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INFY: Infosys Ltd ADR (STOCK)
Basic Info 17.24 0.19(1.11%) May 16
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/11/1999 |
Last Dividend Date: | 10/24/2023 |
12-Mo. Yield | 2.81% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/11/1999 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | -6.2 | 17.2 | 0.5 | 13.3 | 13.4 | 13.3 | 13.2 | 15.9 | 4.8 | -27.3 | 52.2 | 68.3 | 11.9 | 19.6 | 15.7 | -9.6 | 9.0 | 20.9 | 36.2 | -16.0 | -31.6 | 40.4 | 127.7 | -44.6 | -16.3 | 36.9 | 17.2 | 47.9 | 38.0 | 19.5 | -32.6 | -43.5 | 604.0 |
Sharpe Ratio | NA | -1.17 | 0.4 | -0.11 | 0.37 | 0.45 | NA | NA | 0.32 | 0.02 | -0.94 | 2.05 | 1.56 | 0.43 | 0.76 | 0.73 | -0.36 | 0.34 | 0.83 | 0.98 | -0.5 | -0.86 | 1.53 | 3.17 | -0.7 | -0.54 | 1.03 | 0.49 | 1.26 | 0.66 | 0.31 | -0.42 | -0.47 | 12.62 |
Draw Down(%) | NA | 19.9 | 19.9 | 42.3 | 42.3 | 42.3 | NA | NA | 90.3 | 24.2 | 35.9 | 11.4 | 39.2 | 25.1 | 14.6 | 10.9 | 29.1 | 17.7 | 19.5 | 27.9 | 35.6 | 38.9 | 13.7 | 22.4 | 56.9 | 35.7 | 21.5 | 26.7 | 28.5 | 46.7 | 33.0 | 73.5 | 73.0 | 33.4 |
Standard Deviation(%) | NA | 21.2 | 23.6 | 26.2 | 30.7 | 27.6 | NA | NA | 45.5 | 25.1 | 30.4 | 25.4 | 43.3 | 24.5 | 23.9 | 20.6 | 27.4 | 26.5 | 25.2 | 36.9 | 32.0 | 36.7 | 26.3 | 40.2 | 64.8 | 35.9 | 32.7 | 30.6 | 37.3 | 56.1 | 59.1 | 84.1 | 101.5 | 79.1 |
Treynor Ratio | NA | -0.35 | 0.12 | -0.04 | 0.13 | 0.15 | NA | NA | 0.13 | 0.01 | -0.34 | 0.53 | 0.75 | 0.18 | 0.26 | 0.27 | -0.1 | 0.11 | 0.27 | 0.33 | -0.13 | -0.29 | 0.38 | 1.2 | -0.35 | -0.13 | 0.23 | 0.12 | 0.39 | 0.48 | 0.18 | -0.17 | -0.36 | 13.02 |
Alpha | NA | -0.17 | -0.02 | -0.02 | 0.01 | 0.02 | NA | NA | 0.06 | -0.04 | -0.05 | 0.08 | 0.16 | -0.01 | 0.09 | 0.02 | -0.07 | 0.04 | 0.05 | 0.02 | -0.13 | -0.14 | 0.08 | 0.24 | 0.04 | -0.08 | 0.07 | 0.06 | 0.13 | 0.1 | 0.23 | 0.08 | 0.02 | 1.02 |
Beta | NA | 0.71 | 0.76 | 0.81 | 0.86 | 0.83 | NA | NA | 1.09 | 0.63 | 0.83 | 0.98 | 0.91 | 0.58 | 0.7 | 0.55 | 0.97 | 0.82 | 0.77 | 1.1 | 1.27 | 1.09 | 1.05 | 1.07 | 1.29 | 1.47 | 1.46 | 1.21 | 1.21 | 0.77 | 1.0 | 2.06 | 1.34 | 0.77 |
RSquared | NA | 0.15 | 0.14 | 0.29 | 0.35 | 0.29 | NA | NA | 0.22 | 0.11 | 0.44 | 0.26 | 0.52 | 0.09 | 0.25 | 0.03 | 0.22 | 0.23 | 0.12 | 0.11 | 0.27 | 0.49 | 0.52 | 0.52 | 0.65 | 0.43 | 0.2 | 0.17 | 0.13 | 0.06 | 0.19 | 0.28 | 0.08 | 0.03 |
Yield(%) | N/A | 0.0 | 2.8 | 2.3 | 3.4 | 5.2 | 6.1 | 9.4 | N/A | 2.4 | 1.6 | 2.3 | 2.8 | 3.3 | 2.2 | 5.7 | 2.3 | 2.5 | 9.2 | 1.9 | 1.8 | 1.0 | 2.1 | 1.9 | 2.0 | 0.6 | 1.2 | 0.5 | 1.6 | 0.0 | 6.5 | 0.0 | 1.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 4.9 | 59.0 | 7.8 | 328.4 | N/A | N/A | N/A | 4.9 | 2.5 | 37.9 | -9.4 | 77.8 | -57.1 | 121.1 | -5.0 | -68.8 | 540.0 | -16.7 | 20.0 | -33.3 | 150.0 | -45.5 | 175.0 | -33.3 | 200.0 | -60.0 | N/A | -100.0 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/1999
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