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COF: Capital One Financial Corporation (STOCK)
Basic Info 212.85 1.52(0.72%) July 25
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/16/1994 |
| Last Dividend Date: | 05/23/2025 |
| 12-Mo. Yield | 1.61% |
| 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 11/16/1994 |
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(%) | -2.5 | 20.1 | 45.7 | 26.6 | 29.0 | 12.7 | 13.5 | 6.5 | 14.0 | 38.2 | 44.3 | -34.6 | 49.3 | -2.7 | 38.6 | -22.8 | 16.9 | 24.4 | -10.5 | 9.5 | 34.2 | 37.5 | -0.2 | 11.6 | 24.0 | -30.2 | -38.4 | -11.0 | 2.7 | 37.6 | 106.7 | -44.8 | -17.9 | 36.9 | 25.7 | 112.2 | 50.5 | 50.8 | 49.2 | -0.0 |
| Sharpe Ratio | NA | 0.84 | 1.07 | 0.66 | 0.74 | 0.3 | NA | NA | 0.27 | 1.17 | 1.27 | -0.85 | 1.57 | -0.04 | 1.54 | -1.01 | 0.79 | 0.86 | -0.4 | 0.55 | 1.61 | 1.47 | -0.01 | 0.31 | 0.22 | -0.35 | -1.1 | -0.61 | 0.02 | 1.55 | 2.35 | -0.55 | -0.42 | 0.61 | 0.42 | 1.79 | 1.12 | 1.32 | 1.34 | -0.13 |
| Draw Down(%) | NA | 28.2 | 28.2 | 29.5 | 50.4 | 60.3 | NA | NA | 90.2 | 13.7 | 29.5 | 44.4 | 21.9 | 60.3 | 14.9 | 31.9 | 19.2 | 23.0 | 21.2 | 12.0 | 19.1 | 15.2 | 33.1 | 21.5 | 75.0 | 54.6 | 45.3 | 22.2 | 16.1 | 20.5 | 34.9 | 62.4 | 44.5 | 32.5 | 39.3 | 51.7 | 28.1 | 19.5 | 21.6 | 15.2 |
| Standard Deviation(%) | NA | 42.7 | 39.9 | 35.4 | 36.1 | 37.1 | NA | NA | 46.2 | 29.6 | 32.3 | 42.5 | 31.4 | 73.1 | 24.1 | 24.1 | 20.7 | 28.1 | 26.3 | 17.1 | 21.2 | 25.8 | 39.2 | 37.5 | 107.3 | 87.8 | 37.9 | 23.7 | 20.3 | 23.7 | 45.1 | 83.5 | 48.7 | 53.7 | 52.8 | 60.7 | 41.7 | 35.3 | 33.9 | 32.1 |
| Treynor Ratio | NA | 0.23 | 0.28 | 0.17 | 0.21 | 0.08 | NA | NA | 0.08 | 0.32 | 0.28 | -0.28 | 0.44 | -0.02 | 0.29 | -0.22 | 0.1 | 0.17 | -0.09 | 0.09 | 0.29 | 0.29 | 0.0 | 0.08 | 0.08 | -0.18 | -0.26 | -0.13 | 0.01 | 0.29 | 0.63 | -0.28 | -0.14 | 0.24 | 0.16 | 0.56 | 0.63 | 0.37 | 0.35 | -0.02 |
| Alpha | NA | 0.06 | 0.07 | 0.02 | 0.04 | 0.0 | NA | NA | 0.02 | 0.05 | 0.03 | -0.04 | 0.06 | -0.05 | 0.0 | -0.08 | -0.05 | 0.03 | -0.04 | -0.01 | -0.01 | 0.06 | 0.0 | -0.02 | 0.01 | 0.27 | -0.2 | -0.1 | 0.0 | 0.09 | 0.15 | 0.04 | 0.03 | 0.23 | 0.03 | 0.17 | 0.1 | 0.08 | 0.02 | 0.09 |
| Beta | NA | 1.54 | 1.53 | 1.41 | 1.3 | 1.4 | NA | NA | 1.55 | 1.07 | 1.46 | 1.3 | 1.11 | 1.6 | 1.28 | 1.08 | 1.6 | 1.45 | 1.14 | 1.07 | 1.16 | 1.31 | 1.36 | 1.45 | 2.83 | 1.71 | 1.59 | 1.11 | 0.86 | 1.24 | 1.68 | 1.62 | 1.43 | 1.37 | 1.43 | 1.93 | 0.75 | 1.27 | 1.3 | 1.76 |
| RSquared | NA | 0.68 | 0.55 | 0.45 | 0.39 | 0.48 | NA | NA | 0.41 | 0.2 | 0.34 | 0.55 | 0.22 | 0.58 | 0.44 | 0.59 | 0.26 | 0.46 | 0.46 | 0.51 | 0.37 | 0.42 | 0.66 | 0.49 | 0.51 | 0.64 | 0.46 | 0.23 | 0.19 | 0.34 | 0.4 | 0.3 | 0.4 | 0.32 | 0.24 | 0.43 | 0.1 | 0.18 | 0.09 | 0.34 |
| Yield(%) | N/A | 0.7 | 1.6 | 2.2 | 3.4 | 2.6 | 3.8 | 1.6 | N/A | 1.8 | 2.6 | 1.6 | 2.7 | 1.0 | 2.1 | 1.6 | 2.3 | 2.8 | 2.3 | 1.6 | 1.6 | 0.5 | 0.5 | 0.5 | 1.6 | 3.2 | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 | 0.2 | 0.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | 0.0 | 28.6 | 21.7 | 255.1 | 693.0 | N/A | N/A | 0.0 | 0.0 | -7.7 | 160.0 | -37.5 | 0.0 | -20.0 | 0.0 | 5.3 | 58.3 | 26.3 | 375.0 | 0.0 | 0.0 | -61.9 | -65.0 | 1288.9 | 0.0 | 0.0 | -3.6 | 2.8 | 0.0 | 0.9 | 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 11/16/1994
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| 3. Capital One Financial Corporation 401K Plan Fidelity | (0%) |
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