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ERIC: Telefonaktiebolaget LM Ericsson (publ) (STOCK)
Basic Info 8.04 0.14(1.71%) July 11
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/24/1981 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 4.14% |
| Expenses | - |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/24/1981 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.9 | 1.4 | 30.2 | 7.8 | 0.2 | 0.5 | 1.4 | -0.6 | 7.1 | 33.4 | 13.2 | -44.4 | -7.2 | 38.5 | 0.2 | 35.5 | 16.6 | -33.8 | -15.6 | 2.4 | 25.5 | 3.8 | -9.7 | 27.7 | 20.5 | -30.4 | -40.9 | 18.8 | 10.6 | 77.9 | 162.6 | -86.9 | -52.9 | -31.7 | 174.4 | 28.3 | 23.6 | 54.8 | 41.5 | 36.5 | 52.4 | 37.7 | -40.3 | 12.3 | 142.9 | 123.1 | -14.9 | 5.1 | 3.0 | -42.5 | 7.5 | 83.6 | 1.3 |
| Sharpe Ratio | NA | -0.01 | 0.81 | 0.13 | -0.05 | -0.03 | NA | NA | 0.1 | 0.94 | 0.29 | -1.04 | -0.24 | 0.82 | -0.04 | 1.01 | 0.5 | -0.85 | -0.58 | 0.11 | 1.0 | 0.11 | -0.22 | 0.77 | 0.41 | -0.47 | -1.03 | 0.55 | 0.37 | 1.69 | 2.77 | -0.8 | -0.66 | -0.51 | 3.38 | 0.39 | 0.51 | 1.43 | 0.99 | 0.99 | 1.2 | 0.83 | -1.04 | 0.17 | 5.3 | 4.52 | -0.51 | 0.03 | -0.08 | -2.01 | 0.04 | 1.16 | -0.14 |
| Draw Down(%) | NA | 22.7 | 22.7 | 40.0 | 66.6 | 66.6 | NA | NA | 98.6 | 22.1 | 27.7 | 56.5 | 29.5 | 33.0 | 25.9 | 15.5 | 24.9 | 50.4 | 30.4 | 13.8 | 17.6 | 16.9 | 41.7 | 22.1 | 19.6 | 59.2 | 47.9 | 25.3 | 13.0 | 27.0 | 46.4 | 93.8 | 74.3 | 59.6 | 26.6 | 53.8 | 30.5 | 19.0 | 30.1 | 17.5 | 38.8 | 28.5 | 60.8 | 33.1 | 6.7 | 12.4 | 46.0 | 28.5 | 32.1 | 44.0 | 26.6 | 36.4 | 10.6 |
| Standard Deviation(%) | NA | 37.1 | 33.2 | 33.6 | 34.5 | 35.3 | NA | NA | 44.8 | 28.5 | 30.8 | 44.0 | 30.2 | 46.2 | 28.7 | 34.1 | 31.8 | 40.0 | 26.8 | 21.8 | 25.5 | 33.5 | 45.1 | 35.9 | 49.7 | 66.4 | 42.9 | 28.1 | 22.9 | 45.6 | 58.5 | 110.4 | 84.6 | 69.9 | 50.6 | 64.3 | 39.1 | 35.4 | 37.9 | 33.8 | 41.7 | 41.9 | 42.4 | 40.2 | 25.9 | 26.1 | 37.1 | 29.5 | 28.3 | 24.4 | 33.3 | 65.3 | 37.2 |
| Treynor Ratio | NA | -0.01 | 0.38 | 0.05 | -0.02 | -0.01 | NA | NA | 0.04 | 0.36 | 0.1 | -0.47 | -0.11 | 0.39 | -0.01 | 0.39 | 0.13 | -0.26 | -0.18 | 0.02 | 0.24 | 0.03 | -0.07 | 0.21 | 0.16 | -0.26 | -0.33 | 0.1 | 0.08 | 0.34 | 0.78 | -0.39 | -0.22 | -0.21 | 1.39 | 0.14 | 0.18 | 0.37 | 0.22 | 0.23 | 0.38 | 0.24 | -0.41 | 0.05 | 2.12 | 1.8 | -0.27 | 0.03 | -0.1 | -0.64 | 0.02 | 2.0 | -0.33 |
| Alpha | NA | -0.01 | 0.08 | -0.02 | -0.03 | -0.03 | NA | NA | 0.01 | 0.06 | -0.02 | -0.13 | -0.08 | 0.08 | -0.1 | 0.15 | -0.01 | -0.19 | -0.06 | -0.04 | -0.02 | -0.04 | -0.03 | 0.04 | -0.02 | 0.12 | -0.2 | 0.0 | 0.03 | 0.18 | 0.24 | -0.36 | -0.04 | 0.0 | 0.35 | 0.0 | -0.02 | 0.09 | -0.04 | 0.14 | 0.15 | 0.12 | -0.29 | 0.09 | 0.29 | 0.29 | -0.07 | 0.01 | -0.01 | -0.23 | 0.0 | 0.28 | 0.02 |
| Beta | NA | 0.73 | 0.71 | 0.87 | 0.86 | 0.93 | NA | NA | 1.2 | 0.74 | 0.9 | 0.97 | 0.66 | 0.97 | 1.05 | 0.89 | 1.22 | 1.3 | 0.89 | 1.07 | 1.06 | 1.3 | 1.48 | 1.31 | 1.31 | 1.2 | 1.34 | 1.52 | 1.08 | 2.24 | 2.08 | 2.28 | 2.55 | 1.68 | 1.23 | 1.77 | 1.13 | 1.37 | 1.71 | 1.45 | 1.33 | 1.47 | 1.08 | 1.29 | 0.65 | 0.66 | 0.7 | 0.26 | 0.22 | 0.77 | 0.66 | 0.38 | 0.15 |
| RSquared | NA | 0.23 | 0.18 | 0.21 | 0.19 | 0.24 | NA | NA | 0.24 | 0.1 | 0.15 | 0.3 | 0.08 | 0.51 | 0.21 | 0.19 | 0.07 | 0.2 | 0.27 | 0.31 | 0.21 | 0.25 | 0.58 | 0.43 | 0.51 | 0.55 | 0.28 | 0.3 | 0.23 | 0.29 | 0.35 | 0.3 | 0.44 | 0.29 | 0.19 | 0.32 | 0.28 | 0.21 | 0.12 | 0.18 | 0.08 | 0.12 | 0.14 | 0.26 | 0.1 | 0.18 | 0.38 | 0.02 | 0.01 | 0.17 | 0.07 | 0.01 | 0.0 |
| Yield(%) | N/A | 1.6 | 4.1 | 3.5 | 2.6 | 2.4 | 3.0 | 1.9 | N/A | 4.2 | 4.3 | 2.3 | 2.0 | 1.8 | 1.3 | 1.9 | 1.9 | 9.0 | 6.5 | 3.9 | 4.2 | 3.6 | 3.0 | 2.0 | 2.7 | 3.6 | 1.7 | 1.6 | 1.1 | 0.0 | 0.0 | 0.2 | 0.5 | 0.4 | 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 | -49.8 | 4.1 | 43.4 | -4.9 | -35.5 | 113.6 | 668.7 | N/A | 2.6 | 2.4 | 5.1 | 45.4 | 49.5 | -13.5 | 12.5 | -87.0 | 8.9 | 70.6 | 6.7 | 14.6 | 8.6 | 80.3 | -12.7 | -45.9 | 14.3 | 23.3 | 62.0 | N/A | N/A | -100.0 | -80.0 | -28.8 | 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 08/24/1981
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