Find A Portfolio/Ticker
Comparison Box
AOS: Smith AO Corporation (STOCK)
Basic Info 82.82 4.18(4.80%) April 25
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/30/1983 |
Last Dividend Date: | 01/30/2024 |
12-Mo. Yield | 1.92% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/30/1983 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.5 | 0.9 | 23.4 | 8.7 | 10.2 | 32.3 | 44.1 | 32.1 | 18.4 | 47.3 | -32.1 | 59.3 | 17.5 | 13.6 | -29.3 | 30.8 | 400.3 | 37.4 | 5.9 | 246.0 | 59.5 | 6.9 | 100.6 | 50.3 | -13.8 | -5.0 | 8.7 | 19.9 | -12.8 | 32.4 | 41.4 | 17.8 | -19.7 | -10.9 | -41.9 | 41.4 | 44.0 | -15.3 | -31.5 | 86.9 | 112.5 | 17.1 | 18.3 | -15.4 | 26.8 | -40.9 | -13.2 | 107.7 | -35.0 | -10.3 |
Sharpe Ratio | NA | 0.68 | 1.19 | 0.29 | 0.31 | 0.77 | NA | NA | 0.42 | 1.58 | -1.07 | 2.15 | 0.45 | 0.48 | -1.18 | 1.94 | 3.91 | 1.44 | 0.28 | 3.42 | 2.43 | 0.18 | 2.08 | 1.21 | -0.26 | -0.23 | 0.16 | 0.55 | -0.5 | 0.97 | 0.85 | 0.39 | -0.6 | -0.42 | -0.81 | 1.8 | 1.52 | -0.67 | -0.97 | 2.87 | 3.32 | 0.57 | 0.47 | -1.13 | 1.02 | -1.05 | -0.52 | 3.65 | -0.87 | -0.7 |
Draw Down(%) | NA | 6.1 | 15.2 | 42.7 | 42.7 | 46.8 | NA | NA | 77.7 | 15.2 | 42.7 | 17.1 | 28.0 | 28.0 | 38.1 | 7.0 | 19.0 | 18.0 | 16.9 | 10.5 | 10.5 | 31.6 | 20.0 | 33.6 | 47.7 | 35.3 | 39.2 | 22.7 | 33.6 | 22.4 | 34.2 | 25.6 | 47.7 | 40.5 | 70.4 | 8.4 | 21.6 | 32.0 | 46.1 | 13.7 | 33.1 | 23.7 | 32.5 | 32.4 | 14.4 | 63.8 | 34.3 | 16.3 | 44.8 | 29.5 |
Standard Deviation(%) | NA | 19.5 | 21.6 | 27.9 | 30.3 | 41.3 | NA | NA | 38.7 | 27.5 | 31.3 | 27.6 | 38.1 | 25.5 | 26.0 | 15.6 | 102.3 | 25.9 | 20.7 | 71.8 | 24.7 | 37.2 | 48.4 | 41.6 | 57.1 | 34.5 | 34.5 | 32.2 | 27.6 | 32.6 | 47.6 | 39.8 | 39.7 | 33.9 | 56.0 | 21.0 | 26.4 | 28.7 | 35.5 | 29.4 | 32.8 | 23.4 | 27.5 | 18.7 | 21.5 | 42.5 | 33.3 | 28.1 | 47.9 | 58.7 |
Treynor Ratio | NA | 0.14 | 0.27 | 0.08 | 0.11 | 0.35 | NA | NA | 0.21 | 0.41 | -0.36 | 0.54 | 0.25 | 0.11 | -0.3 | 0.22 | 2.94 | 0.34 | 0.05 | 3.17 | 0.47 | 0.05 | 1.2 | 0.46 | -0.15 | -0.07 | 0.05 | 0.14 | -0.15 | 0.37 | 0.56 | 0.28 | -0.73 | -0.64 | -0.56 | 1.6 | 0.91 | -0.54 | -0.56 | 2.06 | 2.33 | 0.55 | 0.34 | -2.0 | 1.56 | -0.92 | -0.33 | 13.14 | -0.63 | -0.66 |
Alpha | NA | 0.01 | 0.04 | 0.02 | 0.01 | 0.1 | NA | NA | 0.06 | 0.07 | -0.07 | 0.09 | 0.03 | -0.06 | -0.11 | 0.0 | 0.84 | 0.13 | -0.03 | 0.53 | 0.12 | 0.03 | 0.28 | 0.08 | 0.16 | -0.03 | -0.01 | 0.07 | -0.08 | 0.04 | 0.24 | 0.12 | -0.06 | -0.05 | -0.25 | 0.11 | 0.11 | -0.1 | -0.13 | 0.24 | 0.3 | 0.03 | 0.07 | -0.09 | 0.08 | -0.2 | -0.06 | 0.28 | -0.14 | -0.08 |
Beta | NA | 0.97 | 0.96 | 0.99 | 0.83 | 0.92 | NA | NA | 0.76 | 1.05 | 0.92 | 1.1 | 0.69 | 1.07 | 1.02 | 1.38 | 1.36 | 1.09 | 1.09 | 0.78 | 1.29 | 1.32 | 0.84 | 1.08 | 1.01 | 1.17 | 1.21 | 1.23 | 0.93 | 0.86 | 0.71 | 0.56 | 0.32 | 0.22 | 0.8 | 0.24 | 0.44 | 0.36 | 0.62 | 0.41 | 0.47 | 0.24 | 0.38 | 0.11 | 0.14 | 0.49 | 0.52 | 0.08 | 0.66 | 0.62 |
RSquared | NA | 0.33 | 0.27 | 0.37 | 0.34 | 0.09 | NA | NA | 0.1 | 0.24 | 0.51 | 0.27 | 0.39 | 0.28 | 0.45 | 0.35 | 0.01 | 0.42 | 0.36 | 0.01 | 0.44 | 0.68 | 0.07 | 0.5 | 0.52 | 0.29 | 0.12 | 0.16 | 0.14 | 0.21 | 0.15 | 0.09 | 0.03 | 0.01 | 0.1 | 0.04 | 0.04 | 0.01 | 0.03 | 0.02 | 0.02 | 0.02 | 0.05 | 0.01 | 0.01 | 0.14 | 0.06 | 0.0 | 0.03 | 0.02 |
Yield(%) | N/A | 0.4 | 2.2 | 1.9 | 2.1 | 3.5 | 12.3 | 9.5 | N/A | 2.6 | 1.4 | 2.0 | 2.1 | 2.1 | 1.2 | 1.2 | 1.3 | 1.4 | 1.2 | 1.4 | 1.7 | 1.7 | 1.9 | 2.4 | 2.1 | 1.9 | 2.0 | 2.5 | 1.7 | 1.7 | 2.5 | 2.8 | 2.2 | 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 | -78.9 | 32.8 | 39.0 | 114.3 | 468.7 | 893.5 | 2791.2 | N/A | 33.3 | 7.5 | 8.2 | 8.9 | 18.4 | 35.7 | 16.7 | 20.0 | 25.0 | 39.1 | 27.8 | 12.5 | 14.3 | 16.7 | 0.0 | 0.0 | 0.0 | 0.0 | 20.0 | 25.0 | 0.0 | 0.0 | 0.0 | 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 09/30/1983
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to AOS
Related 401K Plans
1. A. O. Smith Profit Sharing Retirement Plan | (Not Rated) |