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FISI: Financial Institutions, Inc. (STOCK)
DisqusBasic Info 26.06 0.26(0.99%) July 25
See more info about FISI| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/25/1999 |
| Last Dividend Date: | 06/13/2025 |
| 12-Mo. Yield | 5.48% |
| Expenses | - |
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Performance Analytics (As of 07/18/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/25/1999 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | -4.4 | -2.2 | 14.9 | 6.1 | 15.2 | 4.9 | 6.2 | 5.2 | 5.5 |
| Sharpe Ratio ? | NA | 0.04 | 0.67 | 0.15 | 0.41 | 0.11 | NA | NA | 0.1 |
| Draw Down(%) ? | NA | 26.8 | 26.8 | 44.7 | 52.4 | 56.4 | NA | NA | 90.0 |
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/25/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | -4.4 | -2.2 | 14.9 | 6.1 | 15.2 | 4.9 | 6.2 | 5.2 | 5.5 | 35.5 | -6.8 | -20.0 | 46.4 | -26.0 | 29.2 | -14.8 | -6.5 | 25.7 | 15.1 | 5.1 | 37.5 | 19.4 | -12.4 | 65.0 | -13.7 | -16.8 | -20.8 | 19.4 | -13.8 | -15.3 | -1.2 | 28.0 | 75.2 | 15.9 | -19.2 |
| Sharpe Ratio ? | NA | 0.04 | 0.67 | 0.15 | 0.41 | 0.11 | NA | NA | 0.1 | 0.83 | -0.3 | -0.8 | 1.48 | -0.34 | 1.29 | -0.77 | -0.33 | 1.16 | 0.75 | 0.2 | 1.41 | 0.74 | -0.27 | 1.53 | -0.14 | -0.2 | -0.84 | 0.57 | -0.41 | -0.41 | -0.04 | 0.61 | 1.85 | 0.33 | -0.93 |
| Draw Down(%) ? | NA | 26.8 | 26.8 | 44.7 | 52.4 | 56.4 | NA | NA | 90.0 | 27.8 | 40.4 | 29.5 | 13.6 | 55.1 | 14.7 | 26.5 | 25.9 | 14.9 | 12.4 | 19.2 | 14.7 | 14.7 | 30.9 | 27.2 | 77.7 | 45.6 | 29.8 | 16.5 | 35.0 | 28.7 | 34.9 | 36.5 | 31.8 | 13.5 | 20.7 |
| Standard Deviation(%) ? | NA | 32.0 | 37.2 | 34.6 | 35.3 | 35.8 | NA | NA | 43.6 | 38.5 | 35.3 | 26.9 | 31.3 | 76.2 | 21.6 | 21.0 | 21.8 | 21.9 | 20.1 | 25.6 | 26.5 | 26.4 | 46.0 | 42.3 | 102.0 | 86.9 | 28.7 | 28.3 | 39.4 | 39.4 | 47.5 | 43.9 | 40.1 | 35.7 | 39.7 |
| Treynor Ratio ? | NA | 0.01 | 0.26 | 0.06 | 0.18 | 0.04 | NA | NA | 0.04 | 0.31 | -0.09 | -0.4 | 0.44 | -0.18 | 0.35 | -0.26 | -0.05 | 0.31 | 0.24 | 0.05 | 0.33 | 0.17 | -0.08 | 0.42 | -0.06 | -0.12 | -0.94 | 0.17 | -0.07 | -0.11 | -0.02 | 0.34 | 3.5 | -2.97 | -0.93 |
| Alpha | NA | -0.02 | 0.07 | -0.01 | 0.03 | -0.01 | NA | NA | 0.02 | 0.06 | -0.11 | -0.04 | 0.06 | -0.14 | 0.02 | -0.05 | -0.13 | 0.06 | 0.06 | -0.02 | 0.01 | 0.01 | -0.04 | 0.14 | -0.1 | 0.31 | -0.09 | 0.03 | -0.06 | -0.1 | -0.06 | 0.2 | 0.26 | 0.07 | -0.18 |
| Beta | NA | 0.85 | 0.96 | 0.88 | 0.8 | 1.01 | NA | NA | 1.13 | 1.04 | 1.15 | 0.54 | 1.05 | 1.47 | 0.79 | 0.61 | 1.42 | 0.83 | 0.64 | 1.06 | 1.14 | 1.13 | 1.48 | 1.55 | 2.34 | 1.51 | 0.26 | 0.96 | 2.17 | 1.52 | 0.99 | 0.78 | 0.21 | -0.04 | 0.4 |
| RSquared ? | NA | 0.4 | 0.26 | 0.19 | 0.15 | 0.27 | NA | NA | 0.25 | 0.11 | 0.18 | 0.24 | 0.19 | 0.45 | 0.21 | 0.25 | 0.19 | 0.24 | 0.24 | 0.22 | 0.23 | 0.3 | 0.56 | 0.43 | 0.37 | 0.49 | 0.02 | 0.11 | 0.32 | 0.19 | 0.13 | 0.21 | 0.01 | 0.0 | 0.03 |
| Yield(%) | N/A | 2.3 | 5.0 | 4.6 | 7.8 | 4.2 | 4.6 | 4.0 | N/A | 5.6 | 4.9 | 3.6 | 4.8 | 3.2 | 3.8 | 3.1 | 2.5 | 3.0 | 3.2 | 3.2 | 3.9 | 3.5 | 2.4 | 3.4 | 2.8 | 3.0 | 2.0 | 1.7 | 1.7 | 2.3 | 2.2 | 2.5 | 2.6 | 3.5 | 0.0 |
