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TKR: Timken Company (STOCK)
Basic Info 91.37 0.36(0.39%) May 13
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/01/1985 |
Last Dividend Date: | 05/13/2024 |
12-Mo. Yield | 1.79% |
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 | Inception** | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 14.9 | 28.6 | 2.4 | 15.1 | 13.7 | 20.7 | 14.8 | 9.7 | 15.4 | 3.9 | -9.0 | 40.3 | 54.7 | -22.2 | 26.8 | 43.2 | -31.1 | 55.5 | 18.9 | 28.5 | -16.1 | 107.5 | 27.3 | -36.8 | 17.3 | -5.2 | 28.4 | 35.6 | 11.8 | 24.6 | 16.0 | -19.4 | 8.3 | -45.1 | 50.3 | 19.6 | 8.5 | 4.8 | 26.9 | 11.6 | 12.4 | -23.9 | -21.8 | 17.8 | 39.3 | -3.9 | -9.1 |
Sharpe Ratio | NA | 1.82 | 0.81 | 0.01 | 0.34 | 0.35 | NA | NA | 0.21 | 0.35 | 0.07 | -0.28 | 0.64 | 1.83 | -0.73 | 1.04 | 1.35 | -1.2 | 1.38 | 0.7 | 0.7 | -0.34 | 2.74 | 0.46 | -0.51 | 0.48 | -0.22 | 0.8 | 1.16 | 0.34 | 0.53 | 0.43 | -0.59 | 0.13 | -1.2 | 1.73 | 0.72 | 0.24 | 0.08 | 1.47 | 0.35 | 0.27 | -0.87 | -1.05 | 0.41 | 0.79 | -0.36 | -1.14 |
Draw Down(%) | NA | 7.0 | 26.7 | 41.1 | 58.3 | 58.3 | NA | NA | 71.6 | 26.7 | 30.0 | 29.2 | 58.3 | 26.1 | 36.4 | 13.3 | 20.2 | 38.3 | 22.7 | 19.6 | 38.5 | 44.2 | 29.1 | 50.3 | 69.4 | 21.8 | 26.0 | 21.2 | 14.5 | 25.0 | 44.1 | 31.3 | 38.5 | 36.6 | 67.2 | 20.5 | 22.9 | 22.7 | 18.9 | 14.4 | 22.5 | 29.7 | 42.9 | 34.4 | 30.6 | 45.2 | 25.0 | 20.7 |
Standard Deviation(%) | NA | 23.8 | 28.4 | 31.9 | 39.9 | 36.0 | NA | NA | 36.2 | 32.0 | 35.8 | 32.2 | 62.5 | 29.1 | 32.3 | 25.2 | 31.7 | 25.8 | 40.3 | 26.8 | 41.0 | 47.7 | 39.2 | 58.9 | 73.9 | 30.1 | 38.5 | 32.6 | 29.9 | 32.9 | 44.5 | 32.5 | 39.9 | 37.5 | 40.4 | 26.9 | 22.2 | 19.1 | 22.3 | 16.8 | 26.3 | 32.5 | 33.2 | 26.2 | 31.9 | 44.6 | 22.5 | 19.6 |
Treynor Ratio | NA | 0.4 | 0.17 | 0.0 | 0.11 | 0.1 | NA | NA | 0.06 | 0.07 | 0.03 | -0.08 | 0.29 | 0.36 | -0.19 | 0.13 | 0.27 | -0.28 | 0.35 | 0.14 | 0.15 | -0.09 | 0.67 | 0.17 | -0.31 | 0.12 | -0.04 | 0.18 | 0.27 | 0.12 | 0.26 | 0.17 | -0.33 | 0.09 | -0.59 | 0.48 | 0.25 | 0.08 | 0.02 | 0.58 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.06 | -0.02 | -0.01 | 0.01 | 0.01 | NA | NA | 0.02 | -0.06 | 0.12 | -0.12 | 0.07 | 0.03 | -0.06 | -0.05 | 0.08 | -0.14 | 0.13 | -0.08 | 0.01 | -0.05 | 0.21 | -0.03 | 0.11 | 0.05 | -0.1 | 0.09 | 0.08 | -0.04 | 0.2 | 0.11 | -0.04 | 0.0 | -0.28 | 0.07 | 0.03 | -0.04 | 0.03 | 0.08 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.09 | 1.35 | 1.13 | 1.27 | 1.3 | NA | NA | 1.21 | 1.5 | 1.01 | 1.14 | 1.39 | 1.46 | 1.23 | 2.05 | 1.58 | 1.12 | 1.61 | 1.36 | 1.92 | 1.71 | 1.6 | 1.64 | 1.21 | 1.23 | 2.09 | 1.42 | 1.29 | 0.9 | 0.91 | 0.82 | 0.71 | 0.55 | 0.82 | 0.97 | 0.65 | 0.62 | 1.01 | 0.43 | 1.25 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.3 | 0.32 | 0.41 | 0.48 | 0.41 | NA | NA | 0.31 | 0.41 | 0.5 | 0.24 | 0.6 | 0.4 | 0.42 | 0.33 | 0.45 | 0.44 | 0.17 | 0.34 | 0.38 | 0.77 | 0.58 | 0.61 | 0.47 | 0.43 | 0.34 | 0.21 | 0.23 | 0.21 | 0.26 | 0.31 | 0.18 | 0.06 | 0.16 | 0.34 | 0.1 | 0.06 | 0.18 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.9 | 1.8 | 1.6 | 2.0 | 3.0 | 2.2 | 2.6 | 3.7 | 2.4 | 3.1 | 3.6 | 4.5 | 3.1 | 4.3 | 4.3 | 4.2 | 4.4 | 3.7 | 4.7 | 5.0 | 5.1 | 6.1 | 8.7 | 7.0 | 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 | -48.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 3.4 | 5.3 | 0.9 | 0.9 | 3.7 | 2.9 | 1.0 | -14.2 | -6.2 | 0.0 | 17.4 | 47.3 | 15.6 | -34.7 | 6.5 | 7.0 | 2.4 | 16.7 | 0.0 | 0.0 | -22.6 | -7.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1984
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