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ESSA: ESSA Bancorp, Inc. (STOCK)
Basic Info 19.23 0.06(0.31%) May 19
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/04/2007 |
| Last Dividend Date: | 03/17/2025 |
| 12-Mo. Yield | 3.37% |
| 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 | 10 Yr | 15 Yr | Since 04/04/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | -0.6 | 11.7 | 8.8 | 13.9 | 6.9 | 5.3 | 5.1 | 0.7 | -0.5 | 24.1 | 18.9 | -8.7 | 11.4 | 2.0 | 1.0 | 17.9 | 17.2 | 6.4 | 8.1 | 6.1 | -19.4 | 14.8 | -16.0 | 26.7 | -4.5 |
| Sharpe Ratio | NA | -0.19 | 0.15 | 0.18 | 0.3 | 0.17 | NA | 0.13 | -0.15 | -0.15 | 1.08 | 0.72 | -0.13 | 0.56 | 0.04 | 0.02 | 1.32 | 1.26 | 0.4 | 0.39 | 0.28 | -0.56 | 0.48 | -0.46 | 0.69 | -0.54 |
| Draw Down(%) | NA | 22.2 | 22.2 | 40.0 | 40.0 | 40.0 | NA | 40.0 | 21.2 | 38.6 | 14.1 | 15.8 | 39.5 | 11.0 | 14.7 | 15.2 | 5.7 | 5.9 | 12.1 | 11.5 | 16.1 | 23.8 | 19.3 | 20.0 | 20.3 | 16.0 |
| Standard Deviation(%) | NA | 29.1 | 34.3 | 32.4 | 32.6 | 30.9 | NA | 29.5 | 38.7 | 32.4 | 21.0 | 26.3 | 65.8 | 17.9 | 17.4 | 18.5 | 13.4 | 13.6 | 16.0 | 20.9 | 21.8 | 34.7 | 30.5 | 34.7 | 37.1 | 16.5 |
| Treynor Ratio | NA | -0.08 | 0.07 | 0.12 | 0.21 | 0.07 | NA | 0.06 | -0.07 | -0.07 | 1.67 | 0.57 | -0.07 | 0.22 | 0.02 | 0.01 | 0.63 | 1.72 | 0.13 | 0.1 | 0.09 | -0.18 | 0.14 | -0.2 | 0.45 | -1.29 |
| Alpha | NA | -0.02 | 0.02 | 0.02 | 0.03 | 0.01 | NA | 0.0 | -0.05 | -0.05 | 0.1 | 0.05 | -0.06 | 0.0 | 0.02 | -0.05 | 0.05 | 0.07 | 0.0 | -0.05 | -0.01 | -0.08 | 0.01 | -0.13 | 0.2 | -0.03 |
| Beta | NA | 0.65 | 0.73 | 0.48 | 0.48 | 0.68 | NA | 0.69 | 0.81 | 0.66 | 0.14 | 0.33 | 1.24 | 0.45 | 0.36 | 0.83 | 0.28 | 0.1 | 0.48 | 0.82 | 0.7 | 1.06 | 1.07 | 0.8 | 0.57 | 0.07 |
| RSquared | NA | 0.38 | 0.18 | 0.07 | 0.07 | 0.16 | NA | 0.22 | 0.07 | 0.07 | 0.02 | 0.03 | 0.39 | 0.1 | 0.13 | 0.09 | 0.07 | 0.01 | 0.11 | 0.19 | 0.17 | 0.51 | 0.4 | 0.39 | 0.4 | 0.01 |
| Yield(%) | N/A | 0.8 | 3.4 | 3.8 | 4.3 | 3.5 | 2.9 | N/A | 2.9 | 2.9 | 3.3 | 3.3 | 2.6 | 2.6 | 2.4 | 2.3 | 2.7 | 3.0 | 2.4 | 1.8 | 1.9 | 1.5 | 1.7 | 1.3 | 1.1 | 0.0 |
| Dividend Growth(%) | N/A | -75.0 | 0.0 | 33.3 | 45.2 | N/A | N/A | N/A | 0.0 | 5.3 | 18.8 | 9.1 | 7.3 | 10.8 | 2.8 | 0.0 | 0.0 | 28.6 | 40.0 | 0.0 | 0.0 | 0.0 | 11.1 | 50.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2007
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