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RBC: RBC Bearings Incorporated (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/17/1992 |
Last Dividend Date: | 10/05/2021 |
12-Mo. Yield | 7.37% |
Expenses | - |
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Performance Analytics (As of 12/06/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/18/1992 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 54.6 | 34.3 | 20.8 | 14.7 | 9.5 | 12.4 | 12.6 | 46.6 | 45.5 | 24.0 | -7.2 | 11.0 | 20.2 | -21.1 | 3.2 | 5.8 | 39.8 | -22.7 | 29.9 | 38.9 | -14.1 | -13.3 | 50.1 | 25.8 | 32.7 | 9.0 | -2.8 | 31.1 | -14.9 | -8.2 | -20.8 | 53.3 | -7.5 | 63.3 | -47.1 | 26.4 | 37.4 |
Sharpe Ratio | NA | 1.88 | 0.9 | 0.62 | 0.49 | NA | NA | 0.25 | 1.72 | 0.86 | 0.93 | -0.34 | 0.49 | 0.67 | -1.03 | 0.15 | 0.19 | 1.62 | -0.57 | 0.96 | 0.87 | -0.28 | -0.51 | 1.67 | 0.97 | 1.17 | 0.28 | -0.1 | 0.88 | -0.49 | -0.34 | -0.67 | 1.64 | -0.34 | 1.76 | -0.67 | 0.76 | 1.45 |
Draw Down(%) | NA | 18.0 | 40.8 | 40.8 | 40.8 | NA | NA | 57.8 | 18.0 | 40.8 | 21.3 | 22.0 | 16.1 | 23.7 | 31.0 | 20.4 | 26.2 | 18.7 | 43.1 | 15.8 | 33.5 | 47.0 | 22.8 | 25.6 | 19.9 | 16.0 | 30.4 | 44.8 | 23.4 | 29.0 | 32.6 | 43.6 | 22.2 | 29.1 | 14.6 | 57.8 | 19.6 | 19.0 |
Standard Deviation(%) | NA | 29.1 | 37.6 | 32.5 | 29.4 | NA | NA | 35.4 | 29.7 | 52.6 | 24.3 | 25.3 | 21.3 | 29.7 | 20.6 | 20.9 | 30.7 | 24.8 | 39.7 | 31.0 | 44.8 | 54.1 | 31.9 | 28.2 | 24.3 | 27.0 | 29.9 | 39.9 | 33.4 | 38.7 | 34.0 | 35.8 | 30.2 | 31.9 | 33.8 | 75.2 | 31.7 | 32.2 |
Treynor Ratio | NA | 0.47 | 0.29 | 0.17 | 0.12 | NA | NA | 0.09 | 0.44 | 0.38 | 0.18 | -0.08 | 0.06 | 0.14 | -0.24 | 0.03 | 0.05 | 0.31 | -0.16 | 0.25 | 0.31 | -0.15 | -0.13 | 0.27 | 0.22 | 0.23 | 0.09 | -0.04 | 0.45 | -0.32 | -0.99 | -0.34 | 1.59 | -0.39 | 1.18 | -1.26 | 0.55 | 1.93 |
Alpha | NA | 0.08 | 0.04 | 0.01 | 0.0 | NA | NA | 0.02 | 0.07 | 0.1 | -0.04 | 0.0 | -0.08 | 0.02 | -0.09 | -0.04 | -0.1 | 0.07 | -0.1 | 0.05 | 0.03 | 0.15 | -0.07 | 0.08 | 0.08 | 0.07 | -0.05 | 0.1 | 0.16 | -0.02 | -0.03 | -0.15 | 0.14 | -0.04 | 0.15 | -0.17 | 0.09 | 0.16 |
Beta | NA | 1.17 | 1.17 | 1.17 | 1.17 | NA | NA | 0.98 | 1.16 | 1.18 | 1.26 | 1.01 | 1.73 | 1.43 | 0.9 | 1.09 | 1.24 | 1.3 | 1.42 | 1.18 | 1.27 | 1.01 | 1.24 | 1.73 | 1.05 | 1.36 | 0.96 | 0.88 | 0.66 | 0.59 | 0.12 | 0.71 | 0.31 | 0.28 | 0.51 | 0.4 | 0.44 | 0.24 |
RSquared | NA | 0.25 | 0.5 | 0.48 | 0.43 | NA | NA | 0.27 | 0.25 | 0.6 | 0.42 | 0.47 | 0.29 | 0.4 | 0.46 | 0.35 | 0.22 | 0.44 | 0.7 | 0.47 | 0.58 | 0.58 | 0.39 | 0.38 | 0.2 | 0.31 | 0.3 | 0.33 | 0.18 | 0.12 | 0.0 | 0.16 | 0.04 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 |
Yield(%) | N/A | 7.4 | 4.7 | 3.5 | 3.4 | 2.6 | 5.2 | N/A | 6.8 | 1.4 | 1.7 | 1.4 | 1.4 | 1.6 | 1.2 | 1.2 | 1.1 | 1.4 | 1.0 | 1.3 | 1.6 | 1.4 | 1.2 | 1.5 | 1.8 | 2.2 | 2.3 | 2.2 | 2.8 | 2.3 | 2.1 | 1.6 | 2.5 | 2.3 | 2.9 | 1.7 | 2.5 | 3.2 |
Dividend Growth(%) | N/A | 615.0 | 262.3 | 210.0 | 203.2 | N/A | N/A | N/A | 590.0 | 1.7 | 7.3 | 7.8 | 7.4 | 4.4 | 5.8 | 8.9 | 5.3 | 5.6 | 6.0 | 4.7 | 1.6 | 6.8 | 7.3 | 7.8 | 6.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 23.1 | -13.3 | -15.1 | 1.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/1992
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