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FCNCA: First Citizens BancShares Inc (STOCK)
Basic Info 1,736.9 3.98(0.23%) May 10
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/25/1992 |
Last Dividend Date: | 02/28/2024 |
12-Mo. Yield | 0.41% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/26/1992 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 22.5 | 48.3 | 28.4 | 31.3 | 23.0 | 18.9 | 15.4 | 14.4 | 87.7 | -8.4 | 44.8 | 8.3 | 41.6 | -6.1 | 13.9 | 38.1 | 2.6 | 14.1 | 37.0 | -5.9 | -6.8 | 16.0 | 8.3 | 5.6 | -27.6 | 16.8 | 18.5 | 24.1 | 26.0 | -0.2 | 22.4 | 17.5 | -21.5 | -12.6 | 36.6 | 41.7 | 28.8 | -4.9 | -7.2 | 71.5 |
Sharpe Ratio | NA | 2.45 | 1.52 | 0.62 | 0.69 | 0.63 | NA | NA | 0.39 | 1.52 | -0.28 | 1.29 | 0.14 | 2.02 | -0.31 | 0.54 | 1.46 | 0.11 | 0.73 | 2.22 | -0.32 | -0.21 | 0.6 | 0.14 | 0.1 | -1.19 | 0.68 | 0.68 | 1.0 | 0.87 | -0.06 | 0.57 | 0.37 | -0.96 | -0.5 | 0.97 | 1.2 | 1.09 | -0.25 | -0.34 | 2.51 |
Draw Down(%) | NA | 6.9 | 14.6 | 43.6 | 47.5 | 47.5 | NA | NA | 63.5 | 38.6 | 33.8 | 16.5 | 47.5 | 12.1 | 24.4 | 15.3 | 14.8 | 18.9 | 19.0 | 6.5 | 15.6 | 32.8 | 20.7 | 49.6 | 29.5 | 32.0 | 13.5 | 16.9 | 12.3 | 10.2 | 19.8 | 26.6 | 18.7 | 25.3 | 34.8 | 17.3 | 11.7 | 4.0 | 13.6 | 27.0 | 6.2 |
Standard Deviation(%) | NA | 29.3 | 29.2 | 42.0 | 43.3 | 35.0 | NA | NA | 32.2 | 55.7 | 35.2 | 34.6 | 57.3 | 19.9 | 23.9 | 24.6 | 26.0 | 24.7 | 19.3 | 16.6 | 18.9 | 32.1 | 26.4 | 57.6 | 47.8 | 25.9 | 20.1 | 24.0 | 23.3 | 29.1 | 22.9 | 35.9 | 36.0 | 25.6 | 32.1 | 34.1 | 31.4 | 22.9 | 31.3 | 27.1 | 34.0 |
Treynor Ratio | NA | 1.63 | 0.58 | 0.26 | 0.28 | 0.21 | NA | NA | 0.17 | 0.71 | -0.1 | 0.36 | 0.07 | 0.46 | -0.09 | 0.07 | 0.26 | 0.03 | 0.18 | 0.42 | -0.07 | -0.06 | 0.17 | 0.05 | 0.08 | -0.57 | 0.16 | 0.14 | 0.24 | 0.37 | -0.03 | 0.53 | 0.44 | -44.5 | -0.4 | 0.88 | 2.3 | 0.63 | 5.37 | -0.51 | 6.36 |
Alpha | NA | 0.19 | 0.09 | 0.1 | 0.08 | 0.05 | NA | NA | 0.04 | 0.21 | 0.06 | 0.04 | 0.0 | 0.05 | -0.01 | -0.08 | 0.07 | 0.01 | 0.02 | 0.03 | -0.07 | -0.03 | 0.01 | -0.07 | 0.16 | -0.13 | 0.02 | 0.06 | 0.06 | 0.04 | 0.04 | 0.12 | 0.09 | -0.1 | -0.08 | 0.09 | 0.13 | 0.05 | -0.01 | -0.03 | 0.26 |
Beta | NA | 0.44 | 0.77 | 1.0 | 1.05 | 1.04 | NA | NA | 0.76 | 1.19 | 0.97 | 1.23 | 1.08 | 0.88 | 0.79 | 1.87 | 1.44 | 0.94 | 0.78 | 0.87 | 0.87 | 1.11 | 0.95 | 1.54 | 0.61 | 0.54 | 0.87 | 1.16 | 0.96 | 0.69 | 0.39 | 0.39 | 0.31 | 0.01 | 0.4 | 0.38 | 0.16 | 0.4 | -0.01 | 0.18 | 0.13 |
RSquared | NA | 0.03 | 0.09 | 0.14 | 0.24 | 0.26 | NA | NA | 0.18 | 0.06 | 0.44 | 0.22 | 0.43 | 0.31 | 0.32 | 0.26 | 0.52 | 0.35 | 0.21 | 0.33 | 0.35 | 0.65 | 0.42 | 0.51 | 0.27 | 0.11 | 0.19 | 0.25 | 0.21 | 0.16 | 0.2 | 0.05 | 0.04 | 0.0 | 0.06 | 0.04 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.1 | 0.4 | 0.4 | 0.6 | 0.8 | 1.2 | 1.4 | N/A | 0.5 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.7 | 0.7 | 0.6 | 0.7 | 0.8 | 0.8 | 0.5 | 0.6 | 0.8 | 0.9 | 1.1 | 1.0 | 1.3 | 1.4 | 1.1 | 0.9 | 1.3 | 1.7 | 1.9 | 1.7 | 1.2 | 1.7 |
Dividend Growth(%) | N/A | -57.8 | 95.9 | 88.0 | 94.4 | 63.5 | 63.4 | N/A | N/A | 80.1 | 14.9 | 12.6 | 4.4 | 10.3 | 16.0 | 4.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.9 | 11.0 | 10.8 | 17.5 | 23.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/1992
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