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LAD: Lithia Motors Inc (STOCK)
Basic Info 263.5 1.19(0.45%) May 07
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/18/1996 |
Last Dividend Date: | 03/07/2024 |
12-Mo. Yield | 0.91% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/18/1996 |
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(%) | 3.6 | -19.8 | 22.7 | -11.0 | 18.7 | 14.4 | 32.3 | 14.2 | 13.5 | 62.0 | -30.6 | 1.8 | 100.7 | 94.6 | -32.0 | 18.5 | -7.9 | 23.9 | 25.9 | 86.7 | 74.0 | 55.2 | 76.6 | 152.1 | -74.2 | -51.1 | -6.9 | 18.9 | 7.7 | 61.7 | -24.2 | 66.4 | -30.4 | 8.3 | 11.9 | 32.6 | 0.0 |
Sharpe Ratio | NA | -1.7 | 0.36 | -0.37 | 0.35 | 0.3 | NA | NA | 0.22 | 1.43 | -0.72 | 0.05 | 1.46 | 2.8 | -1.06 | 0.56 | -0.21 | 0.84 | 0.61 | 2.67 | 1.86 | 0.95 | 1.15 | 1.44 | -0.51 | -1.17 | -0.39 | 0.54 | 0.21 | 1.27 | -0.53 | 1.52 | -0.87 | 0.12 | 0.14 | 0.64 | -0.16 |
Draw Down(%) | NA | 24.5 | 27.8 | 52.7 | 61.2 | 61.2 | NA | NA | 95.2 | 29.5 | 46.8 | 32.4 | 56.9 | 11.1 | 44.7 | 22.2 | 34.8 | 15.6 | 33.5 | 15.8 | 19.6 | 37.0 | 43.4 | 55.6 | 89.3 | 56.7 | 34.8 | 19.6 | 32.3 | 31.7 | 51.1 | 42.5 | 36.4 | 30.9 | 45.1 | 25.6 | 3.3 |
Standard Deviation(%) | NA | 33.5 | 37.4 | 40.9 | 47.3 | 41.6 | NA | NA | 54.5 | 40.8 | 44.8 | 40.2 | 68.5 | 33.2 | 31.4 | 32.2 | 39.4 | 28.6 | 42.6 | 32.5 | 40.1 | 57.9 | 66.7 | 105.3 | 146.8 | 46.4 | 26.5 | 30.9 | 32.5 | 48.1 | 47.4 | 43.2 | 39.6 | 42.1 | 60.2 | 45.5 | 21.2 |
Treynor Ratio | NA | -0.38 | 0.09 | -0.12 | 0.13 | 0.11 | NA | NA | 0.1 | 0.39 | -0.29 | 0.01 | 0.82 | 0.96 | -0.63 | 0.12 | -0.06 | 0.22 | 0.14 | 0.49 | 0.42 | 0.32 | 0.33 | 0.73 | -0.5 | -0.37 | -0.08 | 0.15 | 0.05 | 0.56 | -0.32 | 6.89 | -1.26 | 0.51 | 0.12 | 1.44 | 0.06 |
Alpha | NA | -0.41 | -0.05 | -0.07 | 0.04 | 0.02 | NA | NA | 0.06 | 0.09 | -0.03 | -0.11 | 0.26 | 0.18 | -0.13 | -0.03 | -0.07 | 0.09 | 0.03 | 0.07 | 0.14 | 0.21 | 0.17 | 0.37 | 0.15 | -0.27 | -0.09 | 0.07 | -0.01 | 0.12 | 0.0 | 0.24 | -0.12 | 0.05 | 0.03 | 0.12 | 0.09 |
Beta | NA | 1.5 | 1.58 | 1.21 | 1.22 | 1.18 | NA | NA | 1.19 | 1.48 | 1.1 | 1.43 | 1.22 | 0.97 | 0.53 | 1.55 | 1.41 | 1.11 | 1.8 | 1.78 | 1.77 | 1.7 | 2.35 | 2.07 | 1.51 | 1.46 | 1.34 | 1.14 | 1.45 | 1.09 | 0.79 | 0.1 | 0.27 | 0.1 | 0.73 | 0.2 | -0.57 |
RSquared | NA | 0.29 | 0.24 | 0.27 | 0.3 | 0.25 | NA | NA | 0.16 | 0.22 | 0.35 | 0.22 | 0.38 | 0.12 | 0.08 | 0.1 | 0.23 | 0.36 | 0.24 | 0.37 | 0.32 | 0.46 | 0.41 | 0.28 | 0.13 | 0.25 | 0.26 | 0.14 | 0.25 | 0.15 | 0.19 | 0.0 | 0.02 | 0.0 | 0.06 | 0.01 | 0.2 |
Yield(%) | N/A | 0.2 | 0.9 | 0.4 | 1.3 | 1.7 | 20.1 | 3.2 | N/A | 1.0 | 0.5 | 0.5 | 0.8 | 1.5 | 1.0 | 1.1 | 1.2 | 0.9 | 0.9 | 1.0 | 2.1 | 1.8 | 1.9 | 0.0 | 3.4 | 2.1 | 1.7 | 1.5 | 1.2 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -74.0 | 19.0 | 20.1 | 52.3 | 254.4 | N/A | N/A | N/A | 19.3 | 18.4 | 11.5 | 2.5 | 4.4 | 7.5 | -11.7 | 57.9 | 24.6 | 56.4 | -17.0 | 80.8 | 73.3 | N/A | -100.0 | -16.1 | 7.7 | 30.0 | 33.3 | 114.3 | 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 12/18/1996
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