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CLP: Colonial Properties Trust Inc (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/24/1993 |
| Last Dividend Date: | 07/17/2013 |
| 12-Mo. Yield | 3.86% |
| Expenses | - |
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Performance Analytics (As of 10/01/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/24/1993 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 10.4 | 14.0 | 8.7 | 3.5 | 8.5 | 12.1 | 12.1 | 7.6 | 5.9 | 18.2 | 58.7 | 54.8 | -59.4 | -33.5 | 18.2 | 14.2 | 6.3 | 26.0 | 17.7 | 30.4 | 30.0 | 4.4 | 4.3 | 16.9 | 44.6 | 38.3 | 28.8 | -7.1 |
| Sharpe Ratio | NA | 0.57 | 0.52 | 0.13 | 0.05 | NA | NA | 0.26 | 0.53 | 0.32 | 0.49 | 1.44 | 0.55 | -0.6 | -1.27 | 0.84 | 0.59 | 0.25 | 2.01 | 0.84 | 1.93 | 1.34 | 0.06 | 0.03 | 0.73 | 2.41 | 2.24 | 1.41 | -1.14 |
| Draw Down(%) | NA | 13.6 | 22.8 | 82.9 | 90.9 | NA | NA | 90.9 | 13.6 | 12.9 | 22.8 | 22.4 | 65.5 | 85.4 | 43.0 | 14.6 | 14.0 | 15.7 | 8.9 | 19.3 | 10.2 | 14.0 | 16.2 | 18.7 | 8.3 | 10.9 | 5.3 | 9.3 | 13.0 |
| Standard Deviation(%) | NA | 18.1 | 26.7 | 66.2 | 50.9 | NA | NA | 38.4 | 19.1 | 18.2 | 36.8 | 40.7 | 100.2 | 100.7 | 28.8 | 17.9 | 20.3 | 21.0 | 12.6 | 19.7 | 14.8 | 19.4 | 21.2 | 29.0 | 18.2 | 16.9 | 15.4 | 18.4 | 22.7 |
| Treynor Ratio | NA | 0.16 | 0.12 | 0.05 | 0.01 | NA | NA | 0.1 | 0.13 | 0.08 | 0.14 | 0.34 | 0.2 | -0.37 | -0.33 | 0.17 | 0.1 | 0.06 | 0.71 | 0.54 | 1.01 | 1.29 | 0.07 | 0.02 | 0.76 | 1.63 | 4.31 | 0.66 | -0.92 |
| Alpha | NA | 0.0 | -0.01 | 0.03 | 0.01 | NA | NA | 0.03 | -0.03 | -0.02 | 0.07 | 0.11 | 0.07 | 0.09 | -0.17 | 0.02 | 0.04 | -0.01 | 0.06 | 0.1 | 0.12 | 0.11 | 0.0 | -0.02 | 0.04 | 0.12 | 0.11 | 0.1 | -0.11 |
| Beta | NA | 0.66 | 1.14 | 1.83 | 1.65 | NA | NA | 1.04 | 0.76 | 0.72 | 1.31 | 1.71 | 2.78 | 1.62 | 1.1 | 0.87 | 1.21 | 0.87 | 0.36 | 0.3 | 0.28 | 0.2 | 0.17 | 0.44 | 0.18 | 0.25 | 0.08 | 0.39 | 0.28 |
| RSquared | NA | 0.18 | 0.51 | 0.45 | 0.43 | NA | NA | 0.27 | 0.2 | 0.26 | 0.69 | 0.57 | 0.55 | 0.43 | 0.37 | 0.24 | 0.38 | 0.21 | 0.23 | 0.16 | 0.17 | 0.05 | 0.02 | 0.1 | 0.03 | 0.03 | 0.0 | 0.04 | 0.01 |
| Yield(%) | N/A | 3.9 | 3.9 | 3.6 | 7.4 | 11.2 | 17.8 | N/A | 2.9 | 3.4 | 2.4 | 5.0 | 8.9 | 7.7 | 28.1 | 6.3 | 6.9 | 6.8 | 7.8 | 8.4 | 9.7 | 11.1 | 9.8 | 8.8 | 9.5 | 11.3 | 12.9 | 13.5 | 0.0 |
| Dividend Growth(%) | N/A | 17.4 | -42.6 | -85.8 | 23.9 | N/A | N/A | N/A | -12.5 | 60.0 | -25.0 | -14.3 | -60.0 | -86.8 | 388.6 | 0.7 | 0.7 | 0.8 | 0.8 | 4.8 | 5.0 | 3.4 | 6.9 | 4.3 | 4.0 | 7.1 | 7.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/1993
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