TOT: Total SA ADR (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/25/1991 |
| Last Dividend Date: | 03/23/2021 |
| 12-Mo. Yield | 5.86% |
| Expenses | - |
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Performance Analytics (As of 08/12/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/25/1991 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 18.2 | -4.5 | 4.4 | 5.4 | 2.8 | 6.4 | 8.7 | 9.4 | -16.6 | 6.0 | -5.6 | 8.5 | 13.4 | -12.2 | -16.4 | 17.8 | 1.8 | -4.4 | -16.5 | 15.8 | -33.1 | 14.8 | 13.8 | 15.1 | 18.7 | 29.4 | 1.8 | -3.4 | 5.0 | 39.2 | -10.8 | 38.5 | 18.4 | 15.3 | 8.8 | 30.7 | -12.2 | 11.8 |
| Sharpe Ratio | NA | 0.54 | -0.14 | 0.12 | 0.18 | NA | NA | 0.25 | 0.59 | -0.29 | -0.98 | -1.2 | -0.75 | -0.74 | -1.1 | -1.55 | -0.04 | -0.72 | -0.7 | -1.17 | -0.08 | -0.97 | -0.31 | -0.44 | -0.31 | -0.05 | 0.42 | -0.58 | -0.95 | -1.93 | 2.12 | 0.63 | -0.29 | 1.22 | -2.28 | 0.44 | 1.39 | -0.43 | 1.91 |
| Draw Down(%) | NA | 26.3 | 59.6 | 59.6 | 59.6 | NA | NA | 59.6 | 17.4 | 56.2 | 18.1 | 23.3 | 10.8 | 12.1 | 23.1 | 34.0 | 15.9 | 25.8 | 35.7 | 34.3 | 24.6 | 51.0 | 19.5 | 19.3 | 12.6 | 7.9 | 17.4 | 25.1 | 21.6 | 20.0 | 14.6 | 28.2 | 16.4 | 12.5 | 13.0 | 14.7 | 11.0 | 22.7 | 15.8 |
| Standard Deviation(%) | NA | 33.4 | 38.2 | 31.6 | 28.7 | NA | NA | 28.8 | 27.0 | 58.0 | 17.6 | 22.7 | 14.4 | 27.9 | 27.8 | 22.6 | 17.1 | 23.4 | 33.0 | 30.0 | 36.7 | 54.0 | 23.4 | 19.5 | 19.2 | 17.3 | 23.9 | 31.0 | 26.3 | 33.0 | 30.3 | 36.1 | 28.0 | 16.7 | 20.6 | 23.6 | 22.0 | 28.4 | 45.6 |
| Treynor Ratio | NA | 0.2 | -0.05 | 0.04 | 0.05 | NA | NA | 0.08 | 0.24 | -0.15 | -0.24 | -0.35 | -0.16 | -0.14 | -0.28 | -0.28 | -0.01 | -0.12 | -0.19 | -0.24 | -0.03 | -0.5 | -0.07 | -0.07 | -0.06 | -0.01 | 0.12 | -0.22 | -0.84 | -2.68 | 1.44 | 0.32 | -0.11 | 0.55 | -0.85 | 0.12 | 0.38 | -0.17 | 0.67 |
| Alpha | NA | -0.02 | -0.07 | -0.04 | -0.04 | NA | NA | 0.01 | -0.01 | -0.11 | -0.07 | -0.02 | -0.39 | 0.53 | 0.14 | -0.11 | -0.05 | -0.04 | 0.0 | 0.2 | -0.03 | 0.06 | 0.04 | 0.0 | 0.05 | 0.02 | 0.01 | 0.04 | -0.04 | -0.33 | 0.15 | -0.05 | 0.01 | 0.04 | -0.1 | 0.04 | 0.08 | -0.06 | 0.03 |
| Beta | NA | 0.91 | 1.04 | 1.01 | 1.09 | NA | NA | 0.92 | 0.66 | 1.15 | 0.71 | 0.79 | 0.68 | 1.48 | 1.11 | 1.23 | 0.99 | 1.36 | 1.23 | 1.43 | 1.1 | 1.04 | 0.97 | 1.15 | 1.01 | 0.72 | 0.85 | 0.83 | 0.3 | 0.24 | 0.45 | 0.7 | 0.73 | 0.37 | 0.55 | 0.85 | 0.81 | 0.7 | 1.29 |
| RSquared | NA | 0.17 | 0.41 | 0.38 | 0.43 | NA | NA | 0.34 | 0.11 | 0.48 | 0.26 | 0.35 | 0.1 | 0.49 | 0.38 | 0.39 | 0.41 | 0.55 | 0.75 | 0.74 | 0.67 | 0.61 | 0.44 | 0.35 | 0.3 | 0.21 | 0.37 | 0.48 | 0.06 | 0.03 | 0.07 | 0.16 | 0.22 | 0.07 | 0.04 | 0.13 | 0.1 | 0.06 | 0.21 |
| Yield(%) | N/A | 5.9 | 4.5 | 5.8 | 6.1 | 4.3 | 7.3 | N/A | 1.8 | 7.0 | 4.1 | 5.3 | 5.5 | 6.1 | 5.3 | 5.4 | 6.1 | 5.7 | 5.9 | 4.8 | 5.5 | 3.8 | 3.8 | 6.5 | 3.5 | 4.8 | 3.0 | 2.4 | 1.9 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -20.9 | -0.9 | -7.5 | 20.7 | N/A | N/A | N/A | -79.8 | 78.7 | -27.0 | 5.7 | 3.7 | -0.4 | -15.8 | 0.9 | 7.4 | -7.5 | 2.6 | -1.3 | 1.0 | 17.2 | -36.9 | 126.1 | -16.8 | 103.6 | 32.1 | 15.1 | 30.4 | 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 10/25/1991
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