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LEN-B: Lennar Corporation (STOCK)
Basic Info 151.72 1.96(1.31%) May 10
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/22/2003 |
Last Dividend Date: | 04/23/2024 |
12-Mo. Yield | 1.75% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/22/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.9 | 14.0 | 53.6 | 23.8 | 31.5 | 18.0 | 22.8 | 8.4 | 10.1 | 82.1 | -20.0 | 58.3 | 38.7 | 43.2 | -39.2 | 53.4 | -13.8 | 11.7 | 7.6 | 11.0 | 97.5 | 1.2 | 60.2 | 55.1 | -58.1 | -65.5 | -12.2 | 9.8 | 15.6 | 68.8 |
Sharpe Ratio | NA | 1.33 | 1.66 | 0.63 | 0.68 | 0.46 | NA | NA | 0.18 | 2.8 | -0.5 | 1.66 | 0.54 | 1.59 | -1.26 | 2.46 | -0.51 | 0.4 | 0.29 | 0.31 | 2.34 | 0.02 | 1.19 | 0.53 | -0.48 | -1.48 | -0.52 | 0.25 | 0.47 | 3.34 |
Draw Down(%) | NA | 11.1 | 21.3 | 43.2 | 61.2 | 62.1 | NA | NA | 95.7 | 21.3 | 43.2 | 15.8 | 61.2 | 14.8 | 47.3 | 10.7 | 24.0 | 16.1 | 16.9 | 26.0 | 22.4 | 44.9 | 41.1 | 51.9 | 86.9 | 73.6 | 38.5 | 21.2 | 28.6 | 20.4 |
Standard Deviation(%) | NA | 30.2 | 30.1 | 34.3 | 43.9 | 36.7 | NA | NA | 50.3 | 28.1 | 43.0 | 35.2 | 71.1 | 26.3 | 32.1 | 21.6 | 27.2 | 29.2 | 26.0 | 35.6 | 42.2 | 45.8 | 50.5 | 103.3 | 123.7 | 46.3 | 29.5 | 30.9 | 31.6 | 33.2 |
Treynor Ratio | NA | 0.27 | 0.33 | 0.17 | 0.23 | 0.14 | NA | NA | 0.06 | 0.65 | -0.17 | 0.43 | 0.28 | 0.71 | -0.42 | 0.43 | -0.1 | 0.1 | 0.07 | 0.06 | 0.54 | 0.01 | 0.36 | 0.21 | -0.31 | -0.46 | -0.1 | 0.04 | 0.13 | 0.86 |
Alpha | NA | 0.02 | 0.05 | 0.07 | 0.07 | 0.03 | NA | NA | 0.01 | 0.14 | 0.04 | 0.08 | 0.09 | 0.09 | -0.16 | 0.08 | -0.11 | 0.05 | -0.01 | -0.13 | 0.19 | 0.02 | 0.12 | 0.08 | 0.24 | -0.41 | -0.12 | 0.02 | 0.02 | 0.15 |
Beta | NA | 1.5 | 1.49 | 1.26 | 1.29 | 1.24 | NA | NA | 1.59 | 1.21 | 1.26 | 1.35 | 1.35 | 0.59 | 0.95 | 1.24 | 1.36 | 1.16 | 1.09 | 1.7 | 1.83 | 1.42 | 1.67 | 2.62 | 1.88 | 1.49 | 1.57 | 1.89 | 1.14 | 1.28 |
RSquared | NA | 0.36 | 0.35 | 0.43 | 0.41 | 0.37 | NA | NA | 0.37 | 0.34 | 0.53 | 0.27 | 0.44 | 0.08 | 0.25 | 0.16 | 0.46 | 0.37 | 0.24 | 0.29 | 0.33 | 0.57 | 0.37 | 0.51 | 0.38 | 0.26 | 0.32 | 0.42 | 0.17 | 0.27 |
Yield(%) | N/A | 0.8 | 1.7 | 1.8 | 2.8 | 2.0 | 6.5 | 1.3 | N/A | 2.0 | 1.6 | 1.7 | 1.4 | 0.5 | 0.3 | 0.5 | 0.4 | 0.5 | 0.5 | 0.5 | 1.1 | 1.1 | 1.7 | 2.4 | 5.3 | 1.3 | 1.1 | 1.1 | 1.1 | 0.2 |
Dividend Growth(%) | N/A | -34.2 | 15.9 | 231.1 | 634.9 | 76.0 | N/A | N/A | N/A | 0.0 | 52.0 | 63.9 | 281.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -80.2 | 35.0 | 0.0 | 11.1 | 10.2 | 716.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/22/2003
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