SNHY: Helios Technologies Inc. (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/09/1997 |
Last Dividend Date: | 07/03/2018 |
12-Mo. Yield | 0.19% |
Expenses | - |
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Performance Analytics (As of 06/28/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/10/1997 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | NA | NA | 26981.4 | 2627.3 | 497.3 | 249.9 | 168.1 | 138.6 | NA | -48.4 | 63.0 | 27.6 | -18.2 | 3.2 | 53.4 | 13.4 | -5.6 | 48.1 | 43.0 | -24.1 | 86.8 | 8.2 | 84.0 | 124.2 | 11.7 | 6.7 | 18.0 | 4.0 | -20.0 | -29.7 | 17.0 |
Sharpe Ratio | NA | NA | 28.45 | 3.58 | 0.96 | NA | NA | 0.4 | 2.04 | -1.11 | 2.45 | 0.82 | -0.71 | 0.1 | 1.8 | 0.33 | -0.09 | 1.06 | 0.71 | -0.31 | 1.39 | 0.11 | 1.12 | 2.19 | 0.22 | 0.26 | 0.41 | 0.0 | -0.4 | -0.63 | 0.35 |
Draw Down(%) | NA | 46.3 | 55.6 | 55.6 | 55.6 | NA | NA | 74.6 | 21.1 | 55.6 | 13.8 | 22.2 | 34.1 | 19.2 | 13.4 | 36.4 | 44.2 | 29.2 | 46.0 | 72.7 | 40.7 | 33.9 | 45.4 | 38.7 | 30.6 | 11.2 | 15.9 | 42.4 | 36.2 | 54.2 | 17.2 |
Standard Deviation(%) | NA | 1662.5 | 948.5 | 733.2 | 518.5 | NA | NA | 348.2 | 2405.2 | 44.9 | 25.5 | 33.3 | 25.8 | 32.8 | 29.6 | 40.3 | 59.5 | 45.4 | 60.4 | 81.6 | 60.5 | 44.0 | 72.8 | 56.4 | 51.2 | 21.3 | 38.3 | 52.8 | 58.3 | 52.7 | 40.0 |
Treynor Ratio | NA | 2.72 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | NA | -0.41 | 0.49 | 0.2 | -0.21 | 0.02 | 0.31 | 0.06 | -0.03 | 0.27 | 0.25 | -0.18 | 0.41 | 0.03 | 0.55 | 204.34 | -1.55 | -1.2 | 0.63 | 0.0 | -2.15 | 2.67 | -1.11 |
Alpha | NA | NA | NA | 930604.83 | 461823.94 | NA | NA | 212266.46 | NA | -0.21 | 0.11 | 0.05 | -0.07 | -0.05 | -0.01 | -0.05 | 0.01 | 0.09 | 0.03 | 0.23 | 0.28 | -0.02 | 0.32 | 0.38 | 0.1 | 0.03 | 0.1 | 0.06 | -0.04 | -0.09 | 0.09 |
Beta | NA | NA | NA | NA | NA | NA | NA | NA | NA | 1.21 | 1.27 | 1.34 | 0.85 | 1.64 | 1.73 | 2.13 | 2.07 | 1.76 | 1.72 | 1.36 | 2.06 | 1.72 | 1.47 | 0.01 | -0.07 | -0.05 | 0.25 | 0.2 | 0.11 | -0.12 | -0.13 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.24 | 0.11 | 0.28 | 0.26 | 0.32 | 0.42 | 0.45 | 0.65 | 0.48 | 0.6 | 0.47 | 0.29 | 0.16 | 0.04 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.2 | 1.0 | 1.3 | 3.2 | 2.9 | 5.8 | N/A | 0.0 | 0.4 | 0.7 | 1.3 | 1.2 | 3.7 | 1.6 | 2.0 | 1.3 | 3.1 | 2.4 | 1.9 | 1.8 | 2.0 | 2.1 | 2.8 | 27.1 | 2.1 | 2.4 | 2.7 | 1.9 | 1.3 | 1.2 |
Dividend Growth(%) | N/A | -75.0 | -62.4 | -6.0 | 12.5 | N/A | N/A | N/A | -100.0 | -6.9 | -27.5 | -11.1 | -69.0 | 222.2 | -6.2 | -7.7 | -39.5 | 91.1 | 0.0 | 21.6 | -7.5 | 25.0 | 52.4 | -90.3 | 1250.0 | 0.0 | 0.0 | 0.0 | 0.0 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/10/1997
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