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MER: MERRILL LYNCH & CO. INC. (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 01/16/2007 |
Last Dividend Date: | 03/18/2015 |
12-Mo. Yield | 2.50% |
Expenses | - |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/16/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 0.0 | 136.1 | 77.4 | 43.6 | 7.3 | 948.6 | 5.7 | 43.2 | -9.9 | 25.0 | 36.7 | -10.6 | -17.1 |
Sharpe Ratio | NA | 0.0 | 2.88 | 2.4 | 0.72 | 1.79 | 4.0 | 1.1 | 4.51 | -0.31 | 1.8 | 0.47 | -0.15 | -1.31 |
Draw Down(%) | NA | 13.0 | 13.0 | 25.9 | 73.9 | 4.7 | 13.0 | 2.2 | 5.8 | 25.9 | 10.0 | 67.9 | 55.8 | 19.0 |
Standard Deviation(%) | NA | 15.9 | 47.2 | 32.2 | 59.6 | 19.3 | 237.1 | 5.1 | 9.7 | 32.2 | 13.8 | 78.7 | 77.0 | 15.8 |
Treynor Ratio | NA | 0.0 | 54.64 | 1.86 | 0.47 | -0.81 | -248.39 | 0.7 | 1.47 | -0.13 | 0.79 | 0.21 | -0.11 | -0.58 |
Alpha | NA | 0.01 | 0.18 | 0.07 | 0.11 | 0.13 | 3.85 | 0.01 | 0.13 | -0.03 | 0.07 | 0.05 | 0.23 | -0.09 |
Beta | NA | -0.2 | 0.02 | 0.42 | 0.91 | -0.43 | -0.04 | 0.08 | 0.3 | 0.75 | 0.31 | 1.78 | 1.03 | 0.36 |
RSquared | NA | 0.02 | 0.0 | 0.03 | 0.05 | 0.09 | 0.0 | 0.03 | 0.15 | 0.3 | 0.17 | 0.37 | 0.29 | 0.14 |
Yield(%) | N/A | 2.5 | 14.0 | 12.8 | N/A | 1.4 | 14.0 | 6.4 | 8.4 | 7.3 | 8.3 | 9.5 | 7.9 | 6.4 |
Dividend Growth(%) | N/A | 488.1 | 105.4 | N/A | N/A | 6.1 | 114.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/2007
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