Find A Portfolio/Ticker
Comparison Box
GE: General Electric Company (STOCK)
Basic Info 207.7 4.09(2.01%) May 02
Asset Class: | ROOT |
MyPlanIQ Rating: |
Not Rated
![]() |
Start Date: | 12/31/1970 |
Last Dividend Date: | 03/10/2025 |
12-Mo. Yield | 0.74% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/29/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1970 |
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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | 1971 | 1970 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.7 | 24.8 | 30.9 | 63.3 | 45.3 | 6.1 | 7.8 | 3.3 | 8.4 | 64.8 | 95.7 | -10.9 | 9.7 | -2.7 | 48.0 | -55.4 | -42.0 | 4.6 | 27.5 | -6.7 | 37.9 | 21.6 | 1.3 | 24.3 | -1.7 | -54.0 | 2.7 | 9.4 | -1.4 | 20.7 | 30.7 | -37.7 | -15.1 | -6.0 | 51.7 | 39.0 | 48.4 | 37.3 | 41.2 | -2.7 | 22.7 | 11.8 | 33.3 | -11.0 | 44.1 | 1.4 | 2.6 | 18.2 | 28.5 | -3.4 | 23.6 | 65.4 | -6.3 | 21.0 | 7.4 | -5.5 | -10.3 | 20.6 | 38.2 | -47.0 | -13.6 | 16.4 | 33.4 | 0.0 |
Sharpe Ratio | NA | 1.7 | 0.51 | 1.55 | 1.22 | 0.11 | NA | NA | 0.18 | 1.91 | 3.84 | -0.35 | 0.3 | -0.05 | 1.15 | -1.43 | -2.13 | 0.26 | 1.25 | -0.44 | 2.25 | 1.16 | 0.04 | 0.88 | -0.03 | -0.98 | -0.02 | 0.49 | -0.27 | 1.19 | 1.25 | -0.91 | -0.42 | -0.27 | 1.71 | 1.23 | 1.62 | 1.67 | 2.11 | -0.3 | 1.46 | 0.56 | 1.29 | -0.65 | 1.84 | -0.12 | -0.03 | 0.59 | 1.2 | -0.49 | 0.74 | 2.44 | -0.85 | 0.57 | 0.02 | -0.54 | -0.89 | 0.92 | 1.1 | -1.3 | -0.74 | 0.78 | 1.32 | NA |
Draw Down(%) | NA | 21.4 | 21.4 | 32.0 | 46.5 | 81.6 | NA | NA | 85.5 | 17.6 | 9.4 | 40.7 | 21.4 | 58.2 | 27.0 | 63.8 | 42.6 | 13.5 | 17.7 | 13.1 | 10.2 | 13.5 | 30.1 | 28.4 | 59.8 | 65.8 | 13.9 | 8.9 | 11.0 | 14.1 | 14.9 | 46.4 | 42.9 | 20.8 | 13.9 | 26.0 | 16.3 | 9.5 | 5.9 | 16.9 | 6.1 | 9.5 | 19.5 | 32.7 | 10.2 | 18.0 | 39.5 | 13.8 | 12.5 | 17.3 | 17.8 | 9.2 | 25.4 | 20.4 | 16.9 | 18.7 | 16.4 | 14.3 | 20.7 | 53.5 | 24.5 | 11.8 | 15.3 | 0.0 |
Standard Deviation(%) | NA | 42.4 | 34.7 | 31.5 | 35.2 | 35.5 | NA | NA | 28.6 | 30.5 | 24.1 | 35.2 | 32.5 | 63.3 | 40.4 | 39.8 | 20.1 | 17.2 | 21.9 | 15.1 | 16.8 | 18.7 | 30.6 | 27.4 | 56.0 | 55.7 | 18.3 | 12.5 | 13.5 | 16.5 | 24.0 | 42.8 | 41.7 | 37.4 | 28.4 | 28.9 | 27.6 | 20.1 | 17.7 | 19.2 | 14.0 | 16.7 | 22.9 | 25.1 | 20.9 | 26.2 | 41.1 | 23.7 | 19.4 | 20.5 | 23.6 | 23.6 | 19.3 | 22.4 | 15.1 | 19.5 | 15.7 | 18.5 | 31.0 | 40.2 | 25.0 | 17.4 | 22.9 | 0.0 |
