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RAI: Reynolds American Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/15/1999 |
Last Dividend Date: | 06/08/2017 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 06/29/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/1999 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.2 | -4.6 | 20.8 | 24.5 | 24.0 | 24.9 | 22.3 | -5.2 | 18.3 | 25.6 | 48.7 | 34.5 | 27.1 | 5.6 | 34.4 | 31.5 | 42.8 | -34.7 | 5.8 | 43.9 | 27.3 | 43.1 | 51.6 | -20.1 | 22.3 | 209.6 | -41.9 |
Sharpe Ratio | NA | -0.31 | 1.05 | 1.28 | 1.11 | NA | 0.77 | NA | 3.09 | 1.13 | 2.31 | 1.76 | 1.74 | 0.37 | 1.71 | 1.79 | 1.66 | -1.03 | 0.16 | 2.21 | 1.38 | 1.86 | 1.29 | -0.56 | 0.65 | 4.27 | -1.4 |
Draw Down(%) | NA | 7.3 | 13.4 | 13.4 | 41.3 | NA | 57.5 | 5.2 | 5.1 | 13.4 | 9.9 | 11.8 | 10.2 | 13.2 | 17.2 | 9.3 | 20.0 | 41.6 | 10.8 | 9.5 | 8.9 | 17.6 | 38.8 | 49.3 | 20.6 | 19.7 | 47.6 |
Standard Deviation(%) | NA | 18.1 | 19.3 | 18.9 | 21.5 | NA | 27.5 | 0.0 | 9.8 | 22.3 | 21.1 | 19.6 | 15.6 | 15.1 | 20.1 | 17.6 | 25.7 | 34.5 | 18.1 | 18.5 | 18.2 | 22.7 | 39.5 | 37.6 | 31.2 | 48.2 | 47.0 |
Treynor Ratio | NA | 0.15 | 1.14 | 0.65 | 0.49 | NA | 0.47 | 0.0 | 0.92 | 0.8 | 0.68 | 0.43 | 0.31 | 0.11 | 0.62 | 0.48 | 1.26 | -0.72 | 0.05 | 0.58 | 0.31 | 0.69 | 0.7 | -0.57 | 1.98 | 7.32 | -2.38 |
Alpha | NA | 0.01 | 0.08 | 0.07 | 0.05 | NA | 0.07 | NA | 0.09 | 0.08 | 0.16 | 0.08 | 0.0 | -0.01 | 0.12 | 0.07 | 0.12 | -0.07 | 0.01 | 0.11 | 0.08 | 0.12 | 0.12 | -0.03 | 0.1 | 0.49 | -0.38 |
Beta | NA | -0.37 | 0.18 | 0.37 | 0.48 | NA | 0.45 | NA | 0.33 | 0.32 | 0.71 | 0.8 | 0.87 | 0.51 | 0.55 | 0.66 | 0.34 | 0.49 | 0.62 | 0.7 | 0.81 | 0.61 | 0.73 | 0.37 | 0.1 | 0.28 | 0.28 |
RSquared | NA | 0.62 | 0.02 | 0.07 | 0.23 | NA | 0.1 | 0.0 | 0.06 | 0.03 | 0.27 | 0.22 | 0.38 | 0.18 | 0.41 | 0.46 | 0.13 | 0.35 | 0.3 | 0.14 | 0.21 | 0.09 | 0.1 | 0.07 | 0.01 | 0.02 | 0.01 |
Yield(%) | N/A | 0.0 | 1.6 | 3.6 | 4.9 | 7.5 | N/A | 0.0 | 1.8 | 3.9 | 3.2 | 5.4 | 5.8 | 5.7 | 6.6 | 6.0 | 8.5 | 5.2 | 4.9 | 4.1 | 5.4 | 6.6 | 9.0 | 6.5 | 6.5 | 17.5 | 4.8 |
Dividend Growth(%) | N/A | -100.0 | -54.4 | -37.5 | N/A | N/A | N/A | -100.0 | -42.0 | -14.6 | -23.1 | 8.1 | 6.4 | 8.4 | -32.6 | -7.5 | 1.5 | 6.2 | -20.0 | -4.8 | 10.5 | 0.0 | 1.9 | 12.3 | 6.4 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/1999
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