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IR: Ingersoll Rand Inc (STOCK)
Basic Info 95.5 0.4(0.42%) May 24
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/12/2017 |
Last Dividend Date: | 05/15/2024 |
12-Mo. Yield | 0.14% |
Expenses | - |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 05/12/2017 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.1 | 23.5 | 68.0 | 24.6 | 24.4 | 28.2 | 48.2 | -15.4 | 35.8 | 29.3 | 92.9 | -35.3 | 69.2 |
Sharpe Ratio | NA | 3.08 | 2.92 | 0.79 | 0.66 | 0.77 | 1.81 | -0.48 | 1.29 | 0.56 | 2.79 | -1.01 | 3.86 |
Draw Down(%) | NA | 9.0 | 15.3 | 35.5 | 49.1 | 49.1 | 15.3 | 35.5 | 13.3 | 49.1 | 24.2 | 44.7 | 14.4 |
Standard Deviation(%) | NA | 21.4 | 22.0 | 28.0 | 34.4 | 34.8 | 24.5 | 34.7 | 27.7 | 51.3 | 32.8 | 36.4 | 33.2 |
Treynor Ratio | NA | 0.71 | 0.6 | 0.19 | 0.21 | 0.24 | 0.37 | -0.15 | 0.3 | 0.28 | 0.76 | -0.3 | 0.84 |
Alpha | NA | 0.11 | 0.1 | 0.06 | 0.04 | 0.06 | 0.06 | 0.04 | 0.01 | 0.06 | 0.15 | -0.13 | 0.23 |
Beta | NA | 0.93 | 1.07 | 1.15 | 1.08 | 1.11 | 1.19 | 1.13 | 1.2 | 1.02 | 1.21 | 1.22 | 1.53 |
RSquared | NA | 0.25 | 0.31 | 0.5 | 0.45 | 0.38 | 0.4 | 0.62 | 0.32 | 0.48 | 0.2 | 0.33 | 0.1 |
Yield(%) | N/A | 0.1 | 0.1 | 0.1 | 1.6 | N/A | 0.2 | 0.1 | 0.0 | 2.9 | 10.1 | 5.8 | 6.2 |
Dividend Growth(%) | N/A | -50.0 | 0.0 | -95.3 | N/A | N/A | 0.0 | 300.0 | -98.1 | -50.0 | 8.2 | 50.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/12/2017
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1. Ingersoll-Rand Company Employee Savings Plan | (Not Rated) |
2. INGERSOLL-RAND COMPANY EMPLOYEE SAVINGS PLAN FOR BARGAINED EMPLOYEES | (Not Rated) |