NGG: National Grid PLC ADR (STOCK)
Basic Info 72.83 0.48(0.65%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/01/2005 |
Last Dividend Date: | 11/22/2023 |
12-Mo. Yield | 4.82% |
Expenses | - |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/01/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 7.1 | 6.0 | 8.7 | 12.8 | 5.1 | 9.4 | 7.9 | 18.8 | -12.7 | 29.0 | -0.7 | 38.5 | -13.8 | 5.5 | -12.7 | 2.8 | 12.8 | 19.4 | 25.0 | 15.4 | -4.3 | 13.4 | -36.7 | 18.9 | 55.0 | 6.1 |
Sharpe Ratio | NA | 0.61 | -0.09 | 0.29 | 0.38 | 0.18 | NA | 0.29 | 0.77 | -0.57 | 1.9 | -0.03 | 2.16 | -0.71 | 0.4 | -0.66 | 0.15 | 0.92 | 1.39 | 1.73 | 0.7 | -0.19 | 0.43 | -0.77 | 0.84 | 2.96 | 0.68 |
Draw Down(%) | NA | 8.3 | 19.7 | 39.2 | 39.2 | 39.2 | NA | 55.0 | 19.7 | 39.2 | 11.0 | 34.0 | 13.5 | 18.7 | 14.6 | 22.8 | 12.2 | 9.3 | 11.4 | 8.4 | 8.5 | 27.6 | 30.1 | 46.4 | 11.6 | 8.6 | 13.9 |
Standard Deviation(%) | NA | 16.4 | 18.2 | 20.0 | 24.5 | 21.2 | NA | 23.3 | 19.1 | 24.7 | 15.2 | 38.4 | 17.2 | 21.2 | 12.2 | 19.6 | 18.1 | 13.9 | 13.9 | 14.5 | 22.0 | 23.3 | 30.9 | 48.8 | 19.1 | 17.6 | 18.6 |
Treynor Ratio | NA | 1.0 | -0.04 | 0.12 | 0.15 | 0.07 | NA | 0.1 | 0.32 | -0.28 | 0.9 | -0.01 | 1.5 | -0.65 | 1.44 | -0.17 | 0.04 | 0.21 | 0.33 | 0.43 | 0.26 | -0.05 | 0.2 | -0.42 | 0.27 | 0.83 | 0.16 |
Alpha | NA | 0.03 | -0.04 | 0.01 | 0.01 | 0.0 | NA | 0.01 | 0.02 | -0.01 | 0.07 | -0.04 | 0.1 | -0.05 | 0.02 | -0.08 | 0.01 | 0.02 | 0.01 | 0.06 | 0.06 | -0.06 | 0.0 | 0.0 | 0.06 | 0.14 | 0.05 |
Beta | NA | 0.1 | 0.41 | 0.47 | 0.62 | 0.58 | NA | 0.68 | 0.46 | 0.51 | 0.32 | 0.79 | 0.25 | 0.23 | 0.03 | 0.76 | 0.62 | 0.62 | 0.59 | 0.58 | 0.58 | 0.85 | 0.65 | 0.9 | 0.59 | 0.63 | 0.8 |
RSquared | NA | 0.01 | 0.07 | 0.16 | 0.29 | 0.23 | NA | 0.32 | 0.1 | 0.25 | 0.08 | 0.5 | 0.03 | 0.04 | 0.0 | 0.26 | 0.28 | 0.26 | 0.22 | 0.26 | 0.38 | 0.44 | 0.33 | 0.56 | 0.24 | 0.13 | 0.18 |
Yield(%) | N/A | 0.0 | 4.9 | 5.1 | 6.3 | 4.0 | 6.8 | N/A | 5.9 | 4.3 | 5.8 | 5.0 | 6.4 | 5.3 | 4.6 | 4.0 | 4.4 | 5.0 | 5.1 | 5.9 | 6.2 | 11.8 | 5.2 | 3.4 | 3.8 | 4.7 | 1.7 |
Dividend Growth(%) | N/A | -100.0 | 13.5 | 7.9 | 3.2 | N/A | N/A | N/A | 13.5 | -9.3 | 9.6 | 1.3 | -0.6 | 7.2 | -2.3 | -10.2 | -4.6 | 9.4 | 0.3 | 5.7 | -57.4 | 143.6 | -3.7 | 0.7 | 17.3 | 188.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2005
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