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ATX: Costa Inc (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/10/1984 |
| Last Dividend Date: | 10/30/1998 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 01/31/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/10/1984 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 87.8 | 30.0 | 52.8 | 12.7 | 8.4 | 4.5 | 4.1 | -1.1 | 101.6 | -4.4 | 16.9 | 84.5 | 88.1 | -72.1 | 31.3 | 87.7 | -18.2 | -25.8 | 24.7 | -9.3 | 32.9 | -1.3 | -16.4 | -43.0 | -4.0 | -15.0 | 21.9 | -1.1 | -9.9 | -16.9 | 6.7 | -33.8 | 2.8 | 32.4 | 12.4 | 29.4 | 35.6 | 2.4 |
| Sharpe Ratio | NA | 2.3 | 0.27 | 0.62 | -0.13 | NA | NA | -0.15 | -3.75 | 2.67 | -0.56 | -0.03 | 1.22 | 0.79 | -0.95 | 0.24 | 1.73 | -1.21 | -1.49 | 0.19 | -1.0 | 0.21 | -1.28 | 0.12 | -0.15 | -1.11 | -0.33 | -1.4 | 0.02 | -0.27 | -0.6 | 0.26 | -1.25 | 0.12 | 1.33 | 0.31 | 1.34 | 1.95 | 0.38 |
| Draw Down(%) | NA | 14.5 | 48.9 | 48.9 | 87.3 | NA | NA | 91.9 | 1.6 | 14.5 | 31.6 | 43.9 | 27.5 | 47.1 | 72.2 | 33.3 | 24.0 | 36.2 | 34.3 | 19.5 | 33.1 | 39.6 | 28.5 | 48.4 | 64.3 | 32.4 | 40.2 | 18.8 | 24.3 | 32.8 | 29.9 | 16.5 | 43.5 | 19.1 | 15.1 | 42.9 | 16.5 | 10.0 | 7.7 |
| Standard Deviation(%) | NA | 30.2 | 42.7 | 54.9 | 55.1 | NA | NA | 45.1 | 3.3 | 31.1 | 41.2 | 54.5 | 54.2 | 87.5 | 96.1 | 38.7 | 38.0 | 32.4 | 30.4 | 28.1 | 29.2 | 56.4 | 54.6 | 71.6 | 64.5 | 45.6 | 39.3 | 28.7 | 29.6 | 36.7 | 27.8 | 25.9 | 26.9 | 23.4 | 24.3 | 39.3 | 21.9 | 18.2 | 21.1 |
| Treynor Ratio | NA | 0.71 | 0.09 | 0.38 | -0.1 | NA | NA | -0.13 | 8.52 | 0.77 | -0.19 | -0.01 | 1.68 | 1.3 | -1.19 | 0.68 | -3.77 | -1.16 | -7.48 | 0.59 | -1.43 | 0.41 | 379.69 | 0.17 | -0.16 | -1.56 | -0.46 | -0.64 | 0.01 | -0.17 | -0.53 | 0.21 | -0.72 | 0.08 | 0.74 | 0.21 | 0.85 | 1.26 | 0.31 |
| Alpha | NA | 0.16 | 0.18 | 0.12 | -0.02 | NA | NA | -0.08 | -0.06 | 0.28 | -0.05 | 0.12 | -0.19 | 0.31 | -0.22 | 0.07 | 0.19 | -0.56 | -0.17 | 0.03 | -0.26 | 0.13 | -0.45 | 0.02 | -0.15 | -0.13 | -0.06 | -0.06 | 0.0 | -0.05 | -0.07 | 0.0 | -0.14 | -0.02 | 0.09 | 0.05 | 0.1 | 0.1 | 0.04 |
| Beta | NA | 0.98 | 1.22 | 0.91 | 0.7 | NA | NA | 0.5 | -0.01 | 1.08 | 1.24 | 1.27 | 0.39 | 0.54 | 0.77 | 0.14 | -0.17 | 0.34 | 0.06 | 0.09 | 0.2 | 0.29 | 0.0 | 0.52 | 0.6 | 0.32 | 0.28 | 0.63 | 0.55 | 0.58 | 0.32 | 0.32 | 0.47 | 0.34 | 0.43 | 0.58 | 0.34 | 0.28 | 0.26 |
| RSquared | NA | 0.13 | 0.23 | 0.1 | 0.07 | NA | NA | 0.04 | 0.0 | 0.15 | 0.15 | 0.29 | 0.02 | 0.03 | 0.1 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | 0.02 | 0.04 | 0.02 | 0.01 | 0.03 | 0.03 | 0.02 | 0.01 | 0.03 | 0.08 | 0.03 | 0.09 | 0.23 | 0.07 | 0.03 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/10/1984
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