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PNR: Pentair PLC (STOCK)
Basic Info 82.75 0.22(0.27%) May 24
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/03/1973 |
Last Dividend Date: | 04/18/2024 |
12-Mo. Yield | 1.59% |
Expenses | - |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/03/1973 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.4 | 14.5 | 47.7 | 8.3 | 19.8 | 11.4 | 16.7 | 11.6 | 11.4 | 64.2 | -37.4 | 39.2 | 17.9 | 23.7 | 20.8 | 28.7 | 16.0 | -23.8 | -13.2 | 60.7 | 50.9 | -6.9 | 15.6 | 40.1 | -30.5 | 12.9 | -7.5 | -19.7 | 93.4 | 35.2 | -3.4 | 54.5 | -35.8 | -3.3 | 10.8 | 11.4 | 29.6 | 16.4 | 29.5 | -16.5 | -1.9 | 62.6 | -10.0 | -12.0 | 50.6 | -19.0 | -22.3 | 33.6 | 0.0 | 107.2 | 22.5 | 4.1 | 9.0 | 0.0 | 22.9 | 29.8 | 171.0 | -27.9 | -31.7 | -14.9 |
Sharpe Ratio | NA | 1.8 | 1.92 | 0.21 | 0.56 | 0.33 | NA | NA | 0.25 | 2.16 | -1.17 | 1.61 | 0.36 | 0.83 | 0.43 | 1.65 | 0.58 | -0.86 | -0.55 | 3.03 | 1.81 | -0.21 | 0.55 | 0.94 | -0.64 | 0.4 | -0.44 | -0.72 | 3.57 | 1.26 | -0.12 | 1.26 | -0.78 | -0.18 | 0.21 | 0.3 | 0.85 | 0.64 | 1.06 | -0.38 | -0.15 | 1.88 | -0.54 | -0.68 | 1.49 | -0.65 | -0.78 | 1.13 | -0.25 | 4.78 | 0.58 | -0.21 | 0.04 | -0.25 | 0.34 | 0.72 | 3.72 | -0.83 | -0.68 | -0.43 |
Draw Down(%) | NA | 7.9 | 19.7 | 50.5 | 51.5 | 51.5 | NA | NA | 77.7 | 19.7 | 45.7 | 13.8 | 51.5 | 23.1 | 22.3 | 9.9 | 18.8 | 29.1 | 26.9 | 7.4 | 21.7 | 28.4 | 22.3 | 32.4 | 51.2 | 17.9 | 36.8 | 32.9 | 7.9 | 15.3 | 40.2 | 24.1 | 51.7 | 33.6 | 39.1 | 14.7 | 20.6 | 11.1 | 12.9 | 42.1 | 26.8 | 20.6 | 34.1 | 25.5 | 16.1 | 46.3 | 38.0 | 17.6 | 24.7 | 17.6 | 25.5 | 28.6 | 29.9 | 35.7 | 45.0 | 23.1 | 18.7 | 38.6 | 65.1 | 53.7 |
Standard Deviation(%) | NA | 20.3 | 22.9 | 28.3 | 32.7 | 31.5 | NA | NA | 33.9 | 28.0 | 33.3 | 24.4 | 48.7 | 26.9 | 45.1 | 17.1 | 27.2 | 27.6 | 23.9 | 20.0 | 28.4 | 33.5 | 28.2 | 42.5 | 49.0 | 24.6 | 24.8 | 30.5 | 25.9 | 27.3 | 37.6 | 42.2 | 51.2 | 36.9 | 35.5 | 26.6 | 30.5 | 19.6 | 25.1 | 49.2 | 27.2 | 31.2 | 28.0 | 26.0 | 30.6 | 35.4 | 33.7 | 25.1 | 27.2 | 21.0 | 25.6 | 28.8 | 22.7 | 28.4 | 52.4 | 36.1 | 44.7 | 38.5 | 54.6 | 61.8 |
