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BWA: BorgWarner Inc. (STOCK)
Basic Info 35.37 0.15(0.43%) July 09
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/13/1993 |
| Last Dividend Date: | 06/02/2025 |
| 12-Mo. Yield | 1.38% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/13/1993 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 12.0 | 14.1 | 7.5 | 4.2 | -2.0 | 6.0 | 6.4 | 9.3 | -10.2 | 2.6 | -9.2 | 18.4 | -9.2 | 27.2 | -31.0 | 31.2 | -7.3 | -20.5 | -0.7 | 56.9 | 12.4 | -11.9 | 117.8 | 53.6 | -54.5 | 65.4 | -1.6 | 13.1 | 28.8 | 70.7 | -2.4 | 32.4 | 0.4 | -27.4 | 7.3 | 35.1 | 20.3 | 27.4 | -10.3 | 12.0 |
| Sharpe Ratio | NA | 0.66 | 0.28 | 0.12 | 0.06 | -0.1 | NA | NA | 0.22 | -0.46 | -0.03 | -0.28 | 0.56 | -0.19 | 0.82 | -1.04 | 1.36 | -0.2 | -0.71 | -0.03 | 2.55 | 0.39 | -0.28 | 3.17 | 0.91 | -0.82 | 2.23 | -0.22 | 0.47 | 1.09 | 2.51 | -0.09 | 0.81 | -0.11 | -1.03 | 0.09 | 1.29 | 0.7 | 0.94 | -0.41 | 0.92 |
| Draw Down(%) | NA | 24.2 | 31.9 | 45.9 | 45.9 | 64.6 | NA | NA | 72.1 | 17.1 | 31.6 | 36.2 | 23.7 | 54.9 | 29.8 | 41.8 | 13.6 | 35.4 | 38.0 | 25.1 | 11.4 | 30.5 | 31.3 | 21.5 | 38.9 | 70.6 | 17.8 | 19.9 | 16.4 | 21.5 | 19.9 | 42.3 | 33.0 | 28.1 | 38.2 | 51.1 | 24.2 | 21.1 | 17.2 | 34.8 | 15.1 |
| Standard Deviation(%) | NA | 33.5 | 31.9 | 32.0 | 33.4 | 34.6 | NA | NA | 35.0 | 29.8 | 32.3 | 38.3 | 32.5 | 50.8 | 31.2 | 31.3 | 22.6 | 37.6 | 28.7 | 24.8 | 22.3 | 32.1 | 42.1 | 37.2 | 58.9 | 67.8 | 28.1 | 22.8 | 22.9 | 25.5 | 27.8 | 40.0 | 37.5 | 36.0 | 29.9 | 41.2 | 24.2 | 23.7 | 24.9 | 32.7 | 35.0 |
| Treynor Ratio | NA | 0.24 | 0.09 | 0.04 | 0.02 | -0.03 | NA | NA | 0.07 | -0.13 | -0.01 | -0.1 | 0.19 | -0.1 | 0.17 | -0.28 | 0.18 | -0.04 | -0.18 | 0.0 | 0.39 | 0.07 | -0.09 | 0.78 | 0.35 | -0.46 | 0.67 | -0.04 | 0.11 | 0.19 | 0.65 | -0.04 | 0.31 | -0.07 | -0.79 | 0.06 | 0.62 | 0.42 | 0.59 | -0.16 | 0.79 |
| Alpha | NA | 0.05 | 0.01 | -0.03 | -0.03 | -0.05 | NA | NA | 0.01 | -0.12 | -0.06 | 0.07 | -0.01 | -0.08 | -0.05 | -0.11 | -0.01 | -0.09 | -0.09 | -0.07 | 0.03 | -0.04 | -0.04 | 0.24 | 0.07 | -0.04 | 0.19 | -0.06 | 0.04 | 0.05 | 0.11 | 0.1 | 0.18 | 0.04 | -0.15 | -0.02 | 0.06 | 0.04 | 0.05 | -0.03 | 0.11 |
| Beta | NA | 0.92 | 0.95 | 1.02 | 1.01 | 1.09 | NA | NA | 1.08 | 1.09 | 0.95 | 1.09 | 0.98 | 0.99 | 1.53 | 1.14 | 1.7 | 1.82 | 1.17 | 1.45 | 1.45 | 1.78 | 1.35 | 1.51 | 1.55 | 1.21 | 0.94 | 1.19 | 0.99 | 1.46 | 1.07 | 0.95 | 0.99 | 0.56 | 0.39 | 0.7 | 0.51 | 0.39 | 0.4 | 0.81 | 0.4 |
| RSquared | NA | 0.44 | 0.35 | 0.3 | 0.28 | 0.34 | NA | NA | 0.33 | 0.21 | 0.15 | 0.47 | 0.16 | 0.45 | 0.38 | 0.39 | 0.25 | 0.41 | 0.4 | 0.45 | 0.51 | 0.49 | 0.56 | 0.53 | 0.5 | 0.53 | 0.28 | 0.28 | 0.2 | 0.4 | 0.43 | 0.38 | 0.32 | 0.12 | 0.06 | 0.13 | 0.14 | 0.04 | 0.02 | 0.06 | 0.01 |
| Yield(%) | N/A | 0.7 | 1.4 | 1.5 | 1.7 | 1.1 | 2.4 | 2.7 | N/A | 1.2 | 1.4 | 1.5 | 1.8 | 1.5 | 1.9 | 1.3 | 1.5 | 1.3 | 0.9 | 1.2 | 0.7 | 0.0 | 0.0 | 0.0 | 0.5 | 0.9 | 1.1 | 1.0 | 1.1 | 1.2 | 1.4 | 1.1 | 1.5 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | 0.0 | -23.5 | -5.2 | 227.9 | 500.6 | N/A | N/A | -21.4 | -17.6 | 0.0 | 0.0 | 0.0 | 0.0 | 15.3 | 11.3 | 1.9 | -18.8 | 156.0 | N/A | N/A | N/A | -100.0 | -72.7 | 29.4 | 6.2 | 14.3 | 12.2 | 38.7 | 19.7 | 0.0 | 0.0 | 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 08/13/1993
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