Find A Portfolio/Ticker
Comparison Box
BRY: Berry Petroleum Corp (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/08/1987 |
Last Dividend Date: | 12/11/2013 |
12-Mo. Yield | 0.96% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 12/17/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/08/1987 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.8 | 43.2 | 4.2 | 42.4 | 17.8 | 15.6 | 13.5 | 10.8 | 41.8 | -19.5 | -3.2 | 51.3 | 294.1 | -82.7 | 44.6 | 9.3 | 20.5 | 137.5 | 20.4 | 9.9 | 19.0 | -10.5 | 8.3 | -17.4 | 22.8 | 44.5 | 8.8 | -1.8 | -17.4 | 12.9 | -25.3 | -0.6 | 15.8 | 0.0 | 54.3 |
Sharpe Ratio | NA | 1.45 | 0.09 | 0.77 | 0.31 | NA | NA | 0.19 | 1.49 | -0.45 | -0.05 | 1.2 | 3.71 | -0.85 | 1.19 | 0.16 | 0.44 | 3.84 | 1.07 | 0.29 | 0.45 | -0.43 | 0.13 | -0.68 | 0.59 | 1.44 | 0.19 | -0.16 | -0.63 | 0.34 | -1.02 | -0.19 | 0.32 | -0.09 | 1.65 |
Draw Down(%) | NA | 17.8 | 48.3 | 48.3 | 90.9 | NA | NA | 90.9 | 17.8 | 44.2 | 45.9 | 26.4 | 40.5 | 89.8 | 20.7 | 34.0 | 35.8 | 13.4 | 12.6 | 15.0 | 24.2 | 35.7 | 36.6 | 38.6 | 19.0 | 14.6 | 12.5 | 17.3 | 40.3 | 20.2 | 33.4 | 26.8 | 16.6 | 27.0 | 27.3 |
Standard Deviation(%) | NA | 29.8 | 45.4 | 54.7 | 54.5 | NA | NA | 43.5 | 29.3 | 43.8 | 58.5 | 42.8 | 79.2 | 97.8 | 35.2 | 37.6 | 41.3 | 35.6 | 18.4 | 30.7 | 37.4 | 33.8 | 38.8 | 30.5 | 32.2 | 28.3 | 25.8 | 29.0 | 30.9 | 30.2 | 28.5 | 31.0 | 31.1 | 53.1 | 84.2 |
Treynor Ratio | NA | 0.47 | 0.02 | 0.21 | 0.1 | NA | NA | 0.09 | 0.53 | -0.09 | -0.02 | 0.28 | 1.32 | -0.53 | 0.3 | 0.04 | 0.11 | 1.41 | 0.5 | 0.16 | 0.29 | -0.44 | 0.21 | -0.52 | 0.64 | 2.11 | 0.18 | -0.11 | -1.39 | 0.3 | -49.28 | 1.25 | 0.46 | -0.63 | 14.76 |
Alpha | NA | 0.07 | -0.05 | 0.06 | 0.06 | NA | NA | 0.04 | 0.08 | -0.19 | 0.02 | 0.09 | 0.43 | -0.27 | 0.14 | -0.03 | 0.08 | 0.33 | 0.04 | 0.1 | 0.12 | -0.02 | 0.03 | -0.11 | 0.06 | 0.13 | 0.0 | 0.0 | -0.07 | 0.05 | -0.11 | -0.01 | 0.04 | 0.03 | 0.49 |
Beta | NA | 0.93 | 1.75 | 1.98 | 1.72 | NA | NA | 0.91 | 0.82 | 2.21 | 1.82 | 1.83 | 2.23 | 1.56 | 1.38 | 1.67 | 1.67 | 0.97 | 0.39 | 0.55 | 0.58 | 0.33 | 0.24 | 0.4 | 0.3 | 0.19 | 0.27 | 0.45 | 0.14 | 0.34 | 0.01 | -0.05 | 0.22 | 0.07 | 0.09 |
RSquared | NA | 0.11 | 0.41 | 0.5 | 0.42 | NA | NA | 0.16 | 0.09 | 0.42 | 0.53 | 0.6 | 0.58 | 0.44 | 0.39 | 0.2 | 0.18 | 0.09 | 0.13 | 0.22 | 0.11 | 0.05 | 0.01 | 0.07 | 0.03 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
Yield(%) | N/A | 1.0 | 0.7 | 3.6 | 1.5 | 2.1 | 2.6 | N/A | 0.9 | 0.7 | 0.7 | 1.0 | 3.7 | 0.7 | 1.0 | 0.5 | 0.7 | 1.3 | 1.4 | 1.3 | 1.5 | 1.3 | 1.4 | 1.1 | 1.4 | 2.0 | 2.1 | 2.0 | 2.2 | 2.7 | 2.0 | 1.8 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 0.0 | 5.6 | 8.5 | 46.3 | N/A | N/A | N/A | 0.0 | 3.2 | 3.3 | 0.0 | 0.0 | 0.0 | 11.9 | -10.7 | 15.4 | 10.6 | 17.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -27.3 | -8.3 | 0.0 | 7.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/08/1987
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to BRY
Related 401K Plans
1. BERRY PETROLEUM COMPANY THRIFT PLAN | (Not Rated) |