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ADTN: ADTRAN Holdings, Inc. (STOCK)
Basic Info 9.14 0.17(1.90%) July 01
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/10/1994 |
| Last Dividend Date: | 08/18/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/10/1994 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.3 | 9.7 | 73.8 | -20.2 | -1.2 | -4.0 | -5.4 | -3.3 | 2.9 | 11.9 | -59.9 | -16.3 | 57.4 | 54.4 | -5.2 | -43.2 | -12.0 | 32.3 | -19.3 | -18.0 | 40.4 | -34.2 | -15.9 | 62.7 | 54.3 | -29.1 | -4.4 | -22.5 | 57.5 | -37.7 | 97.8 | 28.9 | 20.1 | -58.7 | 180.9 | -33.4 | -33.7 | -23.6 | 137.4 | 101.1 |
| Sharpe Ratio | NA | 0.2 | 1.31 | -0.42 | -0.08 | -0.12 | NA | NA | 0.02 | 0.1 | -1.04 | -0.39 | 1.3 | 0.83 | -0.14 | -1.12 | -0.47 | 1.09 | -0.69 | -0.57 | 1.19 | -0.88 | -0.37 | 2.08 | 1.37 | -0.61 | -0.22 | -0.73 | 1.3 | -0.8 | 2.01 | 0.52 | 0.28 | -0.78 | 3.14 | -0.57 | -0.53 | -0.37 | 2.81 | 10.25 |
| Draw Down(%) | NA | 39.3 | 39.3 | 82.0 | 82.0 | 82.0 | NA | NA | 88.0 | 41.0 | 74.1 | 28.9 | 28.8 | 49.8 | 50.2 | 46.6 | 20.7 | 15.9 | 37.8 | 32.3 | 21.4 | 59.0 | 44.7 | 14.4 | 20.2 | 52.3 | 26.2 | 36.3 | 17.8 | 50.4 | 26.8 | 48.0 | 40.0 | 78.7 | 34.3 | 52.4 | 57.6 | 54.1 | 19.5 | 13.3 |
| Standard Deviation(%) | NA | 56.5 | 57.3 | 57.1 | 52.0 | 47.5 | NA | NA | 49.8 | 55.5 | 61.8 | 46.0 | 44.1 | 65.1 | 47.8 | 39.7 | 26.8 | 29.4 | 27.9 | 31.8 | 33.8 | 39.1 | 43.4 | 30.1 | 39.4 | 49.3 | 34.0 | 35.2 | 42.6 | 48.4 | 48.4 | 53.2 | 64.2 | 80.8 | 56.6 | 64.5 | 70.1 | 72.3 | 47.5 | 47.7 |
| Treynor Ratio | NA | 0.07 | 0.49 | -0.18 | -0.03 | -0.05 | NA | NA | 0.01 | 0.04 | -0.53 | -0.18 | 0.41 | 0.54 | -0.07 | -0.56 | -0.08 | 0.35 | -0.36 | -0.16 | 0.33 | -0.3 | -0.12 | 0.61 | 0.56 | -0.39 | -0.08 | -0.19 | 0.4 | -0.24 | 0.63 | 0.28 | 0.1 | -0.4 | 3.44 | -0.33 | -0.31 | -0.21 | 1.1 | 2.61 |
| Alpha | NA | 0.03 | 0.21 | -0.12 | -0.04 | -0.03 | NA | NA | 0.01 | -0.02 | -0.41 | 0.04 | 0.07 | 0.17 | -0.08 | -0.19 | -0.16 | 0.08 | -0.07 | -0.12 | 0.02 | -0.21 | -0.06 | 0.15 | 0.1 | 0.03 | -0.02 | -0.15 | 0.19 | -0.21 | 0.16 | 0.24 | 0.24 | -0.17 | 0.43 | -0.2 | -0.21 | -0.11 | 0.24 | 0.75 |
| Beta | NA | 1.58 | 1.54 | 1.33 | 1.25 | 1.06 | NA | NA | 1.09 | 1.38 | 1.22 | 0.97 | 1.4 | 1.0 | 0.93 | 0.8 | 1.62 | 0.92 | 0.53 | 1.11 | 1.24 | 1.14 | 1.35 | 1.03 | 0.97 | 0.77 | 0.97 | 1.37 | 1.37 | 1.64 | 1.54 | 1.01 | 1.8 | 1.57 | 0.52 | 1.11 | 1.2 | 1.25 | 1.22 | 1.87 |
| RSquared | NA | 0.47 | 0.29 | 0.17 | 0.18 | 0.17 | NA | NA | 0.17 | 0.1 | 0.08 | 0.26 | 0.18 | 0.27 | 0.06 | 0.12 | 0.17 | 0.17 | 0.09 | 0.16 | 0.16 | 0.14 | 0.53 | 0.38 | 0.44 | 0.41 | 0.21 | 0.16 | 0.1 | 0.15 | 0.29 | 0.24 | 0.35 | 0.19 | 0.03 | 0.12 | 0.1 | 0.04 | 0.04 | 0.16 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.8 | 2.2 | 1.8 | 1.2 | 1.3 | N/A | 0.0 | 1.4 | 1.6 | 2.4 | 3.6 | 3.3 | 1.8 | 1.6 | 2.1 | 1.7 | 1.4 | 1.8 | 1.2 | 1.0 | 1.6 | 2.4 | 1.7 | 1.5 | 1.2 | 1.8 | 1.0 | 6.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -58.3 | -35.0 | -17.5 | 39.1 | N/A | N/A | -100.0 | -25.0 | 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 | 5.9 | 6.2 | -72.2 | 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 08/10/1994
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