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RIO: Rio Tinto Group (STOCK)
Basic Info 61.1 1(1.66%) July 11
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/28/1990 |
| Last Dividend Date: | 03/07/2025 |
| 12-Mo. Yield | 5.90% |
| Expenses | - |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/28/1990 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.5 | 7.7 | -4.3 | 9.2 | 9.3 | 12.8 | 8.0 | 9.7 | 10.6 | -15.4 | 11.1 | 18.5 | -0.4 | 36.2 | 37.5 | -2.9 | 44.9 | 39.2 | -33.4 | -15.4 | 0.6 | 22.4 | -30.5 | 35.4 | 194.3 | -78.5 | 101.6 | 20.7 | 57.1 | 9.9 | 45.5 | 5.1 | 12.5 | -20.7 | 114.8 | -9.0 | -16.3 | 14.9 | 12.0 | 9.7 | 24.2 | 23.7 | 5.8 | -12.3 |
| Sharpe Ratio | NA | 0.48 | -0.3 | 0.21 | 0.25 | 0.35 | NA | NA | 0.23 | -0.95 | 0.26 | 0.46 | -0.01 | 0.82 | 1.55 | -0.16 | 1.66 | 0.88 | -1.0 | -0.55 | 0.02 | 0.66 | -0.64 | 0.83 | 2.78 | -0.81 | 2.03 | 0.49 | 2.09 | 0.34 | 1.74 | 0.12 | 0.28 | -0.61 | 2.92 | -0.39 | -0.8 | 0.64 | 0.52 | 0.36 | 1.02 | 0.79 | 0.09 | -1.02 |
| Draw Down(%) | NA | 18.4 | 23.9 | 24.2 | 35.5 | 43.9 | NA | NA | 89.0 | 18.1 | 24.2 | 35.2 | 32.3 | 37.0 | 21.5 | 23.4 | 16.3 | 22.9 | 42.3 | 30.1 | 32.2 | 31.5 | 43.8 | 35.3 | 32.4 | 89.0 | 27.6 | 26.9 | 18.9 | 24.2 | 13.1 | 26.7 | 33.8 | 39.7 | 20.1 | 36.5 | 34.5 | 15.5 | 12.6 | 11.2 | 13.9 | 23.1 | 18.3 | 28.1 |
| Standard Deviation(%) | NA | 25.6 | 25.3 | 27.7 | 29.3 | 32.4 | NA | NA | 37.1 | 23.0 | 26.9 | 37.2 | 31.2 | 43.6 | 23.3 | 26.9 | 26.7 | 44.2 | 33.5 | 27.9 | 28.8 | 34.2 | 47.5 | 42.4 | 69.9 | 98.3 | 48.8 | 35.7 | 26.2 | 26.2 | 25.7 | 32.5 | 37.3 | 40.9 | 38.2 | 31.7 | 24.7 | 17.7 | 15.7 | 18.9 | 21.7 | 26.7 | 23.9 | 27.2 |
| Treynor Ratio | NA | 0.21 | -0.13 | 0.08 | 0.1 | 0.12 | NA | NA | 0.08 | -0.35 | 0.07 | 0.26 | 0.0 | 0.36 | 0.37 | -0.05 | 0.28 | 0.21 | -0.26 | -0.16 | 0.0 | 0.12 | -0.18 | 0.19 | 1.07 | -0.51 | 0.55 | 0.09 | 0.45 | 0.08 | 0.64 | 0.05 | 0.14 | -0.57 | 5.61 | -0.26 | -0.62 | 0.39 | 0.34 | 0.12 | 1.34 | 0.6 | 0.0 | 0.0 |
| Alpha | NA | 0.03 | -0.04 | -0.01 | 0.0 | 0.02 | NA | NA | 0.02 | -0.12 | -0.03 | 0.14 | -0.08 | 0.06 | 0.03 | 0.02 | 0.04 | 0.07 | -0.15 | -0.1 | -0.14 | -0.02 | -0.13 | 0.03 | 0.32 | -0.18 | 0.29 | -0.01 | 0.16 | -0.01 | 0.08 | 0.1 | 0.1 | -0.05 | 0.3 | -0.07 | -0.1 | 0.03 | 0.01 | 0.04 | 0.08 | 0.08 | NA | NA |
| Beta | NA | 0.59 | 0.6 | 0.71 | 0.73 | 0.94 | NA | NA | 1.1 | 0.63 | 0.94 | 0.67 | 0.98 | 0.98 | 0.97 | 0.88 | 1.57 | 1.9 | 1.27 | 0.94 | 1.37 | 1.9 | 1.73 | 1.82 | 1.81 | 1.57 | 1.79 | 1.97 | 1.23 | 1.15 | 0.7 | 0.78 | 0.72 | 0.43 | 0.2 | 0.48 | 0.32 | 0.29 | 0.24 | 0.58 | 0.16 | 0.35 | NA | NA |
| RSquared | NA | 0.31 | 0.23 | 0.2 | 0.2 | 0.29 | NA | NA | 0.28 | 0.13 | 0.23 | 0.2 | 0.19 | 0.61 | 0.28 | 0.31 | 0.17 | 0.34 | 0.34 | 0.15 | 0.29 | 0.53 | 0.79 | 0.64 | 0.52 | 0.44 | 0.33 | 0.35 | 0.24 | 0.25 | 0.2 | 0.36 | 0.18 | 0.06 | 0.01 | 0.09 | 0.04 | 0.03 | 0.01 | 0.08 | 0.0 | 0.01 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.8 | 5.9 | 7.7 | 10.0 | 11.3 | 7.7 | 10.3 | N/A | 5.9 | 5.7 | 11.2 | 12.4 | 6.4 | 13.4 | 5.6 | 6.1 | 5.4 | 5.0 | 3.7 | 3.0 | 3.1 | 1.6 | 1.6 | 25.7 | 1.4 | 2.3 | 4.0 | 2.9 | 2.4 | 3.8 | 3.3 | 3.7 | 2.7 | 3.6 | 3.9 | 3.4 | 3.3 | 2.7 | 2.1 | 5.0 | 5.2 | 4.5 | 1.3 |
| Dividend Growth(%) | N/A | -48.3 | -7.6 | -34.9 | 75.5 | 128.7 | 204.6 | N/A | N/A | 8.2 | -46.1 | -22.5 | 149.5 | -39.2 | 107.5 | 29.7 | 55.3 | -33.0 | 10.2 | 16.4 | 7.9 | 40.2 | 30.0 | -85.9 | 320.4 | 31.0 | -38.3 | 123.8 | 27.3 | -16.5 | 23.4 | -1.5 | 1.6 | 48.8 | -14.0 | -7.4 | 12.5 | 37.1 | 34.6 | -50.0 | 10.6 | 20.5 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/1990
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