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MDC: MDC Holdings Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/11/1980 |
Last Dividend Date: | 02/06/2024 |
12-Mo. Yield | 5.40% |
Expenses | - |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/11/1980 |
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(%) | 0.1 | 15.0 | 65.4 | 5.2 | 21.6 | 16.0 | 10.1 | 4.4 | 13.0 | 83.6 | -40.2 | 28.3 | 32.0 | 52.2 | -8.5 | 49.5 | -0.0 | 0.0 | -14.8 | -12.4 | 121.6 | -35.9 | -4.3 | 5.5 | -16.3 | -33.5 | -6.2 | -27.5 | 35.2 | 70.0 | 2.0 | 16.1 | 112.6 | -26.6 | 41.9 | 74.6 | 21.3 | 42.2 | -14.9 | 42.4 | 120.0 | 566.7 | -79.5 | -50.0 | -54.2 | -54.7 | 12.8 | 6.8 | -7.4 | -4.0 | 182.9 | 105.9 | 183.3 |
Sharpe Ratio | NA | 1.75 | 1.85 | 0.08 | 0.42 | 0.38 | NA | NA | 0.17 | 2.48 | -0.93 | 0.75 | 0.41 | 1.69 | -0.3 | 1.77 | -0.01 | 0.0 | -0.61 | -0.34 | 2.98 | -0.7 | -0.12 | 0.1 | -0.25 | -1.09 | -0.31 | -0.73 | 1.04 | 2.08 | 0.02 | 0.25 | 2.41 | -0.68 | 0.68 | 1.93 | 0.53 | 0.96 | -0.43 | 0.85 | 1.43 | 4.09 | -0.42 | -0.61 | -1.09 | -1.2 | 0.2 | 0.04 | -0.3 | -0.25 | 3.16 | 1.84 | 3.44 |
Draw Down(%) | NA | 3.9 | 28.4 | 53.0 | 63.6 | 63.6 | NA | NA | 99.6 | 28.4 | 48.9 | 24.4 | 63.6 | 19.9 | 24.6 | 17.0 | 22.5 | 20.1 | 24.4 | 35.1 | 18.0 | 50.4 | 35.2 | 33.9 | 51.6 | 45.0 | 40.0 | 29.3 | 23.5 | 13.3 | 43.0 | 46.8 | 16.6 | 35.7 | 43.1 | 20.3 | 16.7 | 18.7 | 41.0 | 20.5 | 36.7 | 47.1 | 93.8 | 67.9 | 61.1 | 66.4 | 40.3 | 30.4 | 40.2 | 44.8 | 33.3 | 37.5 | 22.2 |
Standard Deviation(%) | NA | 32.2 | 33.4 | 37.1 | 47.8 | 39.3 | NA | NA | 59.0 | 32.4 | 44.7 | 37.6 | 77.4 | 30.0 | 33.1 | 27.8 | 29.0 | 26.5 | 24.1 | 36.2 | 41.3 | 51.3 | 36.2 | 51.8 | 67.4 | 33.6 | 30.6 | 40.8 | 33.1 | 33.4 | 51.5 | 55.4 | 45.1 | 43.8 | 56.7 | 36.6 | 33.2 | 40.0 | 41.9 | 47.4 | 81.4 | 136.5 | 200.6 | 90.7 | 53.6 | 48.7 | 42.5 | 42.7 | 46.4 | 40.2 | 55.2 | 51.7 | 73.9 |
Treynor Ratio | NA | 0.92 | 0.47 | 0.02 | 0.15 | 0.12 | NA | NA | 0.11 | 0.58 | -0.34 | 0.19 | 0.21 | 0.82 | -0.11 | 0.33 | 0.0 | 0.0 | -0.17 | -0.07 | 0.69 | -0.25 | -0.04 | 0.04 | -0.15 | -0.28 | -0.06 | -0.16 | 0.3 | 0.6 | 0.01 | 0.18 | 1.7 | -0.65 | 0.38 | 3.25 | 0.97 | 0.74 | -0.19 | 0.94 | 0.7 | 28.3 | -0.76 | -0.93 | -1.24 | -2.7 | 0.1 | 0.06 | -0.25 | -0.1 | 3.92 | 15.07 | 80.86 |
Alpha | NA | 0.16 | 0.12 | 0.0 | 0.04 | 0.02 | NA | NA | 0.07 | 0.14 | -0.08 | -0.03 | 0.09 | 0.11 | 0.0 | 0.06 | -0.05 | 0.0 | -0.1 | -0.22 | 0.24 | -0.15 | -0.07 | -0.08 | 0.19 | -0.17 | -0.1 | -0.13 | 0.09 | 0.11 | 0.16 | 0.15 | 0.35 | -0.13 | 0.09 | 0.21 | 0.07 | 0.1 | -0.04 | 0.16 | 0.39 | 1.1 | 0.16 | -0.18 | -0.29 | -0.29 | 0.05 | 0.02 | -0.01 | -0.05 | 0.42 | 0.3 | 0.59 |
Beta | NA | 0.61 | 1.31 | 1.27 | 1.37 | 1.28 | NA | NA | 0.97 | 1.39 | 1.22 | 1.5 | 1.52 | 0.62 | 0.91 | 1.5 | 1.43 | 0.97 | 0.89 | 1.71 | 1.77 | 1.46 | 1.22 | 1.4 | 1.16 | 1.31 | 1.69 | 1.81 | 1.14 | 1.16 | 1.16 | 0.8 | 0.64 | 0.46 | 1.03 | 0.22 | 0.18 | 0.52 | 0.92 | 0.43 | 1.66 | 0.2 | 1.11 | 0.6 | 0.47 | 0.22 | 0.85 | 0.28 | 0.56 | 1.04 | 0.44 | 0.06 | 0.03 |
RSquared | NA | 0.04 | 0.2 | 0.35 | 0.38 | 0.34 | NA | NA | 0.09 | 0.32 | 0.44 | 0.27 | 0.48 | 0.07 | 0.22 | 0.13 | 0.42 | 0.33 | 0.18 | 0.27 | 0.29 | 0.45 | 0.37 | 0.54 | 0.5 | 0.39 | 0.3 | 0.23 | 0.15 | 0.35 | 0.34 | 0.09 | 0.1 | 0.04 | 0.14 | 0.01 | 0.0 | 0.01 | 0.05 | 0.01 | 0.04 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.11 | 0.01 | 0.02 | 0.12 | 0.02 | 0.0 | 0.0 |
Yield(%) | N/A | 1.0 | 5.4 | 3.2 | 5.5 | 5.3 | 4.1 | 2.4 | N/A | 6.5 | 3.7 | 3.6 | 3.7 | 4.1 | 3.4 | 3.6 | 4.0 | 3.8 | 3.1 | 0.0 | 11.2 | 3.3 | 3.2 | 3.2 | 2.8 | 1.8 | 1.5 | 1.2 | 1.0 | 1.1 | 0.9 | 1.4 | 1.6 | 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 | -73.8 | 7.5 | 56.5 | 79.0 | 55.4 | 269.7 | 2467.7 | N/A | 5.0 | 17.6 | 22.3 | 17.8 | 5.4 | 27.3 | -4.3 | 0.0 | 0.0 | N/A | -100.0 | 101.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 29.6 | 73.2 | 51.9 | 42.1 | -13.6 | 83.3 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/1980
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