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NWS-A: News Corporation (STOCK)
Basic Info
Asset Class: | US EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/11/1996 |
Last Dividend Date: | 03/12/2012 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 08/22/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/11/1996 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 53.3 | 29.5 | 3.9 | 9.8 | 9.0 | 6.2 | 32.5 | 23.8 | 7.5 | 53.2 | -55.3 | -4.1 | 39.1 | -16.1 | 23.8 | 34.1 | -14.1 | -8.7 | -12.9 | 36.4 | 25.8 | 14.6 | -10.2 |
Sharpe Ratio | NA | 1.85 | 0.87 | 0.08 | 0.23 | NA | 0.12 | 2.22 | 0.6 | 0.22 | 0.96 | -0.85 | -0.29 | 2.18 | -0.98 | 0.98 | 1.28 | -0.36 | -0.27 | -0.36 | 1.03 | 0.54 | 0.44 | -0.57 |
Draw Down(%) | NA | 12.9 | 27.2 | 77.9 | 78.7 | NA | 81.3 | 8.7 | 25.7 | 27.2 | 48.8 | 73.1 | 17.3 | 6.8 | 24.2 | 19.1 | 23.0 | 43.5 | 43.8 | 52.0 | 26.7 | 36.8 | 22.6 | 25.6 |
Standard Deviation(%) | NA | 28.8 | 33.8 | 46.4 | 36.7 | NA | 37.1 | 24.7 | 39.5 | 33.6 | 55.4 | 65.6 | 24.6 | 16.5 | 18.5 | 23.3 | 26.1 | 42.1 | 41.0 | 47.9 | 32.4 | 42.1 | 24.9 | 27.8 |
Treynor Ratio | NA | 0.48 | 0.22 | 0.02 | 0.06 | NA | 0.04 | 0.45 | 0.18 | 0.05 | 0.31 | -0.4 | -0.06 | 0.52 | -0.2 | 0.24 | 0.34 | -0.13 | -0.1 | -0.18 | 0.37 | 0.19 | 0.21 | -0.28 |
Alpha | NA | 0.07 | 0.05 | 0.03 | 0.02 | NA | 0.01 | 0.09 | 0.1 | -0.05 | 0.03 | -0.02 | -0.03 | 0.09 | -0.09 | 0.05 | 0.02 | 0.07 | 0.04 | 0.02 | 0.06 | 0.02 | 0.0 | -0.09 |
Beta | NA | 1.1 | 1.34 | 1.44 | 1.34 | NA | 1.22 | 1.21 | 1.3 | 1.4 | 1.72 | 1.4 | 1.12 | 0.69 | 0.89 | 0.96 | 0.99 | 1.15 | 1.16 | 0.93 | 0.9 | 1.19 | 0.54 | 0.57 |
RSquared | NA | 0.61 | 0.6 | 0.7 | 0.62 | NA | 0.47 | 0.44 | 0.62 | 0.6 | 0.76 | 0.75 | 0.53 | 0.2 | 0.26 | 0.22 | 0.39 | 0.47 | 0.4 | 0.22 | 0.23 | 0.31 | 0.12 | 0.05 |
Yield(%) | N/A | 1.2 | 1.4 | 0.7 | 0.6 | 0.8 | N/A | 0.4 | 1.2 | 1.1 | 1.2 | 0.6 | 0.6 | 0.8 | 0.6 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 | 0.5 | 0.5 | 0.0 |
Dividend Growth(%) | N/A | 12.5 | 33.3 | 30.9 | N/A | N/A | N/A | -55.6 | 12.5 | 33.3 | 0.0 | 0.0 | 0.0 | 0.0 | 9.1 | 10.0 | 25.0 | 0.0 | -11.1 | 28.6 | -22.2 | 12.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/1996
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