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SCU: Sculptor Capital Management Inc (STOCK)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/14/2007 |
Last Dividend Date: | 08/14/2023 |
12-Mo. Yield | 4.65% |
Expenses | - |
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Performance Analytics (As of 11/16/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/14/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 52.4 | 5.0 | 8.3 | -19.0 | -7.1 | -16.8 | 51.4 | -58.4 | 62.1 | -29.8 | 140.2 | -63.2 | -24.5 | -46.9 | -46.7 | -21.1 | 55.8 | 13.0 | -46.0 | 13.4 | 166.8 | -80.4 | -14.3 |
Sharpe Ratio | NA | 1.09 | 0.07 | 0.12 | -0.38 | NA | -0.34 | 1.39 | -0.95 | 1.51 | -0.38 | 2.68 | -1.11 | -0.57 | -0.78 | -1.29 | -0.63 | 1.95 | 0.4 | -1.1 | 0.32 | 2.63 | -1.09 | -1.28 |
Draw Down(%) | NA | 21.8 | 70.4 | 70.4 | 94.2 | NA | 97.0 | 19.7 | 61.8 | 36.1 | 65.3 | 38.3 | 67.9 | 40.5 | 56.0 | 60.4 | 34.6 | 17.6 | 36.5 | 57.3 | 33.9 | 26.1 | 84.9 | 25.4 |
Standard Deviation(%) | NA | 44.3 | 49.5 | 59.8 | 52.5 | NA | 51.8 | 40.2 | 62.9 | 41.0 | 79.2 | 51.9 | 58.3 | 44.5 | 60.1 | 36.1 | 33.6 | 28.6 | 32.6 | 41.9 | 41.3 | 63.4 | 74.6 | 57.4 |
Treynor Ratio | NA | 0.5 | 0.03 | 0.06 | -0.17 | NA | -0.15 | 0.65 | -0.44 | 0.59 | -0.24 | 1.07 | -1.57 | -0.23 | -0.33 | -0.68 | -0.16 | 0.42 | 0.11 | -0.35 | 0.1 | 1.33 | -0.81 | -0.54 |
Alpha | NA | 0.15 | 0.03 | 0.04 | -0.08 | NA | -0.07 | 0.15 | -0.17 | 0.13 | -0.14 | 0.26 | -0.33 | -0.16 | -0.25 | -0.23 | -0.14 | 0.04 | -0.01 | -0.23 | -0.01 | 0.32 | -0.38 | -0.44 |
Beta | NA | 0.97 | 1.22 | 1.2 | 1.15 | NA | 1.16 | 0.87 | 1.36 | 1.06 | 1.26 | 1.29 | 0.41 | 1.11 | 1.42 | 0.68 | 1.31 | 1.33 | 1.18 | 1.32 | 1.31 | 1.26 | 1.0 | 1.35 |
RSquared | NA | 0.1 | 0.2 | 0.19 | 0.15 | NA | 0.22 | 0.09 | 0.29 | 0.13 | 0.31 | 0.1 | 0.01 | 0.03 | 0.11 | 0.08 | 0.21 | 0.28 | 0.23 | 0.59 | 0.35 | 0.3 | 0.3 | 0.24 |
Yield(%) | N/A | 4.6 | 10.2 | 8.8 | 0.4 | 0.7 | N/A | 4.6 | 1.1 | 22.7 | 2.5 | 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 | 66.7 | 675.5 | N/A | N/A | N/A | N/A | 56.0 | -92.8 | 554.7 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2007
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