MDT: Medtronic PLC (STOCK)
Basic Info 85.92 0.28(0.33%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/02/1973 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 3.09% |
Expenses | - |
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Performance Analytics (As of 05/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/02/1973 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.7 | 5.2 | 0.2 | -9.2 | 2.2 | 6.1 | 9.0 | 4.9 | 12.3 | 9.6 | -22.6 | -9.8 | 5.7 | 27.3 | 15.2 | 15.9 | -5.4 | 8.6 | 28.1 | 42.9 | 10.6 | 5.8 | -13.8 | 42.5 | -36.3 | -5.2 | -6.3 | 16.7 | 2.7 | 7.2 | -10.3 | -14.8 | 66.3 | -1.9 | 41.5 | 54.4 | 21.7 | 100.9 | 35.5 | -13.8 | 1.3 | 118.0 | 31.4 | 69.1 | -16.9 | 21.5 | 76.7 | 61.1 | -34.9 | -22.6 | 39.7 | -6.7 | 19.2 | 116.5 | 67.8 | -15.6 | -13.5 | 7.2 | -50.5 | 8.9 |
Sharpe Ratio | NA | 0.01 | -0.43 | -0.58 | -0.01 | 0.2 | NA | NA | 0.29 | 0.25 | -0.95 | -0.47 | 0.13 | 1.55 | 0.7 | 1.01 | -0.29 | 0.42 | 1.54 | 2.7 | 0.59 | 0.21 | -0.59 | 1.33 | -1.01 | -0.38 | -0.42 | 0.97 | 0.08 | 0.31 | -0.39 | -0.51 | 1.46 | -0.13 | 0.97 | 1.52 | 0.53 | 3.45 | 1.31 | -0.4 | -0.03 | 3.76 | 1.01 | 2.94 | -0.95 | 0.57 | 2.67 | 2.26 | -1.06 | -0.87 | 0.84 | -0.47 | 0.3 | 3.66 | 1.38 | -0.51 | -0.35 | 0.07 | -0.8 | 0.18 |
Draw Down(%) | NA | 9.5 | 22.5 | 45.1 | 45.1 | 45.1 | NA | NA | 72.8 | 22.8 | 31.6 | 26.0 | 39.9 | 9.8 | 13.8 | 13.0 | 19.0 | 17.6 | 11.9 | 7.8 | 11.2 | 29.2 | 31.5 | 29.5 | 49.1 | 21.6 | 28.4 | 8.4 | 11.8 | 17.5 | 33.8 | 35.2 | 18.5 | 28.9 | 27.8 | 18.2 | 23.3 | 14.8 | 19.4 | 44.1 | 33.9 | 12.7 | 15.3 | 15.8 | 29.9 | 39.0 | 19.5 | 17.5 | 42.0 | 31.6 | 26.1 | 28.5 | 26.4 | 15.8 | 33.4 | 40.4 | 44.8 | 44.0 | 64.2 | 25.6 |
Standard Deviation(%) | NA | 16.5 | 18.7 | 22.2 | 26.4 | 23.0 | NA | NA | 31.8 | 21.4 | 25.4 | 21.1 | 41.3 | 16.8 | 19.9 | 15.2 | 19.8 | 20.6 | 18.3 | 15.9 | 18.0 | 27.9 | 23.6 | 31.9 | 36.9 | 21.6 | 22.8 | 15.0 | 21.9 | 21.3 | 29.6 | 34.4 | 42.5 | 39.4 | 39.3 | 33.3 | 34.4 | 28.2 | 24.9 | 39.8 | 31.7 | 30.2 | 25.8 | 21.6 | 22.5 | 30.4 | 27.0 | 24.7 | 39.2 | 33.0 | 38.3 | 35.2 | 37.1 | 29.7 | 45.4 | 38.0 | 48.4 | 43.2 | 69.9 | 47.1 |
