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TEX: Terex Corporation (STOCK)
Basic Info 61.16 0.83(1.38%) May 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/19/1980 |
Last Dividend Date: | 03/07/2024 |
12-Mo. Yield | 1.38% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/19/1980 |
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 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.9 | 6.8 | 28.9 | 4.6 | 16.9 | 5.6 | 10.9 | 8.1 | 6.2 | 36.1 | -1.4 | 27.2 | 17.9 | 9.7 | -42.2 | 54.3 | 72.7 | -33.0 | -33.2 | 49.6 | 108.1 | -56.5 | 56.7 | 14.4 | -73.6 | 1.5 | 117.4 | 24.7 | 67.3 | 155.7 | -36.5 | 8.4 | -41.7 | -2.8 | 21.5 | 132.1 | 113.2 | -32.1 | 1.8 | -32.1 | -22.1 | 40.5 | -47.4 | 72.5 | 6.3 | 128.6 | 23.5 | 54.5 | 0.0 | 0.0 | 10.0 | -44.4 | -52.6 |
Sharpe Ratio | NA | 0.66 | 0.74 | 0.1 | 0.31 | 0.1 | NA | NA | 0.07 | 0.76 | -0.06 | 0.64 | 0.25 | 0.23 | -1.08 | 1.78 | 1.33 | -0.68 | -0.9 | 1.29 | 1.78 | -0.86 | 1.15 | 0.16 | -0.81 | -0.03 | 2.67 | 0.66 | 1.67 | 3.52 | -0.63 | 0.14 | -0.71 | -0.15 | 0.36 | 2.86 | 2.11 | -0.69 | -0.02 | -0.57 | -0.39 | 0.56 | -0.79 | 1.92 | 0.03 | 2.76 | 0.33 | 0.73 | 0.0 | 0.0 | 0.16 | -1.41 | -0.98 |
Draw Down(%) | NA | 17.5 | 32.8 | 49.9 | 61.9 | 74.2 | NA | NA | 92.0 | 32.8 | 41.1 | 27.6 | 58.4 | 34.5 | 48.0 | 10.7 | 23.7 | 41.4 | 42.3 | 29.1 | 46.6 | 74.9 | 38.6 | 63.0 | 87.5 | 39.9 | 23.9 | 25.4 | 27.5 | 20.0 | 60.7 | 34.5 | 59.4 | 30.9 | 55.3 | 23.8 | 26.0 | 50.0 | 53.8 | 44.6 | 60.8 | 55.7 | 73.1 | 17.0 | 29.4 | 23.4 | 44.4 | 27.3 | 0.0 | 0.0 | 8.3 | 54.5 | 57.9 |
Standard Deviation(%) | NA | 34.7 | 38.4 | 42.0 | 49.0 | 46.0 | NA | NA | 51.9 | 42.5 | 44.1 | 42.4 | 71.3 | 36.6 | 40.4 | 30.2 | 54.7 | 48.4 | 36.9 | 38.3 | 61.3 | 65.4 | 49.3 | 88.4 | 91.4 | 43.7 | 43.0 | 34.2 | 39.7 | 44.0 | 59.6 | 44.0 | 64.2 | 40.1 | 50.9 | 44.7 | 51.3 | 51.9 | 57.1 | 59.9 | 62.2 | 65.8 | 66.8 | 34.8 | 52.9 | 44.9 | 58.9 | 67.9 | NA | NA | 15.6 | 38.6 | 70.7 |
Treynor Ratio | NA | 0.19 | 0.16 | 0.03 | 0.11 | 0.03 | NA | NA | 0.02 | 0.18 | -0.02 | 0.15 | 0.14 | 0.05 | -0.31 | 0.22 | 0.43 | -0.23 | -0.17 | 0.24 | 0.32 | -0.26 | 0.27 | 0.06 | -0.43 | -0.01 | 0.54 | 0.14 | 0.38 | 1.4 | -0.34 | 0.07 | -0.6 | -0.39 | 0.17 | 2.96 | 5.61 | -0.35 | -0.01 | -0.54 | -0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.02 | 0.01 | 0.03 | -0.01 | NA | NA | 0.03 | 0.0 | 0.13 | -0.04 | 0.04 | -0.13 | -0.16 | 0.01 | 0.19 | -0.12 | -0.23 | -0.05 | 0.15 | -0.28 | 0.08 | -0.06 | -0.1 | 0.01 | 0.23 | 0.08 | 0.15 | 0.29 | -0.02 | 0.1 | -0.11 | 0.0 | 0.03 | 0.32 | 0.33 | -0.22 | 0.07 | -0.11 | -0.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.18 | 1.74 | 1.46 | 1.38 | 1.43 | NA | NA | 1.48 | 1.76 | 1.31 | 1.77 | 1.25 | 1.81 | 1.39 | 2.4 | 1.69 | 1.41 | 1.94 | 2.05 | 3.45 | 2.17 | 2.07 | 2.25 | 1.75 | 1.86 | 2.14 | 1.59 | 1.74 | 1.1 | 1.09 | 0.88 | 0.77 | 0.16 | 1.1 | 0.43 | 0.19 | 1.03 | 0.85 | 0.63 | 1.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.17 | 0.29 | 0.39 | 0.37 | 0.31 | NA | NA | 0.2 | 0.32 | 0.55 | 0.33 | 0.37 | 0.39 | 0.35 | 0.31 | 0.16 | 0.19 | 0.39 | 0.37 | 0.52 | 0.66 | 0.62 | 0.54 | 0.62 | 0.46 | 0.28 | 0.24 | 0.24 | 0.17 | 0.23 | 0.2 | 0.09 | 0.0 | 0.18 | 0.02 | 0.0 | 0.02 | 0.02 | 0.01 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.3 | 1.4 | 1.0 | 1.6 | 0.9 | 1.7 | 1.3 | N/A | 1.5 | 1.2 | 1.4 | 0.4 | 1.6 | 0.8 | 1.0 | 1.5 | 0.8 | 0.5 | 0.2 | 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 | 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 | -73.4 | 22.2 | 72.4 | 50.7 | 3660.0 | N/A | N/A | N/A | 23.1 | 8.3 | 300.0 | -72.7 | 10.0 | 25.0 | 14.3 | 16.7 | 20.0 | 300.0 | 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 | 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 03/19/1980
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