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KB: KB Financial Group Inc (STOCK)
Basic Info 56.14 0.66(1.16%) May 28
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/02/2001 |
Last Dividend Date: | 12/29/2020 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 05/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.3 | 35.7 | 54.5 | 3.1 | 9.5 | 7.0 | 5.2 | 3.7 | 4.5 | 7.0 | -16.2 | 16.6 | -0.5 | 2.8 | -25.3 | 71.0 | 26.5 | -12.0 | -17.8 | 14.2 | 14.6 | -39.5 | 4.2 | 94.9 | -64.3 | -9.1 | 7.9 | 92.5 | 3.3 | 9.6 | -9.1 | 42.8 |
Sharpe Ratio | NA | 2.64 | 1.51 | 0.05 | 0.24 | 0.19 | NA | NA | 0.09 | 0.11 | -0.55 | 0.57 | -0.01 | 0.06 | -0.97 | 2.8 | 0.92 | -0.42 | -0.73 | 0.64 | 0.5 | -0.93 | 0.09 | 1.32 | -0.73 | -0.3 | 0.12 | 3.06 | 0.06 | 0.2 | -0.22 | 14.4 |
Draw Down(%) | NA | 21.3 | 21.3 | 44.6 | 49.6 | 64.1 | NA | NA | 84.9 | 26.9 | 44.6 | 19.5 | 48.9 | 29.1 | 37.9 | 17.8 | 16.7 | 28.1 | 20.7 | 23.0 | 29.0 | 46.1 | 28.1 | 45.9 | 80.0 | 33.1 | 25.7 | 14.5 | 38.7 | 38.7 | 43.8 | 11.0 |
Standard Deviation(%) | NA | 44.2 | 33.1 | 31.0 | 34.5 | 31.0 | NA | NA | 41.1 | 25.8 | 32.0 | 29.2 | 47.8 | 24.4 | 27.4 | 25.2 | 28.5 | 28.9 | 24.4 | 22.2 | 29.1 | 42.5 | 43.1 | 71.8 | 89.1 | 40.8 | 37.5 | 29.5 | 40.4 | 44.3 | 45.5 | 62.5 |
Treynor Ratio | NA | 0.75 | 0.42 | 0.02 | 0.09 | 0.06 | NA | NA | 0.03 | 0.03 | -0.23 | 0.16 | -0.01 | 0.01 | -0.38 | 0.42 | 0.19 | -0.12 | -0.33 | 0.13 | 0.1 | -0.3 | 0.02 | 0.5 | -0.41 | -0.07 | 0.02 | 0.85 | 0.02 | 0.08 | -0.15 | 5.5 |
Alpha | NA | 0.19 | 0.07 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.04 | 0.0 | -0.03 | -0.04 | -0.09 | -0.09 | 0.1 | 0.04 | -0.04 | -0.09 | -0.07 | -0.02 | -0.19 | -0.05 | 0.17 | -0.01 | -0.04 | -0.05 | 0.26 | -0.01 | -0.04 | 0.06 | 0.75 |
Beta | NA | 1.56 | 1.17 | 0.84 | 0.92 | 0.93 | NA | NA | 1.25 | 0.81 | 0.76 | 1.03 | 0.96 | 1.02 | 0.7 | 1.67 | 1.4 | 0.99 | 0.54 | 1.13 | 1.39 | 1.32 | 1.67 | 1.88 | 1.57 | 1.86 | 2.11 | 1.06 | 1.38 | 1.05 | 0.7 | 1.63 |
RSquared | NA | 0.16 | 0.16 | 0.22 | 0.32 | 0.28 | NA | NA | 0.34 | 0.17 | 0.33 | 0.21 | 0.48 | 0.27 | 0.19 | 0.2 | 0.42 | 0.28 | 0.06 | 0.32 | 0.37 | 0.53 | 0.49 | 0.49 | 0.51 | 0.53 | 0.32 | 0.14 | 0.15 | 0.16 | 0.16 | 0.15 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 1.7 | 2.4 | 1.9 | 1.5 | N/A | 0.0 | 0.0 | 0.0 | 3.8 | 4.3 | 2.8 | 5.0 | 0.0 | 2.6 | 1.8 | 1.3 | 0.0 | 1.2 | 0.1 | 0.8 | 0.0 | 0.0 | 0.0 | 1.4 | 0.0 | 2.3 | 0.0 | 0.3 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -33.2 | 331.6 | N/A | N/A | N/A | N/A | N/A | -100.0 | -12.0 | 6.4 | -6.4 | N/A | -100.0 | 20.2 | 46.7 | N/A | -100.0 | 734.2 | -62.9 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2001
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