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NJR: New Jersey Resources Corporation (STOCK)
Basic Info 45.13 0.15(0.33%) June 24
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 06/10/2025 |
| 12-Mo. Yield | 4.28% |
| Expenses | - |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
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 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | -1.3 | 11.5 | 6.8 | 11.4 | 8.5 | 15.5 | 10.7 | 11.6 | 8.7 | -6.9 | 24.9 | 19.6 | -16.9 | 0.1 | 16.6 | 16.2 | 10.8 | 122.6 | 39.1 | 21.1 | -15.9 | 18.0 | 19.5 | -1.4 | -18.9 | 6.2 | 19.6 | -0.3 | 16.3 | 26.3 | 57.9 | 11.6 | 15.7 | -1.1 | -1.4 | 37.0 | -2.9 | 33.1 | -12.6 | 6.2 | 19.6 | 10.9 | -12.5 | 18.3 | 7.6 | 11.9 | 15.1 | -1.4 | 8.3 | 57.4 | 10.9 | -16.7 | 21.1 |
| Sharpe Ratio | NA | -0.5 | 0.32 | 0.13 | 0.37 | 0.23 | NA | NA | 0.33 | 0.27 | -0.53 | 0.92 | 0.78 | -0.26 | -0.07 | 0.7 | 0.99 | 0.46 | 1.75 | 1.91 | 1.13 | -1.03 | 0.69 | 1.01 | -0.06 | -0.36 | 0.14 | 1.14 | -0.16 | 0.93 | 1.42 | 1.2 | 0.43 | 0.49 | -0.28 | -0.24 | 1.46 | -0.36 | 1.65 | -0.77 | 0.22 | 0.89 | 0.4 | -0.9 | 0.67 | 0.14 | 0.24 | 0.6 | -0.39 | 0.05 | 1.55 | 0.17 | -1.45 | 0.98 |
| Draw Down(%) | NA | 10.6 | 11.8 | 27.8 | 27.8 | 50.7 | NA | NA | 50.7 | 12.9 | 27.8 | 17.3 | 20.0 | 44.3 | 20.0 | 12.5 | 13.5 | 19.1 | 13.9 | 14.7 | 12.1 | 18.7 | 13.3 | 12.2 | 25.4 | 40.4 | 16.1 | 6.9 | 14.6 | 7.7 | 9.6 | 21.2 | 13.8 | 11.7 | 15.4 | 17.9 | 9.0 | 11.6 | 7.8 | 26.4 | 16.5 | 10.5 | 8.7 | 18.5 | 10.2 | 16.5 | 29.0 | 15.3 | 13.4 | 17.2 | 19.1 | 12.2 | 29.9 | 21.5 |
| Standard Deviation(%) | NA | 19.5 | 18.8 | 21.2 | 24.4 | 28.6 | NA | NA | 26.5 | 18.8 | 20.3 | 25.6 | 24.9 | 64.5 | 18.3 | 21.8 | 15.8 | 22.7 | 70.2 | 20.5 | 18.7 | 15.5 | 26.0 | 19.2 | 23.5 | 55.0 | 21.5 | 14.3 | 16.2 | 16.3 | 17.9 | 47.2 | 21.7 | 23.2 | 16.0 | 20.2 | 22.6 | 18.0 | 17.7 | 20.2 | 18.1 | 19.0 | 17.4 | 20.0 | 18.6 | 18.5 | 31.3 | 17.7 | 17.7 | 24.7 | 32.7 | 18.1 | 18.7 | 19.5 |
| Treynor Ratio | NA | -0.65 | 0.3 | 0.06 | 0.2 | 0.09 | NA | NA | 0.16 | 0.14 | -0.17 | 0.46 | 0.38 | -0.14 | -0.03 | 0.38 | 0.36 | 0.2 | 2.28 | 0.58 | 0.21 | -0.24 | 0.19 | 0.25 | -0.03 | -0.28 | 0.04 | 0.19 | -0.03 | 0.17 | 0.44 | 0.8 | 0.22 | 0.43 | -0.24 | -0.24 | 2.12 | -0.22 | 1.0 | -0.45 | 0.16 | 0.8 | 0.62 | -1.2 | 0.35 | 0.12 | 0.23 | 0.28 | -0.19 | 0.05 | 1.33 | 0.13 | -3.19 | 5.87 |
| Alpha | NA | -0.03 | 0.02 | -0.01 | 0.02 | 0.01 | NA | NA | 0.03 | 0.0 | -0.09 | 0.13 | 0.03 | -0.1 | -0.05 | 0.07 | 0.03 | 0.03 | 0.43 | 0.1 | -0.03 | -0.11 | 0.06 | 0.03 | -0.04 | 0.08 | 0.01 | 0.02 | -0.02 | 0.03 | 0.04 | 0.29 | 0.07 | 0.06 | -0.03 | -0.03 | 0.1 | -0.04 | 0.07 | -0.06 | 0.01 | 0.06 | 0.02 | -0.06 | 0.02 | 0.01 | 0.04 | 0.04 | -0.04 | 0.02 | 0.16 | 0.01 | -0.1 | 0.07 |
| Beta | NA | 0.15 | 0.21 | 0.45 | 0.46 | 0.71 | NA | NA | 0.53 | 0.36 | 0.65 | 0.51 | 0.51 | 1.21 | 0.5 | 0.4 | 0.43 | 0.53 | 0.54 | 0.68 | 0.99 | 0.67 | 0.95 | 0.77 | 0.44 | 0.7 | 0.84 | 0.84 | 1.02 | 0.88 | 0.58 | 0.71 | 0.41 | 0.27 | 0.19 | 0.2 | 0.16 | 0.29 | 0.29 | 0.35 | 0.25 | 0.21 | 0.11 | 0.15 | 0.36 | 0.23 | 0.33 | 0.38 | 0.36 | 0.23 | 0.38 | 0.24 | 0.08 | 0.03 |
| RSquared | NA | 0.04 | 0.05 | 0.14 | 0.11 | 0.21 | NA | NA | 0.11 | 0.06 | 0.17 | 0.23 | 0.07 | 0.43 | 0.12 | 0.1 | 0.03 | 0.09 | 0.01 | 0.14 | 0.34 | 0.3 | 0.72 | 0.52 | 0.26 | 0.32 | 0.39 | 0.35 | 0.42 | 0.35 | 0.31 | 0.11 | 0.17 | 0.06 | 0.05 | 0.04 | 0.02 | 0.04 | 0.02 | 0.03 | 0.02 | 0.01 | 0.01 | 0.01 | 0.06 | 0.04 | 0.12 | 0.12 | 0.05 | 0.02 | 0.02 | 0.06 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.9 | 4.2 | 3.8 | 5.1 | 4.7 | 6.8 | 6.6 | N/A | 3.8 | 3.3 | 3.7 | 4.0 | 2.9 | 2.7 | 2.8 | 3.0 | 3.0 | 3.0 | 5.8 | 4.1 | 3.9 | 3.3 | 3.6 | 3.2 | 3.2 | 3.2 | 3.4 | 3.2 | 3.4 | 3.9 | 3.9 | 3.2 | 4.6 | 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 | -48.3 | 7.1 | 24.9 | 42.4 | 81.3 | 265.7 | 853.9 | N/A | 7.4 | 7.6 | 8.2 | 7.7 | 6.6 | 7.1 | 7.2 | 6.7 | 6.5 | -27.9 | 57.3 | -15.5 | 32.9 | 5.8 | 8.7 | 20.2 | 2.9 | 5.5 | 5.8 | 5.0 | 4.8 | 3.7 | 36.4 | -23.1 | 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 03/17/1980
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