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COBZ: CoBiz Financial Inc (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/18/2012 |
| Last Dividend Date: | 07/27/2018 |
| 12-Mo. Yield | 1.61% |
| Expenses | - |
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Performance Analytics (As of 10/01/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/18/2012 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.4 | 12.7 | 19.7 | 17.8 | 7.7 | 23.2 | 10.8 | 18.4 | 25.9 | 2.2 | 9.8 | 60.1 | 25.1 | -4.5 | 28.9 | -50.3 | -32.9 | -31.5 | 22.2 | -9.2 | 67.0 | 25.8 | 11.3 | 19.7 | 36.9 | 17.7 | -23.0 |
| Sharpe Ratio | NA | 0.58 | 0.78 | 0.69 | -0.28 | 0.91 | 0.72 | 0.74 | 0.93 | 0.08 | 0.39 | 2.1 | 2.23 | -0.43 | 0.24 | -0.81 | -0.57 | -1.56 | -0.01 | -1.0 | 1.57 | 0.21 | -0.28 | -0.03 | 0.38 | 0.31 | -0.8 |
| Draw Down(%) | NA | 13.7 | 25.3 | 25.3 | 66.2 | 25.3 | 13.7 | 12.9 | 22.6 | 17.0 | 19.4 | 17.4 | 11.7 | 38.3 | 38.1 | 59.2 | 65.4 | 34.7 | 8.0 | 22.7 | 10.9 | 11.3 | 19.7 | 28.9 | 13.1 | 22.7 | 36.3 |
| Standard Deviation(%) | NA | 19.9 | 24.5 | 25.2 | 44.4 | 25.2 | 18.6 | 24.2 | 27.5 | 25.8 | 25.1 | 28.6 | 23.5 | 53.0 | 43.4 | 84.9 | 92.5 | 34.5 | 24.3 | 30.3 | 30.2 | 31.6 | 30.3 | 45.8 | 36.3 | 46.2 | 52.2 |
| Treynor Ratio | NA | 0.14 | 0.17 | 0.17 | -0.1 | 0.22 | 0.17 | 0.1 | 0.22 | 0.03 | 0.09 | 0.51 | 0.54 | -0.14 | 0.09 | -0.41 | -0.39 | -0.46 | 0.0 | -0.23 | 0.51 | 0.09 | -0.21 | -0.03 | 0.51 | 2.17 | -1.64 |
| Alpha | NA | 0.0 | 0.01 | 0.02 | 0.02 | 0.03 | 0.01 | -0.06 | 0.05 | 0.01 | -0.01 | 0.07 | 0.12 | 0.05 | 0.08 | -0.27 | 0.24 | -0.14 | 0.04 | -0.02 | 0.18 | 0.02 | 0.05 | 0.1 | 0.1 | 0.09 | -0.18 |
| Beta | NA | 0.84 | 1.09 | 1.03 | 1.31 | 1.03 | 0.81 | 1.79 | 1.17 | 0.82 | 1.09 | 1.18 | 0.97 | 1.7 | 1.18 | 1.69 | 1.34 | 1.17 | 1.25 | 1.3 | 0.93 | 0.7 | 0.4 | 0.5 | 0.27 | 0.07 | 0.26 |
| RSquared | NA | 0.27 | 0.28 | 0.25 | 0.33 | 0.25 | 0.37 | 0.25 | 0.31 | 0.24 | 0.24 | 0.2 | 0.28 | 0.56 | 0.24 | 0.3 | 0.36 | 0.3 | 0.27 | 0.19 | 0.12 | 0.14 | 0.12 | 0.06 | 0.03 | 0.0 | 0.01 |
| Yield(%) | N/A | 1.6 | 1.8 | 2.1 | 1.9 | N/A | 1.3 | 1.3 | 1.5 | 1.3 | 1.2 | 1.6 | 0.7 | 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 |
| Dividend Growth(%) | N/A | 51.2 | 68.7 | N/A | N/A | N/A | 21.4 | 10.5 | 11.8 | 13.3 | 25.0 | 200.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/2012
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Related 401K Plans
| 1. CoBiz Employees 401(k) Plan | (70%) |
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