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AGU: Agrium Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/05/1995 |
Last Dividend Date: | 09/28/2017 |
12-Mo. Yield | 2.62% |
Expenses | - |
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Performance Analytics (As of 12/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/05/1995 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 15.1 | 9.6 | 5.8 | 6.5 | 18.2 | 13.2 | 12.6 | 15.1 | 16.9 | -2.3 | 6.9 | -5.8 | 50.4 | -26.6 | 49.4 | 80.6 | -52.6 | 129.8 | 43.8 | 31.2 | 3.1 | 46.8 | 8.4 | -27.2 | 87.6 | -8.2 | -28.0 | -10.5 | -7.7 | 48.8 |
Sharpe Ratio | NA | 0.73 | 0.4 | 0.25 | 0.15 | NA | NA | 0.3 | 0.73 | 0.67 | -0.09 | 0.39 | -0.26 | 1.89 | -0.74 | 1.4 | 1.43 | -0.6 | 3.0 | 1.24 | 0.89 | 0.08 | 1.69 | 0.24 | -0.85 | 2.02 | -0.35 | -0.84 | -0.51 | -0.39 | 2.84 |
Draw Down(%) | NA | 18.9 | 27.1 | 28.0 | 79.3 | NA | NA | 79.3 | 18.9 | 10.0 | 23.0 | 13.7 | 28.0 | 15.3 | 34.7 | 32.6 | 29.3 | 79.3 | 22.0 | 26.0 | 19.4 | 29.5 | 18.1 | 24.5 | 38.2 | 32.9 | 25.6 | 46.4 | 34.0 | 26.9 | 11.6 |
Standard Deviation(%) | NA | 20.0 | 23.3 | 22.2 | 41.0 | NA | NA | 36.8 | 20.0 | 24.9 | 24.8 | 17.6 | 22.8 | 26.9 | 35.8 | 35.3 | 56.2 | 89.0 | 42.5 | 32.8 | 32.6 | 28.5 | 27.2 | 30.4 | 35.0 | 41.2 | 32.2 | 37.4 | 27.4 | 28.3 | 28.1 |
Treynor Ratio | NA | 0.16 | 0.1 | 0.07 | 0.05 | NA | NA | 0.12 | 0.16 | 0.18 | -0.03 | 0.1 | -0.08 | 0.38 | -0.24 | 0.41 | 0.61 | -0.38 | 0.81 | 0.29 | 0.23 | 0.03 | 0.97 | 0.17 | -0.66 | 4.68 | -0.75 | -0.69 | -0.36 | -0.38 | 1.11 |
Alpha | NA | -0.01 | 0.01 | -0.02 | 0.01 | NA | NA | 0.04 | -0.01 | 0.03 | -0.01 | 0.0 | -0.1 | 0.09 | -0.12 | 0.11 | 0.15 | 0.07 | 0.33 | 0.09 | 0.1 | -0.01 | 0.12 | 0.08 | -0.09 | 0.28 | -0.04 | -0.16 | -0.08 | -0.05 | 0.17 |
Beta | NA | 0.91 | 0.92 | 0.84 | 1.23 | NA | NA | 0.89 | 0.91 | 0.93 | 0.91 | 0.68 | 0.72 | 1.34 | 1.11 | 1.19 | 1.32 | 1.4 | 1.58 | 1.43 | 1.29 | 0.84 | 0.48 | 0.43 | 0.45 | 0.18 | 0.15 | 0.46 | 0.39 | 0.29 | 0.72 |
RSquared | NA | 0.09 | 0.23 | 0.2 | 0.38 | NA | NA | 0.21 | 0.09 | 0.24 | 0.32 | 0.19 | 0.12 | 0.41 | 0.53 | 0.37 | 0.41 | 0.43 | 0.35 | 0.19 | 0.16 | 0.11 | 0.09 | 0.13 | 0.08 | 0.01 | 0.01 | 0.06 | 0.07 | 0.01 | 0.05 |
Yield(%) | N/A | 2.6 | 3.4 | 3.0 | 2.3 | 10.2 | 7.3 | N/A | 2.6 | 3.9 | 3.6 | 3.3 | 2.4 | 1.4 | 0.3 | 0.2 | 0.3 | 0.2 | 0.3 | 0.5 | 0.7 | 0.7 | 1.0 | 1.6 | 0.4 | 1.2 | 1.2 | 0.9 | 0.8 | 0.2 | 0.0 |
Dividend Growth(%) | N/A | -25.0 | 45.9 | 835.4 | 1416.8 | N/A | N/A | N/A | -25.0 | 2.8 | 12.4 | 21.2 | 150.0 | 257.1 | 154.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -33.3 | 200.0 | -50.0 | 0.9 | -0.9 | 0.0 | 32.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/1995
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