Find A Portfolio/Ticker
Comparison Box
IM: Ingram Micro Inc (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/24/2018 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/09/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/24/2018 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -11.8 | 280.7 | 142.4 | 60.9 | -14.3 | -15.9 | 3.2 | -18.8 | 7366.1 | 28.0 | 10.7 | 17.8 | 38.7 | -7.0 | -4.7 | 9.4 | 30.3 | -25.8 | -11.6 | 2.4 | -4.2 | 30.8 | 28.7 | -28.7 | 54.0 | -14.3 | -62.9 | 21.5 | 26.6 | 12.2 |
| Sharpe Ratio | NA | -1.27 | 0.52 | 0.42 | 0.25 | -1.62 | -1.28 | -1.06 | -2.22 | 11.5 | -0.02 | -0.29 | -0.03 | 0.94 | -1.36 | -0.69 | -0.38 | 0.31 | -1.04 | -1.37 | -0.9 | -0.8 | 0.25 | 0.23 | -1.2 | 0.84 | -0.52 | -0.91 | 0.35 | 0.51 | 1.86 |
| Draw Down(%) | NA | 29.1 | 38.5 | 38.5 | 38.5 | 37.4 | 29.1 | 10.0 | 22.5 | 6.3 | 10.7 | 16.6 | 25.8 | 14.4 | 26.7 | 26.7 | 20.7 | 31.0 | 53.4 | 18.1 | 19.0 | 29.5 | 39.0 | 27.8 | 44.9 | 27.2 | 49.9 | 72.1 | 37.2 | 19.3 | 18.5 |
| Standard Deviation(%) | NA | 33.1 | 499.3 | 282.9 | 161.7 | 22.6 | 38.1 | 16.9 | 19.4 | 970.4 | 27.0 | 27.2 | 25.1 | 21.4 | 18.9 | 33.7 | 24.5 | 37.8 | 43.6 | 24.6 | 22.3 | 31.6 | 45.6 | 41.7 | 40.4 | 39.9 | 72.4 | 72.9 | 51.5 | 44.9 | 55.3 |
| Treynor Ratio | NA | -0.86 | 0.05 | 0.03 | 0.02 | -0.78 | -0.9 | -0.73 | -1.12 | 0.21 | -0.01 | -0.08 | -0.01 | 0.21 | -0.28 | -0.23 | -0.09 | 0.12 | -0.57 | -0.36 | -0.22 | -0.31 | 0.07 | 0.09 | -0.72 | 0.42 | -0.5 | -2.2 | 0.22 | 0.26 | 1.3 |
| Alpha | NA | -0.31 | 31.5 | 12.46 | 4.24 | -0.15 | -0.36 | -0.07 | -0.13 | -2.93 | 0.04 | 0.05 | 0.03 | 0.03 | -0.08 | -0.01 | -0.01 | 0.03 | 0.02 | -0.07 | -0.04 | -0.03 | 0.12 | 0.03 | -0.07 | 0.22 | 0.04 | -0.32 | 0.04 | 0.03 | 0.23 |
| Beta | NA | 0.49 | 54.15 | 42.63 | 24.13 | 0.47 | 0.54 | 0.25 | 0.39 | 540.8 | 0.54 | 1.02 | 1.23 | 0.96 | 0.93 | 1.01 | 1.02 | 0.96 | 0.79 | 0.93 | 0.92 | 0.81 | 1.51 | 1.02 | 0.67 | 0.79 | 0.75 | 0.3 | 0.83 | 0.89 | 0.79 |
| RSquared | NA | 0.47 | 0.06 | 0.05 | 0.03 | 0.3 | 0.61 | 0.06 | 0.12 | 0.64 | 0.06 | 0.33 | 0.31 | 0.24 | 0.39 | 0.49 | 0.56 | 0.48 | 0.56 | 0.36 | 0.17 | 0.07 | 0.14 | 0.18 | 0.19 | 0.18 | 0.05 | 0.01 | 0.11 | 0.13 | 0.03 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 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 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/24/2018
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 IM
Related 401K Plans
| 1. Ingram Micro 401(k) Investment Savings Plan | (0%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
