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CARV: Carver Bancorp, Inc. (STOCK)
Basic Info 2.5 0.05(1.96%) July 25
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/25/1994 |
| Last Dividend Date: | 08/25/2010 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/25/1994 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 35.9 | 25.0 | -23.9 | -15.8 | -8.2 | -21.8 | -19.9 | -11.0 | -5.1 | -52.1 | -51.9 | 31.6 | 167.1 | -18.5 | 2.4 | -9.6 | -14.1 | -40.0 | -10.6 | 65.2 | -49.0 | -71.0 | -78.4 | 94.4 | -61.3 | -10.8 | 3.3 | -21.6 | -20.3 | 129.3 | 25.3 | -7.2 | -12.0 | 27.1 | -46.2 | 97.0 | -8.3 | 44.0 | -18.4 |
| Sharpe Ratio | NA | 0.99 | 0.33 | -0.42 | -0.21 | -0.09 | NA | NA | -0.14 | -0.16 | -0.93 | -0.69 | 0.25 | 1.03 | -0.26 | 0.01 | -0.08 | -0.13 | -0.52 | -0.14 | 0.85 | -0.33 | -0.31 | -0.64 | 0.62 | -0.96 | -0.41 | 0.0 | -2.32 | -1.11 | 5.87 | 0.85 | -0.42 | -0.38 | 0.41 | -1.95 | 2.57 | -0.29 | 1.05 | -1.51 |
| Draw Down(%) | NA | 30.7 | 36.1 | 80.4 | 95.4 | 95.4 | NA | NA | 99.6 | 43.4 | 76.6 | 68.7 | 67.8 | 57.0 | 47.4 | 75.4 | 59.0 | 49.6 | 52.8 | 64.6 | 40.3 | 73.5 | 96.4 | 82.3 | 71.8 | 68.1 | 24.2 | 13.5 | 24.3 | 30.4 | 5.9 | 30.2 | 20.1 | 44.2 | 37.1 | 51.9 | 12.0 | 21.3 | 19.8 | 21.9 |
| Standard Deviation(%) | NA | 70.9 | 65.8 | 65.6 | 84.3 | 110.2 | NA | NA | 93.3 | 71.7 | 60.9 | 77.0 | 124.8 | 161.6 | 75.1 | 158.0 | 129.2 | 112.8 | 77.1 | 78.1 | 77.0 | 147.4 | 231.3 | 121.8 | 150.9 | 64.6 | 33.6 | 13.2 | 10.3 | 19.1 | 21.9 | 28.3 | 23.3 | 42.5 | 58.1 | 25.4 | 36.2 | 40.7 | 38.2 | 46.8 |
| Treynor Ratio | NA | 17.45 | 2.2 | -0.51 | -0.27 | -0.18 | NA | NA | -0.29 | -0.55 | -0.47 | -0.54 | 0.48 | 3.82 | -0.44 | 0.02 | -0.04 | -0.62 | -1.16 | -0.2 | 1.01 | -1.38 | -0.3 | 23.31 | 2.05 | -3.46 | 2.12 | 0.0 | 2.58 | -3.35 | 9.69 | 1.23 | -1.36 | -0.65 | 0.61 | -1.35 | 5.3 | -1.63 | 0.53 | -0.82 |
| Alpha | NA | 0.31 | 0.16 | -0.07 | 0.03 | 0.22 | NA | NA | 0.13 | 0.04 | -0.33 | -0.11 | 0.38 | 1.05 | -0.02 | 0.64 | 0.16 | 0.19 | -0.09 | 0.05 | 0.24 | 0.17 | 0.81 | -0.29 | 0.67 | -0.27 | -0.03 | 0.0 | -0.1 | -0.09 | 0.32 | 0.12 | -0.03 | -0.02 | 0.12 | -0.28 | 0.26 | -0.02 | 0.07 | -0.4 |
| Beta | NA | 0.04 | 0.1 | 0.54 | 0.66 | 0.55 | NA | NA | 0.44 | 0.21 | 1.2 | 0.99 | 0.65 | 0.43 | 0.45 | 0.55 | 2.47 | 0.23 | 0.34 | 0.52 | 0.64 | 0.36 | 2.36 | -0.03 | 0.46 | 0.18 | -0.07 | 0.06 | -0.09 | 0.06 | 0.13 | 0.2 | 0.07 | 0.25 | 0.39 | 0.37 | 0.18 | 0.07 | 0.76 | 0.87 |
| RSquared | NA | 0.0 | 0.0 | 0.02 | 0.02 | 0.0 | NA | NA | 0.0 | 0.0 | 0.07 | 0.1 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | 0.0 | 0.02 | 0.01 | 0.09 | 0.01 | 0.0 | 0.02 | 0.04 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | N/A | 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 | 1.8 | 7.7 | 2.9 | 2.5 | 2.2 | 1.5 | 1.0 | 1.8 | 0.5 | 0.5 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | -100.0 | -99.0 | 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 | -100.0 | -62.5 | 0.0 | 5.3 | 11.8 | 13.3 | 25.0 | 20.0 | 300.0 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/25/1994
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