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LUV: Southwest Airlines Company (STOCK)
Basic Info 27.28 0.1(0.37%) May 09
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/02/1980 |
Last Dividend Date: | 03/05/2024 |
12-Mo. Yield | 2.43% |
Expenses | - |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.3 | -5.0 | -5.8 | -23.0 | -11.4 | 2.1 | 9.9 | 4.0 | 11.0 | -11.8 | -21.4 | -8.1 | -13.3 | 17.7 | -28.2 | 32.4 | 16.8 | 2.5 | 126.3 | 85.6 | 20.1 | -33.9 | 13.7 | 32.9 | -29.2 | -20.3 | -6.6 | 1.1 | 1.0 | 16.3 | -24.7 | 24.1 | 108.2 | 6.6 | 38.2 | 67.9 | -4.3 | 37.3 | -55.2 | 90.0 | 72.9 | 95.0 | 9.4 | 18.5 | 51.4 | -35.2 | -23.3 | 22.2 | -19.1 | 27.7 | 84.4 | 0.3 | 148.3 |
Sharpe Ratio | NA | -0.64 | -0.47 | -0.76 | -0.35 | 0.02 | NA | NA | 0.2 | -0.52 | -0.61 | -0.24 | -0.22 | 0.71 | -1.06 | 1.33 | 0.53 | 0.08 | 4.6 | 4.04 | 0.79 | -0.97 | 0.48 | 0.6 | -0.57 | -0.94 | -0.38 | -0.05 | 0.0 | 0.45 | -0.54 | 0.37 | 2.63 | 0.07 | 0.74 | 1.69 | -0.21 | 0.84 | -1.6 | 2.47 | 1.93 | 2.25 | 0.11 | 0.42 | 1.43 | -0.81 | -0.75 | 0.57 | -0.59 | 0.61 | 2.21 | -0.23 | 3.38 |
Draw Down(%) | NA | 26.3 | 42.9 | 63.5 | 64.6 | 64.8 | NA | NA | 77.0 | 42.9 | 36.3 | 38.6 | 59.1 | 18.1 | 32.3 | 20.9 | 25.4 | 30.9 | 18.0 | 11.4 | 21.5 | 44.7 | 23.8 | 48.9 | 55.8 | 26.5 | 19.4 | 19.2 | 21.7 | 20.2 | 47.2 | 37.3 | 16.4 | 37.5 | 27.6 | 15.9 | 37.3 | 32.5 | 59.4 | 18.6 | 13.7 | 25.5 | 30.0 | 27.7 | 18.4 | 52.3 | 30.6 | 26.3 | 46.2 | 30.5 | 18.2 | 49.4 | 22.8 |
Standard Deviation(%) | NA | 43.2 | 35.9 | 35.1 | 40.7 | 35.3 | NA | NA | 39.9 | 31.0 | 37.7 | 33.2 | 62.6 | 23.0 | 27.8 | 24.0 | 31.2 | 32.3 | 27.4 | 21.2 | 25.6 | 35.1 | 28.5 | 55.0 | 52.9 | 24.9 | 25.9 | 23.8 | 28.3 | 34.2 | 47.9 | 59.7 | 39.6 | 45.6 | 47.2 | 38.0 | 37.8 | 39.7 | 36.3 | 35.4 | 36.1 | 40.3 | 36.4 | 30.5 | 32.4 | 48.1 | 36.5 | 30.0 | 43.8 | 35.4 | 34.6 | 41.6 | 41.4 |
Treynor Ratio | NA | -0.49 | -0.19 | -0.27 | -0.14 | 0.01 | NA | NA | 0.08 | -0.16 | -0.23 | -0.07 | -0.12 | 0.16 | -0.38 | 0.22 | 0.13 | 0.02 | 0.95 | 0.8 | 0.28 | -0.33 | 0.13 | 0.31 | -0.36 | -0.35 | -0.09 | -0.01 | 0.0 | 0.13 | -0.25 | 0.3 | 2.06 | 0.05 | 0.26 | 0.64 | -0.08 | 0.25 | -0.48 | 0.64 | 0.69 | 0.7 | 0.04 | 0.13 | 0.48 | -0.41 | -0.66 | 0.2 | -0.13 | 0.21 | 0.78 | -0.12 | 1.97 |
Alpha | NA | -0.13 | -0.12 | -0.12 | -0.08 | -0.02 | NA | NA | 0.03 | -0.13 | 0.0 | -0.13 | -0.08 | -0.04 | -0.11 | 0.01 | 0.02 | 0.02 | 0.27 | 0.13 | 0.04 | -0.16 | 0.0 | 0.06 | 0.04 | -0.1 | -0.08 | -0.01 | -0.04 | -0.04 | 0.02 | 0.19 | 0.33 | 0.0 | 0.03 | 0.11 | -0.07 | -0.01 | -0.3 | 0.23 | 0.21 | 0.15 | 0.07 | -0.02 | 0.13 | -0.16 | -0.1 | 0.02 | -0.06 | 0.06 | 0.19 | 0.05 | 0.31 |
Beta | NA | 0.57 | 0.91 | 0.99 | 1.05 | 1.04 | NA | NA | 0.97 | 1.02 | 0.99 | 1.11 | 1.09 | 1.0 | 0.78 | 1.47 | 1.25 | 1.01 | 1.33 | 1.07 | 0.73 | 1.04 | 1.04 | 1.05 | 0.84 | 0.67 | 1.14 | 1.16 | 1.32 | 1.17 | 1.04 | 0.74 | 0.51 | 0.73 | 1.35 | 1.01 | 0.97 | 1.32 | 1.21 | 1.37 | 1.01 | 1.31 | 1.17 | 1.02 | 0.98 | 0.96 | 0.42 | 0.85 | 1.92 | 1.01 | 0.99 | 0.81 | 0.71 |
RSquared | NA | 0.03 | 0.09 | 0.24 | 0.3 | 0.28 | NA | NA | 0.2 | 0.19 | 0.41 | 0.19 | 0.36 | 0.29 | 0.23 | 0.17 | 0.28 | 0.24 | 0.3 | 0.31 | 0.13 | 0.48 | 0.43 | 0.27 | 0.43 | 0.18 | 0.19 | 0.25 | 0.27 | 0.34 | 0.32 | 0.06 | 0.08 | 0.08 | 0.34 | 0.23 | 0.09 | 0.07 | 0.11 | 0.12 | 0.08 | 0.22 | 0.27 | 0.19 | 0.26 | 0.43 | 0.04 | 0.11 | 0.31 | 0.15 | 0.27 | 0.08 | 0.08 |
Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.8 | 0.0 | 0.0 | 0.3 | 1.5 | 0.9 | 0.9 | 0.9 | 0.7 | 1.2 | 1.2 | 0.4 | 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 | 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 | -80.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -74.3 | 16.7 | 30.4 | 21.1 | 26.7 | 36.4 | 69.2 | 333.3 | 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 | 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 06/07/1971
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