Find A Portfolio/Ticker
Comparison Box
APU: AmeriGas Partners L.P (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/12/1995 |
| Last Dividend Date: | 08/08/2019 |
| 12-Mo. Yield | 9.44% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/21/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/12/1995 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | -13.3 | -4.8 | 0.6 | 6.7 | 8.7 | 11.4 | 10.4 | 34.6 | -40.0 | 0.7 | 52.4 | -22.6 | 16.3 | 24.0 | -9.0 | 0.4 | 32.5 | 51.8 | -15.6 | 19.5 | 24.0 | 2.7 | 14.1 | 28.0 | 17.4 | 48.5 | 25.1 | -26.8 | -0.7 | 22.3 | 1.8 | 19.0 |
| Sharpe Ratio | NA | -0.47 | -0.26 | 0.0 | 0.3 | NA | NA | 0.37 | 2.36 | -1.51 | 0.01 | 2.24 | -0.92 | 0.99 | 1.2 | -0.43 | 0.02 | 1.75 | 1.87 | -0.33 | 0.81 | 1.59 | 0.03 | 0.66 | 1.89 | 0.64 | 1.83 | 0.78 | -0.89 | -0.17 | 1.06 | -0.1 | 1.78 |
| Draw Down(%) | NA | 42.0 | 47.9 | 47.9 | 47.9 | NA | NA | 47.9 | 10.5 | 47.9 | 13.7 | 11.0 | 33.7 | 9.2 | 15.4 | 18.2 | 22.3 | 11.4 | 25.0 | 43.6 | 13.1 | 7.9 | 18.5 | 14.2 | 12.2 | 19.0 | 18.0 | 18.8 | 41.9 | 15.4 | 10.4 | 14.0 | 6.7 |
| Standard Deviation(%) | NA | 31.5 | 22.2 | 22.9 | 21.4 | NA | NA | 23.8 | 24.4 | 27.4 | 14.6 | 23.2 | 24.5 | 16.5 | 20.0 | 21.3 | 22.0 | 18.5 | 27.7 | 49.9 | 20.3 | 13.0 | 19.0 | 20.0 | 14.5 | 25.7 | 25.7 | 27.0 | 33.9 | 24.1 | 17.7 | 18.0 | 13.2 |
| Treynor Ratio | NA | -0.27 | -0.13 | 0.0 | 0.12 | NA | NA | 0.22 | 1.22 | -1.1 | 0.0 | 0.68 | -0.51 | 0.55 | 0.41 | -0.26 | 0.01 | 0.49 | 0.92 | -0.25 | 0.5 | 0.55 | 0.01 | 0.65 | 2.66 | 0.65 | 2.37 | 2.1 | -4.84 | -0.21 | 1.06 | -0.07 | -5.61 |
| Alpha | NA | -0.05 | -0.03 | -0.01 | 0.01 | NA | NA | 0.03 | 0.14 | -0.19 | -0.03 | 0.14 | -0.09 | 0.05 | 0.03 | -0.05 | 0.0 | 0.08 | 0.12 | 0.08 | 0.06 | 0.06 | 0.0 | 0.05 | 0.09 | 0.1 | 0.17 | 0.09 | -0.12 | -0.02 | 0.05 | -0.02 | 0.09 |
| Beta | NA | 0.54 | 0.45 | 0.49 | 0.53 | NA | NA | 0.4 | 0.47 | 0.38 | 0.4 | 0.76 | 0.45 | 0.3 | 0.58 | 0.35 | 0.58 | 0.66 | 0.56 | 0.66 | 0.33 | 0.37 | 0.38 | 0.2 | 0.1 | 0.25 | 0.2 | 0.1 | 0.06 | 0.19 | 0.18 | 0.24 | -0.04 |
| RSquared | NA | 0.08 | 0.07 | 0.09 | 0.14 | NA | NA | 0.1 | 0.07 | 0.06 | 0.03 | 0.19 | 0.08 | 0.04 | 0.1 | 0.04 | 0.38 | 0.42 | 0.31 | 0.28 | 0.07 | 0.08 | 0.04 | 0.01 | 0.01 | 0.07 | 0.03 | 0.01 | 0.0 | 0.03 | 0.03 | 0.02 | 0.0 |
| Yield(%) | N/A | 9.4 | 8.2 | 8.2 | 9.7 | 11.0 | 15.5 | N/A | 11.7 | 8.1 | 8.0 | 10.9 | 7.5 | 8.0 | 8.3 | 7.0 | 6.0 | 7.0 | 9.5 | 7.0 | 8.2 | 7.9 | 7.6 | 7.9 | 9.2 | 10.0 | 12.6 | 14.3 | 9.4 | 8.7 | 9.7 | 9.1 | 4.7 |
| Dividend Growth(%) | N/A | 0.0 | 5.8 | 20.9 | 45.9 | N/A | N/A | N/A | -25.0 | 0.3 | 1.3 | 2.7 | 4.6 | 4.8 | 5.0 | 8.1 | 5.0 | -1.2 | 11.5 | -4.9 | 15.7 | 3.1 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 120.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/12/1995
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 APU
Related 401K Plans
| 1. AMERIGAS PROPANE INC. SAVINGS PLAN | (0%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
