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IR: Ingersoll Rand Inc. (STOCK)
Basic Info 87.01 0.17(0.20%) July 08
Asset Class: | ROOT |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 05/12/2017 |
Last Dividend Date: | 05/15/2025 |
12-Mo. Yield | 0.09% |
Expenses | - |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 05/12/2017 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.6 | -3.8 | -4.7 | 27.3 | 25.5 | 22.6 | 17.1 | 48.2 | -15.4 | 35.8 | 29.3 | 92.9 | -35.3 | 69.2 |
Sharpe Ratio | NA | -0.3 | -0.24 | 0.84 | 0.79 | 0.61 | 0.4 | 1.81 | -0.48 | 1.29 | 0.56 | 2.79 | -1.01 | 3.86 |
Draw Down(%) | NA | 29.1 | 36.6 | 36.6 | 36.6 | 49.1 | 14.1 | 15.3 | 35.5 | 13.3 | 49.1 | 24.2 | 44.7 | 14.4 |
Standard Deviation(%) | NA | 35.0 | 32.0 | 28.7 | 29.4 | 34.4 | 26.2 | 24.5 | 34.7 | 27.7 | 51.3 | 32.8 | 36.4 | 33.2 |
Treynor Ratio | NA | -0.09 | -0.06 | 0.2 | 0.2 | 0.19 | 0.09 | 0.37 | -0.15 | 0.3 | 0.28 | 0.76 | -0.3 | 0.84 |
Alpha | NA | -0.09 | -0.07 | 0.02 | 0.03 | 0.04 | -0.03 | 0.06 | 0.04 | 0.01 | 0.06 | 0.15 | -0.13 | 0.23 |
Beta | NA | 1.17 | 1.21 | 1.2 | 1.15 | 1.12 | 1.23 | 1.19 | 1.13 | 1.2 | 1.02 | 1.21 | 1.22 | 1.53 |
RSquared | NA | 0.66 | 0.58 | 0.52 | 0.47 | 0.4 | 0.36 | 0.4 | 0.62 | 0.32 | 0.48 | 0.2 | 0.33 | 0.1 |
Yield(%) | N/A | 0.0 | 0.1 | 0.2 | 0.2 | N/A | 0.1 | 0.2 | 0.1 | 0.0 | 2.9 | 10.1 | 5.8 | 6.2 |
Dividend Growth(%) | N/A | -50.0 | 0.0 | -89.0 | N/A | N/A | 0.0 | 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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Related 401K Plans
1. Ingersoll-Rand Company Employee Savings Plan | (65%) |
2. INGERSOLL-RAND COMPANY EMPLOYEE SAVINGS PLAN FOR BARGAINED EMPLOYEES | (0%) |