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C-PN: Citigroup Capital XIII TR PFD SECS (STOCK)
Basic Info 29.72 0.04(0.13%) June 27
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/19/2012 |
| Last Dividend Date: | 04/29/2025 |
| 12-Mo. Yield | 9.86% |
| Expenses | - |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/19/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 3.8 | 10.6 | 13.8 | 10.9 | 9.6 | 8.7 | 16.4 | 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 | 0.62 | 1.11 | 1.34 | 1.15 | 0.95 | 0.95 | 2.4 | 0.77 | 0.97 | 0.55 | 0.5 | 2.26 | 0.54 | 2.52 | 1.3 | 1.69 | 1.53 | 0.73 | 1.62 |
| Draw Down(%) | NA | 5.4 | 5.4 | 6.1 | 6.2 | 20.7 | 20.7 | 1.8 | 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 | 8.0 | 6.7 | 7.8 | 7.8 | 8.6 | 7.9 | 5.3 | 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 | 0.67 | 0.94 | 1.26 | 0.98 | 0.49 | 0.49 | 1.78 | 0.68 | 0.88 | 0.38 | 0.29 | 1.44 | 0.52 | 0.76 | 0.65 | 2.24 | 2.0 | 0.35 | 1.64 |
| Alpha | NA | 0.02 | 0.03 | 0.04 | 0.03 | 0.02 | 0.02 | 0.04 | 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 | 0.07 | 0.08 | 0.08 | 0.09 | 0.17 | 0.16 | 0.07 | 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 | 0.05 | 0.06 | 0.04 | 0.04 | 0.13 | 0.12 | 0.03 | 0.02 | 0.07 | 0.04 | 0.36 | 0.04 | 0.03 | 0.05 | 0.07 | 0.01 | 0.01 | 0.06 | 0.02 |
| Yield(%) | N/A | 4.6 | 9.9 | 10.4 | 8.8 | 8.4 | N/A | 10.5 | 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 | -53.9 | -4.2 | 51.9 | 17.0 | N/A | N/A | 5.4 | 50.8 | 15.4 | -13.7 | -15.1 | 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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