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C-PJ: Citigroup Inc (STOCK)
Basic Info 25.08 0.09(0.36%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/17/2013 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/17/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 0.2 | 8.3 | 3.6 | 5.4 | 6.4 | 7.0 | 10.0 | -1.4 | 2.5 | 7.4 | 15.3 | -3.1 | 9.6 | 6.5 | 10.2 | 11.8 | 5.8 |
Sharpe Ratio | NA | -0.71 | 0.8 | 0.22 | 0.28 | 0.51 | 0.59 | 1.12 | -0.37 | 0.35 | 0.27 | 2.22 | -0.75 | 1.56 | 0.72 | 1.59 | 2.3 | 3.71 |
Draw Down(%) | NA | 3.2 | 3.2 | 7.5 | 27.3 | 27.3 | 27.3 | 2.2 | 5.9 | 4.0 | 27.3 | 2.1 | 8.1 | 3.2 | 9.4 | 4.3 | 3.6 | 1.5 |
Standard Deviation(%) | NA | 6.4 | 5.1 | 6.2 | 13.2 | 10.4 | 10.2 | 5.2 | 7.6 | 7.1 | 26.3 | 6.3 | 5.9 | 5.8 | 8.7 | 6.4 | 5.1 | 5.8 |
Treynor Ratio | NA | -5.69 | 0.91 | 0.12 | 0.12 | 0.22 | 0.24 | 0.6 | -0.25 | 0.15 | 0.16 | 1.5 | -0.48 | 0.56 | 0.28 | 0.93 | 0.95 | 2.24 |
Alpha | NA | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.04 | -0.02 | 0.02 | 0.01 | 0.04 | 0.04 | 0.07 |
Beta | NA | 0.01 | 0.05 | 0.11 | 0.29 | 0.25 | 0.25 | 0.1 | 0.11 | 0.17 | 0.46 | 0.09 | 0.09 | 0.16 | 0.22 | 0.11 | 0.12 | 0.1 |
RSquared | NA | 0.0 | 0.01 | 0.1 | 0.23 | 0.19 | 0.18 | 0.06 | 0.13 | 0.11 | 0.38 | 0.03 | 0.07 | 0.04 | 0.12 | 0.07 | 0.08 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/17/2013
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