LULU: Lululemon Athletica Inc. (STOCK)
Basic Info 347.16 5.8(1.64%) May 13
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/27/2007 |
| Last Dividend Date: | 07/30/2007 |
| 12-Mo. Yield | 0.00% |
| 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 | Since 07/27/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | -32.1 | -8.0 | 2.5 | 14.9 | 23.0 | 31.2 | 21.1 | 59.6 | -18.2 | 12.5 | 50.2 | 90.5 | 54.7 | 20.9 | 23.9 | -6.0 | -5.5 | -22.6 | 63.4 | 36.4 | 127.3 | 280.1 | -83.3 | 69.1 |
| Sharpe Ratio | NA | -1.82 | -0.32 | 0.01 | 0.34 | 0.56 | NA | 0.41 | 1.75 | -0.39 | 0.41 | 0.95 | 2.9 | 1.37 | 0.54 | 0.7 | -0.15 | -0.13 | -0.61 | 1.56 | 0.71 | 2.57 | 3.85 | -0.87 | 3.17 |
| Draw Down(%) | NA | 34.5 | 34.5 | 46.1 | 47.3 | 47.3 | NA | 92.2 | 15.1 | 36.4 | 22.5 | 47.3 | 9.9 | 30.3 | 31.5 | 32.3 | 36.8 | 37.5 | 29.7 | 33.6 | 31.6 | 30.0 | 45.5 | 85.1 | 38.9 |
| Standard Deviation(%) | NA | 37.4 | 33.4 | 39.1 | 40.4 | 39.3 | NA | 49.7 | 32.0 | 49.8 | 30.3 | 52.2 | 30.7 | 39.1 | 38.0 | 33.6 | 41.0 | 41.9 | 37.2 | 40.9 | 51.2 | 49.6 | 72.7 | 96.2 | 75.1 |
| Treynor Ratio | NA | -0.54 | -0.08 | 0.0 | 0.12 | 0.2 | NA | 0.16 | 0.46 | -0.13 | 0.11 | 0.48 | 0.85 | 0.48 | 0.23 | 0.29 | -0.07 | -0.05 | -0.21 | 0.43 | 0.27 | 0.79 | 1.73 | -0.68 | 1.65 |
| Alpha | NA | -0.51 | -0.14 | -0.01 | 0.02 | 0.05 | NA | 0.07 | 0.09 | 0.07 | -0.05 | 0.12 | 0.16 | 0.22 | 0.03 | 0.07 | 0.0 | -0.05 | -0.2 | 0.14 | 0.15 | 0.28 | 0.46 | -0.34 | 0.57 |
| Beta | NA | 1.27 | 1.33 | 1.37 | 1.17 | 1.1 | NA | 1.26 | 1.21 | 1.47 | 1.09 | 1.03 | 1.05 | 1.1 | 0.89 | 0.83 | 0.8 | 1.16 | 1.08 | 1.5 | 1.37 | 1.61 | 1.62 | 1.24 | 1.44 |
| RSquared | NA | 0.17 | 0.22 | 0.37 | 0.39 | 0.25 | NA | 0.27 | 0.24 | 0.51 | 0.22 | 0.48 | 0.18 | 0.23 | 0.03 | 0.1 | 0.1 | 0.1 | 0.11 | 0.22 | 0.39 | 0.34 | 0.36 | 0.29 | 0.14 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 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 | 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 07/27/2007
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