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FPL: First Trust New Opp. MLP & Energy (STOCK)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/10/1983 |
Last Dividend Date: | 03/02/2015 |
12-Mo. Yield | 5.00% |
Expenses | - |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/1983 |
2015 | 2014 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -63.8 | -28.7 | -17.2 | -5.8 | 0.9 | 2.8 | 7.0 | -1.3 | -63.3 | 8.7 | -23.5 | 27.9 | 35.5 | 14.5 | 17.6 | 12.0 | 13.2 | -18.3 | 74.6 | -28.4 | 5.8 | 32.6 | 3.2 | 39.2 | -3.8 | 16.0 | 5.5 | 37.7 | -13.7 | 26.0 | 17.3 | -2.6 | 20.1 | 36.7 | 22.0 | 17.7 |
Sharpe Ratio | NA | -0.66 | -0.3 | -0.2 | -0.15 | NA | NA | 0.16 | -0.28 | -0.18 | 0.34 | -0.5 | 1.08 | 2.27 | 0.72 | 1.27 | 0.71 | 0.41 | -0.85 | 2.19 | -1.53 | 0.13 | 2.02 | -0.02 | 2.79 | -0.28 | 1.16 | 0.27 | 2.65 | -1.12 | 1.67 | 0.85 | -0.23 | 0.79 | 1.73 | 1.32 | 2.69 |
Draw Down(%) | NA | 67.1 | 67.1 | 68.2 | 74.9 | NA | NA | 74.9 | 8.8 | 67.1 | 20.3 | 47.4 | 16.3 | 11.2 | 14.7 | 10.9 | 14.5 | 27.6 | 25.9 | 16.3 | 30.0 | 15.6 | 6.5 | 11.9 | 5.3 | 28.4 | 10.6 | 9.5 | 5.4 | 23.0 | 6.2 | 11.7 | 20.2 | 18.8 | 15.9 | 8.8 | 5.1 |
Standard Deviation(%) | NA | 96.7 | 96.7 | 87.6 | 46.2 | NA | NA | 27.4 | 19.3 | 110.8 | 25.6 | 48.1 | 23.3 | 14.3 | 17.3 | 13.1 | 15.9 | 29.7 | 24.5 | 32.2 | 20.7 | 19.3 | 14.3 | 14.4 | 12.7 | 24.5 | 12.0 | 11.2 | 12.8 | 16.9 | 12.1 | 14.8 | 28.2 | 20.1 | 18.2 | 11.5 | 10.3 |
Treynor Ratio | NA | 0.91 | 0.41 | 0.26 | 0.26 | NA | NA | -0.38 | -0.09 | 0.28 | 0.17 | -0.28 | 0.29 | 0.71 | 0.13 | 0.44 | 0.25 | 0.18 | -9.28 | 79.83 | -1.28 | 0.36 | 0.81 | 0.0 | 0.64 | -0.06 | 0.25 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.04 | -0.04 | 0.01 | -0.01 | 0.07 | 0.08 | 0.09 | 0.04 | 0.05 | 0.0 | 0.12 | -0.08 | 0.23 | -0.16 | 0.01 | 0.07 | -0.04 | 0.06 | 0.0 | 0.04 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | -0.7 | -0.7 | -0.68 | -0.26 | NA | NA | -0.11 | 0.58 | -0.71 | 0.5 | 0.88 | 0.87 | 0.46 | 0.96 | 0.38 | 0.45 | 0.66 | 0.02 | 0.01 | 0.25 | 0.07 | 0.36 | 0.61 | 0.55 | 1.07 | 0.57 | 0.41 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.85 | 0.85 | 0.78 | 0.08 | NA | NA | 0.01 | 0.18 | 0.89 | 0.3 | 0.54 | 0.36 | 0.12 | 0.35 | 0.11 | 0.22 | 0.31 | 0.0 | 0.0 | 0.04 | 0.01 | 0.17 | 0.22 | 0.11 | 0.18 | 0.15 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | N/A | 1.7 | 0.6 | 2.5 | 2.3 | 2.9 | N/A | 1.7 | 3.5 | 3.6 | 2.7 | 3.0 | 3.6 | 1.9 | 2.0 | 2.0 | 2.0 | 1.6 | 2.6 | 1.7 | 1.7 | 2.1 | 2.0 | 2.5 | 2.4 | 3.4 | 3.3 | 4.1 | 3.2 | 3.7 | 3.8 | 3.2 | 3.6 | 2.1 | 2.3 | 1.2 |
Dividend Growth(%) | N/A | N/A | -58.7 | -82.1 | -8.5 | -0.1 | N/A | N/A | -57.1 | N/A | 6.8 | 7.3 | 7.9 | 5.6 | 10.8 | 8.3 | 3.4 | 3.6 | 3.7 | 3.8 | 4.0 | 4.2 | 4.3 | 4.5 | -6.4 | -23.6 | 2.5 | 0.0 | 1.7 | 5.4 | 1.8 | 5.8 | 2.0 | 6.2 | 2.1 | 113.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/1983
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