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CVX: Chevron Corp (STOCK)
Basic Info 165.89 0.61(0.37%) April 26
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/31/1970 |
Last Dividend Date: | 02/15/2024 |
12-Mo. Yield | 4.04% |
Expenses | - |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1972 | 1971 | 1970 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.7 | 12.4 | 4.1 | 22.7 | 11.9 | 7.4 | 10.6 | 10.8 | 9.6 | -13.6 | 58.5 | 46.2 | -26.0 | 15.3 | -9.7 | 10.6 | 36.7 | -16.2 | -7.0 | 19.3 | 5.1 | 20.3 | 22.9 | 8.1 | -18.3 | 30.5 | 33.7 | 11.5 | 28.7 | 41.1 | -20.2 | 12.6 | 3.7 | 4.4 | 7.7 | 18.5 | 24.1 | 17.4 | 2.4 | 25.4 | 0.7 | -5.0 | 7.2 | 48.1 | 15.5 | -12.7 | 19.0 | 22.0 | -9.7 | 8.2 | -25.4 | -13.8 | 76.5 | 20.3 | 20.6 | -5.2 | 39.6 | 32.0 | -36.4 | -12.1 | 38.8 | 5.3 | 0.0 |
Sharpe Ratio | NA | 1.52 | -0.29 | 0.69 | 0.26 | 0.2 | NA | NA | 0.25 | -0.78 | 1.74 | 1.89 | -0.42 | 0.75 | -0.46 | 0.71 | 1.55 | -0.59 | -0.39 | 1.46 | 0.28 | 0.73 | 1.1 | 0.28 | -0.35 | 1.18 | 1.49 | 0.41 | 1.64 | 2.44 | -0.76 | 0.44 | -0.01 | 0.04 | 0.15 | 0.59 | 0.96 | 0.72 | -0.03 | 1.21 | -0.09 | -0.48 | 0.1 | 1.67 | 0.44 | -0.42 | 0.55 | 0.71 | -0.68 | 0.07 | -0.87 | -0.79 | 1.9 | 0.58 | 0.8 | -0.51 | 1.82 | 1.04 | -1.19 | -0.54 | 2.22 | 0.12 | NA |
Draw Down(%) | NA | 6.9 | 17.0 | 24.9 | 55.8 | 55.8 | NA | NA | 58.2 | 22.3 | 24.9 | 13.4 | 54.8 | 10.8 | 21.5 | 10.8 | 12.2 | 36.5 | 23.9 | 8.4 | 13.1 | 17.5 | 18.0 | 26.3 | 43.5 | 13.2 | 12.4 | 18.6 | 6.6 | 11.5 | 25.3 | 18.5 | 20.0 | 18.3 | 14.7 | 16.5 | 10.1 | 8.2 | 14.2 | 14.4 | 13.5 | 19.7 | 16.6 | 10.6 | 17.1 | 43.1 | 16.7 | 14.5 | 24.7 | 21.2 | 43.7 | 31.4 | 23.3 | 11.5 | 13.3 | 16.0 | 13.8 | 18.4 | 43.8 | 38.8 | 9.9 | 19.7 | 0.0 |
Standard Deviation(%) | NA | 17.8 | 21.0 | 26.4 | 35.7 | 29.7 | NA | NA | 26.7 | 23.2 | 32.9 | 24.5 | 61.8 | 18.4 | 24.3 | 14.1 | 23.5 | 27.3 | 18.1 | 13.2 | 17.8 | 27.7 | 20.8 | 28.9 | 54.9 | 23.5 | 20.5 | 22.6 | 16.9 | 16.6 | 28.0 | 23.7 | 30.5 | 28.4 | 29.4 | 25.1 | 21.3 | 18.8 | 18.5 | 19.2 | 19.1 | 18.3 | 20.1 | 25.4 | 24.5 | 39.4 | 27.1 | 23.6 | 24.1 | 31.7 | 37.8 | 30.1 | 35.8 | 22.6 | 19.5 | 17.4 | 19.8 | 26.9 | 35.3 | 31.6 | 16.3 | 18.7 | 0.0 |
