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T-PC: AT&T Inc (STOCK)
Basic Info 19.72 0.09(0.45%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/19/2020 |
Last Dividend Date: | 04/09/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 02/19/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 2.9 | 1.2 | -2.9 | -0.4 | 20.2 | -29.6 | 2.8 | 10.0 |
Sharpe Ratio | NA | 0.53 | -0.15 | -0.25 | -0.08 | 0.69 | -1.58 | 0.33 | 0.27 |
Draw Down(%) | NA | 6.3 | 15.9 | 33.3 | 36.7 | 16.1 | 32.8 | 8.4 | 36.7 |
Standard Deviation(%) | NA | 15.8 | 21.5 | 18.7 | 25.1 | 23.3 | 19.7 | 8.3 | 42.2 |
Treynor Ratio | NA | 0.35 | -0.06 | -0.11 | -0.03 | 0.25 | -0.72 | 0.12 | 0.17 |
Alpha | NA | 0.03 | -0.04 | -0.02 | -0.02 | 0.02 | -0.1 | -0.01 | 0.02 |
Beta | NA | 0.24 | 0.57 | 0.44 | 0.55 | 0.64 | 0.43 | 0.22 | 0.66 |
RSquared | NA | 0.03 | 0.11 | 0.18 | 0.26 | 0.14 | 0.3 | 0.14 | 0.35 |
Yield(%) | N/A | 3.0 | 5.8 | 4.7 | N/A | 6.6 | 4.6 | 4.5 | 3.3 |
Dividend Growth(%) | N/A | -50.0 | 0.0 | N/A | N/A | 0.0 | 0.0 | 42.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/2020
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