Treynor Ratio | NA | 0.59 | 0.14 | 0.45 | 0.39 | 0.04 | NA | NA | 0.05 | 0.47 | 1.0 | -0.12 | 0.09 | -0.02 | 0.33 | -0.71 | -0.49 | 0.04 | 0.28 | -0.07 | 0.39 | 0.19 | 0.01 | 0.19 | -0.01 | -0.52 | 0.0 | 0.08 | -0.04 | 0.18 | 0.27 | -0.29 | -0.11 | -0.1 | 0.43 | 0.31 | 0.35 | 0.26 | 0.31 | -0.05 | 0.31 | 0.09 | 0.25 | -0.13 | 0.3 | -0.02 | -0.01 | 0.14 | 0.23 | -0.09 | 0.15 | 0.56 | -0.21 | 0.15 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
Alpha | NA | 0.34 | 0.06 | 0.14 | 0.1 | -0.01 | NA | NA | 0.0 | 0.11 | 0.19 | 0.05 | -0.05 | -0.05 | 0.03 | -0.28 | -0.28 | -0.02 | 0.1 | -0.08 | 0.02 | 0.01 | 0.0 | 0.02 | -0.1 | -0.09 | -0.01 | -0.01 | -0.02 | 0.03 | 0.0 | -0.03 | 0.04 | 0.03 | 0.09 | 0.03 | 0.02 | 0.03 | -0.01 | -0.01 | 0.06 | 0.01 | -0.01 | -0.02 | 0.03 | -0.05 | 0.0 | 0.04 | 0.02 | -0.02 | 0.02 | 0.13 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.22 | 1.22 | 1.09 | 1.09 | 1.11 | NA | NA | 1.14 | 1.24 | 0.93 | 0.99 | 1.03 | 1.24 | 1.42 | 0.8 | 0.87 | 0.99 | 1.0 | 1.01 | 0.98 | 1.15 | 1.13 | 1.25 | 1.48 | 1.05 | 0.91 | 0.76 | 0.89 | 1.09 | 1.1 | 1.36 | 1.54 | 1.03 | 1.12 | 1.15 | 1.26 | 1.28 | 1.19 | 1.09 | 0.66 | 1.07 | 1.18 | 1.21 | 1.28 | 1.31 | 1.08 | 1.02 | 1.02 | 1.14 | 1.15 | 1.02 | 0.79 | 0.84 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.7 | 0.47 | 0.41 | 0.31 | 0.33 | NA | NA | 0.43 | 0.27 | 0.25 | 0.47 | 0.17 | 0.46 | 0.19 | 0.12 | 0.09 | 0.58 | 0.48 | 0.58 | 0.41 | 0.61 | 0.74 | 0.68 | 0.51 | 0.6 | 0.63 | 0.38 | 0.46 | 0.53 | 0.6 | 0.68 | 0.63 | 0.37 | 0.51 | 0.65 | 0.69 | 0.56 | 0.27 | 0.32 | 0.17 | 0.41 | 0.57 | 0.6 | 0.64 | 0.72 | 0.74 | 0.5 | 0.37 | 0.51 | 0.44 | 0.61 | 0.35 | 0.39 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.2 | 0.7 | 0.9 | 7.5 | 2.1 | 3.2 | 1.9 | N/A | 0.9 | 0.4 | 0.3 | 1.7 | 0.3 | 0.5 | 2.1 | 3.8 | 3.0 | 3.7 | 3.2 | 3.7 | 4.1 | 3.3 | 3.0 | 3.6 | 3.4 | 3.0 | 2.9 | 2.5 | 2.6 | 3.0 | 1.8 | 1.5 | 1.1 | 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 | -67.9 | 130.8 | 518.2 | -25.6 | -32.8 | 8.4 | 274.9 | N/A | 250.0 | 0.0 | 77.8 | 350.0 | 0.0 | -88.8 | -69.5 | 30.6 | 1.1 | 3.4 | 12.7 | 4.6 | 23.8 | 32.6 | -24.6 | -50.8 | 7.8 | 11.6 | 13.2 | 11.0 | 6.5 | 5.5 | 10.6 | 15.7 | 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 12/31/1970
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 GE
Related 401K Plans
1. General Electric 401K | (0%) |
2. GE SECURITY, INC. 401(k) RETIREMENT PLAN | (93%) |
3. GE SAVINGS AND SECURITY PROGRAM PLAN | (0%) |
4. iqmyplan General Electric 401K | (0%) |