Treynor Ratio | NA | 1.14 | -0.15 | 0.31 | 0.09 | 0.06 | NA | NA | 0.07 | -0.31 | 1.03 | 0.52 | -0.19 | 0.17 | -0.12 | 0.17 | 0.32 | -0.13 | -0.07 | 0.23 | 0.05 | 0.2 | 0.23 | 0.09 | -0.17 | 0.25 | 0.35 | 0.08 | 0.39 | 0.69 | -0.28 | 0.52 | -0.03 | 0.03 | 0.08 | 0.17 | 0.22 | 0.19 | -0.01 | 0.45 | -0.03 | -0.17 | 0.03 | 0.35 | 0.11 | -0.19 | 0.23 | 0.27 | -0.19 | 0.02 | -0.26 | -0.21 | 0.47 | -4.52 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
Alpha | NA | 0.09 | -0.04 | 0.06 | 0.01 | -0.01 | NA | NA | 0.01 | -0.11 | 0.24 | 0.07 | -0.17 | -0.03 | -0.02 | 0.0 | 0.08 | -0.07 | -0.07 | -0.02 | -0.04 | 0.07 | 0.03 | -0.05 | 0.15 | 0.09 | 0.07 | 0.03 | 0.07 | 0.08 | -0.01 | 0.06 | 0.02 | -0.01 | -0.02 | -0.03 | 0.02 | -0.02 | 0.01 | 0.07 | -0.01 | -0.08 | 0.03 | 0.05 | 0.01 | -0.06 | 0.05 | 0.03 | -0.05 | -0.03 | -0.18 | 0.0 | 0.12 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.24 | 0.42 | 0.59 | 1.01 | 1.02 | NA | NA | 0.89 | 0.58 | 0.56 | 0.9 | 1.36 | 0.83 | 0.94 | 0.58 | 1.15 | 1.21 | 0.98 | 0.83 | 1.06 | 1.03 | 0.99 | 0.92 | 1.13 | 1.12 | 0.88 | 1.21 | 0.71 | 0.58 | 0.75 | 0.2 | 0.11 | 0.44 | 0.53 | 0.88 | 0.92 | 0.69 | 0.77 | 0.51 | 0.59 | 0.53 | 0.62 | 1.2 | 1.02 | 0.88 | 0.65 | 0.61 | 0.84 | 1.31 | 1.27 | 1.16 | 1.45 | -0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.02 | 0.06 | 0.15 | 0.37 | 0.37 | NA | NA | 0.3 | 0.11 | 0.17 | 0.23 | 0.59 | 0.32 | 0.44 | 0.08 | 0.41 | 0.47 | 0.38 | 0.49 | 0.58 | 0.75 | 0.74 | 0.75 | 0.7 | 0.58 | 0.19 | 0.3 | 0.22 | 0.36 | 0.49 | 0.03 | 0.01 | 0.08 | 0.14 | 0.4 | 0.26 | 0.08 | 0.17 | 0.06 | 0.09 | 0.18 | 0.25 | 0.38 | 0.49 | 0.54 | 0.15 | 0.09 | 0.2 | 0.31 | 0.37 | 0.31 | 0.44 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.5 | 4.8 | 6.3 | 4.2 | 4.3 | 3.5 | 3.7 | 4.8 | 3.8 | 3.4 | 3.5 | 3.2 | 3.4 | 3.6 | 3.5 | 2.7 | 3.2 | 3.4 | 3.4 | 6.2 | 8.4 | 6.3 | 6.2 | 6.2 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -73.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 | 7.0 | 2.9 | 8.4 | 6.2 | 3.7 | 0.7 | 0.2 | 1.7 | 7.9 | 11.1 | 13.6 | 8.8 | 6.8 | 5.1 | 11.9 | 12.4 | 14.9 | -34.2 | -7.0 | 2.1 | 5.7 | 1.9 | 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 | 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 01/02/1962
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