Find A Portfolio/Ticker
Comparison Box
FISV: Fiserv Inc. (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/25/1986 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/14/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/25/1986 |
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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | 39.6 | 9.5 | 10.6 | 36.5 | 28.7 | 22.2 | 20.0 | 26.6 | -2.6 | -8.8 | -1.5 | 57.3 | 12.1 | 23.4 | 16.2 | 28.9 | 20.2 | 49.4 | 34.5 | 0.3 | 20.8 | 33.3 | -34.5 | 5.9 | 21.1 | 7.7 | 1.6 | 16.5 | -19.8 | 33.8 | 23.8 | 11.7 | 57.1 | 33.7 | 22.5 | 39.5 | 11.7 | 14.4 | 0.3 | 81.9 | 43.1 | 15.2 | 14.4 | 18.9 | 9.9 |
| Sharpe Ratio | NA | 1.37 | 0.3 | 0.3 | 0.9 | NA | NA | 0.46 | 2.14 | -0.13 | -0.35 | -0.04 | 1.48 | -0.46 | 0.34 | -1.01 | 0.54 | 0.1 | 1.92 | 1.02 | -0.71 | 0.1 | 0.48 | -1.15 | -0.72 | -0.06 | -0.72 | -0.66 | -0.09 | -0.81 | 0.3 | -0.67 | 0.68 | 2.16 | -0.37 | 0.62 | -0.65 | 0.43 | 0.45 | 0.01 | 2.86 | 1.17 | 0.59 | 0.48 | 0.36 | 1.46 |
| Draw Down(%) | NA | 15.5 | 30.2 | 37.8 | 37.8 | NA | NA | 58.5 | 11.8 | 19.3 | 24.5 | 37.8 | 8.8 | 16.2 | 6.9 | 12.8 | 11.3 | 7.9 | 6.5 | 8.7 | 24.1 | 17.2 | 23.3 | 47.8 | 21.7 | 9.9 | 9.3 | 20.6 | 23.1 | 51.5 | 25.1 | 30.7 | 38.1 | 21.9 | 19.7 | 20.7 | 17.7 | 20.2 | 18.9 | 19.9 | 10.8 | 33.1 | 14.3 | 21.1 | 46.0 | 10.8 |
| Standard Deviation(%) | NA | 26.5 | 27.8 | 31.3 | 39.8 | NA | NA | 39.0 | 24.3 | 30.7 | 25.6 | 47.1 | 23.0 | 20.7 | 12.2 | 17.6 | 19.1 | 16.0 | 16.1 | 15.8 | 25.5 | 21.1 | 30.6 | 46.8 | 22.5 | 20.5 | 18.7 | 27.1 | 32.6 | 48.7 | 43.0 | 67.0 | 54.3 | 41.9 | 35.0 | 39.6 | 34.5 | 30.8 | 31.8 | 30.5 | 28.5 | 36.7 | 25.6 | 29.6 | 52.3 | 29.2 |
| Treynor Ratio | NA | 0.4 | 0.09 | 0.09 | 0.35 | NA | NA | 0.2 | 0.57 | -0.04 | -0.1 | -0.02 | 0.32 | -0.11 | 0.05 | -0.18 | 0.1 | 0.02 | 0.29 | 0.17 | -0.19 | 0.02 | 0.17 | -0.6 | -0.18 | -0.01 | -0.17 | -0.13 | -0.02 | -0.3 | 0.13 | -0.3 | 0.27 | 0.86 | -0.16 | 0.22 | -0.58 | 0.14 | 0.33 | 0.01 | 2.56 | 0.88 | 0.55 | 0.33 | 0.64 | 4.24 |
| Alpha | NA | 0.06 | -0.01 | 0.0 | 0.11 | NA | NA | 0.06 | 0.06 | 0.07 | -0.12 | -0.07 | 0.08 | 0.05 | -0.07 | -0.02 | 0.17 | 0.03 | 0.11 | 0.06 | -0.01 | -0.05 | 0.03 | 0.0 | 0.0 | 0.03 | -0.14 | -0.01 | -0.04 | 0.18 | 0.2 | 0.45 | -0.04 | 0.09 | 0.01 | 0.02 | -0.02 | 0.06 | 0.04 | 0.01 | 0.22 | 0.17 | 0.04 | 0.04 | 0.11 | 0.16 |
| Beta | NA | 0.91 | 0.95 | 1.05 | 1.02 | NA | NA | 0.9 | 0.91 | 0.95 | 0.91 | 1.16 | 1.07 | 0.83 | 0.92 | 0.97 | 1.04 | 1.05 | 1.05 | 0.93 | 0.94 | 0.9 | 0.88 | 0.89 | 0.88 | 1.04 | 0.79 | 1.34 | 1.39 | 1.32 | 1.0 | 1.48 | 1.38 | 1.05 | 0.82 | 1.1 | 0.39 | 0.98 | 0.44 | 0.27 | 0.32 | 0.49 | 0.28 | 0.43 | 0.29 | 0.1 |
| RSquared | NA | 0.44 | 0.39 | 0.54 | 0.13 | NA | NA | 0.16 | 0.28 | 0.56 | 0.22 | 0.73 | 0.33 | 0.48 | 0.26 | 0.52 | 0.71 | 0.56 | 0.52 | 0.56 | 0.74 | 0.6 | 0.61 | 0.6 | 0.39 | 0.25 | 0.19 | 0.29 | 0.53 | 0.5 | 0.25 | 0.24 | 0.21 | 0.26 | 0.18 | 0.11 | 0.01 | 0.1 | 0.01 | 0.01 | 0.03 | 0.05 | 0.02 | 0.06 | 0.03 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 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 | 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 09/25/1986
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 FISV
Related 401K Plans
| 1. 401(k) SAVINGS PLAN OF FISERV, INC. AND ITS PARTICIPATING SUBSIDIARIES | (96%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
