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T-PA: AT&T Inc (STOCK)
Basic Info 20.96 0.1(0.48%) April 19
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/09/2019 |
Last Dividend Date: | 04/09/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 4.3 | 2.4 | -1.6 | 1.7 | 21.4 | -27.6 | 3.5 | 7.7 | 5.4 |
Sharpe Ratio | NA | 0.32 | -0.14 | -0.24 | -0.01 | 0.79 | -1.38 | 0.36 | 0.22 | 31.29 |
Draw Down(%) | NA | 5.9 | 15.8 | 29.7 | 31.9 | 16.1 | 28.9 | 6.7 | 31.9 | 0.2 |
Standard Deviation(%) | NA | 16.2 | 20.1 | 18.7 | 22.5 | 21.9 | 21.1 | 9.5 | 33.1 | 4.5 |
Treynor Ratio | NA | 0.13 | -0.05 | -0.1 | -0.01 | 0.27 | -0.67 | 0.15 | 0.13 | 4.25 |
Alpha | NA | -0.01 | -0.05 | -0.02 | -0.02 | 0.02 | -0.09 | -0.01 | -0.01 | 0.28 |
Beta | NA | 0.4 | 0.57 | 0.45 | 0.51 | 0.64 | 0.43 | 0.23 | 0.58 | 0.33 |
RSquared | NA | 0.09 | 0.12 | 0.19 | 0.27 | 0.16 | 0.26 | 0.12 | 0.37 | 0.17 |
Yield(%) | N/A | 2.9 | 5.6 | 4.7 | N/A | 6.5 | 4.7 | 4.6 | 4.2 | 0.0 |
Dividend Growth(%) | N/A | -50.0 | 0.0 | N/A | N/A | 0.0 | 0.0 | 12.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2019
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