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IRM: Iron Mountain Incorporated (STOCK)
Basic Info 102.68 2.57(2.44%) June 25
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/01/1996 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 3.38% |
| Expenses | - |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/01/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 0.1 | 19.6 | 34.8 | 37.8 | 18.9 | 18.5 | 17.0 | 18.4 | 54.5 | 46.5 | -0.1 | 87.8 | 1.0 | 5.9 | -8.0 | 23.6 | 27.5 | -25.7 | 60.3 | 2.3 | 16.9 | 26.8 | 11.6 | -8.0 | -33.2 | 101.5 | -2.1 | 38.5 | 73.5 | 19.8 | -24.6 | 18.0 | -5.6 | 9.0 | 50.3 | 19.0 | 87.6 |
| Sharpe Ratio | NA | -0.19 | 0.43 | 1.08 | 1.2 | 0.6 | NA | NA | 0.49 | 1.75 | 1.92 | -0.04 | 2.93 | 0.02 | 0.2 | -0.38 | 1.21 | 1.11 | -1.05 | 2.03 | 0.08 | 0.75 | 0.91 | 0.38 | -0.21 | -0.63 | 2.16 | -0.25 | 1.42 | 1.58 | 0.86 | -0.49 | 0.61 | -0.24 | 0.14 | 0.96 | 0.49 | 2.43 |
| Draw Down(%) | NA | 30.3 | 39.0 | 39.0 | 39.0 | 39.0 | NA | NA | 55.7 | 20.2 | 11.5 | 22.6 | 14.1 | 36.0 | 18.0 | 17.7 | 10.2 | 22.8 | 33.6 | 14.7 | 34.8 | 13.8 | 21.1 | 28.5 | 31.2 | 52.4 | 12.1 | 23.2 | 12.9 | 14.8 | 14.2 | 51.1 | 16.5 | 25.8 | 29.5 | 23.0 | 25.0 | 15.4 |
| Standard Deviation(%) | NA | 37.2 | 33.3 | 29.1 | 29.4 | 29.0 | NA | NA | 34.2 | 27.4 | 22.2 | 35.2 | 30.0 | 45.2 | 21.9 | 24.2 | 19.0 | 24.5 | 24.5 | 29.6 | 28.0 | 22.5 | 29.4 | 30.0 | 38.1 | 53.9 | 45.8 | 21.7 | 25.6 | 45.8 | 22.2 | 52.2 | 26.0 | 39.9 | 42.6 | 49.1 | 31.6 | 39.2 |
| Treynor Ratio | NA | -0.07 | 0.16 | 0.33 | 0.42 | 0.2 | NA | NA | 0.23 | 0.59 | 0.41 | -0.02 | 2.02 | 0.01 | 0.11 | -0.14 | 0.32 | 0.29 | -0.3 | 0.66 | 0.03 | 0.19 | 0.31 | 0.12 | -0.09 | -0.4 | 1.89 | -0.1 | 0.62 | 23.43 | 0.31 | -0.34 | 0.47 | -0.29 | 0.15 | 0.81 | 1.77 | 2.2 |
| Alpha | NA | -0.02 | 0.04 | 0.06 | 0.09 | 0.04 | NA | NA | 0.06 | 0.11 | 0.06 | 0.09 | 0.22 | -0.04 | -0.02 | -0.01 | 0.03 | 0.06 | -0.11 | 0.16 | -0.07 | 0.02 | 0.1 | 0.0 | -0.11 | 0.02 | 0.31 | -0.04 | 0.13 | 0.26 | 0.02 | 0.0 | 0.09 | 0.01 | 0.03 | 0.14 | 0.07 | 0.26 |
| Beta | NA | 1.01 | 0.9 | 0.96 | 0.85 | 0.86 | NA | NA | 0.73 | 0.81 | 1.05 | 0.91 | 0.43 | 0.95 | 0.41 | 0.67 | 0.71 | 0.92 | 0.84 | 0.92 | 0.79 | 0.9 | 0.85 | 0.94 | 0.95 | 0.84 | 0.53 | 0.56 | 0.58 | 0.03 | 0.62 | 0.75 | 0.34 | 0.33 | 0.37 | 0.58 | 0.09 | 0.43 |
| RSquared | NA | 0.47 | 0.29 | 0.33 | 0.25 | 0.3 | NA | NA | 0.16 | 0.14 | 0.38 | 0.39 | 0.04 | 0.53 | 0.05 | 0.22 | 0.06 | 0.25 | 0.29 | 0.11 | 0.1 | 0.25 | 0.46 | 0.33 | 0.46 | 0.41 | 0.02 | 0.07 | 0.05 | 0.0 | 0.23 | 0.17 | 0.08 | 0.03 | 0.03 | 0.06 | 0.0 | 0.02 |
| Yield(%) | N/A | 1.5 | 3.4 | 5.4 | 10.6 | 7.7 | 10.7 | 9.5 | N/A | 4.0 | 5.1 | 4.8 | 8.6 | 8.1 | 7.6 | 6.3 | 6.8 | 7.5 | 4.9 | 8.6 | 4.3 | 16.5 | 3.8 | 1.6 | 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 | -42.5 | 15.4 | 8.8 | 15.6 | 131.1 | N/A | N/A | N/A | 7.6 | 2.5 | 0.0 | 0.0 | 1.0 | 3.2 | 6.1 | 11.6 | 5.0 | -18.3 | 84.3 | -73.3 | 447.0 | 148.8 | 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 02/01/1996
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| 1. The Iron Mountain Companies 401(k) Plan | (0%) |
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