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DFS: Discover Financial Services (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 06/14/2007 |
Last Dividend Date: | 02/20/2025 |
12-Mo. Yield | 2.24% |
Expenses | - |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/14/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 5.3 | 15.9 | 63.3 | 27.7 | 42.7 | 15.2 | 21.4 | 13.4 | 57.3 | 18.2 | -13.5 | 29.8 | 10.1 | 46.9 | -21.8 | 7.8 | 37.4 | -16.5 | 18.9 | 46.9 | 62.6 | 31.0 | 26.6 | 55.6 | -35.6 | -47.2 |
Sharpe Ratio | NA | 0.86 | 1.29 | 0.59 | 0.98 | 0.34 | NA | 0.28 | 1.38 | 0.39 | -0.37 | 0.89 | 0.11 | 2.07 | -0.92 | 0.41 | 1.52 | -0.76 | 0.99 | 2.27 | 2.49 | 0.83 | 0.76 | 0.7 | -0.43 | -1.49 |
Draw Down(%) | NA | 27.4 | 27.4 | 33.4 | 37.5 | 72.4 | NA | 84.2 | 14.7 | 33.4 | 30.1 | 21.0 | 70.4 | 18.6 | 30.9 | 21.6 | 18.8 | 21.6 | 9.0 | 7.8 | 10.7 | 24.7 | 23.6 | 49.8 | 65.0 | 52.7 |
Standard Deviation(%) | NA | 53.2 | 44.2 | 39.2 | 40.7 | 40.1 | NA | 44.4 | 36.8 | 35.7 | 40.1 | 33.5 | 85.8 | 22.0 | 25.3 | 17.8 | 24.5 | 21.7 | 19.1 | 20.7 | 25.3 | 37.5 | 34.7 | 79.8 | 85.4 | 48.1 |
Treynor Ratio | NA | 0.3 | 0.38 | 0.18 | 0.29 | 0.09 | NA | 0.08 | 0.45 | 0.1 | -0.13 | 0.21 | 0.05 | 0.35 | -0.2 | 0.06 | 0.32 | -0.16 | 0.16 | 0.36 | 0.49 | 0.25 | 0.18 | 0.24 | -0.24 | -0.45 |
Alpha | NA | 0.17 | 0.16 | 0.05 | 0.08 | 0.01 | NA | 0.02 | 0.11 | -0.04 | 0.06 | -0.02 | 0.01 | 0.02 | -0.07 | -0.07 | 0.08 | -0.07 | 0.01 | 0.01 | 0.13 | 0.11 | 0.02 | 0.05 | 0.2 | -0.39 |
Beta | NA | 1.52 | 1.49 | 1.32 | 1.36 | 1.46 | NA | 1.54 | 1.12 | 1.45 | 1.2 | 1.45 | 1.84 | 1.29 | 1.15 | 1.3 | 1.17 | 1.01 | 1.22 | 1.32 | 1.29 | 1.23 | 1.51 | 2.3 | 1.54 | 1.58 |
RSquared | NA | 0.6 | 0.42 | 0.37 | 0.35 | 0.46 | NA | 0.49 | 0.14 | 0.3 | 0.52 | 0.32 | 0.57 | 0.53 | 0.62 | 0.24 | 0.39 | 0.52 | 0.53 | 0.49 | 0.42 | 0.58 | 0.62 | 0.61 | 0.53 | 0.39 |
Yield(%) | N/A | 0.4 | 2.2 | 2.6 | 5.7 | 3.1 | 9.9 | N/A | 2.5 | 2.8 | 1.9 | 2.1 | 2.1 | 2.8 | 2.0 | 1.8 | 2.2 | 1.7 | 1.7 | 1.5 | 1.8 | 1.5 | 0.5 | 0.8 | 1.6 | 0.4 |
Dividend Growth(%) | N/A | -75.0 | 0.0 | 47.6 | 76.2 | N/A | N/A | N/A | 3.7 | 17.4 | 22.3 | 6.8 | 4.8 | 12.0 | 15.4 | 12.1 | 7.4 | 17.4 | 53.3 | 36.4 | 57.1 | 250.0 | 0.0 | -66.7 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2007
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