| Dividend Growth(%) | N/A | -48.3 | 1.7 | 12.5 | 27.3 | 96.6 | N/A | N/A | N/A | 0.0 | 3.4 | 7.4 | 3.8 | 4.0 | 4.2 | 12.9 | 4.9 | 1.2 | 3.9 | 4.1 | 29.8 | 21.3 | 17.5 | 0.0 | -25.9 | 17.4 | 35.3 | -15.0 | -37.5 | 0.0 | 10.3 | 61.1 | -14.3 | N/A | N/A |
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/25/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | -4.4 | -2.2 | 14.9 | 6.1 | 15.2 | 4.9 | 6.2 | 5.2 | 5.5 | 35.5 | -6.8 | -20.0 | 46.4 | -26.0 | 29.2 | -14.8 | -6.5 | 25.7 | 15.1 | 5.1 | 37.5 | 19.4 | -12.4 | 65.0 | -13.7 | -16.8 | -20.8 | 19.4 | -13.8 | -15.3 | -1.2 | 28.0 | 75.2 | 15.9 | -19.2 |
| Sharpe Ratio ? | NA | 0.04 | 0.67 | 0.15 | 0.41 | 0.11 | NA | NA | 0.1 | 0.83 | -0.3 | -0.8 | 1.48 | -0.34 | 1.29 | -0.77 | -0.33 | 1.16 | 0.75 | 0.2 | 1.41 | 0.74 | -0.27 | 1.53 | -0.14 | -0.2 | -0.84 | 0.57 | -0.41 | -0.41 | -0.04 | 0.61 | 1.85 | 0.33 | -0.93 |
| Draw Down(%) ? | NA | 26.8 | 26.8 | 44.7 | 52.4 | 56.4 | NA | NA | 90.0 | 27.8 | 40.4 | 29.5 | 13.6 | 55.1 | 14.7 | 26.5 | 25.9 | 14.9 | 12.4 | 19.2 | 14.7 | 14.7 | 30.9 | 27.2 | 77.7 | 45.6 | 29.8 | 16.5 | 35.0 | 28.7 | 34.9 | 36.5 | 31.8 | 13.5 | 20.7 |
| Standard Deviation(%) ? | NA | 32.0 | 37.2 | 34.6 | 35.3 | 35.8 | NA | NA | 43.6 | 38.5 | 35.3 | 26.9 | 31.3 | 76.2 | 21.6 | 21.0 | 21.8 | 21.9 | 20.1 | 25.6 | 26.5 | 26.4 | 46.0 | 42.3 | 102.0 | 86.9 | 28.7 | 28.3 | 39.4 | 39.4 | 47.5 | 43.9 | 40.1 | 35.7 | 39.7 |
| Treynor Ratio ? | NA | 0.01 | 0.26 | 0.06 | 0.18 | 0.04 | NA | NA | 0.04 | 0.31 | -0.09 | -0.4 | 0.44 | -0.18 | 0.35 | -0.26 | -0.05 | 0.31 | 0.24 | 0.05 | 0.33 | 0.17 | -0.08 | 0.42 | -0.06 | -0.12 | -0.94 | 0.17 | -0.07 | -0.11 | -0.02 | 0.34 | 3.5 | -2.97 | -0.93 |
| Alpha | NA | -0.02 | 0.07 | -0.01 | 0.03 | -0.01 | NA | NA | 0.02 | 0.06 | -0.11 | -0.04 | 0.06 | -0.14 | 0.02 | -0.05 | -0.13 | 0.06 | 0.06 | -0.02 | 0.01 | 0.01 | -0.04 | 0.14 | -0.1 | 0.31 | -0.09 | 0.03 | -0.06 | -0.1 | -0.06 | 0.2 | 0.26 | 0.07 | -0.18 |
| Beta | NA | 0.85 | 0.96 | 0.88 | 0.8 | 1.01 | NA | NA | 1.13 | 1.04 | 1.15 | 0.54 | 1.05 | 1.47 | 0.79 | 0.61 | 1.42 | 0.83 | 0.64 | 1.06 | 1.14 | 1.13 | 1.48 | 1.55 | 2.34 | 1.51 | 0.26 | 0.96 | 2.17 | 1.52 | 0.99 | 0.78 | 0.21 | -0.04 | 0.4 |
| RSquared ? | NA | 0.4 | 0.26 | 0.19 | 0.15 | 0.27 | NA | NA | 0.25 | 0.11 | 0.18 | 0.24 | 0.19 | 0.45 | 0.21 | 0.25 | 0.19 | 0.24 | 0.24 | 0.22 | 0.23 | 0.3 | 0.56 | 0.43 | 0.37 | 0.49 | 0.02 | 0.11 | 0.32 | 0.19 | 0.13 | 0.21 | 0.01 | 0.0 | 0.03 |
| Yield(%) | N/A | 2.3 | 5.0 | 4.6 | 7.8 | 4.2 | 4.6 | 4.0 | N/A | 5.6 | 4.9 | 3.6 | 4.8 | 3.2 | 3.8 | 3.1 | 2.5 | 3.0 | 3.2 | 3.2 | 3.9 | 3.5 | 2.4 | 3.4 | 2.8 | 3.0 | 2.0 | 1.7 | 1.7 | 2.3 | 2.2 | 2.5 | 2.6 | 3.5 | 0.0 |
| Dividend Growth(%) | N/A | -48.3 | 1.7 | 12.5 | 27.3 | 96.6 | N/A | N/A | N/A | 0.0 | 3.4 | 7.4 | 3.8 | 4.0 | 4.2 | 12.9 | 4.9 | 1.2 | 3.9 | 4.1 | 29.8 | 21.3 | 17.5 | 0.0 | -25.9 | 17.4 | 35.3 | -15.0 | -37.5 | 0.0 | 10.3 | 61.1 | -14.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/1999
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