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PAG: Penske Automotive Group, Inc. (STOCK)
Basic Info 159.28 0.61(0.38%) May 09
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/23/1996 |
| Last Dividend Date: | 11/15/2024 |
| 12-Mo. Yield | 2.11% |
| Expenses | - |
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Performance Analytics (As of 05/02/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/23/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 4.5 | 6.3 | 14.7 | 39.5 | 15.1 | 20.5 | 14.5 | 9.6 | -2.5 | 42.3 | 9.2 | 84.4 | 20.1 | 29.0 | -13.2 | -4.6 | 26.2 | -12.1 | 5.9 | 59.5 | 59.1 | 11.9 | 14.8 | 97.7 | -54.7 | -24.9 | 25.0 | 30.9 | -4.1 | 152.0 | -51.7 | 285.9 | -25.2 | -2.7 | -49.8 | -28.9 | -26.2 |
| Sharpe Ratio | NA | 0.21 | -0.04 | 0.35 | 0.99 | 0.37 | NA | NA | 0.17 | -0.3 | 1.25 | 0.19 | 2.2 | 0.3 | 1.03 | -0.57 | -0.2 | 0.67 | -0.43 | 0.2 | 2.04 | 1.93 | 0.25 | 0.37 | 1.21 | -0.75 | -0.9 | 1.0 | 0.96 | -0.16 | 3.5 | -0.81 | 4.21 | -0.65 | -0.09 | -0.67 | -0.58 | -1.83 |
| Draw Down(%) | NA | 20.2 | 20.2 | 22.6 | 22.6 | 60.0 | NA | NA | 83.3 | 14.2 | 20.4 | 22.6 | 21.1 | 59.6 | 12.6 | 27.1 | 27.0 | 29.2 | 22.2 | 26.4 | 15.7 | 22.9 | 36.9 | 37.0 | 47.3 | 76.4 | 27.6 | 11.6 | 14.9 | 28.2 | 27.1 | 63.3 | 50.5 | 41.0 | 40.4 | 66.3 | 55.4 | 38.4 |
| Standard Deviation(%) | NA | 33.4 | 28.0 | 32.0 | 35.8 | 36.7 | NA | NA | 46.8 | 24.4 | 30.8 | 41.2 | 38.3 | 65.9 | 26.9 | 25.6 | 25.5 | 38.9 | 28.0 | 28.8 | 29.2 | 31.0 | 48.0 | 39.2 | 80.6 | 73.8 | 30.9 | 21.7 | 30.0 | 31.6 | 43.2 | 65.5 | 69.4 | 45.1 | 63.6 | 79.9 | 55.3 | 45.8 |
| Treynor Ratio | NA | 0.09 | -0.01 | 0.12 | 0.33 | 0.12 | NA | NA | 0.07 | -0.08 | 0.38 | 0.08 | 0.58 | 0.15 | 0.25 | -0.19 | -0.03 | 0.17 | -0.1 | 0.04 | 0.4 | 0.4 | 0.07 | 0.1 | 0.47 | -0.51 | -0.31 | 0.21 | 0.18 | -0.03 | 1.12 | -0.41 | 3.77 | -0.52 | -0.11 | -0.5 | -1.72 | 6.32 |
| Alpha | NA | 0.07 | -0.02 | 0.03 | 0.08 | 0.02 | NA | NA | 0.03 | -0.09 | 0.06 | 0.14 | 0.12 | 0.04 | -0.01 | -0.03 | -0.12 | 0.05 | -0.05 | -0.05 | 0.03 | 0.11 | 0.06 | -0.01 | 0.18 | -0.04 | -0.12 | 0.04 | 0.1 | -0.07 | 0.26 | -0.09 | 0.67 | -0.07 | 0.02 | -0.26 | -0.11 | -0.6 |
| Beta | NA | 0.76 | 0.79 | 0.96 | 1.09 | 1.14 | NA | NA | 1.17 | 0.99 | 1.01 | 1.04 | 1.45 | 1.28 | 1.09 | 0.78 | 1.53 | 1.52 | 1.16 | 1.67 | 1.5 | 1.5 | 1.59 | 1.47 | 2.08 | 1.1 | 0.89 | 1.06 | 1.61 | 1.67 | 1.35 | 1.29 | 0.78 | 0.57 | 0.54 | 1.07 | 0.19 | -0.13 |
| RSquared | NA | 0.41 | 0.3 | 0.3 | 0.29 | 0.33 | NA | NA | 0.23 | 0.26 | 0.18 | 0.38 | 0.25 | 0.46 | 0.25 | 0.27 | 0.16 | 0.26 | 0.41 | 0.44 | 0.33 | 0.38 | 0.59 | 0.46 | 0.48 | 0.36 | 0.21 | 0.24 | 0.3 | 0.34 | 0.28 | 0.26 | 0.06 | 0.08 | 0.02 | 0.07 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.1 | 2.6 | 6.3 | 3.5 | 9.4 | 6.9 | N/A | 2.5 | 2.4 | 2.0 | 3.1 | 1.7 | 3.9 | 3.0 | 3.0 | 2.7 | 1.9 | 1.7 | 2.0 | 2.4 | 1.4 | 0.0 | 0.0 | 2.1 | 1.3 | 1.4 | 1.6 | 1.3 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 5.9 | 97.4 | 63.8 | 433.1 | N/A | N/A | N/A | 47.1 | 34.3 | 16.3 | 111.9 | -46.8 | 11.3 | -9.0 | 41.8 | 17.0 | 20.5 | 25.8 | 34.8 | 91.7 | N/A | N/A | -100.0 | 20.0 | 11.1 | 20.0 | 9.8 | 310.0 | 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 10/23/1996
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| 1. Penske Automotive Group 401(k) Savings and Retirement Plan | (0%) |
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