ALB: Albemarle Corp (STOCK)
Basic Info 135.46 3.95(3.00%) May 14
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/22/1994 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 0.82% |
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 02/22/1994 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.0 | -5.9 | -30.1 | -3.5 | 16.0 | 8.4 | 13.2 | 18.0 | 14.6 | -33.0 | -6.6 | 59.8 | 105.4 | -3.3 | -38.9 | 50.2 | 56.2 | -4.7 | -3.5 | 3.6 | 22.3 | -6.5 | 55.3 | 66.2 | -45.1 | 132.2 | 92.3 | 2.5 | 34.0 | 9.9 | 23.0 | 1.0 | 34.9 | -19.2 | -0.5 | 31.7 | -6.5 | 39.6 | -4.3 |
Sharpe Ratio | NA | -0.46 | -0.69 | -0.16 | 0.23 | 0.17 | NA | NA | 0.32 | -0.78 | -0.14 | 1.35 | 1.69 | -0.13 | -1.17 | 2.06 | 1.83 | -0.13 | -0.16 | 0.17 | 0.78 | -0.14 | 1.87 | 1.44 | -0.72 | 1.69 | 3.35 | 0.01 | 1.54 | 0.37 | 0.63 | -0.04 | 0.68 | -0.53 | -0.11 | 0.85 | -0.26 | 1.14 | -0.24 |
Draw Down(%) | NA | 26.0 | 55.1 | 66.2 | 66.2 | 66.2 | NA | NA | 66.3 | 60.7 | 34.1 | 24.1 | 45.7 | 35.1 | 46.0 | 11.8 | 14.8 | 34.4 | 26.5 | 12.4 | 23.1 | 44.8 | 15.6 | 35.3 | 63.8 | 20.1 | 11.8 | 15.9 | 10.6 | 24.0 | 26.8 | 28.7 | 26.5 | 33.3 | 36.1 | 14.1 | 38.0 | 13.9 | 26.2 |
Standard Deviation(%) | NA | 63.3 | 53.0 | 50.7 | 52.0 | 42.7 | NA | NA | 40.2 | 47.8 | 55.8 | 44.1 | 62.0 | 36.3 | 34.4 | 24.2 | 30.6 | 34.8 | 22.0 | 21.1 | 28.6 | 45.9 | 29.5 | 45.8 | 63.9 | 77.0 | 26.7 | 24.8 | 21.4 | 25.1 | 34.8 | 31.8 | 45.6 | 42.1 | 35.6 | 32.9 | 38.2 | 31.4 | 33.2 |
Treynor Ratio | NA | -0.11 | -0.17 | -0.05 | 0.09 | 0.05 | NA | NA | 0.12 | -0.21 | -0.06 | 0.39 | 0.89 | -0.03 | -0.41 | 0.33 | 0.39 | -0.04 | -0.03 | 0.04 | 0.14 | -0.04 | 0.4 | 0.49 | -0.37 | 1.81 | 0.68 | 0.0 | 0.26 | 0.1 | 0.23 | -0.02 | 0.6 | -0.91 | -0.07 | 0.38 | -0.15 | 0.79 | -0.17 |
Alpha | NA | -0.29 | -0.3 | -0.03 | 0.02 | 0.0 | NA | NA | 0.04 | -0.27 | 0.13 | 0.07 | 0.25 | -0.17 | -0.16 | 0.06 | 0.13 | -0.01 | -0.07 | -0.08 | 0.0 | -0.01 | 0.11 | 0.1 | 0.03 | 0.46 | 0.2 | 0.0 | 0.07 | -0.05 | 0.19 | 0.04 | 0.17 | -0.08 | -0.04 | 0.04 | -0.06 | 0.09 | -0.01 |
Beta | NA | 2.52 | 2.14 | 1.56 | 1.36 | 1.32 | NA | NA | 1.1 | 1.82 | 1.38 | 1.55 | 1.17 | 1.64 | 0.97 | 1.51 | 1.42 | 1.16 | 1.27 | 0.87 | 1.56 | 1.61 | 1.38 | 1.35 | 1.24 | 0.72 | 1.32 | 1.39 | 1.26 | 0.95 | 0.93 | 0.55 | 0.51 | 0.25 | 0.57 | 0.73 | 0.65 | 0.45 | 0.49 |
RSquared | NA | 0.23 | 0.22 | 0.29 | 0.31 | 0.3 | NA | NA | 0.24 | 0.25 | 0.37 | 0.21 | 0.43 | 0.32 | 0.24 | 0.17 | 0.37 | 0.27 | 0.44 | 0.21 | 0.49 | 0.66 | 0.7 | 0.64 | 0.64 | 0.01 | 0.24 | 0.33 | 0.42 | 0.42 | 0.48 | 0.14 | 0.06 | 0.01 | 0.11 | 0.16 | 0.04 | 0.01 | 0.02 |
Yield(%) | N/A | 0.3 | 0.8 | 1.0 | 2.2 | 2.0 | 4.5 | 7.4 | N/A | 0.7 | 0.7 | 1.0 | 2.1 | 1.9 | 1.0 | 1.5 | 2.2 | 1.9 | 1.8 | 1.5 | 1.5 | 1.2 | 1.5 | 2.1 | 1.2 | 1.1 | 3.3 | 3.3 | 3.8 | 3.9 | 4.5 | 3.9 | 5.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -75.0 | 0.0 | 8.3 | 26.0 | 118.2 | 257.0 | N/A | N/A | 0.0 | 2.6 | 2.6 | 2.7 | 8.8 | 6.2 | 6.7 | 3.4 | 3.6 | 16.7 | 20.0 | 21.2 | 17.9 | 16.7 | 0.0 | 20.0 | -41.2 | 9.7 | 8.8 | 1.8 | 3.7 | 20.0 | -2.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/1994
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