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KYO: Kyocera Corporation (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/05/1987 |
| Last Dividend Date: | 09/26/2007 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/25/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/05/1987 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.2 | -7.4 | 0.9 | 1.9 | 1.0 | 4.8 | 5.0 | 4.5 | -15.8 | 31.6 | 8.0 | 0.6 | -8.6 | 9.8 | 14.5 | -21.9 | 15.7 | 22.0 | -17.0 | -7.1 | 31.0 | -3.7 | 15.7 | 18.3 | -13.7 | -36.8 | -59.3 | 408.6 | 16.0 | -25.2 | -17.7 | 0.9 | 41.7 | 51.4 | 11.8 | -24.6 | 13.7 | -9.5 | -0.7 | 27.4 |
| Sharpe Ratio | NA | -0.33 | 0.02 | 0.07 | 0.03 | NA | NA | 0.03 | -1.03 | 1.76 | 0.3 | 0.02 | -0.44 | 0.36 | 0.64 | -0.76 | 0.56 | 0.67 | -0.35 | -0.43 | 1.02 | -0.28 | 0.5 | 0.53 | -0.36 | -0.71 | -1.11 | 8.18 | 0.29 | -2.61 | -1.15 | -0.12 | 2.06 | 1.59 | 0.29 | -1.03 | 0.23 | -0.64 | -0.21 | 9.58 |
| Draw Down(%) | NA | 24.9 | 28.2 | 35.3 | 54.2 | NA | NA | 81.5 | 22.9 | 8.7 | 16.4 | 24.6 | 16.4 | 15.3 | 20.4 | 28.7 | 23.1 | 28.6 | 54.5 | 25.1 | 25.6 | 18.9 | 24.9 | 20.2 | 29.4 | 48.1 | 59.3 | 19.6 | 29.4 | 48.8 | 19.3 | 21.1 | 9.6 | 23.7 | 30.5 | 41.0 | 34.8 | 25.7 | 25.1 | 8.8 |
| Standard Deviation(%) | NA | 25.0 | 25.0 | 23.9 | 29.4 | NA | NA | 32.7 | 30.4 | 17.6 | 25.9 | 26.2 | 19.7 | 26.9 | 22.8 | 29.0 | 27.9 | 32.7 | 50.6 | 23.3 | 27.3 | 21.3 | 29.6 | 33.1 | 41.4 | 55.5 | 57.0 | 49.5 | 44.3 | 30.7 | 18.3 | 25.1 | 18.8 | 30.8 | 31.8 | 27.3 | 36.7 | 23.9 | 25.0 | 41.3 |
| Treynor Ratio | NA | -0.07 | 0.0 | 0.02 | 0.01 | NA | NA | 0.01 | -0.26 | 0.52 | 0.08 | 0.01 | -0.09 | 0.09 | 0.18 | -0.27 | 0.2 | 0.27 | -0.2 | -0.14 | 0.18 | -0.08 | 0.11 | 0.17 | -0.19 | -0.29 | -0.5 | 8.36 | 0.23 | -3.1 | -0.7 | -1.57 | 1.21 | 56.65 | 0.15 | -0.49 | 0.1 | -10.36 | -0.16 | 6.11 |
| Alpha | NA | -0.1 | -0.06 | -0.07 | -0.06 | NA | NA | -0.02 | -0.15 | 0.07 | 0.0 | 0.01 | -0.08 | -0.08 | 0.01 | -0.1 | 0.02 | 0.01 | 0.11 | -0.04 | 0.04 | -0.02 | 0.02 | -0.02 | 0.04 | -0.06 | -0.25 | 0.65 | 0.03 | -0.29 | -0.1 | 0.0 | 0.14 | 0.17 | 0.04 | -0.16 | 0.08 | -0.05 | -0.02 | 0.7 |
| Beta | NA | 1.14 | 1.04 | 1.03 | 0.9 | NA | NA | 0.81 | 1.21 | 0.6 | 0.98 | 0.98 | 0.92 | 1.12 | 0.81 | 0.81 | 0.79 | 0.82 | 0.91 | 0.75 | 1.51 | 0.77 | 1.34 | 1.02 | 0.79 | 1.36 | 1.27 | 0.48 | 0.55 | 0.26 | 0.3 | 0.02 | 0.32 | 0.01 | 0.62 | 0.57 | 0.83 | 0.01 | 0.32 | 0.65 |
| RSquared | NA | 0.33 | 0.3 | 0.29 | 0.38 | NA | NA | 0.19 | 0.44 | 0.05 | 0.24 | 0.34 | 0.29 | 0.21 | 0.2 | 0.43 | 0.26 | 0.47 | 0.53 | 0.27 | 0.3 | 0.14 | 0.25 | 0.27 | 0.25 | 0.27 | 0.25 | 0.03 | 0.06 | 0.02 | 0.04 | 0.0 | 0.03 | 0.0 | 0.04 | 0.09 | 0.13 | 0.0 | 0.05 | 0.23 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 1.1 | 1.2 | 0.8 | 0.9 | 0.7 | 0.5 | 0.2 | 1.0 | 0.8 | 0.8 | 0.7 | 0.7 | 0.4 | 0.9 | 1.2 | 0.7 | 0.7 | 0.7 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | -63.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 22.9 | -7.5 | 69.1 | 6.2 | 8.2 | -5.2 | -11.4 | 7.4 | -31.7 | -21.8 | -3.8 | -4.9 | 161.7 | -37.4 | -16.1 | 32.6 | 6.1 | 1.8 | -24.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1987
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