MOS: Mosaic (UNDEFINED)
Basic Info 30.61 0.16(0.52%) May 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | (100%) |
Start Date: | 01/26/1988 |
Last Dividend Date: | 03/06/2024 |
12-Mo. Yield | 2.20% |
Expenses | - |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/26/1988 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.0 | -13.7 | -11.0 | -4.6 | 7.6 | -2.7 | -1.8 | 6.4 | 4.1 | -16.4 | 12.8 | 72.1 | 7.6 | -25.3 | 14.2 | -10.4 | 10.7 | -37.7 | 0.5 | -15.7 | 12.3 | -34.0 | 27.8 | 77.8 | -63.3 | 341.7 | 46.0 | -10.4 | 64.4 | -6.9 | -17.9 | -16.5 | -1.1 | -21.9 | -34.7 | -16.3 | -4.0 | 86.3 | -3.6 | 7.5 | -22.6 | 69.3 | 7.5 | -20.4 | 97.7 |
Sharpe Ratio | NA | -1.25 | -0.45 | -0.16 | 0.11 | -0.09 | NA | NA | 0.05 | -0.56 | 0.21 | 1.71 | 0.09 | -0.71 | 0.38 | -0.38 | 0.23 | -1.22 | 0.03 | -0.49 | 0.47 | -0.74 | 0.67 | 1.27 | -0.58 | 6.87 | 1.43 | -0.43 | 1.61 | -0.17 | -0.37 | -0.43 | -0.11 | -0.54 | -1.04 | -0.65 | -0.21 | 3.09 | -0.2 | 0.15 | -0.81 | 2.22 | 0.09 | -1.02 | 2.93 |
Draw Down(%) | NA | 22.0 | 31.8 | 62.1 | 72.0 | 85.4 | NA | NA | 94.7 | 43.9 | 44.0 | 23.2 | 68.1 | 47.1 | 25.2 | 41.9 | 24.3 | 47.6 | 18.9 | 36.7 | 23.0 | 47.1 | 41.7 | 28.5 | 86.1 | 17.1 | 18.4 | 28.8 | 24.3 | 47.6 | 41.4 | 50.6 | 36.8 | 51.9 | 53.1 | 26.8 | 23.8 | 14.2 | 34.6 | 43.5 | 42.7 | 22.3 | 20.3 | 34.1 | 16.8 |
Standard Deviation(%) | NA | 28.7 | 32.7 | 43.1 | 52.7 | 44.1 | NA | NA | 43.5 | 37.3 | 54.5 | 42.2 | 79.9 | 37.7 | 34.2 | 28.9 | 45.2 | 30.9 | 17.5 | 31.9 | 26.4 | 45.7 | 41.2 | 61.3 | 110.4 | 49.7 | 30.1 | 28.9 | 39.3 | 44.4 | 50.9 | 44.7 | 47.5 | 46.4 | 36.6 | 30.3 | 35.9 | 26.7 | 32.9 | 37.1 | 30.5 | 29.4 | 23.9 | 25.7 | 34.9 |
Treynor Ratio | NA | -0.45 | -0.15 | -0.07 | 0.05 | -0.03 | NA | NA | 0.02 | -0.18 | 0.13 | 0.47 | 0.05 | -0.17 | 0.11 | -0.07 | 0.08 | -0.37 | 0.01 | -0.15 | 0.09 | -0.25 | 0.26 | 0.62 | -0.39 | 2.12 | 0.37 | -0.12 | 0.37 | -0.06 | -0.19 | -0.28 | -0.1 | -1.94 | -0.63 | -0.32 | -0.17 | 1.01 | -0.06 | 0.69 | -0.34 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.23 | -0.13 | -0.02 | 0.01 | -0.03 | NA | NA | 0.01 | -0.15 | 0.17 | 0.11 | 0.02 | -0.25 | 0.1 | -0.15 | 0.01 | -0.17 | -0.03 | -0.17 | -0.02 | -0.14 | 0.06 | 0.16 | 0.08 | 0.61 | 0.1 | -0.05 | 0.15 | -0.13 | 0.05 | -0.01 | 0.05 | -0.08 | -0.2 | -0.13 | -0.03 | 0.16 | 0.01 | 0.05 | -0.11 | NA | NA | NA | NA |
Beta | NA | 0.8 | 0.99 | 0.97 | 1.2 | 1.2 | NA | NA | 1.13 | 1.13 | 0.86 | 1.53 | 1.33 | 1.54 | 1.18 | 1.65 | 1.37 | 1.03 | 0.84 | 1.05 | 1.33 | 1.34 | 1.06 | 1.26 | 1.64 | 1.61 | 1.15 | 1.08 | 1.7 | 1.25 | 1.01 | 0.67 | 0.49 | 0.13 | 0.6 | 0.63 | 0.43 | 0.82 | 1.15 | 0.08 | 0.73 | NA | NA | NA | NA |
RSquared | NA | 0.11 | 0.13 | 0.16 | 0.25 | 0.24 | NA | NA | 0.21 | 0.17 | 0.16 | 0.25 | 0.35 | 0.27 | 0.34 | 0.16 | 0.17 | 0.26 | 0.32 | 0.15 | 0.43 | 0.52 | 0.23 | 0.34 | 0.41 | 0.27 | 0.16 | 0.16 | 0.24 | 0.22 | 0.25 | 0.11 | 0.06 | 0.0 | 0.11 | 0.11 | 0.02 | 0.05 | 0.11 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.6 | 2.3 | 1.8 | 2.1 | 0.8 | 0.5 | 1.7 | N/A | 2.5 | 1.4 | 1.1 | 0.9 | 0.6 | 0.3 | 2.0 | 3.0 | 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 | -80.0 | -10.0 | 306.0 | 56.8 | N/A | N/A | N/A | N/A | 87.5 | 115.4 | 30.0 | 17.6 | 112.5 | -86.7 | -28.6 | 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 01/26/1988
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