Treynor Ratio | NA | 0.34 | 0.39 | 0.05 | 0.16 | 0.09 | NA | NA | 0.1 | 0.45 | -0.36 | 0.37 | 0.16 | 0.16 | 0.22 | 0.2 | 0.11 | -0.21 | -0.09 | 0.49 | 0.44 | -0.05 | 0.12 | 0.33 | -0.33 | 0.12 | -0.12 | -0.2 | 0.89 | 0.39 | -0.06 | 0.56 | -0.49 | -0.33 | 0.11 | 0.17 | 0.7 | 0.57 | 0.4 | -0.89 | -0.17 | 1.34 | -0.43 | -0.43 | 0.73 | -0.53 | -0.63 | 0.9 | -0.13 | 5.5 | 0.49 | -0.09 | 0.02 | -0.34 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.05 | 0.0 | 0.02 | 0.0 | NA | NA | 0.03 | 0.09 | -0.09 | 0.03 | 0.01 | -0.05 | 0.13 | 0.0 | 0.01 | -0.1 | -0.12 | 0.06 | 0.11 | -0.03 | 0.0 | 0.04 | 0.04 | 0.04 | -0.07 | -0.09 | 0.23 | 0.04 | 0.07 | 0.25 | -0.11 | -0.01 | -0.01 | -0.01 | 0.08 | 0.03 | 0.11 | -0.04 | -0.01 | 0.15 | -0.04 | -0.09 | 0.14 | -0.08 | -0.1 | 0.09 | -0.01 | 0.27 | 0.05 | 0.04 | -0.02 | 0.0 | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.07 | 1.12 | 1.15 | 1.12 | 1.13 | NA | NA | 0.83 | 1.36 | 1.07 | 1.05 | 1.11 | 1.37 | 0.9 | 1.39 | 1.4 | 1.13 | 1.44 | 1.24 | 1.15 | 1.29 | 1.25 | 1.23 | 0.95 | 0.83 | 0.9 | 1.1 | 1.04 | 0.87 | 0.72 | 0.95 | 0.82 | 0.2 | 0.66 | 0.46 | 0.37 | 0.22 | 0.67 | 0.21 | 0.24 | 0.44 | 0.35 | 0.41 | 0.63 | 0.43 | 0.42 | 0.32 | 0.5 | 0.18 | 0.31 | 0.66 | 0.4 | 0.2 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.36 | 0.31 | 0.49 | 0.53 | 0.38 | NA | NA | 0.17 | 0.4 | 0.6 | 0.32 | 0.62 | 0.42 | 0.09 | 0.3 | 0.46 | 0.4 | 0.48 | 0.46 | 0.26 | 0.81 | 0.65 | 0.62 | 0.64 | 0.29 | 0.14 | 0.14 | 0.19 | 0.3 | 0.25 | 0.24 | 0.14 | 0.01 | 0.15 | 0.1 | 0.02 | 0.01 | 0.07 | 0.0 | 0.01 | 0.04 | 0.04 | 0.04 | 0.12 | 0.15 | 0.04 | 0.02 | 0.06 | 0.01 | 0.05 | 0.11 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.6 | 1.6 | 1.3 | 2.3 | 1.7 | 4.5 | 3.3 | N/A | 1.9 | 1.2 | 1.6 | 1.6 | 1.9 | 1.7 | 2.4 | 2.7 | 1.9 | 1.4 | 1.9 | 2.6 | 2.2 | 2.3 | 2.9 | 2.0 | 2.0 | 1.6 | 1.2 | 1.9 | 2.3 | 2.0 | 3.1 | 1.8 | 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 | 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 | 0.0 |
Dividend Growth(%) | N/A | -47.7 | 4.7 | 15.7 | -4.0 | 73.1 | 263.2 | 1081.2 | N/A | 4.8 | 5.0 | 5.3 | 5.6 | -12.2 | -11.5 | 3.0 | 4.7 | 16.4 | 14.6 | 9.1 | 10.1 | 5.3 | 5.5 | 5.9 | 13.4 | 7.1 | 7.7 | 20.9 | 4.9 | 10.8 | 5.7 | 7.7 | 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 | 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 05/03/1973
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