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CSX: CSX Corporation (STOCK)
Basic Info 33.52 0.41(1.21%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/03/1980 |
Last Dividend Date: | 02/28/2024 |
12-Mo. Yield | 1.41% |
Expenses | - |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/03/1980 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.5 | -3.0 | 6.4 | 1.3 | 6.5 | 15.0 | 19.4 | 18.0 | 11.9 | 13.1 | -16.6 | 25.7 | 27.1 | 18.0 | 14.5 | 55.4 | 42.1 | -26.8 | 28.5 | 49.3 | -3.9 | -0.3 | 35.8 | 53.2 | -25.1 | 29.4 | 37.0 | 27.9 | 12.9 | 28.6 | -18.2 | 38.2 | -13.0 | -24.4 | -23.1 | 27.8 | -7.4 | 31.1 | -15.0 | 19.1 | 18.8 | 82.3 | -11.5 | 13.0 | 9.0 | -0.0 | -3.7 | 26.0 | -3.0 | 45.2 | -11.9 | 21.5 | 13.0 |
Sharpe Ratio | NA | -0.77 | 0.15 | -0.04 | 0.17 | 0.49 | NA | NA | 0.3 | 0.43 | -0.63 | 1.17 | 0.58 | 0.74 | 0.49 | 1.72 | 1.62 | -0.97 | 1.35 | 2.56 | -0.16 | -0.01 | 1.2 | 1.02 | -0.47 | 0.79 | 1.19 | 1.22 | 0.56 | 1.08 | -0.51 | 0.85 | -0.41 | -0.69 | -0.97 | 0.87 | -0.44 | 1.27 | -0.84 | 0.78 | 0.6 | 3.08 | -0.59 | 0.32 | 0.15 | -0.1 | -0.28 | 0.84 | -0.29 | 1.36 | -0.63 | 0.43 | 4.09 |
Draw Down(%) | NA | 13.5 | 14.5 | 29.4 | 40.5 | 40.7 | NA | NA | 69.2 | 14.5 | 29.4 | 13.1 | 40.5 | 19.8 | 21.7 | 12.8 | 15.3 | 32.9 | 11.0 | 12.8 | 18.3 | 31.5 | 19.2 | 42.5 | 55.4 | 25.4 | 20.9 | 11.8 | 18.9 | 15.4 | 37.4 | 33.9 | 38.3 | 45.7 | 38.0 | 17.2 | 19.9 | 11.0 | 29.4 | 16.1 | 18.5 | 14.1 | 30.2 | 16.3 | 23.3 | 44.2 | 28.0 | 17.5 | 29.7 | 10.6 | 38.1 | 23.4 | 8.2 |
Standard Deviation(%) | NA | 14.8 | 17.5 | 23.0 | 29.3 | 28.1 | NA | NA | 30.6 | 20.7 | 28.4 | 22.0 | 46.1 | 22.5 | 26.8 | 32.0 | 25.8 | 27.5 | 21.2 | 19.2 | 25.2 | 33.9 | 29.6 | 51.9 | 54.8 | 33.8 | 28.4 | 21.1 | 21.5 | 25.9 | 38.2 | 42.9 | 42.1 | 40.0 | 27.2 | 27.7 | 24.8 | 21.5 | 21.3 | 21.8 | 26.9 | 25.4 | 28.3 | 22.7 | 29.8 | 39.9 | 28.1 | 24.9 | 33.4 | 28.6 | 30.5 | 26.6 | 26.9 |
Treynor Ratio | NA | -0.2 | 0.04 | -0.01 | 0.05 | 0.13 | NA | NA | 0.09 | 0.1 | -0.22 | 0.26 | 0.23 | 0.16 | 0.11 | 0.52 | 0.31 | -0.23 | 0.26 | 0.43 | -0.03 | 0.0 | 0.27 | 0.36 | -0.26 | 0.2 | 0.23 | 0.2 | 0.12 | 0.3 | -0.23 | 0.42 | -0.31 | -0.65 | -0.43 | 0.29 | -0.13 | 0.23 | -0.18 | 0.21 | 0.12 | 1.05 | -0.15 | 0.07 | 0.05 | -0.04 | -0.08 | 0.22 | -0.06 | 0.36 | -0.19 | 0.14 | 1.47 |
Alpha | NA | -0.1 | -0.05 | -0.02 | -0.02 | 0.01 | NA | NA | 0.02 | -0.03 | 0.0 | 0.0 | 0.03 | -0.04 | 0.08 | 0.11 | 0.09 | -0.12 | 0.05 | 0.04 | -0.08 | 0.0 | 0.06 | 0.06 | 0.09 | 0.09 | 0.06 | 0.08 | 0.02 | 0.01 | 0.02 | 0.2 | -0.01 | -0.12 | -0.16 | 0.01 | -0.09 | -0.03 | -0.06 | 0.05 | 0.04 | 0.16 | -0.02 | -0.05 | 0.0 | 0.0 | -0.04 | 0.02 | 0.0 | 0.09 | -0.11 | 0.11 | 0.26 |
Beta | NA | 0.57 | 0.7 | 0.84 | 1.02 | 1.07 | NA | NA | 1.01 | 0.87 | 0.83 | 1.0 | 1.15 | 1.07 | 1.15 | 1.07 | 1.35 | 1.19 | 1.1 | 1.14 | 1.2 | 1.21 | 1.34 | 1.48 | 1.0 | 1.32 | 1.5 | 1.3 | 0.97 | 0.94 | 0.86 | 0.86 | 0.56 | 0.42 | 0.62 | 0.84 | 0.86 | 1.2 | 1.0 | 0.8 | 1.33 | 0.74 | 1.11 | 1.11 | 0.9 | 0.89 | 1.03 | 0.95 | 1.67 | 1.08 | 1.0 | 0.84 | 0.75 |
RSquared | NA | 0.2 | 0.21 | 0.4 | 0.55 | 0.45 | NA | NA | 0.35 | 0.3 | 0.5 | 0.36 | 0.75 | 0.36 | 0.54 | 0.04 | 0.47 | 0.45 | 0.35 | 0.43 | 0.36 | 0.7 | 0.67 | 0.6 | 0.56 | 0.39 | 0.28 | 0.4 | 0.25 | 0.38 | 0.35 | 0.19 | 0.08 | 0.04 | 0.21 | 0.31 | 0.16 | 0.19 | 0.22 | 0.1 | 0.24 | 0.18 | 0.39 | 0.41 | 0.26 | 0.55 | 0.36 | 0.2 | 0.41 | 0.26 | 0.36 | 0.21 | 0.3 |
Yield(%) | N/A | 0.3 | 1.4 | 0.5 | 0.9 | 2.5 | 6.7 | 10.0 | N/A | 1.4 | 1.1 | 0.8 | 1.4 | 1.5 | 1.6 | 2.2 | 2.8 | 2.0 | 2.2 | 2.9 | 2.5 | 2.1 | 2.0 | 2.4 | 1.7 | 1.6 | 1.2 | 1.2 | 1.3 | 1.6 | 1.4 | 3.3 | 3.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -72.7 | 9.8 | -51.7 | -8.9 | 140.8 | 677.9 | 2024.3 | N/A | 10.0 | -45.9 | -28.8 | 8.3 | 9.1 | 12.8 | 8.3 | 2.9 | 11.1 | 6.8 | 9.3 | 20.0 | 36.4 | 17.9 | 12.0 | 38.9 | 80.0 | 25.0 | 0.0 | 0.0 | 0.0 | -42.9 | -30.0 | 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 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/1980
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