VOD: Vodafone Group PLC ADR (STOCK)
Basic Info 8.6 0.14(1.65%) May 09
| Asset Class: | US EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/03/2000 |
| Last Dividend Date: | 11/22/2023 |
| 12-Mo. Yield | 8.12% |
| Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | -1.1 | -19.6 | -18.3 | -7.6 | -8.8 | -1.6 | -2.6 | -4.9 | -4.6 | -27.2 | -3.5 | -9.6 | 5.7 | -34.8 | 43.7 | -20.9 | -5.6 | -16.2 | 56.1 | -10.1 | 6.0 | 14.5 | 13.0 | -45.2 | 34.3 | 29.4 | -21.6 | 9.3 | 38.2 | -29.4 | -28.3 | -27.6 |
| Sharpe Ratio | NA | -0.23 | -0.9 | -0.71 | -0.3 | -0.36 | NA | NA | -0.19 | -0.33 | -0.94 | -0.15 | -0.22 | 0.17 | -1.45 | 2.78 | -0.9 | -0.25 | -0.7 | 2.65 | -0.64 | 0.22 | 0.62 | 0.34 | -0.87 | 1.13 | 1.02 | -1.11 | 0.35 | 1.38 | -0.53 | -0.65 | -0.51 |
| Draw Down(%) | NA | 11.6 | 25.2 | 49.4 | 49.4 | 63.8 | NA | NA | 79.8 | 26.9 | 42.9 | 24.4 | 43.3 | 22.9 | 40.3 | 8.4 | 26.8 | 21.2 | 28.6 | 11.0 | 16.8 | 17.2 | 21.2 | 29.2 | 56.4 | 11.9 | 17.4 | 24.1 | 24.5 | 17.2 | 52.2 | 50.2 | 46.1 |
| Standard Deviation(%) | NA | 27.5 | 26.4 | 27.4 | 31.5 | 27.2 | NA | NA | 32.9 | 26.9 | 30.5 | 23.2 | 45.3 | 25.1 | 24.9 | 15.6 | 23.5 | 22.3 | 23.1 | 21.1 | 16.0 | 26.5 | 23.4 | 37.5 | 53.0 | 27.7 | 25.7 | 21.4 | 23.9 | 27.2 | 57.5 | 48.1 | 62.4 |
| Treynor Ratio | NA | -0.12 | -0.42 | -0.32 | -0.12 | -0.12 | NA | NA | -0.07 | -0.15 | -0.47 | -0.06 | -0.1 | 0.06 | -0.61 | 1.08 | -0.19 | -0.06 | -0.15 | 0.67 | -0.19 | 0.08 | 0.18 | 0.15 | -0.51 | 0.3 | 0.21 | -0.35 | 0.09 | 0.4 | -0.2 | -0.26 | -0.23 |
| Alpha | NA | -0.05 | -0.14 | -0.08 | -0.06 | -0.06 | NA | NA | -0.03 | -0.07 | -0.07 | -0.06 | -0.09 | -0.04 | -0.15 | 0.12 | -0.14 | -0.02 | -0.11 | 0.09 | -0.07 | 0.03 | 0.01 | -0.02 | -0.05 | 0.11 | 0.04 | -0.11 | 0.0 | 0.04 | 0.05 | -0.04 | 0.0 |
| Beta | NA | 0.51 | 0.57 | 0.6 | 0.79 | 0.79 | NA | NA | 0.94 | 0.6 | 0.6 | 0.63 | 0.94 | 0.71 | 0.6 | 0.4 | 1.11 | 0.93 | 1.07 | 0.84 | 0.54 | 0.76 | 0.81 | 0.87 | 0.91 | 1.04 | 1.26 | 0.69 | 0.96 | 0.93 | 1.52 | 1.18 | 1.39 |
| RSquared | NA | 0.05 | 0.07 | 0.16 | 0.3 | 0.28 | NA | NA | 0.32 | 0.09 | 0.24 | 0.14 | 0.53 | 0.13 | 0.16 | 0.03 | 0.41 | 0.41 | 0.3 | 0.2 | 0.2 | 0.49 | 0.42 | 0.42 | 0.5 | 0.36 | 0.27 | 0.12 | 0.21 | 0.32 | 0.43 | 0.3 | 0.28 |
| Yield(%) | N/A | 0.0 | 8.2 | 4.9 | 5.5 | 2.5 | 3.4 | 1.7 | N/A | 9.4 | 6.1 | 6.3 | 5.2 | 4.9 | 5.5 | 6.7 | 3.4 | 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 | -100.0 | 3.2 | -20.8 | 8.4 | N/A | N/A | N/A | N/A | 3.2 | -11.3 | 3.9 | 6.2 | -45.8 | 5.4 | 51.4 | 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 01/03/2000
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