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DELL: Dell Technologies Inc. (STOCK)
Basic Info 114.28 0.09(0.08%) May 19
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/17/2016 |
| Last Dividend Date: | 04/22/2025 |
| 12-Mo. Yield | 1.27% |
| Expenses | - |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 08/17/2016 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 10.5 | 0.2 | -20.5 | 39.7 | 42.3 | 30.5 | 53.0 | 95.9 | -26.6 | 51.3 | 42.6 | 5.2 | 8.6 | 47.9 | 27.8 |
| Sharpe Ratio | NA | -0.04 | -0.45 | 0.71 | 0.91 | 0.7 | 0.79 | 2.76 | -0.66 | 1.94 | 0.84 | 0.1 | 0.2 | 2.26 | 3.78 |
| Draw Down(%) | NA | 42.3 | 59.6 | 59.6 | 59.6 | 59.6 | 50.8 | 15.7 | 43.6 | 11.2 | 45.9 | 35.1 | 26.4 | 13.0 | 7.2 |
| Standard Deviation(%) | NA | 66.4 | 59.6 | 50.0 | 43.4 | 40.8 | 58.6 | 33.6 | 42.5 | 26.4 | 50.4 | 35.9 | 37.4 | 21.0 | 24.6 |
| Treynor Ratio | NA | -0.01 | -0.14 | 0.22 | 0.3 | 0.24 | 0.21 | 0.93 | -0.24 | 0.48 | 0.4 | 0.03 | 0.08 | 0.33 | 1.24 |
| Alpha | NA | 0.03 | -0.11 | 0.09 | 0.09 | 0.07 | 0.07 | 0.2 | -0.01 | 0.07 | 0.09 | -0.11 | 0.07 | 0.05 | 0.25 |
| Beta | NA | 1.87 | 1.9 | 1.58 | 1.32 | 1.22 | 2.16 | 0.99 | 1.19 | 1.07 | 1.06 | 1.4 | 0.89 | 1.42 | 0.75 |
| RSquared | NA | 0.61 | 0.41 | 0.32 | 0.29 | 0.31 | 0.21 | 0.14 | 0.46 | 0.28 | 0.52 | 0.24 | 0.18 | 0.2 | 0.09 |
| Yield(%) | N/A | 0.8 | 1.3 | 3.9 | 2.3 | N/A | 2.3 | 3.5 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -43.1 | 19.6 | 1347.0 | N/A | N/A | 18.4 | 45.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/17/2016
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