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NMR: Nomura Holdings, Inc. (STOCK)
Basic Info 6.41 0.03(0.47%) July 10
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/17/2001 |
| Last Dividend Date: | 09/29/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/17/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 10.7 | 7.4 | 20.6 | 7.9 | 1.3 | 3.1 | -1.1 | -1.1 | 29.9 | 20.3 | -13.4 | -18.8 | 4.3 | 44.3 | -34.6 | 1.6 | 8.9 | 2.3 | -25.4 | 36.6 | 101.0 | -52.1 | -12.3 | -10.7 | -48.8 | -9.7 | 0.8 | 33.8 | -13.1 | 58.1 | -11.3 | -5.3 |
| Sharpe Ratio | NA | 0.61 | 0.12 | 0.57 | 0.22 | 0.0 | NA | NA | -0.06 | 0.69 | 0.65 | -0.52 | -0.63 | 0.1 | 1.57 | -1.48 | 0.05 | 0.22 | 0.09 | -1.04 | 0.91 | 2.73 | -1.3 | -0.37 | -0.18 | -0.73 | -0.39 | -0.08 | 1.19 | -0.52 | 1.46 | -0.25 | -1.72 |
| Draw Down(%) | NA | 29.1 | 29.1 | 29.1 | 54.6 | 54.6 | NA | NA | 86.5 | 25.1 | 18.5 | 38.4 | 37.2 | 33.2 | 27.2 | 46.1 | 20.5 | 38.0 | 21.9 | 29.2 | 27.7 | 36.6 | 55.0 | 43.2 | 51.3 | 64.3 | 34.4 | 33.8 | 21.6 | 33.8 | 29.2 | 40.8 | 10.9 |
| Standard Deviation(%) | NA | 38.0 | 37.5 | 31.4 | 30.3 | 31.4 | NA | NA | 37.0 | 34.2 | 24.9 | 28.6 | 29.7 | 43.0 | 27.4 | 24.3 | 21.1 | 40.1 | 26.7 | 24.4 | 40.3 | 37.4 | 40.0 | 33.1 | 59.2 | 67.9 | 33.0 | 33.2 | 26.6 | 26.9 | 39.2 | 49.5 | 46.1 |
| Treynor Ratio | NA | 0.2 | 0.04 | 0.21 | 0.09 | 0.0 | NA | NA | -0.02 | 0.23 | 0.27 | -0.23 | -0.27 | 0.04 | 0.52 | -0.42 | 0.01 | 0.05 | 0.02 | -0.23 | 0.2 | 0.64 | -0.49 | -0.14 | -0.09 | -0.44 | -0.12 | -0.01 | 0.36 | -0.13 | 0.62 | -0.17 | -0.73 |
| Alpha | NA | 0.04 | -0.02 | 0.03 | 0.0 | -0.03 | NA | NA | -0.02 | 0.03 | 0.02 | 0.0 | -0.14 | -0.03 | 0.07 | -0.15 | -0.1 | -0.01 | 0.01 | -0.16 | -0.05 | 0.21 | -0.28 | -0.08 | -0.1 | 0.0 | -0.05 | -0.07 | 0.11 | -0.09 | 0.11 | 0.06 | -0.72 |
| Beta | NA | 1.16 | 1.22 | 0.85 | 0.79 | 0.91 | NA | NA | 1.02 | 1.02 | 0.59 | 0.63 | 0.71 | 0.91 | 0.82 | 0.86 | 1.43 | 1.64 | 1.09 | 1.09 | 1.86 | 1.59 | 1.07 | 0.88 | 1.18 | 1.13 | 1.02 | 1.85 | 0.88 | 1.12 | 0.93 | 0.74 | 1.09 |
| RSquared | NA | 0.55 | 0.43 | 0.22 | 0.21 | 0.28 | NA | NA | 0.28 | 0.14 | 0.1 | 0.29 | 0.1 | 0.52 | 0.14 | 0.37 | 0.21 | 0.29 | 0.4 | 0.26 | 0.26 | 0.29 | 0.4 | 0.23 | 0.3 | 0.46 | 0.24 | 0.31 | 0.11 | 0.21 | 0.16 | 0.15 | 0.06 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.8 | 1.4 | 2.0 | 1.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 4.6 | 4.3 | 2.1 | 3.0 | 1.9 | 4.7 | 1.8 | 3.5 | 2.7 | 1.7 | 1.3 | 0.5 | 2.0 | 2.1 | 2.3 | 1.4 | 0.9 | 1.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -75.6 | -53.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 44.0 | 29.9 | -29.0 | 68.7 | -60.3 | 92.6 | -34.8 | 157.5 | -24.0 | 10.0 | 115.3 | -86.3 | -15.7 | -11.4 | 118.0 | 29.7 | -15.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/17/2001
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