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MSFG: MainSource Financial Group Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/18/2012 |
Last Dividend Date: | 03/02/2018 |
12-Mo. Yield | 2.18% |
Expenses | - |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/18/2012 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 6.5 | 14.1 | 12.5 | 24.4 | 12.0 | 5.6 | 50.3 | 9.4 | 16.0 | 42.3 | 10.5 | -14.8 | 119.0 | -67.9 | 3.4 | -5.0 | -2.1 | -23.2 | 25.5 | 37.9 | 48.0 | 31.0 | -13.9 | -12.5 | -0.4 | 60.7 | 20.0 | 22.5 | -13.0 | 15.1 | 60.9 |
Sharpe Ratio | NA | 0.29 | 0.11 | 0.1 | -0.16 | 0.12 | 1.32 | -0.58 | 0.6 | -0.33 | -0.1 | 0.81 | 0.11 | -0.59 | 1.73 | -0.93 | -0.23 | -0.76 | -0.96 | -1.5 | 0.15 | 0.59 | 0.94 | 0.42 | -1.26 | -0.5 | -0.09 | 2.19 | 0.5 | 0.39 | -0.52 | 0.47 | 1.76 |
Draw Down(%) | NA | 11.2 | 16.1 | 16.1 | 78.2 | 20.4 | 9.2 | 11.2 | 12.8 | 10.6 | 12.5 | 20.4 | 11.5 | 34.1 | 39.6 | 70.1 | 40.1 | 24.5 | 16.1 | 27.0 | 28.1 | 10.3 | 10.9 | 14.5 | 23.2 | 24.3 | 26.5 | 6.6 | 10.7 | 12.4 | 15.5 | 11.2 | 10.3 |
Standard Deviation(%) | NA | 23.9 | 25.8 | 26.7 | 48.9 | 26.9 | 26.6 | 23.6 | 26.6 | 27.6 | 25.9 | 29.5 | 29.4 | 56.3 | 58.0 | 93.0 | 68.8 | 35.6 | 25.6 | 29.6 | 40.4 | 31.4 | 30.2 | 23.9 | 29.5 | 31.1 | 39.5 | 26.0 | 32.7 | 47.8 | 30.6 | 27.5 | 33.8 |
Treynor Ratio | NA | 0.07 | 0.03 | 0.03 | -0.05 | 0.03 | 0.43 | -0.07 | 0.14 | -0.11 | -0.02 | 0.2 | 0.02 | -0.21 | 0.53 | -0.36 | -0.14 | -0.18 | -0.17 | -0.34 | 0.03 | 0.28 | 1.11 | 1.61 | 2.54 | -0.56 | -0.61 | -201.31 | 1.38 | -0.61 | 1.34 | 5.42 | -2.89 |
Alpha | NA | 0.04 | 0.04 | 0.08 | 0.07 | 0.11 | 0.19 | 0.91 | 0.27 | -0.22 | 0.02 | 0.3 | 0.04 | 0.01 | 0.32 | -0.44 | 0.29 | 0.01 | -0.05 | -0.09 | 0.1 | 0.05 | 0.14 | 0.05 | -0.14 | -0.07 | 0.01 | 0.19 | 0.07 | 0.15 | -0.05 | 0.06 | 0.21 |
Beta | NA | 0.99 | 0.98 | 1.03 | 1.48 | 1.07 | 0.81 | 1.89 | 1.13 | 0.85 | 1.02 | 1.22 | 1.35 | 1.62 | 1.9 | 2.42 | 1.17 | 1.5 | 1.44 | 1.29 | 1.76 | 0.67 | 0.25 | 0.06 | -0.15 | 0.28 | 0.06 | 0.0 | 0.12 | -0.3 | -0.12 | 0.02 | -0.21 |
RSquared | NA | 0.24 | 0.25 | 0.23 | 0.37 | 0.24 | 0.39 | 0.29 | 0.31 | 0.23 | 0.2 | 0.21 | 0.35 | 0.45 | 0.34 | 0.49 | 0.48 | 0.45 | 0.32 | 0.2 | 0.24 | 0.13 | 0.05 | 0.0 | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.2 | 3.1 | 3.8 | 2.4 | N/A | 0.5 | 2.0 | 2.8 | 2.7 | 2.4 | 2.1 | 0.5 | 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 |
Dividend Growth(%) | N/A | 12.9 | N/A | N/A | N/A | N/A | -73.5 | 11.5 | 13.0 | 28.6 | 50.0 | 366.7 | 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 06/18/2012
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