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BPFH: Boston Private Financial Holdings Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/14/1994 |
Last Dividend Date: | 05/06/2021 |
12-Mo. Yield | 3.49% |
Expenses | - |
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Performance Analytics (As of 06/30/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/14/1994 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 120.6 | 1.4 | 8.1 | 11.4 | -2.1 | -0.2 | 7.5 | 76.0 | -26.3 | 18.7 | -29.3 | -5.0 | 51.1 | -13.3 | 9.5 | 43.3 | 14.0 | 21.9 | 14.2 | -14.9 | -74.3 | -2.8 | -6.2 | 9.1 | 14.5 | 26.3 | -9.4 | 11.9 | 136.4 | 0.0 | 6.3 | 48.8 | 43.3 | 36.4 | -8.3 |
Sharpe Ratio | NA | 2.19 | 0.01 | 0.17 | 0.29 | NA | NA | 0.12 | 3.78 | -0.38 | 0.65 | -1.13 | -0.21 | 1.79 | -0.46 | 0.39 | 1.78 | 0.47 | 0.4 | 0.24 | -0.15 | -0.8 | -0.19 | -0.43 | 0.27 | 0.52 | 0.75 | -0.23 | 0.23 | 3.29 | -0.06 | 0.05 | 1.04 | 0.65 | 0.48 | -0.15 |
Draw Down(%) | NA | 25.4 | 66.1 | 68.4 | 68.4 | NA | NA | 92.8 | 13.7 | 57.2 | 17.3 | 42.3 | 21.2 | 17.6 | 19.5 | 17.5 | 11.2 | 24.1 | 29.1 | 41.8 | 65.3 | 81.9 | 18.5 | 29.6 | 20.7 | 25.2 | 34.2 | 37.4 | 29.2 | 18.0 | 24.6 | 37.0 | 18.3 | 17.1 | 16.7 | 16.7 |
Standard Deviation(%) | NA | 55.1 | 50.3 | 42.2 | 38.4 | NA | NA | 50.2 | 57.0 | 69.4 | 26.5 | 27.1 | 26.7 | 28.3 | 28.9 | 24.6 | 24.4 | 30.2 | 54.5 | 59.3 | 102.4 | 93.6 | 29.8 | 22.1 | 25.8 | 26.1 | 34.1 | 46.4 | 41.8 | 40.2 | 51.6 | 53.6 | 43.6 | 60.4 | 67.1 | 81.6 |
Treynor Ratio | NA | 1.12 | 0.01 | 0.06 | 0.09 | NA | NA | 0.06 | 1.48 | -0.23 | 0.15 | -0.39 | -0.03 | 0.35 | -0.14 | 0.08 | 0.35 | 0.1 | 0.13 | 0.07 | -0.06 | -0.65 | -0.05 | -0.08 | 0.05 | 0.13 | 0.27 | -0.12 | 0.26 | 11.68 | -1.19 | 0.06 | 1.11 | 2.29 | 1.08 | 0.23 |
Alpha | NA | 0.23 | -0.03 | -0.01 | 0.0 | NA | NA | 0.03 | 0.35 | -0.13 | -0.05 | -0.11 | -0.16 | 0.11 | -0.05 | -0.02 | 0.01 | -0.01 | 0.11 | 0.01 | -0.11 | -0.19 | -0.02 | -0.08 | 0.02 | 0.02 | 0.02 | 0.08 | 0.09 | 0.36 | 0.04 | 0.02 | 0.14 | 0.19 | 0.16 | 0.07 |
Beta | NA | 1.08 | 1.13 | 1.15 | 1.27 | NA | NA | 1.06 | 1.46 | 1.16 | 1.17 | 0.8 | 2.04 | 1.45 | 0.96 | 1.2 | 1.25 | 1.35 | 1.74 | 1.89 | 2.32 | 1.15 | 1.23 | 1.19 | 1.38 | 1.08 | 0.94 | 0.86 | 0.37 | 0.11 | 0.03 | 0.5 | 0.4 | 0.17 | 0.3 | -0.55 |
RSquared | NA | 0.08 | 0.26 | 0.26 | 0.33 | NA | NA | 0.16 | 0.1 | 0.34 | 0.3 | 0.25 | 0.26 | 0.45 | 0.26 | 0.3 | 0.32 | 0.33 | 0.55 | 0.34 | 0.37 | 0.26 | 0.44 | 0.29 | 0.3 | 0.21 | 0.22 | 0.23 | 0.04 | 0.0 | 0.0 | 0.04 | 0.03 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 3.5 | 2.5 | 3.5 | 5.0 | 1.0 | 1.3 | N/A | 1.4 | 3.0 | 4.5 | 3.1 | 2.7 | 3.6 | 2.7 | 2.6 | 2.6 | 0.5 | 0.6 | 0.7 | 0.6 | 0.8 | 1.3 | 1.0 | 1.0 | 1.0 | 1.0 | 0.7 | 0.7 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -50.0 | -4.8 | 76.3 | 67.2 | N/A | N/A | N/A | -66.7 | -25.0 | 0.0 | 9.1 | 10.0 | 11.1 | 12.5 | 33.3 | 500.0 | 0.0 | 0.0 | 0.0 | -81.8 | -38.9 | 12.5 | 14.3 | 16.7 | 20.0 | 25.0 | 14.3 | 16.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/14/1994
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