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KSU: Kansas City Southern (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 09/10/2021 |
| 12-Mo. Yield | 1.02% |
| Expenses | - |
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Performance Analytics (As of 12/27/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | 34.6 | 60.5 | -9.3 | 24.0 | 13.6 | -38.8 | -1.5 | 48.3 | 22.7 | 42.1 | 43.8 | 74.8 | -44.5 | 18.5 | 18.6 | 37.8 | 23.8 | 19.3 | -15.1 | 39.6 | -93.2 | 51.7 | 54.9 | 111.7 | -1.6 | 48.2 | -40.0 | 110.2 | 63.3 | 70.2 | -22.1 | 33.6 | -17.1 | -13.5 | -2.1 | 6.3 | -21.1 | 24.3 | 35.0 | 40.9 | 55.0 |
| Sharpe Ratio | NA | 1.82 | 1.27 | 0.93 | 0.6 | NA | NA | 0.45 | 1.57 | 0.7 | 1.55 | -1.27 | 0.25 | -0.73 | -1.85 | -0.68 | 1.24 | 0.15 | 0.58 | 0.69 | 0.93 | -0.97 | -0.11 | -0.12 | 0.51 | 0.17 | 0.0 | -0.75 | 0.32 | -0.47 | 1.63 | 1.46 | 1.93 | 0.02 | -0.69 | -1.1 | 4.03 | 2.73 | 3.14 | -0.79 | 0.99 | -0.44 | -0.28 | -0.08 | 0.3 | -0.68 | 0.78 | 0.92 | 1.23 | 2.03 |
| Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 100.0 | NA | NA | 100.0 | 100.0 | 43.1 | 10.5 | 24.2 | 9.1 | 18.5 | 42.6 | 26.4 | 11.5 | 20.2 | 26.1 | 22.5 | 45.2 | 69.8 | 29.4 | 16.3 | 14.4 | 17.0 | 19.2 | 30.8 | 36.1 | 96.7 | 42.0 | 56.0 | 19.2 | 22.4 | 11.3 | 42.2 | 13.7 | 16.0 | 14.7 | 27.9 | 20.5 | 42.5 | 54.2 | 27.7 | 18.5 | 37.4 | 26.6 | 27.8 | 20.1 | 15.7 |
| Standard Deviation(%) | NA | 29.9 | 36.0 | 31.1 | 29.8 | NA | NA | 38.2 | 30.5 | 48.9 | 24.0 | 24.4 | 19.6 | 28.1 | 31.0 | 29.3 | 24.0 | 28.9 | 41.0 | 36.3 | 60.2 | 65.6 | 31.9 | 32.2 | 32.8 | 25.0 | 34.7 | 46.5 | 57.9 | 345.0 | 47.1 | 60.5 | 33.4 | 19.6 | 20.1 | 35.0 | 27.2 | 23.0 | 22.3 | 27.7 | 33.8 | 38.8 | 48.8 | 25.4 | 21.3 | 31.0 | 30.9 | 37.9 | 33.0 | 36.2 |
| Treynor Ratio | NA | 0.94 | -1.16 | -1.15 | -0.99 | NA | NA | -0.98 | 0.92 | 0.31 | 0.33 | -0.34 | 0.04 | -0.18 | -0.51 | -0.12 | 0.2 | 0.03 | 0.16 | 0.17 | 0.33 | -0.59 | -0.03 | -0.02 | 0.09 | 0.03 | 0.0 | -0.33 | 0.16 | -1.53 | 0.69 | 0.51 | 0.74 | 0.01 | -0.27 | -0.29 | 1.17 | 0.82 | 1.21 | -0.33 | 1.37 | -0.3 | -0.16 | -0.03 | 0.16 | -0.19 | 0.25 | 0.48 | 0.55 | 1.65 |
| Alpha | NA | -0.11 | -0.04 | -0.02 | -0.03 | NA | NA | 0.04 | -0.12 | 0.07 | 0.08 | -0.02 | 0.21 | 0.14 | 0.04 | -0.03 | 0.67 | 0.04 | 0.18 | 0.45 | 0.16 | 0.02 | 0.07 | 0.04 | 0.77 | 0.06 | 0.0 | 0.08 | 0.27 | 0.02 | 0.11 | -0.04 | 0.19 | -0.06 | 0.0 | -0.18 | 0.27 | 0.18 | 0.16 | -0.08 | 0.11 | -0.08 | -0.04 | -0.02 | 0.0 | -0.09 | 0.04 | 0.09 | 0.18 | 0.18 |
| Beta | NA | -1.07 | 0.86 | 0.88 | 1.02 | NA | NA | 1.05 | -1.08 | 1.11 | 1.13 | 0.9 | 1.19 | 1.11 | 1.13 | 1.66 | 1.52 | 1.38 | 1.45 | 1.47 | 1.68 | 1.09 | 1.18 | 1.73 | 1.88 | 1.28 | 0.81 | 1.05 | 1.2 | 1.06 | 1.12 | 1.72 | 0.88 | 0.68 | 0.51 | 1.31 | 0.94 | 0.76 | 0.58 | 0.68 | 0.25 | 0.57 | 0.84 | 0.61 | 0.39 | 1.08 | 0.97 | 0.72 | 0.73 | 0.45 |
| RSquared | NA | 0.02 | 0.08 | 0.1 | 0.15 | NA | NA | 0.21 | 0.02 | 0.6 | 0.34 | 0.4 | 0.16 | 0.27 | 0.33 | 0.44 | 0.49 | 0.37 | 0.69 | 0.54 | 0.58 | 0.46 | 0.35 | 0.28 | 0.34 | 0.32 | 0.16 | 0.34 | 0.19 | 0.04 | 0.18 | 0.33 | 0.23 | 0.17 | 0.04 | 0.13 | 0.09 | 0.1 | 0.14 | 0.15 | 0.01 | 0.06 | 0.32 | 0.15 | 0.05 | 0.2 | 0.18 | 0.12 | 0.1 | 0.04 |
| Yield(%) | N/A | 1.0 | 1.8 | 1.8 | 1.9 | 3.0 | 4.4 | N/A | 0.8 | 1.1 | 1.5 | 1.3 | 1.7 | 1.8 | 1.1 | 0.9 | 1.0 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 64.4 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 28.7 | 24.1 | 55.6 | N/A | -85.7 | -85.7 | N/A | -1.2 | 10.8 | 2.8 | 4.3 | 4.5 | 0.0 | 17.9 | 30.2 | 10.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 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 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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