2 | 0.17 | 0.17 | 0.22 | 0.24 | 0.33 | 0.16 | 0.34 | 0.49 | 0.11 |
Yield(%) | N/A | 0.4 | 1.2 | 1.2 | 2.0 | 5.0 | 7.8 | 5.6 | N/A | 1.2 | 0.8 | 1.1 | 1.3 | 1.9 | 2.0 | 2.5 | 2.7 | 2.8 | 3.1 | 3.5 | 3.1 | 2.4 | 1.8 | 2.6 | 1.3 | 1.4 | 1.4 | 1.2 | 11.5 | 0.9 | 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 | -46.2 | 38.8 | 58.1 | 77.7 | 123.9 | 366.6 | N/A | N/A | 9.8 | 10.4 | 10.0 | 10.6 | 9.9 | 8.2 | 8.2 | 14.0 | 12.2 | 18.6 | 16.9 | 22.1 | 23.6 | 5.8 | 13.0 | 12.2 | 10.8 | 15.6 | -89.9 | 1216.7 | 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 03/13/1986
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