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OAK-PB: Oaktree Capital Group LLC (STOCK)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/08/2018 |
Last Dividend Date: | 02/26/2021 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 05/10/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 08/08/2018 |
2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | -100.0 | -100.0 | -100.0 | -100.0 | 2.7 | 19.1 | -8.4 |
Sharpe Ratio | NA | 0.5 | 0.13 | -0.61 | 0.08 | 2.04 | -1.49 |
Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 30.2 | 3.6 | 14.0 |
Standard Deviation(%) | NA | 12.6 | 20.5 | 10.0 | 30.9 | 8.7 | 14.3 |
Treynor Ratio | NA | -1.59 | -2.12 | -0.55 | 0.05 | 1.48 | -2.48 |
Alpha | NA | -0.48 | -0.16 | -1.41 | -0.02 | 0.05 | -0.08 |
Beta | NA | 0.63 | 0.48 | 1.82 | 0.48 | 0.12 | 0.09 |
RSquared | NA | 0.01 | 0.03 | 0.03 | 0.3 | 0.03 | 0.01 |
Yield(%) | N/A | 7.8 | N/A | 1.5 | 11.4 | 7.1 | 2.3 |
Dividend Growth(%) | N/A | -25.4 | N/A | -86.8 | 89.6 | 187.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/08/2018
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