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DELL: Dell Technologies Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/17/1988 |
Last Dividend Date: | 09/27/2013 |
12-Mo. Yield | 3.46% |
Expenses | - |
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Performance Analytics (As of 10/29/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/17/1988 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 53.8 | -0.2 | 3.4 | -8.9 | -5.3 | 21.0 | 22.0 | 39.1 | -29.6 | 8.0 | -5.6 | 40.2 | -58.2 | -2.3 | -16.2 | -28.9 | 24.0 | 27.1 | -1.6 | 55.8 | -65.8 | 39.4 | 248.5 | 216.2 | 206.8 | 68.9 | 81.3 | -52.9 | 181.0 | 38.5 | 236.4 | -45.0 | 9.5 |
Sharpe Ratio | NA | 2.17 | -0.01 | 0.09 | -0.29 | NA | NA | 0.4 | 2.21 | -0.93 | 0.21 | -0.18 | 0.86 | -1.08 | -0.18 | -0.65 | -1.43 | 1.11 | 0.9 | -0.06 | 0.84 | -1.0 | 0.66 | 4.38 | 4.09 | 3.26 | 1.28 | 1.49 | -0.81 | 2.81 | 0.59 | 3.68 | -1.0 | 0.42 |
Draw Down(%) | NA | 11.7 | 51.2 | 51.2 | 81.1 | NA | NA | 86.3 | 11.7 | 51.2 | 22.1 | 33.8 | 29.1 | 63.7 | 23.0 | 37.8 | 31.1 | 13.3 | 20.2 | 24.7 | 45.5 | 71.4 | 39.1 | 28.8 | 30.0 | 34.1 | 39.0 | 25.7 | 67.8 | 45.3 | 39.0 | 39.5 | 50.6 | 23.0 |
Standard Deviation(%) | NA | 24.8 | 31.6 | 37.0 | 34.4 | NA | NA | 49.3 | 22.1 | 32.2 | 38.0 | 31.1 | 46.8 | 54.4 | 29.4 | 30.3 | 21.8 | 20.7 | 29.2 | 44.5 | 64.9 | 69.8 | 54.7 | 56.0 | 51.6 | 61.5 | 50.7 | 52.7 | 67.5 | 62.8 | 58.9 | 62.4 | 50.8 | 53.2 |
Treynor Ratio | NA | 1.4 | 0.0 | 0.03 | -0.1 | NA | NA | 0.16 | 1.7 | -0.31 | 0.07 | -0.05 | 0.4 | -0.69 | -0.05 | -0.14 | -0.36 | 0.24 | 0.22 | -0.02 | 0.27 | -0.42 | 0.24 | 1.42 | 1.24 | 1.15 | 0.28 | 0.7 | -0.39 | 0.71 | 0.24 | 2.0 | -1.17 | 0.22 |
Alpha | NA | 0.15 | -0.05 | -0.03 | -0.05 | NA | NA | 0.07 | 0.13 | -0.18 | 0.04 | -0.07 | 0.07 | -0.16 | -0.02 | -0.13 | -0.14 | 0.05 | -0.01 | 0.14 | 0.36 | -0.27 | 0.07 | 0.38 | 0.31 | 0.38 | -0.01 | 0.29 | -0.26 | 0.42 | 0.04 | 0.57 | -0.24 | 0.08 |
Beta | NA | 0.38 | 1.02 | 0.96 | 0.97 | NA | NA | 1.24 | 0.29 | 0.96 | 1.18 | 1.11 | 1.01 | 0.85 | 1.06 | 1.37 | 0.85 | 0.94 | 1.19 | 1.23 | 2.0 | 1.68 | 1.52 | 1.73 | 1.7 | 1.75 | 2.29 | 1.12 | 1.4 | 2.47 | 1.46 | 1.15 | 0.43 | 1.03 |
RSquared | NA | 0.03 | 0.29 | 0.33 | 0.33 | NA | NA | 0.21 | 0.02 | 0.15 | 0.52 | 0.42 | 0.35 | 0.41 | 0.34 | 0.21 | 0.17 | 0.25 | 0.48 | 0.51 | 0.43 | 0.29 | 0.26 | 0.4 | 0.36 | 0.11 | 0.12 | 0.04 | 0.04 | 0.16 | 0.13 | 0.08 | 0.01 | 0.05 |
Yield(%) | N/A | 3.5 | 0.9 | 0.7 | 0.1 | 0.0 | 0.1 | N/A | 2.2 | 1.1 | 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 | 300.0 | N/A | N/A | N/A | N/A | N/A | N/A | 50.0 | 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 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/17/1988
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