Treynor Ratio | NA | 0.0 | -0.15 | -0.2 | 0.0 | 0.06 | NA | NA | 0.12 | 0.08 | -0.37 | -0.12 | 0.06 | 0.42 | 0.17 | 0.2 | -0.08 | 0.09 | 0.29 | 0.47 | 0.11 | 0.06 | -0.17 | 0.74 | -0.6 | -0.14 | -0.23 | 0.32 | 0.03 | 0.1 | -0.17 | -0.27 | 0.91 | -0.05 | 0.37 | 0.58 | 0.15 | 1.28 | 0.37 | -0.11 | -0.01 | 1.03 | 0.33 | 0.84 | -0.32 | 0.38 | 0.95 | 1.41 | -0.69 | -0.36 | 0.37 | -0.32 | 0.11 | -1.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.04 | -0.07 | -0.06 | -0.03 | -0.01 | NA | NA | 0.03 | -0.02 | -0.05 | -0.12 | -0.03 | 0.03 | 0.07 | 0.0 | -0.05 | 0.03 | 0.05 | 0.04 | -0.02 | 0.02 | -0.1 | 0.1 | -0.06 | -0.03 | -0.05 | 0.05 | -0.01 | -0.04 | 0.03 | -0.02 | 0.25 | -0.06 | 0.06 | 0.09 | 0.0 | 0.19 | 0.13 | -0.08 | -0.02 | 0.2 | 0.12 | 0.14 | -0.11 | 0.07 | 0.21 | 0.16 | -0.16 | -0.14 | 0.09 | -0.01 | -0.01 | 0.26 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.54 | 0.55 | 0.66 | 0.82 | 0.84 | NA | NA | 0.75 | 0.65 | 0.65 | 0.84 | 0.96 | 0.62 | 0.84 | 0.76 | 0.73 | 1.01 | 0.98 | 0.92 | 1.02 | 0.92 | 0.84 | 0.57 | 0.61 | 0.6 | 0.42 | 0.46 | 0.64 | 0.68 | 0.67 | 0.63 | 0.69 | 0.97 | 1.04 | 0.87 | 1.23 | 0.76 | 0.89 | 1.46 | 1.3 | 1.1 | 0.79 | 0.75 | 0.66 | 0.46 | 0.76 | 0.4 | 0.6 | 0.8 | 0.87 | 0.51 | 1.0 | -1.07 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.15 | 0.12 | 0.27 | 0.44 | 0.42 | NA | NA | 0.16 | 0.16 | 0.38 | 0.27 | 0.65 | 0.21 | 0.52 | 0.11 | 0.24 | 0.58 | 0.37 | 0.41 | 0.52 | 0.59 | 0.42 | 0.24 | 0.47 | 0.2 | 0.03 | 0.1 | 0.11 | 0.3 | 0.35 | 0.16 | 0.13 | 0.2 | 0.29 | 0.22 | 0.17 | 0.04 | 0.12 | 0.1 | 0.16 | 0.28 | 0.24 | 0.21 | 0.25 | 0.24 | 0.21 | 0.03 | 0.04 | 0.11 | 0.17 | 0.05 | 0.2 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.8 | 3.1 | 2.1 | 2.8 | 3.4 | 5.0 | 2.8 | N/A | 3.5 | 2.5 | 2.1 | 2.0 | 2.4 | 2.4 | 2.6 | 2.2 | 2.0 | 2.1 | 2.6 | 3.3 | 2.5 | 1.9 | 1.8 | 1.6 | 0.9 | 0.7 | 0.7 | 0.5 | 0.6 | 0.6 | 0.4 | 0.5 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -74.9 | 1.5 | 23.5 | 50.4 | 186.0 | 639.3 | 2566.1 | N/A | 3.0 | 8.1 | 8.3 | 7.5 | 8.2 | 8.3 | 8.4 | 16.0 | 22.0 | 7.3 | -12.7 | 37.0 | 9.5 | 42.4 | -27.2 | 76.1 | 9.5 | 16.7 | 56.5 | -14.8 | -10.0 | 36.4 | 22.2 | 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 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/1973
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