Find A Portfolio/Ticker
Comparison Box
FB: Meta Platforms Inc. (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/18/2012 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/27/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/18/2012 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.5 | -50.4 | -3.7 | 2.4 | 18.1 | 15.9 | -49.6 | 23.1 | 33.1 | 56.6 | -25.7 | 53.4 | 9.9 | 34.1 | 42.8 | 105.3 | -30.4 |
Sharpe Ratio | NA | -0.95 | -0.09 | 0.04 | 0.46 | 0.4 | -1.08 | 0.78 | 0.71 | 1.99 | -0.69 | 3.11 | 0.35 | 1.33 | 1.21 | 2.38 | -0.7 |
Draw Down(%) | NA | 59.2 | 59.2 | 59.2 | 59.2 | 59.2 | 54.0 | 19.7 | 34.6 | 16.0 | 43.0 | 6.3 | 13.7 | 16.6 | 22.1 | 29.5 | 53.6 |
Standard Deviation(%) | NA | 53.2 | 43.5 | 39.8 | 38.2 | 38.8 | 70.5 | 29.5 | 46.1 | 27.7 | 39.2 | 17.0 | 27.8 | 25.7 | 35.4 | 44.2 | 64.2 |
Treynor Ratio | NA | -0.29 | -0.03 | 0.01 | 0.15 | 0.13 | -0.41 | 0.18 | 0.33 | 0.43 | -0.21 | 0.42 | 0.09 | 0.32 | 0.25 | 1.09 | -3.79 |
Alpha | NA | -0.18 | -0.04 | -0.02 | 0.03 | 0.02 | -0.19 | -0.03 | 0.07 | 0.05 | -0.07 | 0.08 | 0.0 | 0.12 | 0.07 | 0.22 | -0.16 |
Beta | NA | 1.75 | 1.19 | 1.21 | 1.17 | 1.16 | 1.87 | 1.27 | 0.99 | 1.27 | 1.27 | 1.27 | 1.1 | 1.07 | 1.73 | 0.96 | 0.12 |
RSquared | NA | 0.46 | 0.46 | 0.41 | 0.27 | 0.26 | 0.49 | 0.32 | 0.55 | 0.32 | 0.33 | 0.25 | 0.26 | 0.42 | 0.31 | 0.05 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 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 | 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 05/18/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to FB
Related 401K Plans
1. Facebook 401k | (0%) |