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BXS: BancorpSouth Bank (STOCK)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/16/1985 |
Last Dividend Date: | 12/14/2021 |
12-Mo. Yield | 2.85% |
Expenses | - |
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Performance Analytics (As of 12/30/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/16/1985 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.1 | 14.2 | 8.5 | 2.0 | 12.6 | 3.1 | 5.5 | 8.8 | 13.9 | -9.6 | 20.2 | -16.9 | 1.3 | 29.4 | 6.6 | -11.4 | 74.8 | 31.9 | -30.9 | -32.0 | 0.4 | -1.1 | -12.0 | 21.5 | -9.4 | 2.7 | 22.1 | 17.0 | 36.2 | -25.3 | -9.6 | -23.6 | 70.3 | 37.0 | 20.9 | 1.5 | -2.9 | 27.1 | 33.7 | 12.2 | -5.8 | 7.5 | -3.6 | 27.3 | 43.4 |
Sharpe Ratio | NA | 0.44 | 0.18 | 0.04 | 0.38 | NA | NA | 0.19 | 0.43 | -0.15 | -0.14 | -1.58 | -0.73 | -0.16 | -0.45 | -1.26 | 2.51 | 0.46 | -1.02 | -1.3 | -0.33 | -0.3 | -1.09 | -0.04 | -1.23 | -0.75 | 0.16 | -0.1 | 0.38 | -1.44 | -0.56 | -0.83 | 2.79 | 1.2 | 0.64 | -0.04 | -0.13 | 0.66 | 0.74 | 0.14 | -0.29 | 0.08 | -0.15 | 0.66 | 15.35 |
Draw Down(%) | NA | 27.5 | 45.9 | 47.6 | 47.6 | NA | NA | 68.8 | 27.5 | 43.7 | 19.7 | 30.3 | 14.7 | 21.0 | 16.9 | 24.2 | 9.3 | 18.4 | 50.0 | 48.7 | 30.1 | 41.6 | 21.5 | 13.1 | 19.6 | 17.7 | 11.8 | 22.1 | 17.6 | 30.7 | 19.0 | 28.4 | 11.7 | 15.7 | 15.2 | 14.5 | 27.1 | 14.1 | 13.1 | 16.3 | 13.3 | 16.3 | 27.8 | 19.4 | 5.7 |
Standard Deviation(%) | NA | 32.1 | 43.6 | 37.1 | 32.3 | NA | NA | 36.1 | 32.2 | 64.6 | 22.1 | 24.3 | 24.6 | 29.5 | 26.7 | 23.8 | 22.4 | 29.6 | 48.6 | 39.1 | 55.3 | 68.4 | 31.4 | 22.1 | 24.7 | 22.3 | 18.2 | 26.6 | 40.0 | 33.6 | 23.1 | 32.5 | 23.8 | 27.7 | 26.8 | 40.0 | 39.5 | 37.1 | 40.3 | 49.3 | 39.9 | 34.1 | 50.7 | 34.9 | 30.6 |
Treynor Ratio | NA | 0.13 | 0.06 | 0.01 | 0.1 | NA | NA | 0.07 | 0.13 | -0.08 | -0.03 | -0.43 | -0.08 | -0.03 | -0.1 | -0.24 | 0.46 | 0.1 | -0.35 | -0.54 | -0.12 | -0.17 | -0.26 | -0.01 | -0.17 | -0.15 | 0.04 | -0.04 | 0.21 | -1.22 | -0.62 | -0.43 | 2.22 | 2.25 | -1.58 | -0.12 | -0.61 | -6.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.06 | -0.05 | -0.01 | NA | NA | 0.02 | -0.03 | -0.08 | -0.03 | -0.06 | -0.07 | 0.1 | 0.05 | -0.08 | 0.1 | 0.07 | -0.09 | -0.19 | -0.08 | 0.29 | -0.04 | 0.04 | -0.01 | -0.03 | -0.01 | 0.11 | 0.16 | -0.13 | -0.06 | -0.15 | 0.18 | 0.12 | 0.09 | 0.03 | 0.01 | 0.11 | 0.19 | 0.08 | -0.01 | 0.04 | 0.01 | 0.1 | 0.75 |
Beta | NA | 1.06 | 1.23 | 1.2 | 1.23 | NA | NA | 1.02 | 1.06 | 1.27 | 1.1 | 0.9 | 2.14 | 1.49 | 1.19 | 1.23 | 1.22 | 1.33 | 1.42 | 0.94 | 1.53 | 1.23 | 1.29 | 1.36 | 1.74 | 1.15 | 0.66 | 0.7 | 0.73 | 0.4 | 0.21 | 0.62 | 0.3 | 0.15 | -0.11 | 0.12 | 0.08 | -0.04 | -0.4 | 0.09 | -0.07 | -0.15 | 0.26 | 0.12 | -0.61 |
RSquared | NA | 0.21 | 0.41 | 0.4 | 0.4 | NA | NA | 0.22 | 0.21 | 0.47 | 0.39 | 0.39 | 0.38 | 0.46 | 0.46 | 0.37 | 0.38 | 0.35 | 0.51 | 0.21 | 0.58 | 0.52 | 0.43 | 0.43 | 0.56 | 0.35 | 0.36 | 0.43 | 0.16 | 0.08 | 0.02 | 0.14 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.9 | 2.9 | 2.2 | 4.2 | 2.0 | 3.5 | N/A | 2.8 | 2.3 | 2.6 | 2.0 | 1.7 | 1.9 | 1.6 | 1.0 | 0.8 | 0.3 | 0.8 | 3.7 | 3.7 | 3.7 | 3.0 | 3.5 | 3.2 | 3.1 | 3.4 | 3.7 | 4.4 | 3.3 | 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 |
Dividend Growth(%) | N/A | 4.7 | 39.7 | 179.8 | -35.7 | 76.2 | N/A | N/A | 6.8 | 4.3 | 12.9 | 19.2 | 18.2 | 22.2 | 38.5 | 116.7 | 200.0 | -71.4 | -84.1 | 0.0 | 1.1 | 4.8 | 5.1 | 3.9 | 4.1 | 10.6 | 8.2 | 7.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/1985
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