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ATLKY: Atlas Copco AB (STOCK)
Basic Info 18.5 0.05(0.27%) May 14
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/19/1996 |
Last Dividend Date: | 04/25/2024 |
12-Mo. Yield | 1.65% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/19/1996 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 8.3 | 29.9 | 10.7 | 25.3 | 16.3 | 20.7 | 20.3 | 16.7 | 48.2 | -26.8 | 38.6 | 30.5 | 71.3 | -22.8 | 43.8 | 28.4 | -8.5 | 3.4 | 3.1 | 33.9 | -11.1 | 76.3 | 75.1 | -40.4 | 6.7 | 53.2 | 62.1 | 30.1 | 91.1 | -4.4 | 2.5 | -31.1 | 32.0 | -22.6 | 21.1 | 12.4 |
Sharpe Ratio | NA | 0.96 | 1.08 | 0.06 | 0.23 | 0.22 | NA | NA | 0.27 | 1.44 | -0.14 | 1.46 | 0.66 | 2.53 | -0.82 | 2.17 | 0.91 | -0.27 | 0.16 | 0.13 | 0.97 | -0.22 | 1.93 | 1.15 | -0.54 | 0.09 | 1.29 | 2.26 | 1.08 | 2.62 | -0.13 | 0.0 | -0.69 | 0.55 | -0.54 | 0.56 | 5.73 |
Draw Down(%) | NA | 9.5 | 16.6 | 85.3 | 85.3 | 85.3 | NA | NA | 85.3 | 16.6 | 85.3 | 14.7 | 38.7 | 15.0 | 33.9 | 10.5 | 18.5 | 34.5 | 16.5 | 19.5 | 23.9 | 40.0 | 22.2 | 32.0 | 69.6 | 24.1 | 28.9 | 12.1 | 17.0 | 12.2 | 31.5 | 32.7 | 46.3 | 29.8 | 41.2 | 18.2 | 5.4 |
Standard Deviation(%) | NA | 26.6 | 25.9 | 122.1 | 97.5 | 71.6 | NA | NA | 56.0 | 30.8 | 208.3 | 26.3 | 45.3 | 27.7 | 29.3 | 20.0 | 31.1 | 31.0 | 21.8 | 24.0 | 35.4 | 50.2 | 39.5 | 65.0 | 76.0 | 41.8 | 38.8 | 26.5 | 26.9 | 34.4 | 41.0 | 49.3 | 51.2 | 52.2 | 47.9 | 31.4 | 32.0 |
Treynor Ratio | NA | 0.29 | 0.27 | 0.04 | 0.15 | 0.11 | NA | NA | 0.15 | 0.37 | -0.11 | 0.34 | 0.29 | 0.48 | -0.24 | 0.41 | 0.21 | -0.08 | 0.04 | 0.03 | 0.18 | -0.07 | 0.46 | 0.42 | -0.33 | 0.02 | 0.35 | 1.87 | 0.51 | 2.61 | -0.17 | -0.01 | 4.01 | 1.34 | -1.09 | 2.88 | 1.45 |
Alpha | NA | 0.03 | 0.02 | 0.32 | 0.22 | 0.11 | NA | NA | 0.08 | 0.06 | 1.08 | 0.04 | 0.04 | 0.07 | -0.07 | 0.07 | 0.05 | -0.02 | -0.02 | -0.1 | 0.02 | -0.02 | 0.14 | 0.1 | 0.1 | 0.03 | 0.12 | 0.19 | 0.09 | 0.24 | 0.04 | 0.04 | -0.12 | 0.14 | -0.09 | 0.08 | 0.41 |
Beta | NA | 0.87 | 1.03 | 2.07 | 1.47 | 1.37 | NA | NA | 1.05 | 1.2 | 2.64 | 1.15 | 1.03 | 1.46 | 1.02 | 1.06 | 1.32 | 1.08 | 0.86 | 1.08 | 1.88 | 1.64 | 1.67 | 1.8 | 1.25 | 1.52 | 1.45 | 0.32 | 0.58 | 0.35 | 0.32 | -0.2 | -0.09 | 0.22 | 0.24 | 0.06 | 1.27 |
RSquared | NA | 0.15 | 0.22 | 0.04 | 0.05 | 0.05 | NA | NA | 0.08 | 0.27 | 0.04 | 0.36 | 0.62 | 0.44 | 0.35 | 0.14 | 0.33 | 0.28 | 0.22 | 0.26 | 0.48 | 0.64 | 0.62 | 0.6 | 0.45 | 0.34 | 0.16 | 0.02 | 0.06 | 0.03 | 0.04 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.2 |
Yield(%) | N/A | 0.8 | 1.6 | 1.3 | 3.3 | 6.6 | 17.1 | 26.4 | N/A | 1.8 | 2.3 | 2.5 | 2.7 | 2.9 | 26.7 | 2.5 | 3.1 | 5.3 | 3.2 | 3.0 | 3.3 | 5.5 | 2.8 | 4.0 | 3.3 | 19.8 | 2.4 | 9.1 | 2.6 | 3.7 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -38.1 | -55.7 | -80.6 | -68.0 | 108.7 | N/A | N/A | N/A | -87.1 | 23.5 | 17.9 | 64.7 | -94.1 | 1383.3 | 5.4 | -49.0 | 70.6 | 1.2 | 13.5 | -48.3 | 240.5 | 16.7 | -26.5 | -85.2 | 1129.6 | -60.9 | 331.2 | 33.3 | 33.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/1996
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