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MOS: Mosaic (UNDEFINED)
Basic Info 37.31 0.38(1.01%) July 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 01/26/1988 |
| Last Dividend Date: | 06/05/2025 |
| 12-Mo. Yield | 3.12% |
| Expenses | - |
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Performance Analytics (As of 07/07/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/26/1988 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 54.1 | 41.6 | -5.0 | 27.1 | -0.3 | 0.5 | 5.7 | 4.7 | -29.1 | -16.4 | 12.8 | 72.1 | 7.6 | -25.3 | 14.2 | -10.4 | 10.7 | -37.7 | 0.5 | -15.7 | 12.3 | -34.0 | 27.8 | 77.8 | -63.3 | 341.7 | 46.0 | -10.4 | 64.4 | -6.9 | -17.9 | -16.5 | -1.1 | -21.9 | -34.7 | -16.3 | -4.0 | 86.3 | -3.6 | 7.5 | -22.6 | 69.3 | 7.5 | -20.4 | 97.7 |
| Sharpe Ratio | NA | 3.54 | 0.99 | -0.22 | 0.56 | -0.04 | NA | NA | 0.06 | -1.01 | -0.54 | 0.21 | 1.71 | 0.09 | -0.71 | 0.38 | -0.38 | 0.23 | -1.22 | 0.03 | -0.49 | 0.47 | -0.74 | 0.67 | 1.27 | -0.58 | 6.87 | 1.42 | -0.44 | 1.61 | -0.17 | -0.37 | -0.43 | -0.11 | -0.54 | -1.04 | -0.66 | -0.21 | 3.08 | -0.2 | 0.14 | -0.82 | 2.22 | 0.08 | -1.03 | 2.92 |
| Draw Down(%) | NA | 20.2 | 23.8 | 60.6 | 68.7 | 83.4 | NA | NA | 94.7 | 32.9 | 43.9 | 44.0 | 23.2 | 68.1 | 47.1 | 25.2 | 41.9 | 24.3 | 47.6 | 18.9 | 36.7 | 23.0 | 47.1 | 41.7 | 28.5 | 86.1 | 17.1 | 18.4 | 28.8 | 24.3 | 47.6 | 41.4 | 50.6 | 36.8 | 51.9 | 53.1 | 26.8 | 23.8 | 14.2 | 34.6 | 43.5 | 42.7 | 22.3 | 20.3 | 34.1 | 16.8 |
| Standard Deviation(%) | NA | 37.9 | 36.8 | 38.1 | 43.3 | 45.3 | NA | NA | 43.3 | 32.5 | 37.3 | 54.5 | 42.2 | 79.9 | 37.7 | 34.2 | 28.9 | 45.2 | 30.9 | 17.5 | 31.9 | 26.4 | 45.7 | 41.2 | 61.3 | 110.4 | 49.7 | 30.1 | 28.9 | 39.3 | 44.4 | 50.9 | 44.7 | 47.5 | 46.4 | 36.6 | 30.3 | 35.9 | 26.7 | 32.9 | 37.1 | 30.5 | 29.4 | 23.9 | 25.7 | 34.9 |
| Treynor Ratio | NA | 1.78 | 0.47 | -0.09 | 0.25 | -0.01 | NA | NA | 0.02 | -0.42 | -0.18 | 0.13 | 0.46 | 0.06 | -0.17 | 0.11 | -0.07 | 0.08 | -0.37 | 0.01 | -0.15 | 0.09 | -0.25 | 0.26 | 0.62 | -0.39 | 2.12 | 0.37 | -0.12 | 0.37 | -0.06 | -0.19 | -0.29 | -0.11 | -1.96 | -0.63 | -0.32 | -0.18 | 1.01 | -0.06 | 0.68 | -0.34 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.32 | 0.11 | -0.06 | 0.07 | -0.02 | NA | NA | 0.01 | -0.19 | -0.15 | 0.17 | 0.1 | 0.03 | -0.25 | 0.1 | -0.15 | 0.01 | -0.17 | -0.03 | -0.17 | -0.02 | -0.14 | 0.06 | 0.16 | 0.08 | 0.61 | 0.1 | -0.05 | 0.15 | -0.13 | 0.05 | -0.01 | 0.05 | -0.08 | -0.2 | -0.13 | -0.03 | 0.16 | 0.01 | 0.05 | -0.11 | NA | NA | NA | NA |
| Beta | NA | 0.75 | 0.77 | 0.91 | 0.95 | 1.14 | NA | NA | 1.11 | 0.79 | 1.14 | 0.86 | 1.56 | 1.27 | 1.54 | 1.18 | 1.65 | 1.37 | 1.03 | 0.84 | 1.05 | 1.33 | 1.34 | 1.06 | 1.26 | 1.64 | 1.61 | 1.15 | 1.08 | 1.7 | 1.25 | 1.01 | 0.67 | 0.49 | 0.13 | 0.6 | 0.63 | 0.43 | 0.82 | 1.15 | 0.08 | 0.73 | NA | NA | NA | NA |
| RSquared | NA | 0.24 | 0.18 | 0.18 | 0.15 | 0.23 | NA | NA | 0.2 | 0.1 | 0.17 | 0.16 | 0.26 | 0.31 | 0.27 | 0.34 | 0.16 | 0.17 | 0.26 | 0.32 | 0.15 | 0.43 | 0.52 | 0.23 | 0.34 | 0.41 | 0.27 | 0.16 | 0.16 | 0.24 | 0.22 | 0.25 | 0.11 | 0.06 | 0.0 | 0.11 | 0.11 | 0.02 | 0.05 | 0.11 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.8 | 3.2 | 1.9 | 5.4 | 1.1 | 0.8 | 1.6 | N/A | 2.3 | 2.5 | 1.4 | 1.1 | 0.9 | 0.6 | 0.4 | 2.0 | 2.9 | 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 | -47.6 | 4.9 | 220.7 | 80.6 | N/A | N/A | N/A | N/A | -20.0 | 87.5 | 115.4 | 30.0 | 14.3 | 75.0 | -83.3 | -27.3 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/1988
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