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CL: Colgate-Palmolive Company (STOCK)
Basic Info 89.95 1.05(1.18%) March 27
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/02/1973 |
Last Dividend Date: | 01/19/2024 |
12-Mo. Yield | 2.48% |
Expenses | - |
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Performance Analytics (As of 03/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/02/1973 |
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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 13.5 | 24.4 | 7.5 | 8.7 | 5.9 | 9.9 | 8.0 | 8.7 | 3.8 | -5.4 | 2.1 | 27.2 | 18.6 | -19.2 | 17.9 | 0.4 | -1.6 | 8.4 | 26.9 | 14.5 | 16.5 | -0.9 | 21.4 | -11.1 | 20.7 | 20.2 | 8.4 | 3.2 | -3.8 | -8.6 | -10.0 | -0.1 | 40.8 | 26.8 | 59.8 | 31.7 | 11.2 | 1.9 | 12.2 | 14.4 | 32.9 | 16.3 | 35.4 | 20.0 | -3.8 | 25.1 | 32.1 | 15.7 | 9.6 | 17.2 | 14.5 | 1.7 | -13.5 | -23.1 | -21.4 | -4.3 | 19.2 | -3.0 | -22.3 |
Sharpe Ratio | NA | 4.5 | 1.34 | 0.27 | 0.33 | 0.25 | NA | NA | 0.22 | -0.03 | -0.34 | 0.14 | 0.85 | 1.07 | -0.99 | 1.13 | 0.02 | -0.09 | 0.66 | 1.71 | 1.14 | 0.88 | -0.06 | 0.96 | -0.35 | 1.25 | 1.16 | 0.4 | 0.1 | -0.23 | -0.37 | -0.49 | -0.09 | 1.11 | 0.68 | 1.9 | 1.47 | 0.37 | -0.06 | 0.45 | 0.57 | 1.29 | 0.44 | 1.31 | 0.54 | -0.2 | 0.8 | 1.08 | 0.3 | 0.14 | 0.34 | 0.15 | -0.19 | -0.91 | -1.25 | -1.29 | -0.35 | 0.45 | -0.16 | -0.81 |
Draw Down(%) | NA | 3.1 | 15.5 | 18.4 | 22.6 | 23.8 | NA | NA | 67.6 | 15.5 | 18.4 | 12.5 | 22.6 | 12.9 | 23.8 | 9.4 | 13.7 | 14.6 | 8.7 | 10.4 | 6.1 | 9.7 | 13.5 | 20.3 | 31.6 | 6.8 | 6.5 | 11.7 | 26.8 | 19.0 | 24.3 | 20.9 | 34.1 | 21.6 | 32.4 | 19.9 | 9.2 | 14.5 | 22.5 | 29.7 | 9.4 | 14.9 | 22.1 | 8.9 | 13.8 | 32.9 | 16.5 | 12.0 | 21.0 | 19.7 | 14.5 | 23.3 | 24.6 | 29.5 | 29.0 | 24.1 | 24.2 | 28.9 | 45.0 | 36.7 |
Standard Deviation(%) | NA | 12.2 | 14.4 | 17.2 | 20.8 | 18.8 | NA | NA | 25.5 | 16.5 | 20.2 | 15.1 | 31.5 | 16.1 | 20.7 | 15.3 | 15.6 | 18.0 | 12.7 | 15.7 | 12.9 | 18.7 | 16.0 | 22.1 | 34.0 | 14.2 | 14.7 | 15.5 | 22.3 | 19.6 | 26.0 | 25.5 | 46.7 | 33.9 | 34.7 | 29.6 | 19.0 | 20.0 | 17.9 | 22.6 | 20.9 | 22.5 | 25.0 | 22.7 | 28.1 | 39.4 | 25.9 | 24.8 | 30.0 | 25.6 | 28.2 | 28.9 | 33.2 | 22.7 | 22.5 | 19.4 | 22.0 | 33.6 | 52.3 | 45.3 |
Treynor Ratio | NA | 4.02 | 0.81 | 0.13 | 0.13 | 0.08 | NA | NA | 0.09 | -0.02 | -0.18 | 0.07 | 0.4 | 0.33 | -0.42 | 0.83 | 0.0 | -0.02 | 0.14 | 0.3 | 0.25 | 0.31 | -0.02 | 0.52 | -0.2 | 0.36 | 0.4 | 0.08 | 0.04 | -0.09 | -0.22 | -0.35 | -0.08 | 0.57 | 0.21 | 0.54 | 0.45 | 0.11 | -0.02 | 0.11 | 0.12 | 0.36 | 0.1 | 0.25 | 0.14 | -0.09 | 0.29 | 0.65 | 0.12 | 0.04 | 0.12 | 0.06 | -0.07 | -0.59 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.15 | 0.05 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.02 | 0.01 | -0.02 | 0.05 | 0.01 | -0.07 | 0.05 | -0.03 | -0.01 | 0.0 | 0.0 | 0.02 | 0.06 | -0.02 | 0.04 | 0.07 | 0.06 | 0.04 | 0.02 | 0.0 | -0.06 | 0.01 | -0.02 | 0.05 | 0.1 | 0.0 | 0.08 | 0.06 | -0.04 | 0.01 | 0.02 | 0.03 | 0.03 | 0.08 | 0.01 | 0.02 | -0.02 | 0.07 | 0.08 | 0.06 | -0.01 | 0.01 | 0.09 | -0.06 | -0.06 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.14 | 0.24 | 0.35 | 0.53 | 0.56 | NA | NA | 0.65 | 0.29 | 0.39 | 0.28 | 0.68 | 0.52 | 0.48 | 0.21 | 0.7 | 0.86 | 0.61 | 0.91 | 0.58 | 0.53 | 0.42 | 0.41 | 0.61 | 0.49 | 0.43 | 0.75 | 0.51 | 0.48 | 0.44 | 0.35 | 0.5 | 0.66 | 1.09 | 1.04 | 0.62 | 0.7 | 0.65 | 0.9 | 0.97 | 0.82 | 1.11 | 1.2 | 1.13 | 0.9 | 0.73 | 0.41 | 0.73 | 0.77 | 0.77 | 0.77 | 0.85 | 0.35 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.02 | 0.04 | 0.13 | 0.29 | 0.27 | NA | NA | 0.18 | 0.05 | 0.21 | 0.06 | 0.54 | 0.16 | 0.16 | 0.01 | 0.35 | 0.55 | 0.3 | 0.41 | 0.33 | 0.43 | 0.23 | 0.26 | 0.53 | 0.3 | 0.08 | 0.24 | 0.07 | 0.18 | 0.2 | 0.09 | 0.06 | 0.12 | 0.41 | 0.41 | 0.15 | 0.07 | 0.13 | 0.13 | 0.21 | 0.29 | 0.51 | 0.48 | 0.47 | 0.56 | 0.21 | 0.04 | 0.1 | 0.17 | 0.25 | 0.15 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/1973
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