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BOKF: BOK Financial Corporation (STOCK)
Basic Info 95.68 0.49(0.51%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/05/1991 |
Last Dividend Date: | 05/14/2024 |
12-Mo. Yield | 2.83% |
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 09/05/1991 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 13.1 | 21.9 | 4.3 | 6.0 | 7.0 | 9.2 | 7.1 | 8.1 | -15.2 | 1.2 | 57.6 | -19.0 | 22.1 | -19.0 | 13.6 | 42.9 | 2.2 | -7.2 | 24.8 | 3.6 | 5.1 | 14.7 | 20.4 | -20.5 | -4.6 | 22.4 | -6.2 | 33.6 | 26.8 | 2.8 | 48.3 | 5.2 | -14.3 | 21.4 | 43.8 | 24.5 | 10.9 | -19.3 | 33.4 | 76.9 | -60.8 |
Sharpe Ratio | NA | 1.13 | 0.75 | 0.05 | 0.08 | 0.16 | NA | NA | 0.12 | -0.6 | -0.01 | 1.93 | -0.27 | 0.86 | -0.91 | 0.63 | 1.38 | 0.09 | -0.43 | 1.83 | 0.2 | 0.15 | 0.56 | 0.38 | -0.38 | -0.38 | 1.6 | -0.49 | 2.34 | 1.68 | 0.06 | 1.81 | 0.02 | -0.55 | 0.54 | 0.94 | 0.35 | 0.12 | -0.31 | 0.44 | 0.76 | -0.28 |
Draw Down(%) | NA | 8.6 | 29.7 | 42.4 | 59.5 | 65.0 | NA | NA | 85.7 | 38.4 | 37.4 | 19.4 | 59.2 | 20.4 | 32.3 | 11.9 | 24.5 | 18.8 | 16.6 | 10.7 | 10.4 | 20.8 | 22.5 | 43.4 | 36.5 | 13.4 | 5.6 | 18.8 | 7.9 | 8.2 | 23.2 | 12.2 | 25.5 | 24.8 | 21.0 | 11.8 | 17.2 | 19.8 | 30.3 | 32.7 | 38.5 | 85.7 |
Standard Deviation(%) | NA | 26.0 | 29.4 | 29.5 | 41.1 | 33.6 | NA | NA | 53.2 | 32.7 | 28.6 | 29.8 | 70.9 | 24.1 | 22.4 | 20.5 | 31.0 | 23.9 | 16.7 | 13.6 | 18.0 | 33.2 | 26.0 | 53.1 | 56.5 | 20.1 | 12.0 | 17.1 | 14.0 | 15.6 | 28.1 | 25.8 | 45.5 | 31.6 | 33.4 | 42.4 | 58.9 | 58.5 | 71.1 | 70.3 | 96.6 | 345.6 |
Treynor Ratio | NA | 0.34 | 0.18 | 0.02 | 0.03 | 0.05 | NA | NA | 0.08 | -0.15 | 0.0 | 0.57 | -0.13 | 0.19 | -0.25 | 0.09 | 0.28 | 0.02 | -0.09 | 0.38 | 0.04 | 0.04 | 0.15 | 0.13 | -0.22 | -0.1 | 0.36 | -0.16 | 0.76 | 0.68 | 0.03 | 2.45 | 0.02 | -1.34 | 0.46 | 1.37 | -0.47 | 0.71 | 0.38 | -69.85 | -1.96 | -0.77 |
Alpha | NA | 0.03 | -0.01 | 0.0 | -0.02 | -0.01 | NA | NA | 0.04 | -0.17 | 0.07 | 0.09 | -0.12 | -0.03 | -0.06 | -0.06 | 0.09 | 0.01 | -0.06 | 0.02 | -0.03 | 0.02 | 0.01 | -0.03 | 0.12 | -0.03 | 0.05 | -0.03 | 0.1 | 0.06 | 0.07 | 0.17 | 0.06 | -0.06 | 0.05 | 0.13 | 0.17 | 0.08 | 0.0 | 0.2 | 0.41 | 0.68 |
Beta | NA | 0.88 | 1.26 | 0.9 | 1.2 | 1.16 | NA | NA | 0.82 | 1.35 | 0.72 | 1.01 | 1.45 | 1.12 | 0.82 | 1.51 | 1.52 | 1.01 | 0.77 | 0.66 | 0.84 | 1.2 | 0.98 | 1.51 | 0.98 | 0.73 | 0.53 | 0.53 | 0.43 | 0.38 | 0.51 | 0.19 | 0.44 | 0.13 | 0.39 | 0.29 | -0.45 | 0.1 | -0.59 | 0.0 | -0.38 | 1.26 |
RSquared | NA | 0.16 | 0.25 | 0.28 | 0.39 | 0.38 | NA | NA | 0.09 | 0.3 | 0.37 | 0.19 | 0.51 | 0.33 | 0.4 | 0.24 | 0.41 | 0.43 | 0.28 | 0.29 | 0.35 | 0.72 | 0.46 | 0.58 | 0.5 | 0.33 | 0.2 | 0.1 | 0.12 | 0.18 | 0.22 | 0.03 | 0.05 | 0.01 | 0.06 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.3 | 2.7 | 2.6 | 2.7 | 3.2 | 4.3 | 4.0 | N/A | 2.2 | 2.5 | 3.0 | 2.3 | 2.7 | 2.1 | 2.2 | 3.0 | 2.8 | 2.5 | 2.8 | 4.4 | 2.1 | 2.1 | 2.3 | 1.7 | 1.4 | 1.2 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -49.3 | 1.9 | 14.4 | 24.4 | 93.1 | 832.0 | N/A | N/A | -18.4 | 27.3 | 2.0 | 2.0 | 5.8 | 7.3 | 2.3 | 2.4 | 4.3 | 5.2 | -37.7 | 116.7 | 15.2 | 5.3 | 9.3 | 14.7 | 36.4 | 83.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/1991
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