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CYVF: Crystal Valley Financial Corp (STOCK)
Basic Info 58.75 0(0.0%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/17/2007 |
Last Dividend Date: | 01/31/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/17/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.2 | 3.6 | 3.0 | 5.9 | 12.3 | 11.8 | 7.4 | 6.4 | -7.9 | 27.1 | -2.5 | 16.3 | -2.8 | 29.1 | 24.0 | 32.8 | 21.8 | 41.5 | 16.6 | -1.8 | 30.0 | -32.4 | -22.1 | -13.9 |
Sharpe Ratio | NA | -1.0 | -0.03 | 0.06 | 0.23 | 0.69 | NA | 0.23 | 0.11 | -0.79 | 1.95 | -0.09 | 1.33 | -0.4 | 2.72 | 1.81 | 1.91 | 1.1 | 2.31 | 0.54 | -0.06 | 0.52 | -0.6 | -0.54 | -1.5 |
Draw Down(%) | NA | 4.1 | 9.0 | 16.6 | 25.9 | 25.9 | NA | 59.3 | 12.1 | 16.1 | 4.8 | 25.6 | 4.4 | 13.1 | 3.1 | 4.5 | 7.0 | 6.7 | 4.7 | 11.5 | 15.6 | 31.3 | 39.3 | 30.7 | 17.2 |
Standard Deviation(%) | NA | 13.0 | 19.8 | 15.9 | 18.8 | 16.5 | NA | 28.1 | 20.5 | 11.8 | 13.9 | 29.9 | 11.2 | 10.4 | 10.5 | 13.2 | 17.1 | 19.8 | 18.0 | 31.0 | 30.0 | 57.6 | 54.5 | 42.6 | 16.0 |
Treynor Ratio | NA | -1.32 | -0.06 | 0.12 | 0.25 | 0.8 | NA | 0.83 | 0.38 | -1.03 | -48.04 | -0.1 | 2.38 | -0.97 | 5.13 | 7.1 | 3.47 | 0.93 | -5.68 | 0.41 | -0.61 | -7.94 | -10.19 | 29.58 | -5.28 |
Alpha | NA | -0.06 | 0.0 | 0.01 | 0.01 | 0.04 | NA | 0.04 | 0.01 | -0.03 | 0.1 | -0.02 | 0.05 | -0.01 | 0.1 | 0.09 | 0.12 | 0.07 | 0.15 | 0.05 | 0.01 | 0.17 | -0.1 | -0.07 | -0.1 |
Beta | NA | 0.1 | 0.09 | 0.08 | 0.17 | 0.14 | NA | 0.08 | 0.06 | 0.09 | -0.01 | 0.27 | 0.06 | 0.04 | 0.06 | 0.03 | 0.09 | 0.23 | -0.07 | 0.41 | 0.03 | -0.04 | 0.03 | -0.01 | 0.05 |
RSquared | NA | 0.01 | 0.0 | 0.01 | 0.04 | 0.02 | NA | 0.0 | 0.0 | 0.04 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/17/2007
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