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ROK: Rockwell Automation, Inc. (STOCK)
Basic Info 347.07 4.33(1.26%) July 03
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/31/1981 |
| Last Dividend Date: | 05/19/2025 |
| 12-Mo. Yield | 1.94% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1981 |
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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.4 | 22.5 | 32.7 | 22.6 | 12.4 | 12.9 | 16.3 | 12.6 | 12.9 | -6.2 | 22.6 | -24.8 | 41.2 | 26.2 | 37.8 | -21.8 | 48.9 | 34.5 | -5.5 | -3.9 | 43.7 | 17.2 | 4.5 | 56.1 | 50.9 | -51.9 | 14.9 | 4.8 | 21.3 | 41.8 | 76.5 | 20.0 | 1.2 | 2.1 | -1.4 | -7.1 | -14.2 | 15.1 | 47.9 | -3.7 | 28.0 | 5.9 | -1.4 | 16.8 | 9.2 | 14.5 | -16.3 | 26.9 | 17.7 | -8.0 | 55.3 | 29.8 | 0.0 |
| Sharpe Ratio | NA | 1.19 | 0.82 | 0.58 | 0.33 | 0.37 | NA | NA | 0.31 | -0.38 | 0.68 | -0.7 | 1.82 | 0.52 | 1.32 | -0.88 | 2.48 | 1.47 | -0.24 | -0.17 | 2.19 | 0.64 | 0.1 | 1.78 | 0.99 | -0.92 | 0.44 | 0.06 | 0.61 | 1.61 | 2.44 | 0.5 | -0.03 | -0.04 | -0.13 | -0.28 | -0.58 | 0.44 | 2.35 | -0.28 | 1.02 | 0.17 | -0.19 | 0.37 | 0.12 | 0.27 | -0.39 | 0.74 | 0.52 | -0.5 | 1.59 | 0.68 | NA |
| Draw Down(%) | NA | 27.8 | 27.8 | 34.8 | 45.1 | 45.1 | NA | NA | 75.8 | 19.3 | 25.6 | 44.7 | 10.5 | 42.4 | 23.0 | 30.4 | 6.1 | 12.6 | 20.8 | 22.5 | 10.0 | 26.8 | 46.7 | 21.5 | 48.1 | 66.6 | 13.3 | 30.9 | 26.6 | 22.1 | 18.6 | 32.7 | 33.5 | 44.8 | 29.5 | 46.3 | 36.3 | 20.6 | 9.4 | 22.8 | 11.8 | 20.5 | 16.2 | 26.0 | 25.8 | 17.9 | 50.5 | 23.6 | 19.8 | 31.3 | 23.7 | 23.3 | 0.0 |
| Standard Deviation(%) | NA | 39.5 | 35.7 | 33.2 | 31.3 | 31.1 | NA | NA | 33.1 | 33.8 | 27.2 | 37.4 | 22.6 | 49.3 | 27.7 | 26.4 | 19.5 | 23.4 | 23.0 | 22.8 | 20.0 | 27.1 | 45.3 | 31.6 | 51.3 | 57.5 | 27.2 | 26.8 | 31.6 | 25.3 | 31.1 | 38.1 | 42.4 | 49.7 | 36.9 | 36.6 | 30.5 | 26.2 | 18.7 | 23.5 | 25.4 | 21.0 | 26.4 | 30.9 | 29.5 | 36.3 | 52.5 | 30.6 | 24.1 | 29.1 | 30.8 | 32.5 | 0.0 |
| Treynor Ratio | NA | 0.41 | 0.25 | 0.15 | 0.09 | 0.1 | NA | NA | 0.09 | -0.09 | 0.15 | -0.24 | 0.42 | 0.23 | 0.27 | -0.2 | 0.29 | 0.27 | -0.05 | -0.03 | 0.35 | 0.12 | 0.03 | 0.38 | 0.33 | -0.45 | 0.1 | 0.01 | 0.13 | 0.36 | 0.64 | 0.19 | -0.01 | -0.03 | -0.07 | -0.14 | -0.22 | 0.11 | 0.5 | -0.09 | 0.28 | 0.05 | -0.05 | 0.11 | 0.03 | 0.07 | -0.17 | 0.25 | 0.12 | -0.13 | 0.45 | 0.2 | 1.0 |
| Alpha | NA | 0.12 | 0.07 | 0.01 | -0.01 | 0.0 | NA | NA | 0.02 | -0.12 | -0.02 | -0.01 | 0.05 | 0.04 | -0.01 | -0.07 | 0.04 | 0.07 | -0.02 | -0.08 | 0.01 | -0.01 | 0.03 | 0.11 | 0.05 | -0.05 | 0.04 | -0.04 | 0.07 | 0.1 | 0.12 | 0.19 | 0.08 | 0.07 | -0.04 | -0.09 | -0.14 | -0.02 | 0.05 | -0.01 | 0.07 | 0.01 | -0.1 | 0.09 | -0.05 | 0.0 | -0.06 | 0.07 | -0.01 | -0.03 | 0.12 | 0.04 | NA |
| Beta | NA | 1.15 | 1.16 | 1.25 | 1.11 | 1.15 | NA | NA | 1.13 | 1.36 | 1.28 | 1.09 | 0.97 | 1.11 | 1.37 | 1.16 | 1.68 | 1.26 | 1.03 | 1.36 | 1.25 | 1.41 | 1.61 | 1.47 | 1.52 | 1.17 | 1.14 | 1.3 | 1.45 | 1.12 | 1.19 | 1.0 | 0.97 | 0.68 | 0.65 | 0.74 | 0.8 | 1.06 | 0.88 | 0.77 | 0.92 | 0.67 | 0.94 | 1.07 | 1.03 | 1.43 | 1.17 | 0.92 | 1.04 | 1.12 | 1.1 | 1.12 | NA |
| RSquared | NA | 0.48 | 0.41 | 0.42 | 0.39 | 0.47 | NA | NA | 0.39 | 0.27 | 0.38 | 0.5 | 0.32 | 0.6 | 0.37 | 0.57 | 0.32 | 0.5 | 0.48 | 0.46 | 0.48 | 0.44 | 0.69 | 0.71 | 0.65 | 0.7 | 0.45 | 0.24 | 0.23 | 0.24 | 0.42 | 0.46 | 0.25 | 0.1 | 0.11 | 0.17 | 0.23 | 0.23 | 0.13 | 0.11 | 0.1 | 0.1 | 0.28 | 0.31 | 0.2 | 0.45 | 0.55 | 0.24 | 0.25 | 0.25 | 0.23 | 0.39 | 0.0 |
| Yield(%) | N/A | 0.9 | 1.9 | 2.5 | 2.2 | 3.2 | 6.8 | 5.4 | N/A | 1.7 | 1.8 | 1.3 | 1.8 | 2.0 | 2.6 | 1.8 | 2.2 | 2.9 | 2.4 | 2.1 | 2.4 | 2.4 | 2.1 | 2.7 | 3.4 | 1.7 | 1.9 | 1.6 | 1.7 | 1.9 | 3.1 | 3.7 | 52.9 | 2.1 | 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 | -48.2 | 5.1 | 16.4 | 37.5 | 164.6 | 51.3 | 100.9 | N/A | 5.6 | 5.5 | 4.8 | 4.8 | 5.1 | 7.8 | 17.0 | 6.1 | 9.7 | 11.9 | 14.4 | 16.8 | 15.5 | 21.1 | 10.3 | 0.0 | 0.0 | 20.2 | 14.9 | 27.3 | 0.0 | 0.0 | -97.3 | 2252.7 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1981
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