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KALU: Kaiser Aluminum Corporation (STOCK)
Basic Info 100.98 2.36(2.39%) May 17
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/15/2006 |
Last Dividend Date: | 04/24/2024 |
12-Mo. Yield | 5.00% |
Expenses | - |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/15/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 44.7 | 69.6 | -5.3 | 5.3 | 7.0 | 11.3 | 8.7 | -2.1 | -16.2 | -2.4 | -7.5 | 27.2 | -14.7 | 39.2 | -4.5 | 19.6 | 3.7 | 16.0 | 37.1 | -6.6 | 23.2 | 90.6 | -71.1 | 42.7 | 60.2 |
Sharpe Ratio | NA | 4.35 | 1.69 | -0.17 | 0.08 | 0.16 | NA | 0.19 | -0.15 | -0.36 | -0.05 | -0.12 | 0.98 | -0.55 | 1.61 | -0.17 | 1.1 | 0.23 | 0.82 | 1.61 | -0.15 | 0.61 | 1.53 | -1.0 | 1.1 | 3.57 |
Draw Down(%) | NA | 15.3 | 33.9 | 56.5 | 57.3 | 57.3 | NA | 82.1 | 40.2 | 40.8 | 35.2 | 53.4 | 22.7 | 26.3 | 14.0 | 24.4 | 9.8 | 14.5 | 10.3 | 11.3 | 28.1 | 24.1 | 40.3 | 80.1 | 34.6 | 15.7 |
Standard Deviation(%) | NA | 36.8 | 39.0 | 44.9 | 47.9 | 38.0 | NA | 40.6 | 43.6 | 49.3 | 46.6 | 63.9 | 26.3 | 29.0 | 24.1 | 28.1 | 17.7 | 16.2 | 19.5 | 23.2 | 43.7 | 38.0 | 59.0 | 71.6 | 36.1 | 37.7 |
Treynor Ratio | NA | 0.84 | 0.34 | -0.06 | 0.03 | 0.05 | NA | 0.06 | -0.03 | -0.15 | -0.02 | -0.06 | 0.21 | -0.15 | 0.29 | -0.05 | 0.38 | 0.09 | 0.21 | 0.31 | -0.04 | 0.14 | 0.6 | -0.55 | 0.33 | 1.4 |
Alpha | NA | 0.2 | 0.05 | -0.04 | -0.02 | -0.01 | NA | 0.01 | -0.14 | 0.06 | -0.13 | -0.07 | -0.03 | -0.03 | 0.04 | -0.05 | 0.07 | 0.0 | -0.02 | 0.06 | -0.02 | 0.01 | 0.16 | -0.2 | 0.14 | 0.31 |
Beta | NA | 1.9 | 1.95 | 1.38 | 1.34 | 1.21 | NA | 1.29 | 1.9 | 1.15 | 1.63 | 1.31 | 1.22 | 1.04 | 1.33 | 1.03 | 0.52 | 0.42 | 0.76 | 1.2 | 1.53 | 1.62 | 1.5 | 1.3 | 1.19 | 0.96 |
RSquared | NA | 0.35 | 0.33 | 0.28 | 0.35 | 0.32 | NA | 0.4 | 0.33 | 0.32 | 0.21 | 0.5 | 0.34 | 0.38 | 0.14 | 0.23 | 0.2 | 0.09 | 0.19 | 0.42 | 0.67 | 0.59 | 0.49 | 0.57 | 0.28 | 0.04 |
Yield(%) | N/A | 2.2 | 5.0 | 2.3 | 3.1 | 3.6 | 6.3 | N/A | 4.1 | 3.2 | 3.0 | 2.4 | 2.7 | 2.0 | 2.5 | 2.7 | 2.2 | 2.0 | 1.9 | 2.1 | 1.9 | 2.2 | 4.1 | 1.1 | 0.6 | 0.0 |
Dividend Growth(%) | N/A | -50.0 | 0.0 | 19.9 | 45.3 | N/A | N/A | N/A | 0.0 | 6.9 | 7.5 | 11.7 | 9.1 | 10.0 | -11.1 | 40.6 | 14.3 | 16.7 | 20.0 | 4.2 | 0.0 | 0.0 | 14.3 | 133.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/15/2006
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1. Kaiser Permanente 401K Plan for Staff | (90%) |
2. Kaiser Permanente Tax Savings Retirement Plan for Physicians | (31%) |
3. Kaiser Permanente Retirement Savings Plan | (0%) |