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LLL: JX Luxventure Ltd (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/19/1998 |
Last Dividend Date: | 05/17/2018 |
12-Mo. Yield | 1.26% |
Expenses | - |
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Performance Analytics (As of 06/28/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/19/1998 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.3 | 28.0 | 21.2 | 16.7 | 16.1 | 11.3 | 13.9 | 16.4 | 41.2 | -11.5 | 31.0 | 29.9 | -3.3 | 20.6 | 43.0 | 23.1 | -3.1 | -17.3 | 20.0 | -29.5 | 30.9 | 11.0 | 2.2 | 43.5 | 14.4 | -0.2 | 16.9 | 85.0 | -10.6 | 74.9 |
Sharpe Ratio | NA | 0.96 | 0.91 | 0.71 | 0.73 | NA | NA | 0.52 | 4.33 | -0.47 | 2.05 | 1.51 | -0.15 | 0.84 | 3.02 | 1.42 | -0.11 | -0.8 | 0.75 | -0.84 | 1.38 | 0.35 | 0.0 | 2.01 | 0.48 | -0.03 | 0.29 | 1.86 | -0.4 | 3.52 |
Draw Down(%) | NA | 25.7 | 25.7 | 25.7 | 37.5 | NA | NA | 48.9 | 5.3 | 25.7 | 8.1 | 12.7 | 22.1 | 20.0 | 5.7 | 8.4 | 32.8 | 31.0 | 27.5 | 47.7 | 9.2 | 23.3 | 16.2 | 15.4 | 25.7 | 37.7 | 30.6 | 17.5 | 34.2 | 20.8 |
Standard Deviation(%) | NA | 27.6 | 22.2 | 22.7 | 21.6 | NA | NA | 28.9 | 23.1 | 27.6 | 14.9 | 19.6 | 22.3 | 24.6 | 14.2 | 16.4 | 28.0 | 21.6 | 26.4 | 36.1 | 20.3 | 22.5 | 20.6 | 21.2 | 28.4 | 43.2 | 50.9 | 43.4 | 35.0 | 40.3 |
Treynor Ratio | NA | 0.41 | 0.26 | 0.19 | 0.18 | NA | NA | 0.22 | 1.75 | -0.16 | 0.37 | 0.37 | -0.03 | 0.19 | 0.53 | 0.26 | -0.03 | -0.18 | 0.3 | -0.44 | 0.33 | 0.07 | 0.0 | 0.48 | 0.2 | -0.02 | 0.75 | 1.38 | -0.35 | 3.89 |
Alpha | NA | 0.08 | 0.04 | 0.03 | 0.02 | NA | NA | 0.05 | 0.21 | -0.02 | 0.05 | 0.07 | -0.01 | 0.03 | 0.05 | 0.03 | -0.01 | -0.13 | 0.02 | -0.01 | 0.09 | -0.01 | 0.0 | 0.11 | 0.0 | 0.09 | 0.12 | 0.29 | -0.06 | 0.35 |
Beta | NA | 0.64 | 0.78 | 0.85 | 0.89 | NA | NA | 0.69 | 0.57 | 0.78 | 0.82 | 0.81 | 0.94 | 1.08 | 0.81 | 0.89 | 0.94 | 0.96 | 0.66 | 0.69 | 0.84 | 1.04 | 0.99 | 0.89 | 0.68 | 0.66 | 0.2 | 0.59 | 0.39 | 0.37 |
RSquared | NA | 0.12 | 0.19 | 0.25 | 0.38 | NA | NA | 0.21 | 0.09 | 0.23 | 0.13 | 0.29 | 0.43 | 0.26 | 0.39 | 0.48 | 0.62 | 0.65 | 0.46 | 0.61 | 0.44 | 0.22 | 0.24 | 0.22 | 0.17 | 0.16 | 0.01 | 0.09 | 0.04 | 0.04 |
Yield(%) | N/A | 0.0 | 1.4 | 1.9 | 3.0 | 2.6 | 2.6 | N/A | 0.0 | 0.8 | 2.0 | 2.4 | 2.0 | 2.3 | 2.8 | 3.0 | 2.5 | 1.8 | 1.8 | 1.1 | 1.2 | 1.0 | 0.7 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -20.0 | 17.9 | 355.9 | N/A | N/A | N/A | -100.0 | -46.7 | 7.1 | 7.7 | 8.3 | 9.1 | 10.0 | 11.1 | 12.5 | 14.3 | 16.7 | 20.0 | 31.6 | 58.3 | 20.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/1998
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