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BKMU: Bank Mutual Corp (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/06/2001 |
Last Dividend Date: | 11/16/2017 |
12-Mo. Yield | 2.22% |
Expenses | - |
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Performance Analytics (As of 02/09/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/07/2001 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 6.4 | 17.4 | 15.9 | 2.7 | 5.6 | 10.0 | -2.3 | 14.1 | 24.5 | 16.7 | 0.2 | 65.8 | 38.6 | -32.0 | -26.4 | -35.0 | 16.4 | -7.5 | 20.0 | -10.4 | 8.6 | 49.8 | 54.0 | 44.0 |
Sharpe Ratio | NA | 0.26 | 0.76 | 0.65 | 0.08 | NA | 0.34 | -1.43 | 0.6 | 1.02 | 0.75 | 0.01 | 2.31 | 1.52 | -0.65 | -0.99 | -1.1 | 0.49 | -0.58 | 1.29 | -0.85 | 0.47 | 1.61 | 1.97 | 1.64 |
Draw Down(%) | NA | 13.2 | 13.2 | 20.1 | 76.4 | NA | 76.4 | 7.1 | 13.2 | 9.0 | 11.9 | 20.1 | 14.3 | 22.5 | 51.4 | 36.5 | 37.7 | 26.3 | 17.7 | 7.3 | 16.8 | 10.6 | 24.4 | 12.6 | 17.5 |
Standard Deviation(%) | NA | 22.0 | 22.3 | 24.2 | 30.2 | NA | 27.0 | 14.2 | 22.7 | 23.7 | 22.4 | 24.7 | 28.5 | 25.7 | 48.9 | 26.8 | 32.0 | 31.1 | 18.3 | 13.0 | 14.7 | 16.1 | 30.5 | 26.9 | 33.5 |
Treynor Ratio | NA | 0.11 | 0.23 | 0.17 | 0.02 | NA | 0.11 | -4.66 | 0.1 | 0.25 | 0.23 | 0.0 | 0.47 | 0.25 | -0.18 | -0.21 | -0.29 | 0.23 | -0.1 | 0.15 | -0.14 | 0.11 | 1.32 | 1.79 | 2.09 |
Alpha | NA | 0.0 | 0.04 | 0.02 | -0.01 | NA | 0.02 | -0.09 | -0.05 | 0.05 | 0.06 | -0.04 | 0.06 | 0.03 | -0.08 | -0.08 | -0.13 | 0.1 | -0.02 | 0.01 | -0.04 | 0.01 | 0.14 | 0.21 | 0.2 |
Beta | NA | 0.54 | 0.75 | 0.92 | 1.04 | NA | 0.86 | 0.04 | 1.38 | 0.96 | 0.74 | 1.09 | 1.41 | 1.56 | 1.81 | 1.24 | 1.21 | 0.67 | 1.04 | 1.15 | 0.89 | 0.68 | 0.37 | 0.3 | 0.26 |
RSquared | NA | 0.06 | 0.18 | 0.22 | 0.34 | NA | 0.27 | 0.01 | 0.17 | 0.27 | 0.26 | 0.25 | 0.3 | 0.3 | 0.51 | 0.35 | 0.52 | 0.38 | 0.41 | 0.39 | 0.3 | 0.2 | 0.05 | 0.08 | 0.03 |
Yield(%) | N/A | 2.2 | 3.0 | 3.1 | 2.5 | 1.4 | N/A | 0.0 | 2.5 | 3.0 | 2.8 | 2.1 | 2.3 | 3.1 | 1.6 | 5.5 | 5.9 | 6.8 | 5.3 | 5.5 | 2.5 | 1.6 | 1.5 | 2.1 | 2.0 |
Dividend Growth(%) | N/A | 2.3 | 78.6 | -55.8 | N/A | N/A | N/A | -100.0 | 4.3 | 21.1 | 26.7 | 50.0 | 0.0 | 25.0 | -80.0 | -41.2 | -5.6 | 12.5 | 6.7 | 100.0 | 66.7 | -48.6 | 2.9 | 61.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/07/2001
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