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BP: BP PLC ADR (STOCK)
Basic Info 37.84 0.2(0.53%) May 10
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/1977 |
Last Dividend Date: | 02/15/2024 |
12-Mo. Yield | 4.60% |
Expenses | - |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.2 | 8.2 | 8.0 | 17.7 | 3.6 | 3.0 | 3.8 | 3.5 | 7.0 | 6.0 | 38.6 | 36.4 | -41.3 | 5.8 | -4.6 | 20.1 | 28.9 | -12.8 | -17.6 | 22.7 | 2.0 | 0.5 | -22.6 | 32.8 | -32.5 | 13.2 | 7.9 | 13.5 | 22.2 | 26.4 | -9.5 | -0.1 | -17.1 | 30.7 | 13.9 | 12.7 | 38.4 | 27.9 | 24.8 | 39.9 | -30.4 | -14.5 | 17.6 | 21.6 | -3.8 | 13.2 | -1.0 | 18.7 | -6.1 | 25.6 | -14.2 | -42.4 | 63.2 | 107.6 | 19.9 | -8.7 |
Sharpe Ratio | NA | 1.7 | 0.37 | 0.62 | 0.05 | 0.07 | NA | NA | 0.14 | 0.07 | 1.04 | 1.1 | -0.67 | 0.27 | -0.26 | 1.32 | 0.98 | -0.46 | -0.88 | 1.52 | 0.09 | 0.02 | -0.52 | 1.02 | -0.64 | 0.47 | 0.25 | 0.6 | 1.24 | 1.26 | -0.33 | -0.09 | -0.63 | 0.99 | 0.35 | 0.39 | 2.05 | 1.53 | 1.05 | 1.75 | -1.12 | -0.94 | 0.61 | 0.93 | -0.38 | 0.29 | -0.17 | 0.59 | -0.56 | 0.53 | -0.53 | -1.53 | 1.46 | 3.55 | 0.49 | -0.66 |
Draw Down(%) | NA | 6.1 | 16.0 | 23.9 | 61.9 | 63.9 | NA | NA | 69.4 | 16.8 | 23.9 | 18.6 | 60.4 | 17.8 | 21.1 | 12.1 | 12.8 | 30.5 | 32.8 | 10.0 | 23.1 | 26.5 | 56.0 | 29.0 | 46.5 | 15.2 | 15.8 | 11.7 | 7.2 | 15.5 | 30.6 | 19.5 | 27.5 | 13.9 | 24.4 | 13.9 | 8.4 | 7.0 | 13.8 | 14.1 | 37.1 | 19.3 | 15.2 | 12.0 | 23.7 | 36.5 | 21.7 | 14.6 | 18.5 | 31.8 | 33.7 | 48.6 | 25.3 | 9.5 | 17.8 | 23.8 |
Standard Deviation(%) | NA | 18.2 | 20.1 | 29.3 | 37.7 | 31.5 | NA | NA | 28.6 | 25.1 | 35.8 | 33.2 | 61.6 | 16.4 | 22.9 | 14.7 | 29.4 | 28.1 | 20.0 | 15.0 | 22.1 | 31.5 | 43.7 | 32.1 | 52.0 | 21.6 | 19.1 | 18.9 | 17.2 | 20.4 | 32.4 | 27.0 | 33.7 | 27.8 | 29.9 | 23.4 | 16.9 | 15.7 | 20.8 | 21.5 | 29.1 | 19.2 | 20.2 | 17.1 | 22.2 | 30.9 | 29.9 | 22.9 | 22.9 | 36.4 | 40.4 | 34.2 | 37.4 | 28.2 | 30.3 | 18.9 |
Treynor Ratio | NA | 1.17 | 0.17 | 0.28 | 0.02 | 0.02 | NA | NA | 0.05 | 0.03 | 0.58 | 0.46 | -0.34 | 0.07 | -0.08 | 0.3 | 0.2 | -0.11 | -0.18 | 0.33 | 0.02 | 0.0 | -0.22 | 0.35 | -0.34 | 0.11 | 0.05 | 0.12 | 0.37 | 0.42 | -0.12 | -0.07 | -0.91 | 0.67 | 0.17 | 0.15 | 0.63 | 0.48 | 0.23 | 0.49 | -0.34 | -0.46 | 0.72 | 0.27 | -0.17 | 0.22 | -0.07 | 0.21 | -0.19 | 0.12 | -0.18 | -0.46 | 0.38 | -7.92 | 0.0 | 0.0 |
Alpha | NA | 0.09 | 0.0 | 0.06 | -0.01 | -0.02 | NA | NA | 0.0 | -0.02 | 0.2 | 0.06 | -0.25 | -0.05 | 0.0 | 0.02 | 0.05 | -0.05 | -0.12 | 0.01 | -0.06 | 0.0 | -0.13 | 0.03 | 0.05 | 0.03 | -0.02 | 0.04 | 0.06 | 0.04 | 0.05 | 0.02 | -0.06 | 0.08 | 0.0 | -0.02 | 0.08 | 0.03 | 0.09 | 0.11 | -0.16 | -0.11 | 0.06 | 0.01 | -0.04 | 0.04 | -0.02 | 0.02 | -0.04 | 0.02 | -0.11 | -0.15 | 0.09 | 0.27 | NA | NA |
Beta | NA | 0.26 | 0.43 | 0.65 | 0.93 | 0.95 | NA | NA | 0.81 | 0.56 | 0.64 | 0.8 | 1.2 | 0.65 | 0.75 | 0.66 | 1.43 | 1.18 | 0.96 | 0.69 | 1.19 | 1.09 | 1.01 | 0.94 | 0.99 | 0.9 | 0.98 | 0.94 | 0.58 | 0.62 | 0.86 | 0.36 | 0.23 | 0.41 | 0.61 | 0.63 | 0.55 | 0.5 | 0.95 | 0.76 | 0.96 | 0.39 | 0.17 | 0.58 | 0.5 | 0.42 | 0.74 | 0.63 | 0.66 | 1.63 | 1.21 | 1.13 | 1.46 | -0.13 | NA | NA |
RSquared | NA | 0.03 | 0.06 | 0.15 | 0.28 | 0.29 | NA | NA | 0.24 | 0.09 | 0.19 | 0.1 | 0.46 | 0.24 | 0.31 | 0.09 | 0.41 | 0.42 | 0.3 | 0.26 | 0.47 | 0.66 | 0.18 | 0.64 | 0.6 | 0.44 | 0.27 | 0.26 | 0.14 | 0.27 | 0.48 | 0.09 | 0.02 | 0.07 | 0.17 | 0.24 | 0.15 | 0.06 | 0.2 | 0.1 | 0.11 | 0.09 | 0.02 | 0.2 | 0.14 | 0.19 | 0.16 | 0.1 | 0.14 | 0.37 | 0.29 | 0.23 | 0.41 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.9 | 6.4 | 6.2 | 5.0 | 6.4 | 5.8 | 6.3 | 7.7 | 6.3 | 4.9 | 5.2 | 4.5 | 3.7 | 1.4 | 6.9 | 4.5 | 3.8 | 3.5 | 3.7 | 3.5 | 4.0 | 3.4 | 3.0 | 2.3 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -73.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -3.4 | 33.8 | -31.6 | -23.4 | 1.6 | 1.7 | 0.0 | 0.0 | 3.0 | 6.4 | 10.6 | 17.9 | 100.0 | -75.0 | 1.8 | 29.9 | 10.4 | 9.5 | 22.8 | 3.0 | 6.4 | 8.3 | 7.5 | 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 | 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 01/02/1962
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