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F-PB: Ford Motor Company 6.20% Notes due June 1 2059 (STOCK)
Basic Info 24.23 0.7(2.97%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/18/2019 |
Last Dividend Date: | 02/14/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 06/18/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.4 | 4.7 | 3.7 | 2.9 | 5.4 | 14.9 | -14.9 | 6.5 | 8.8 | 8.8 |
Sharpe Ratio | NA | 0.1 | -0.23 | -0.02 | 0.08 | 0.53 | -0.92 | 0.78 | 0.11 | 1.28 |
Draw Down(%) | NA | 8.8 | 17.2 | 18.0 | 57.8 | 17.2 | 16.3 | 5.6 | 57.3 | 7.9 |
Standard Deviation(%) | NA | 12.1 | 17.3 | 16.4 | 38.2 | 20.3 | 17.8 | 8.4 | 78.3 | 12.2 |
Treynor Ratio | NA | 0.09 | -0.07 | -0.01 | 0.04 | 0.15 | -0.5 | 0.37 | 0.07 | 2.34 |
Alpha | NA | 0.0 | -0.04 | 0.0 | 0.0 | -0.01 | -0.04 | 0.01 | 0.03 | 0.05 |
Beta | NA | 0.14 | 0.56 | 0.38 | 0.78 | 0.73 | 0.33 | 0.18 | 1.18 | 0.07 |
RSquared | NA | 0.02 | 0.16 | 0.18 | 0.21 | 0.24 | 0.21 | 0.08 | 0.29 | 0.0 |
Yield(%) | N/A | 1.6 | 6.3 | 5.8 | N/A | 7.2 | 5.7 | 5.7 | 5.8 | 3.1 |
Dividend Growth(%) | N/A | -75.0 | 0.0 | N/A | N/A | 0.6 | 0.0 | 0.0 | 96.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/2019
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