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BGC: BGC Group Inc. (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/18/2012 |
Last Dividend Date: | 08/23/2021 |
12-Mo. Yield | 0.18% |
Expenses | - |
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Performance Analytics (As of 08/23/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/18/2012 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 20.3 | 10.5 | 13.5 | 3.0 | 16.4 | 1.4 | 32.5 | -38.5 | 61.4 | 49.7 | -6.9 | -47.3 | -1.0 | 15.4 |
Sharpe Ratio | NA | 1.78 | 0.47 | 0.37 | 0.06 | 2.87 | 0.04 | 2.4 | -0.96 | 1.25 | 0.75 | -0.13 | -1.25 | -0.03 | 0.88 |
Draw Down(%) | NA | 6.2 | 36.4 | 46.1 | 80.2 | 3.5 | 36.4 | 4.7 | 40.0 | 23.8 | 50.9 | 45.2 | 59.5 | 22.2 | 17.6 |
Standard Deviation(%) | NA | 11.4 | 20.8 | 34.1 | 41.3 | 9.4 | 30.5 | 12.9 | 41.3 | 48.8 | 65.7 | 52.4 | 37.8 | 35.0 | 35.2 |
Treynor Ratio | NA | 0.56 | 0.21 | 0.25 | 0.03 | 1.0 | 0.02 | 1.17 | -2.8 | 0.26 | 0.22 | -0.05 | -0.28 | -0.01 | 0.16 |
Alpha | NA | 0.03 | 0.01 | 0.04 | -0.01 | 0.07 | -0.03 | 0.08 | -0.17 | 0.06 | 0.13 | 0.01 | -0.31 | -0.2 | 0.03 |
Beta | NA | 0.36 | 0.46 | 0.51 | 0.87 | 0.27 | 0.53 | 0.27 | 0.14 | 2.32 | 2.3 | 1.44 | 1.69 | 1.98 | 1.91 |
RSquared | NA | 0.23 | 0.27 | 0.08 | 0.13 | 0.14 | 0.37 | 0.06 | 0.01 | 0.09 | 0.23 | 0.18 | 0.26 | 0.42 | 0.49 |
Yield(%) | N/A | 0.2 | 1.4 | 2.9 | N/A | 0.1 | 0.7 | 3.1 | 1.7 | 3.7 | 5.5 | 3.6 | 2.5 | 2.3 | 0.0 |
Dividend Growth(%) | N/A | -86.7 | -56.9 | N/A | N/A | -82.4 | -69.6 | 9.8 | -29.2 | 0.0 | 33.3 | -25.0 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/2012
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1. BGC Partners, Inc. Deferral Plan for Employees of Cantor | (Not Rated) |
2. GENERAL CABLE SAVINGS PLAN | (Not Rated) |