AEE: Ameren Corp (STOCK)
Basic Info 74.88 0.41(0.55%) May 14
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/02/1998 |
| Last Dividend Date: | 03/12/2024 |
| 12-Mo. Yield | 2.85% |
| 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 | Inception** | 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(%) | 0.7 | 4.5 | -11.8 | -0.3 | 2.9 | 10.2 | 12.1 | 7.4 | 6.5 | -16.7 | 2.5 | 17.1 | 4.2 | 20.8 | 14.0 | 15.9 | 25.7 | -2.3 | 32.7 | 23.3 | -2.5 | 23.9 | 6.9 | -10.5 | -34.6 | 5.9 | 10.1 | 7.2 | 15.1 | 17.4 | 4.4 | -2.9 | 51.6 | -23.3 | -0.3 |
| Sharpe Ratio | NA | 0.43 | -0.88 | -0.21 | 0.06 | 0.4 | NA | NA | 0.24 | -0.96 | 0.05 | 0.95 | 0.09 | 1.36 | 0.69 | 1.3 | 1.39 | -0.12 | 1.79 | 1.55 | -0.18 | 1.06 | 0.36 | -0.33 | -0.86 | 0.17 | 0.57 | 0.36 | 1.11 | 1.1 | 0.14 | -0.25 | 1.87 | -1.57 | -0.19 |
| Draw Down(%) | NA | 9.0 | 22.6 | 27.5 | 29.1 | 29.1 | NA | NA | 60.6 | 20.4 | 23.0 | 10.0 | 29.1 | 8.3 | 10.8 | 9.0 | 12.1 | 17.7 | 10.8 | 10.4 | 16.7 | 13.2 | 13.8 | 42.4 | 46.9 | 12.4 | 7.4 | 11.4 | 14.4 | 15.1 | 17.8 | 16.7 | 16.9 | 24.2 | 15.9 |
| Standard Deviation(%) | NA | 16.8 | 20.7 | 20.5 | 26.0 | 22.1 | NA | NA | 21.7 | 22.1 | 22.0 | 18.0 | 43.2 | 14.2 | 18.5 | 11.8 | 18.4 | 19.8 | 18.3 | 15.0 | 14.1 | 22.5 | 18.8 | 32.2 | 41.0 | 17.9 | 12.2 | 14.0 | 12.7 | 15.2 | 24.2 | 21.7 | 25.4 | 16.9 | 18.9 |
| Treynor Ratio | NA | 0.48 | -0.51 | -0.09 | 0.02 | 0.15 | NA | NA | 0.09 | -0.4 | 0.02 | 0.52 | 0.04 | 0.85 | 0.54 | 0.88 | 0.69 | -0.04 | 0.68 | 0.27 | -0.06 | 0.32 | 0.1 | -0.14 | -0.44 | 0.04 | 0.14 | 0.06 | 0.34 | 0.35 | 0.07 | -0.4 | 3.24 | -1.02 | -0.2 |
| Alpha | NA | 0.02 | -0.1 | -0.02 | -0.02 | 0.01 | NA | NA | 0.01 | -0.12 | 0.05 | 0.04 | -0.03 | 0.05 | 0.06 | 0.05 | 0.08 | -0.01 | 0.09 | -0.01 | -0.03 | 0.08 | -0.01 | -0.1 | -0.01 | 0.01 | 0.01 | 0.01 | 0.04 | 0.02 | 0.07 | -0.01 | 0.17 | -0.13 | -0.02 |
| Beta | NA | 0.15 | 0.35 | 0.47 | 0.68 | 0.6 | NA | NA | 0.57 | 0.53 | 0.48 | 0.33 | 0.91 | 0.23 | 0.24 | 0.17 | 0.37 | 0.65 | 0.48 | 0.86 | 0.45 | 0.74 | 0.7 | 0.75 | 0.81 | 0.72 | 0.48 | 0.89 | 0.41 | 0.48 | 0.46 | 0.13 | 0.15 | 0.26 | 0.18 |
| RSquared | NA | 0.01 | 0.04 | 0.16 | 0.31 | 0.23 | NA | NA | 0.27 | 0.1 | 0.28 | 0.06 | 0.53 | 0.04 | 0.05 | 0.01 | 0.07 | 0.26 | 0.09 | 0.41 | 0.16 | 0.59 | 0.46 | 0.43 | 0.64 | 0.41 | 0.16 | 0.43 | 0.13 | 0.29 | 0.24 | 0.02 | 0.02 | 0.08 | 0.04 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.8 | 2.7 | 2.9 | 2.7 | 3.1 | 3.2 | 3.4 | 4.0 | 3.6 | 4.5 | 5.1 | 4.9 | 5.5 | 5.5 | 4.5 | 4.8 | 4.7 | 4.9 | 5.2 | 5.6 | 6.1 | 6.0 | 5.7 | 7.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -73.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.8 | 7.3 | 8.9 | 4.1 | 4.3 | 4.5 | 4.7 | 3.0 | 2.5 | 0.6 | 0.0 | 3.9 | 1.3 | 0.0 | -40.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/25/1986
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