NSRGY: Nestle SA ADR (STOCK)
Basic Info 104.44 0.9(0.87%) May 09
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/13/1996 |
| Last Dividend Date: | 04/22/2024 |
| 12-Mo. Yield | 2.61% |
| 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 11/13/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.3 | -6.6 | -17.3 | -2.2 | 4.3 | 5.8 | 10.6 | 10.3 | 14.4 | 2.8 | -15.9 | 22.3 | 11.6 | 37.2 | -2.7 | 23.6 | -0.6 | 5.0 | 2.3 | 16.4 | 16.8 | 1.3 | 25.4 | 26.6 | -11.2 | 31.5 | 21.9 | 16.1 | 11.3 | 21.0 | 3.6 | 37.1 | 79.6 | -14.7 | 43.1 | 39.8 | -3.4 |
| Sharpe Ratio | NA | -1.59 | -1.46 | -0.29 | 0.12 | 0.27 | NA | NA | 0.55 | -0.09 | -0.82 | 1.62 | 0.47 | 2.63 | -0.29 | 1.72 | -0.05 | 0.3 | 0.18 | 1.06 | 1.2 | 0.06 | 1.24 | 0.97 | -0.36 | 1.49 | 1.2 | 0.91 | 0.55 | 0.9 | 0.09 | 0.71 | 1.77 | -0.84 | 1.28 | 1.62 | -2.56 |
| Draw Down(%) | NA | 13.6 | 22.9 | 25.0 | 25.0 | 25.0 | NA | NA | 41.2 | 18.1 | 24.3 | 11.6 | 17.8 | 9.9 | 12.4 | 7.4 | 19.7 | 8.7 | 14.2 | 10.6 | 8.9 | 17.3 | 12.1 | 24.8 | 32.8 | 9.4 | 8.3 | 8.6 | 18.7 | 19.2 | 24.4 | 19.5 | 18.8 | 23.2 | 25.6 | 16.4 | 7.1 |
| Standard Deviation(%) | NA | 18.3 | 16.3 | 17.6 | 18.7 | 16.9 | NA | NA | 23.2 | 16.3 | 21.1 | 13.8 | 24.4 | 13.6 | 14.0 | 13.4 | 17.5 | 16.5 | 12.7 | 15.5 | 14.1 | 22.3 | 20.4 | 27.3 | 33.3 | 19.2 | 15.7 | 15.4 | 19.0 | 22.5 | 28.9 | 49.6 | 42.6 | 21.2 | 31.0 | 22.3 | 10.6 |
| Treynor Ratio | NA | 668.01 | -0.76 | -0.13 | 0.05 | 0.1 | NA | NA | 0.29 | -0.04 | -0.37 | 0.7 | 0.23 | 1.58 | -0.11 | 0.7 | -0.01 | 0.11 | 0.06 | 0.3 | 0.27 | 0.02 | 0.39 | 0.52 | -0.24 | 0.69 | 0.36 | 0.39 | 0.35 | 0.54 | 0.07 | 1.04 | 23.26 | -0.8 | 0.71 | 1.04 | -3.07 |
| Alpha | NA | -0.12 | -0.12 | -0.03 | -0.01 | 0.0 | NA | NA | 0.04 | -0.03 | -0.03 | 0.05 | 0.01 | 0.1 | -0.01 | 0.06 | -0.03 | 0.02 | -0.01 | 0.0 | 0.03 | 0.0 | 0.06 | 0.05 | 0.05 | 0.1 | 0.05 | 0.05 | 0.03 | 0.04 | 0.06 | 0.19 | 0.26 | -0.08 | 0.09 | 0.09 | -0.12 |
| Beta | NA | 0.0 | 0.31 | 0.4 | 0.45 | 0.44 | NA | NA | 0.43 | 0.35 | 0.47 | 0.32 | 0.5 | 0.23 | 0.35 | 0.33 | 0.73 | 0.44 | 0.42 | 0.54 | 0.62 | 0.56 | 0.64 | 0.51 | 0.5 | 0.41 | 0.52 | 0.35 | 0.3 | 0.38 | 0.39 | 0.34 | 0.03 | 0.22 | 0.56 | 0.35 | 0.09 |
| RSquared | NA | 0.0 | 0.05 | 0.16 | 0.26 | 0.22 | NA | NA | 0.12 | 0.08 | 0.29 | 0.09 | 0.5 | 0.04 | 0.18 | 0.03 | 0.3 | 0.17 | 0.14 | 0.15 | 0.31 | 0.35 | 0.32 | 0.26 | 0.37 | 0.12 | 0.11 | 0.06 | 0.03 | 0.08 | 0.12 | 0.02 | 0.0 | 0.04 | 0.14 | 0.08 | 0.01 |
| Yield(%) | N/A | 3.0 | 2.6 | 2.7 | 3.2 | 3.5 | 7.0 | 8.3 | N/A | 2.7 | 2.2 | 2.6 | 2.6 | 3.0 | 3.0 | 3.2 | 3.1 | 3.1 | 3.3 | 3.3 | 3.6 | 3.2 | 3.0 | 3.1 | 2.6 | 2.4 | 2.2 | 2.6 | 5.5 | 2.5 | 3.8 | 29.1 | 29.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 6.9 | 7.0 | 16.6 | 31.1 | 84.5 | N/A | N/A | N/A | 4.9 | -1.0 | 10.8 | 14.5 | -4.3 | 10.0 | 1.8 | -0.9 | -5.8 | 11.0 | 3.3 | 9.9 | 28.9 | 20.2 | 2.5 | 40.7 | 24.6 | 3.0 | -51.1 | 158.5 | -35.4 | -87.9 | 25.9 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/1996
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