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AVX: AVX Corporation (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/15/1995 |
Last Dividend Date: | 02/18/2020 |
12-Mo. Yield | 2.58% |
Expenses | - |
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Performance Analytics (As of 08/27/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/15/1995 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 66.8 | 10.6 | 13.5 | 7.9 | 6.1 | -0.9 | 3.1 | 6.4 | 38.1 | -9.5 | 12.5 | 33.0 | -10.6 | 3.4 | 32.7 | -13.1 | -15.9 | 23.3 | 62.1 | -39.9 | -8.4 | 3.1 | 16.3 | -23.4 | 71.9 | -58.0 | 45.1 | -34.1 | 198.3 | -6.5 | -13.5 | -18.0 | -14.0 |
Sharpe Ratio | NA | 0.69 | 0.34 | 0.37 | 0.24 | NA | NA | 0.04 | 2.17 | 0.88 | -0.35 | 0.56 | 1.51 | -0.43 | 0.16 | 2.17 | -0.58 | -0.49 | 0.97 | 1.98 | -1.25 | -0.37 | -0.01 | 0.61 | -0.8 | 1.71 | -1.12 | 0.71 | -0.46 | 3.89 | -0.2 | -0.35 | -0.56 | -0.64 |
Draw Down(%) | NA | 29.0 | 36.4 | 36.4 | 42.3 | NA | NA | 84.5 | 1.6 | 29.0 | 31.4 | 12.8 | 11.9 | 17.7 | 14.2 | 7.4 | 32.2 | 32.1 | 21.6 | 14.0 | 44.7 | 27.7 | 33.7 | 18.7 | 40.8 | 23.5 | 69.5 | 37.2 | 69.3 | 29.0 | 39.3 | 52.3 | 39.5 | 43.0 |
Standard Deviation(%) | NA | 39.7 | 32.2 | 28.4 | 26.4 | NA | NA | 39.2 | 13.2 | 41.7 | 31.2 | 21.2 | 21.5 | 24.6 | 21.0 | 15.1 | 22.7 | 32.7 | 24.1 | 31.4 | 32.7 | 31.3 | 33.2 | 23.1 | 30.3 | 41.6 | 52.9 | 61.6 | 82.5 | 50.1 | 49.8 | 48.5 | 38.3 | 57.2 |
Treynor Ratio | NA | 1.38 | 0.24 | 0.18 | 0.08 | NA | NA | 0.02 | 6.25 | 0.27 | -0.11 | 0.06 | 0.31 | -0.12 | 0.04 | 0.43 | -0.11 | -0.14 | 0.25 | 0.95 | -0.82 | -0.11 | 0.0 | 0.13 | -0.15 | 0.48 | -0.44 | 0.25 | -0.19 | 4.28 | -0.14 | -0.19 | -0.28 | -0.11 |
Alpha | NA | 0.13 | 0.05 | 0.04 | 0.0 | NA | NA | 0.01 | 0.11 | 0.02 | -0.01 | -0.09 | 0.07 | -0.04 | -0.03 | 0.03 | -0.12 | -0.07 | 0.04 | 0.14 | -0.11 | -0.04 | -0.06 | 0.05 | -0.15 | 0.1 | -0.17 | 0.31 | 0.04 | 0.44 | -0.06 | -0.12 | -0.12 | -0.44 |
Beta | NA | 0.2 | 0.47 | 0.58 | 0.79 | NA | NA | 0.93 | 0.05 | 1.34 | 0.97 | 1.91 | 1.07 | 0.92 | 0.93 | 0.76 | 1.26 | 1.17 | 0.92 | 0.65 | 0.49 | 1.08 | 1.68 | 1.09 | 1.58 | 1.47 | 1.35 | 1.76 | 2.0 | 0.46 | 0.72 | 0.91 | 0.77 | 3.28 |
RSquared | NA | 0.02 | 0.08 | 0.12 | 0.25 | NA | NA | 0.21 | 0.04 | 0.13 | 0.28 | 0.36 | 0.42 | 0.34 | 0.25 | 0.31 | 0.5 | 0.7 | 0.48 | 0.31 | 0.39 | 0.3 | 0.26 | 0.23 | 0.34 | 0.36 | 0.44 | 0.37 | 0.29 | 0.03 | 0.09 | 0.12 | 0.06 | 0.19 |
Yield(%) | N/A | 2.6 | 2.8 | 3.1 | 2.6 | 2.5 | 0.4 | N/A | 0.6 | 2.9 | 2.6 | 2.8 | 3.6 | 3.0 | 2.9 | 3.0 | 2.3 | 1.5 | 1.3 | 2.0 | 1.2 | 1.1 | 1.1 | 1.2 | 0.9 | 1.5 | 0.6 | 1.0 | 0.4 | 1.5 | 1.7 | 1.1 | 0.8 | 0.2 |
Dividend Growth(%) | N/A | 0.0 | 9.6 | 47.4 | 137.8 | N/A | N/A | N/A | -75.0 | 0.0 | 3.4 | 4.7 | 1.2 | 7.7 | 16.1 | 12.0 | 25.0 | 37.1 | 9.4 | 0.0 | 1.3 | 3.9 | 0.0 | 0.0 | 0.0 | 0.0 | 2.0 | -29.0 | -19.2 | -18.0 | 34.9 | 9.3 | 330.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/1995
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5. AVX NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN | (Not Rated) |