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PFBX: Peoples Financial Corp (STOCK)
Basic Info 15.5 0.3(1.97%) May 10
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/19/1999 |
Last Dividend Date: | 11/04/2022 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 05/07/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/19/1999 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | -6.6 | 19.2 | -3.4 | 5.9 | 1.9 | 0.1 | 0.2 | -1.5 | 14.5 | -11.9 | 24.5 | 23.5 | -4.5 | -11.4 | -19.4 | 79.4 | -27.7 | -3.9 | 38.2 | -5.6 | -31.1 | -24.2 | 17.3 | -17.1 | -16.7 | 63.6 | -4.3 | 9.8 | 13.2 | 2.4 | -12.3 | -43.1 | 0.8 |
Sharpe Ratio | NA | -0.77 | 0.44 | -0.19 | 0.12 | 0.01 | NA | NA | -0.08 | 0.23 | -0.48 | 1.16 | 0.62 | -0.22 | -0.63 | -0.65 | 2.17 | -0.77 | -0.2 | 1.17 | -0.14 | -0.89 | -0.58 | 0.4 | -0.36 | -0.76 | 2.33 | -0.23 | 0.25 | 0.31 | 0.03 | -0.27 | -0.81 | -0.17 |
Draw Down(%) | NA | 10.1 | 15.3 | 34.2 | 36.1 | 50.2 | NA | NA | 67.0 | 24.3 | 18.2 | 13.3 | 33.9 | 17.6 | 19.5 | 25.0 | 8.2 | 28.5 | 8.9 | 16.9 | 31.0 | 43.6 | 52.1 | 26.9 | 27.7 | 31.9 | 10.6 | 13.1 | 13.5 | 14.6 | 19.7 | 33.0 | 47.6 | 3.2 |
Standard Deviation(%) | NA | 34.3 | 44.1 | 33.6 | 33.2 | 31.7 | NA | NA | 36.5 | 45.3 | 27.5 | 21.1 | 37.7 | 27.5 | 20.1 | 31.1 | 36.6 | 35.9 | 19.2 | 32.6 | 40.5 | 34.8 | 42.0 | 43.4 | 49.2 | 26.1 | 26.0 | 28.4 | 35.7 | 40.9 | 37.3 | 54.9 | 58.2 | 9.2 |
Treynor Ratio | NA | 0.66 | -2.52 | -235.65 | 0.66 | 0.04 | NA | NA | -0.4 | 0.31 | 1.39 | 15.26 | 2.52 | -0.26 | -0.72 | -2.13 | -42.06 | -1.19 | -0.27 | 3.15 | -0.13 | -10.98 | -0.42 | 0.79 | -7.38 | 1.36 | 6.44 | 0.28 | -2.64 | -1.04 | -0.53 | -3.58 | 65.71 | 0.25 |
Alpha | NA | -0.06 | 0.11 | 0.0 | 0.03 | 0.02 | NA | NA | 0.01 | 0.05 | -0.05 | 0.09 | 0.1 | -0.03 | -0.04 | -0.08 | 0.26 | -0.11 | -0.02 | 0.14 | -0.02 | -0.12 | -0.11 | 0.08 | -0.03 | -0.07 | 0.19 | -0.01 | 0.06 | 0.09 | 0.03 | 0.0 | -0.17 | 0.0 |
Beta | NA | -0.4 | -0.08 | 0.0 | 0.06 | 0.08 | NA | NA | 0.07 | 0.33 | -0.1 | 0.02 | 0.09 | 0.22 | 0.18 | 0.09 | -0.02 | 0.23 | 0.14 | 0.12 | 0.45 | 0.03 | 0.58 | 0.22 | 0.02 | -0.15 | 0.09 | -0.23 | -0.03 | -0.12 | -0.02 | 0.04 | -0.01 | -0.06 |
RSquared | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.06 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Yield(%) | N/A | 0.0 | 0.0 | 0.5 | 0.6 | 0.4 | 0.6 | 1.0 | N/A | 0.0 | 1.1 | 1.2 | 0.2 | 0.3 | 0.2 | 0.1 | 0.0 | 0.0 | 0.8 | 0.0 | 2.9 | 1.2 | 1.1 | 2.8 | 2.6 | 1.8 | 2.4 | 2.1 | 1.9 | 1.8 | 1.8 | 1.3 | 1.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | 56.2 | 178.6 | -83.4 | N/A | N/A | N/A | -100.0 | 18.8 | 700.0 | -33.3 | 50.0 | 100.0 | N/A | N/A | -100.0 | N/A | -100.0 | 66.7 | -14.3 | -58.0 | -10.7 | 16.7 | 17.1 | 7.9 | 18.8 | 23.1 | 8.3 | 4.3 | -28.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/1999
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1. PEOPLES FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | (0%) |
2. Peoples Financial Corporation 401(k) Profit Sharing Plan | (78%) |