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NACB: National Capital Bank of Washington (STOCK)
Basic Info 173 3(1.76%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/05/2012 |
Last Dividend Date: | 02/13/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.8 | 0.5 | 11.1 | 0.2 | -3.3 | -4.1 | -2.5 | 6.2 | -15.1 | 22.0 | -24.3 | 2.4 | -1.4 | 26.0 | 14.2 | -47.7 | 10.2 | 8.5 | 0.5 |
Sharpe Ratio | NA | -0.41 | 0.06 | -0.08 | -0.15 | -0.14 | -0.08 | 0.08 | -0.5 | 0.51 | -0.49 | 0.08 | -0.31 | 1.69 | 0.32 | -0.66 | 1.84 | 0.1 | 3.97 |
Draw Down(%) | NA | 7.3 | 14.0 | 40.9 | 40.9 | 62.5 | 76.6 | 14.0 | 29.3 | 24.2 | 35.6 | 9.9 | 13.0 | 15.3 | 22.9 | 62.5 | 0.7 | 47.0 | 0.0 |
Standard Deviation(%) | NA | 18.7 | 24.2 | 33.4 | 34.8 | 37.0 | 43.6 | 25.6 | 33.2 | 43.2 | 49.5 | 13.3 | 8.6 | 15.1 | 43.2 | 72.8 | 5.6 | 87.7 | 1.8 |
Treynor Ratio | NA | 0.42 | -0.41 | 0.7 | 3.39 | 1.6 | 1.3 | 0.21 | 2.59 | -3.19 | -49.66 | -0.22 | 0.7 | 3.51 | -0.96 | 3.47 | -195.83 | 0.79 | -1.45 |
Alpha | NA | -0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 0.03 | 0.01 | -0.06 | 0.15 | -0.06 | 0.01 | -0.01 | 0.09 | 0.1 | -0.15 | 0.04 | 0.17 | 0.03 |
Beta | NA | -0.18 | -0.03 | -0.04 | -0.02 | -0.03 | -0.03 | 0.1 | -0.06 | -0.07 | 0.0 | -0.05 | -0.04 | 0.07 | -0.15 | -0.14 | 0.0 | 0.11 | -0.05 |
RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.11 |
Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | 1.5 | 1.2 | 0.9 | 1.0 | 1.0 | 0.9 | 0.9 | 0.6 | 0.5 | 2.2 | 2.3 | 0.5 |
Dividend Growth(%) | N/A | -72.5 | N/A | N/A | N/A | N/A | N/A | 0.0 | 45.5 | -25.0 | 0.0 | 10.0 | 33.3 | 50.0 | -33.3 | -75.0 | 0.0 | 400.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/14/1994
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