TRV: The Travelers Companies Inc (STOCK)
Basic Info 219.71 0.49(0.22%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/05/1984 |
Last Dividend Date: | 03/07/2024 |
12-Mo. Yield | 2.18% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/05/1984 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 15.9 | 23.6 | 13.5 | 10.8 | 11.6 | 14.8 | 11.6 | 12.2 | 3.9 | 22.4 | 14.0 | 5.3 | 17.0 | -9.6 | 13.4 | 11.0 | 9.1 | 19.6 | 29.1 | 24.9 | 9.3 | 14.8 | 13.5 | -13.8 | 2.4 | 22.9 | 23.2 | -3.6 | 20.2 | -19.2 | -16.9 | 65.7 | 0.0 | -12.9 | 43.5 | 8.8 | 28.1 | 3.3 | 20.7 | 9.7 | 20.8 | 10.6 | 35.9 | -5.4 | 14.3 | 0.8 | 49.0 | 12.3 |
Sharpe Ratio | NA | 2.15 | 0.98 | 0.5 | 0.33 | 0.45 | NA | NA | 0.37 | -0.02 | 0.93 | 0.64 | 0.1 | 0.93 | -0.54 | 0.99 | 0.63 | 0.51 | 1.65 | 1.94 | 1.53 | 0.34 | 0.8 | 0.35 | -0.22 | -0.03 | 1.12 | 1.15 | -0.21 | 0.77 | -0.51 | -0.54 | 1.47 | -0.09 | -0.51 | 1.92 | 0.29 | 1.18 | 0.02 | 1.06 | 0.39 | 0.87 | 0.23 | 1.68 | -0.47 | 0.27 | -0.12 | 2.18 | 4.82 |
Draw Down(%) | NA | 10.5 | 13.0 | 18.9 | 46.3 | 46.3 | NA | NA | 55.1 | 17.2 | 18.9 | 10.4 | 41.8 | 16.3 | 23.2 | 11.3 | 11.8 | 11.8 | 11.4 | 10.9 | 8.0 | 25.8 | 12.3 | 25.2 | 42.2 | 14.3 | 14.0 | 13.9 | 27.1 | 20.0 | 51.4 | 33.8 | 36.5 | 29.2 | 37.7 | 10.6 | 14.5 | 15.6 | 14.9 | 10.8 | 14.0 | 21.5 | 21.2 | 10.6 | 23.0 | 25.4 | 32.4 | 11.4 | 3.5 |
Standard Deviation(%) | NA | 20.6 | 18.4 | 21.5 | 29.2 | 23.7 | NA | NA | 27.1 | 20.8 | 22.8 | 21.8 | 49.7 | 16.8 | 20.4 | 12.9 | 17.1 | 17.8 | 11.9 | 15.0 | 16.3 | 27.3 | 18.5 | 38.2 | 66.6 | 24.0 | 17.5 | 18.2 | 21.6 | 25.3 | 39.5 | 36.1 | 41.9 | 37.6 | 32.0 | 20.7 | 18.3 | 20.6 | 19.1 | 17.5 | 18.3 | 19.5 | 23.8 | 18.0 | 21.2 | 37.4 | 28.3 | 20.0 | 22.9 |
Treynor Ratio | NA | 1.11 | 0.48 | 0.21 | 0.12 | 0.13 | NA | NA | 0.12 | -0.01 | 0.48 | 0.16 | 0.05 | 0.23 | -0.14 | 0.27 | 0.13 | 0.1 | 0.32 | 0.3 | 0.33 | 0.1 | 0.21 | 0.14 | -0.12 | -0.01 | 0.19 | 0.22 | -0.04 | 0.19 | -0.22 | -0.27 | 0.78 | -0.04 | -0.18 | 0.68 | 0.07 | 0.29 | 0.01 | 0.25 | 0.11 | 0.25 | 0.07 | 0.56 | -0.17 | 0.14 | -0.04 | 0.83 | 1.48 |
Alpha | NA | 0.11 | 0.04 | 0.03 | 0.01 | 0.01 | NA | NA | 0.02 | -0.03 | 0.12 | -0.03 | -0.03 | -0.01 | -0.02 | 0.01 | 0.01 | 0.03 | 0.04 | 0.0 | 0.05 | 0.03 | 0.02 | -0.03 | 0.22 | -0.01 | 0.03 | 0.07 | -0.05 | -0.02 | 0.03 | -0.02 | 0.25 | -0.05 | -0.14 | 0.08 | -0.03 | 0.0 | 0.01 | 0.05 | 0.02 | 0.0 | 0.05 | 0.06 | -0.06 | 0.05 | -0.02 | 0.11 | 0.36 |
Beta | NA | 0.4 | 0.38 | 0.51 | 0.81 | 0.8 | NA | NA | 0.87 | 0.53 | 0.44 | 0.86 | 1.05 | 0.68 | 0.78 | 0.48 | 0.81 | 0.9 | 0.6 | 0.97 | 0.76 | 0.94 | 0.71 | 0.99 | 1.27 | 1.04 | 1.03 | 0.97 | 1.16 | 1.01 | 0.93 | 0.72 | 0.79 | 0.87 | 0.92 | 0.59 | 0.78 | 0.83 | 0.64 | 0.75 | 0.64 | 0.67 | 0.72 | 0.54 | 0.58 | 0.73 | 0.77 | 0.53 | 0.75 |
RSquared | NA | 0.05 | 0.06 | 0.17 | 0.36 | 0.37 | NA | NA | 0.34 | 0.11 | 0.22 | 0.27 | 0.56 | 0.26 | 0.43 | 0.06 | 0.39 | 0.62 | 0.33 | 0.51 | 0.35 | 0.64 | 0.48 | 0.49 | 0.59 | 0.48 | 0.34 | 0.3 | 0.36 | 0.47 | 0.37 | 0.18 | 0.17 | 0.17 | 0.34 | 0.26 | 0.25 | 0.1 | 0.11 | 0.14 | 0.12 | 0.26 | 0.24 | 0.15 | 0.22 | 0.41 | 0.2 | 0.09 | 0.17 |
Yield(%) | N/A | 0.5 | 2.2 | 2.3 | 2.4 | 3.4 | 6.5 | 5.6 | N/A | 2.1 | 2.4 | 2.6 | 2.5 | 2.8 | 2.3 | 2.3 | 2.4 | 2.3 | 2.4 | 2.7 | 3.0 | 2.8 | 2.8 | 2.7 | 2.3 | 2.1 | 2.2 | 2.4 | 2.9 | 3.3 | 3.3 | 2.2 | 3.3 | 3.0 | 1.5 | 3.2 | 3.1 | 3.6 | 2.1 | 3.6 | 3.7 | 4.2 | 4.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -74.6 | 7.5 | 15.2 | 34.9 | 133.2 | 105.5 | N/A | N/A | 7.1 | 5.2 | 3.6 | 4.3 | 6.6 | 7.1 | 8.0 | 10.1 | 10.7 | 9.7 | 9.5 | 12.6 | 12.8 | 14.6 | 3.4 | 5.3 | 11.9 | 11.0 | -21.6 | 0.0 | -20.0 | 29.5 | 3.7 | 3.8 | -16.8 | -33.5 | 6.8 | 10.0 | -15.3 | -32.5 | 2.9 | 4.6 | 8.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1984
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