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FSBK: First South Bancorp Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/08/1997 |
Last Dividend Date: | 08/04/2017 |
12-Mo. Yield | 1.08% |
Expenses | - |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/09/1997 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.9 | 92.2 | 32.1 | 28.9 | -0.9 | 3.4 | 8.2 | 9.9 | 55.7 | 41.1 | 8.7 | 3.3 | 63.2 | 49.4 | -50.5 | -33.1 | -12.3 | -40.8 | -28.7 | 38.5 | 41.4 | 7.4 | 4.9 | 62.9 | 48.0 | 27.9 | 4.7 | -5.7 | 44.2 |
Sharpe Ratio | NA | 2.78 | 0.34 | 0.3 | -0.43 | NA | NA | -0.2 | 1.99 | 0.29 | -0.41 | -0.65 | 1.75 | 0.7 | -1.63 | -1.04 | -0.38 | -0.7 | -1.23 | 0.44 | 0.63 | -0.52 | -0.48 | 1.62 | 0.82 | 0.18 | 0.08 | -0.31 | 2.43 |
Draw Down(%) | NA | 7.5 | 15.2 | 18.6 | 85.5 | NA | NA | 88.8 | 7.5 | 7.4 | 11.5 | 15.0 | 10.4 | 24.0 | 52.4 | 58.6 | 54.8 | 55.7 | 28.7 | 16.3 | 16.8 | 18.9 | 18.1 | 12.0 | 15.2 | 12.1 | 6.5 | 29.8 | 14.1 |
Standard Deviation(%) | NA | 26.3 | 24.5 | 24.8 | 48.9 | NA | NA | 40.2 | 26.6 | 23.6 | 23.6 | 23.2 | 25.4 | 44.7 | 42.4 | 49.9 | 82.2 | 86.4 | 41.4 | 37.4 | 32.1 | 23.7 | 29.9 | 26.7 | 33.5 | 26.1 | 20.0 | 29.5 | 25.0 |
Treynor Ratio | NA | 1.19 | 0.34 | 0.25 | -0.2 | NA | NA | -0.12 | 0.66 | 0.37 | -0.5 | -1.0 | 0.91 | 0.46 | -1.13 | -0.36 | -0.18 | -0.5 | -0.37 | 0.09 | 0.23 | -0.22 | -0.26 | 4.66 | -2.91 | 1.18 | 0.13 | -6.29 | 11.7 |
Alpha | NA | 0.19 | 0.05 | 0.04 | 0.01 | NA | NA | 0.02 | 0.15 | 0.04 | -0.01 | -0.04 | 0.12 | 0.14 | -0.28 | -0.17 | -0.06 | 0.13 | -0.11 | 0.11 | 0.13 | -0.02 | -0.05 | 0.15 | 0.09 | 0.03 | 0.01 | -0.02 | 0.19 |
Beta | NA | 0.61 | 0.24 | 0.29 | 1.07 | NA | NA | 0.7 | 0.8 | 0.19 | 0.2 | 0.15 | 0.49 | 0.68 | 0.61 | 1.43 | 1.76 | 1.2 | 1.37 | 1.79 | 0.87 | 0.57 | 0.54 | 0.09 | -0.09 | 0.04 | 0.12 | 0.01 | 0.05 |
RSquared | NA | 0.03 | 0.02 | 0.02 | 0.2 | NA | NA | 0.11 | 0.04 | 0.01 | 0.02 | 0.01 | 0.05 | 0.04 | 0.11 | 0.28 | 0.33 | 0.32 | 0.28 | 0.22 | 0.08 | 0.07 | 0.09 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
Yield(%) | N/A | 1.1 | 1.3 | 1.4 | 1.1 | 1.2 | 1.5 | N/A | 1.0 | 1.0 | 1.0 | 1.0 | 0.0 | 0.0 | 0.0 | 6.5 | 6.2 | 3.5 | 2.3 | 2.3 | 3.0 | 1.4 | 2.2 | 2.0 | 3.7 | 2.1 | 1.9 | 1.2 | 1.0 |
Dividend Growth(%) | N/A | -4.5 | 320.0 | -82.9 | -57.5 | N/A | N/A | N/A | 50.0 | 0.0 | 0.0 | N/A | N/A | N/A | -100.0 | -13.8 | 1.3 | 6.8 | -6.3 | 2.6 | 51.0 | -36.3 | 17.6 | -20.0 | 136.1 | 5.9 | 0.0 | 70.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/09/1997
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