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C-PN: Citigroup Capital XIII TR PFD SECS (STOCK)
Basic Info 29.78 0.01(0.03%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/19/2012 |
Last Dividend Date: | 01/26/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/19/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 7.1 | 11.9 | 11.1 | 9.8 | 8.7 | 8.5 | 11.1 | 9.2 | 3.9 | 9.9 | 14.3 | 4.0 | 14.3 | 6.3 | 5.4 | 4.8 | 4.7 | 5.4 |
Sharpe Ratio | NA | 3.78 | 0.99 | 1.09 | 0.75 | 0.91 | 0.94 | 0.71 | 0.97 | 0.55 | 0.51 | 2.27 | 0.55 | 2.52 | 1.3 | 1.69 | 1.53 | 0.74 | 1.62 |
Draw Down(%) | NA | 1.6 | 4.0 | 6.1 | 20.7 | 20.7 | 20.7 | 6.1 | 4.0 | 6.2 | 20.7 | 2.7 | 2.0 | 2.6 | 3.4 | 1.5 | 1.7 | 4.2 | 2.7 |
Standard Deviation(%) | NA | 5.6 | 8.2 | 8.1 | 11.0 | 8.4 | 8.1 | 9.7 | 8.0 | 7.1 | 19.0 | 5.7 | 4.9 | 5.4 | 4.7 | 3.2 | 3.1 | 6.4 | 6.4 |
Treynor Ratio | NA | 67.01 | 1.04 | 0.89 | 0.38 | 0.44 | 0.46 | 0.63 | 0.89 | 0.38 | 0.29 | 1.44 | 0.53 | 0.76 | 0.66 | 2.24 | 2.0 | 0.35 | 1.64 |
Alpha | NA | 0.07 | 0.03 | 0.03 | 0.02 | 0.02 | 0.02 | 0.02 | 0.04 | 0.01 | 0.01 | 0.04 | 0.01 | 0.04 | 0.02 | 0.02 | 0.02 | 0.0 | 0.04 |
Beta | NA | 0.0 | 0.08 | 0.1 | 0.21 | 0.17 | 0.17 | 0.11 | 0.09 | 0.1 | 0.33 | 0.09 | 0.05 | 0.18 | 0.09 | 0.02 | 0.02 | 0.13 | 0.06 |
RSquared | NA | 0.0 | 0.01 | 0.05 | 0.18 | 0.14 | 0.13 | 0.02 | 0.07 | 0.04 | 0.37 | 0.04 | 0.03 | 0.05 | 0.07 | 0.01 | 0.01 | 0.06 | 0.02 |
Yield(%) | N/A | 2.7 | 10.1 | 8.2 | 7.8 | 7.5 | N/A | 10.1 | 6.9 | 5.9 | 6.8 | 8.5 | 7.7 | 7.3 | 6.7 | 7.4 | 7.2 | 7.0 | 3.6 |
Dividend Growth(%) | N/A | -73.3 | 36.9 | 9.5 | 10.7 | N/A | N/A | 50.8 | 15.1 | -13.1 | -15.5 | 6.6 | 12.2 | 7.4 | -10.2 | 0.0 | 0.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2012
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