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PJC: Piper Sandler Companies (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/05/2004 |
| Last Dividend Date: | 11/21/2019 |
| 12-Mo. Yield | 2.13% |
| Expenses | - |
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Performance Analytics (As of 01/10/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/05/2004 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 15.7 | 6.8 | 8.7 | 5.2 | 4.1 | 4.5 | -0.3 | 23.9 | -20.7 | 21.2 | 79.5 | -30.5 | 46.9 | 23.1 | 59.1 | -42.3 | -30.8 | 27.3 | -14.2 | -28.9 | 61.3 | -15.7 | 13.4 |
| Sharpe Ratio | NA | 0.64 | 0.21 | 0.25 | 0.14 | NA | 0.08 | -0.58 | 0.99 | -0.7 | 0.77 | 1.95 | -0.85 | 1.53 | 0.81 | 1.63 | -0.76 | -0.81 | 0.37 | -0.15 | -0.71 | 1.43 | -0.44 | 0.36 |
| Draw Down(%) | NA | 13.9 | 35.5 | 42.5 | 67.1 | NA | 77.0 | 3.3 | 13.9 | 35.5 | 34.1 | 27.5 | 40.9 | 18.0 | 27.3 | 28.8 | 61.0 | 47.9 | 52.9 | 48.9 | 42.0 | 33.8 | 44.9 | 34.7 |
| Standard Deviation(%) | NA | 22.4 | 27.4 | 32.0 | 35.8 | NA | 46.5 | 21.6 | 22.7 | 31.7 | 27.0 | 40.5 | 35.7 | 30.6 | 28.4 | 36.6 | 55.8 | 38.0 | 72.9 | 100.2 | 45.0 | 40.7 | 40.5 | 34.4 |
| Treynor Ratio | NA | 0.12 | 0.05 | 0.06 | 0.03 | NA | 0.02 | -0.08 | 0.19 | -0.21 | 0.11 | 0.49 | -0.24 | 0.26 | 0.15 | 0.38 | -0.23 | -0.21 | 0.13 | -0.08 | -0.17 | 0.24 | -0.11 | 0.08 |
| Alpha | NA | -0.05 | -0.03 | -0.01 | -0.03 | NA | -0.01 | -0.35 | -0.03 | -0.06 | -0.06 | 0.19 | -0.13 | 0.08 | -0.08 | 0.12 | -0.19 | -0.21 | -0.02 | 0.43 | -0.13 | 0.1 | -0.07 | 0.01 |
| Beta | NA | 1.17 | 1.17 | 1.26 | 1.51 | NA | 1.76 | 1.62 | 1.16 | 1.06 | 1.88 | 1.6 | 1.25 | 1.81 | 1.56 | 1.56 | 1.84 | 1.45 | 2.1 | 1.9 | 1.92 | 2.4 | 1.68 | 1.65 |
| RSquared | NA | 0.38 | 0.3 | 0.28 | 0.39 | NA | 0.46 | 0.51 | 0.4 | 0.34 | 0.22 | 0.27 | 0.3 | 0.45 | 0.37 | 0.3 | 0.58 | 0.47 | 0.6 | 0.58 | 0.47 | 0.34 | 0.21 | 0.28 |
| Yield(%) | N/A | 2.1 | 2.8 | 2.1 | 1.2 | 0.8 | N/A | 0.0 | 2.2 | 3.6 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -51.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | -51.9 | 149.2 | N/A | N/A | N/A | N/A | N/A | N/A | 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 01/05/2004
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