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T-PA: AT&T Inc (STOCK)
Basic Info 20.21 0.04(0.20%) July 25
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/09/2019 |
| Last Dividend Date: | 07/10/2025 |
| 12-Mo. Yield | 5.91% |
| Expenses | - |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 12/09/2019 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 0.5 | 2.2 | 3.4 | 0.6 | 1.8 | 6.2 | 21.4 | -27.6 | 3.5 | 7.7 | 5.4 |
| Sharpe Ratio | NA | -0.16 | -0.08 | 0.0 | -0.09 | -0.01 | 0.18 | 0.82 | -1.38 | 0.36 | 0.22 | 31.26 |
| Draw Down(%) | NA | 8.5 | 11.9 | 22.3 | 29.7 | 31.9 | 9.7 | 16.1 | 28.9 | 6.7 | 31.9 | 0.2 |
| Standard Deviation(%) | NA | 12.6 | 12.8 | 18.2 | 16.5 | 20.7 | 14.6 | 21.9 | 21.1 | 9.5 | 33.1 | 4.5 |
| Treynor Ratio | NA | -0.09 | -0.05 | 0.0 | -0.04 | 0.0 | 0.11 | 0.28 | -0.67 | 0.15 | 0.13 | 4.24 |
| Alpha | NA | -0.02 | -0.01 | -0.02 | -0.02 | -0.02 | 0.0 | 0.02 | -0.09 | -0.01 | -0.01 | 0.28 |
| Beta | NA | 0.23 | 0.19 | 0.39 | 0.37 | 0.47 | 0.24 | 0.64 | 0.43 | 0.24 | 0.58 | 0.33 |
| RSquared | NA | 0.18 | 0.09 | 0.14 | 0.16 | 0.24 | 0.05 | 0.16 | 0.26 | 0.12 | 0.37 | 0.17 |
| Yield(%) | N/A | 4.4 | 6.0 | 5.7 | 4.8 | N/A | 5.9 | 6.6 | 4.7 | 4.7 | 4.2 | 0.0 |
| Dividend Growth(%) | N/A | -25.0 | 0.0 | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 12.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2019
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