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OAK-PA: Oaktree Capital Group LLC 6.625% PFD UT A (STOCK)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/14/2018 |
Last Dividend Date: | 02/26/2021 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 05/24/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 05/14/2018 |
2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -100.0 | -100.0 | -100.0 | -100.0 | 2.3 | 17.4 | -6.7 |
Sharpe Ratio | NA | NA | NA | NA | NA | 0.07 | 2.03 | -1.03 |
Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 100.0 | 31.0 | 2.7 | 14.8 |
Standard Deviation(%) | NA | NA | NA | NA | NA | 29.9 | 7.9 | 11.4 |
Treynor Ratio | NA | -3.96 | -3.42 | -3.42 | -3.11 | 0.06 | 1.11 | -0.62 |
Alpha | NA | -0.4 | -0.11 | -0.11 | -1.08 | -0.01 | 0.04 | -0.04 |
Beta | NA | 0.25 | 0.29 | 0.29 | 0.32 | 0.35 | 0.14 | 0.19 |
RSquared | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.16 | 0.05 | 0.07 |
Yield(%) | N/A | 7.2 | 8.3 | N/A | 1.5 | 11.4 | 7.0 | 3.9 |
Dividend Growth(%) | N/A | -32.7 | N/A | N/A | -86.8 | 89.6 | 72.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2018
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