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NATL: NCR Atleos Corporation (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/28/2005 |
Last Dividend Date: | 08/31/2016 |
12-Mo. Yield | 2.00% |
Expenses | - |
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Performance Analytics (As of 11/10/2016)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/31/2005 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 20.5 | 11.0 | 9.7 | 4.4 | 8.6 | 23.4 | -8.7 | 31.7 | -19.0 | 28.2 | 17.2 | 28.3 | -3.5 | -45.4 | 37.2 | 28.3 | 55.9 |
Sharpe Ratio | NA | 0.72 | 0.38 | 0.3 | 0.09 | 0.22 | 0.79 | -0.37 | 0.85 | -0.49 | 0.97 | 0.48 | 0.8 | -0.06 | -0.6 | 0.72 | 0.48 | 1.15 |
Draw Down(%) | NA | 19.9 | 24.9 | 38.3 | 61.8 | 61.8 | 16.6 | 15.2 | 13.5 | 35.0 | 19.2 | 22.3 | 19.5 | 27.2 | 57.0 | 20.8 | 22.7 | 30.7 |
Standard Deviation(%) | NA | 28.2 | 29.1 | 32.2 | 44.7 | 45.8 | 34.5 | 23.3 | 37.1 | 38.7 | 29.2 | 35.6 | 35.5 | 61.2 | 77.0 | 47.6 | 51.8 | 51.8 |
Treynor Ratio | NA | 0.43 | 0.19 | 0.12 | 0.04 | 0.1 | 0.57 | -0.14 | 0.57 | -0.14 | 0.29 | 0.19 | 0.26 | -0.03 | -0.53 | 0.3 | 0.14 | 0.52 |
Alpha | NA | 0.04 | -0.01 | -0.04 | -0.07 | 0.01 | 0.1 | -0.03 | 0.11 | -0.21 | 0.06 | 0.07 | 0.06 | -0.07 | 0.01 | 0.14 | 0.05 | 0.2 |
Beta | NA | 0.47 | 0.57 | 0.82 | 0.94 | 0.96 | 0.48 | 0.61 | 0.56 | 1.33 | 0.97 | 0.9 | 1.1 | 1.21 | 0.87 | 1.15 | 1.85 | 1.14 |
RSquared | NA | 0.05 | 0.07 | 0.12 | 0.2 | 0.17 | 0.03 | 0.17 | 0.03 | 0.15 | 0.18 | 0.34 | 0.31 | 0.28 | 0.21 | 0.14 | 0.13 | 0.05 |
Yield(%) | N/A | 2.0 | 2.0 | 3.6 | 2.2 | N/A | 1.6 | 1.8 | 2.1 | 1.5 | 9.8 | 1.7 | 1.9 | 1.6 | 0.8 | 0.9 | 0.8 | 0.5 |
Dividend Growth(%) | N/A | 7.8 | -51.7 | 222.2 | N/A | N/A | -19.2 | 8.3 | 9.1 | -81.7 | 566.7 | 12.5 | 14.3 | 16.7 | 20.0 | 25.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2005
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