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CFNL: Cardinal Financial Corp (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/24/1998 |
Last Dividend Date: | 02/07/2017 |
12-Mo. Yield | 2.29% |
Expenses | - |
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Performance Analytics (As of 04/21/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/27/1998 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 6.0 | 38.3 | 20.0 | 21.9 | 12.7 | 14.8 | 6.6 | -11.1 | 47.2 | 17.1 | 12.4 | 11.9 | 54.0 | -6.6 | 34.1 | 54.4 | -38.6 | -8.7 | -6.5 | -1.2 | 34.7 | 90.1 | -31.8 | 89.0 | -40.0 | -11.8 | -27.9 |
Sharpe Ratio | NA | 1.37 | 0.79 | 0.88 | 0.3 | NA | 0.14 | -1.22 | 1.61 | 0.78 | 0.55 | 0.48 | 2.3 | -0.16 | 0.94 | 0.95 | -0.49 | -0.42 | -0.29 | -0.13 | 1.33 | 3.11 | -0.7 | 1.88 | -0.64 | -0.3 | -0.99 |
Draw Down(%) | NA | 20.6 | 28.2 | 28.2 | 57.7 | NA | 69.1 | 16.7 | 21.9 | 12.2 | 13.4 | 20.5 | 12.1 | 31.7 | 23.0 | 20.2 | 54.3 | 19.6 | 27.4 | 29.0 | 13.2 | 13.4 | 42.3 | 20.2 | 47.9 | 34.8 | 39.5 |
Standard Deviation(%) | NA | 27.7 | 25.0 | 24.9 | 41.0 | NA | 42.1 | 26.6 | 29.1 | 21.9 | 22.5 | 24.9 | 23.7 | 40.6 | 36.0 | 57.4 | 80.8 | 27.7 | 34.1 | 26.5 | 25.3 | 28.8 | 47.0 | 47.1 | 68.4 | 49.7 | 55.9 |
Treynor Ratio | NA | 0.23 | 0.18 | 0.21 | 0.11 | NA | 0.08 | -0.12 | 0.36 | 0.19 | 0.12 | 0.12 | 0.58 | -0.05 | 0.26 | 0.39 | -0.37 | -0.14 | -0.06 | -0.03 | 0.71 | 13.22 | -13.86 | 50.05 | -31.61 | -1.04 | -1.07 |
Alpha | NA | 0.02 | 0.01 | 0.0 | -0.04 | NA | 0.0 | -0.34 | 0.11 | 0.06 | 0.0 | -0.05 | 0.13 | -0.02 | 0.06 | 0.09 | 0.1 | -0.04 | -0.1 | -0.01 | 0.11 | 0.26 | -0.11 | 0.29 | -0.13 | -0.02 | -0.28 |
Beta | NA | 1.67 | 1.09 | 1.03 | 1.16 | NA | 0.78 | 2.8 | 1.28 | 0.9 | 1.0 | 0.95 | 0.93 | 1.29 | 1.33 | 1.4 | 1.07 | 0.82 | 1.72 | 1.04 | 0.47 | 0.07 | 0.02 | 0.02 | 0.01 | 0.14 | 0.52 |
RSquared | NA | 0.35 | 0.33 | 0.27 | 0.35 | NA | 0.13 | 0.51 | 0.34 | 0.4 | 0.26 | 0.18 | 0.25 | 0.54 | 0.44 | 0.43 | 0.29 | 0.22 | 0.26 | 0.16 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.06 |
Yield(%) | N/A | 2.3 | 2.4 | 3.1 | 2.2 | 3.6 | N/A | 0.4 | 2.2 | 2.3 | 1.9 | 1.4 | 1.9 | 1.0 | 0.9 | 0.7 | 0.4 | 0.4 | 0.4 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 8.9 | 118.3 | 426.5 | N/A | N/A | N/A | -72.9 | 9.1 | 29.4 | 47.8 | 15.0 | 66.7 | 50.0 | 100.0 | 0.0 | 0.0 | 0.0 | 300.0 | 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 07/27/1998
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