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V: Visa Inc. Class A (STOCK)
Basic Info 279.39 1.35(0.48%) May 13
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/19/2008 |
Last Dividend Date: | 02/08/2024 |
12-Mo. Yield | 0.84% |
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 | Since 03/19/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.5 | 7.5 | 21.7 | 8.3 | 12.5 | 19.0 | 21.8 | 21.2 | 26.3 | -3.2 | -0.3 | 17.1 | 43.3 | 16.5 | 47.2 | 1.6 | 19.1 | 18.6 | 48.1 | 50.5 | 45.4 | -19.0 | 67.9 | -6.8 |
Sharpe Ratio | NA | 1.51 | 1.31 | 0.26 | 0.4 | 0.74 | NA | 0.7 | 1.43 | -0.15 | -0.01 | 0.39 | 2.32 | 0.6 | 3.6 | 0.06 | 0.87 | 0.88 | 2.25 | 2.44 | 1.46 | -0.58 | 1.69 | -0.15 |
Draw Down(%) | NA | 7.9 | 7.9 | 28.6 | 36.4 | 36.4 | NA | 51.9 | 7.8 | 24.1 | 24.0 | 36.4 | 8.6 | 19.1 | 5.2 | 12.6 | 12.2 | 15.5 | 10.9 | 9.0 | 12.1 | 32.0 | 26.4 | 47.4 |
Standard Deviation(%) | NA | 13.4 | 14.2 | 23.2 | 27.9 | 24.4 | NA | 29.1 | 15.5 | 30.8 | 24.2 | 42.6 | 18.0 | 25.3 | 13.0 | 21.5 | 22.1 | 21.1 | 21.4 | 20.9 | 31.2 | 33.0 | 40.2 | 61.1 |
Treynor Ratio | NA | 0.31 | 0.26 | 0.07 | 0.11 | 0.17 | NA | 0.2 | 0.29 | -0.05 | 0.0 | 0.15 | 0.4 | 0.12 | 0.43 | 0.01 | 0.18 | 0.15 | 0.44 | 0.54 | 0.48 | -0.21 | 0.79 | -0.1 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | NA | 0.04 | 0.02 | 0.07 | -0.1 | 0.0 | 0.03 | 0.09 | 0.07 | -0.04 | 0.07 | 0.01 | 0.04 | 0.11 | 0.15 | -0.12 | 0.14 | 0.17 |
Beta | NA | 0.65 | 0.72 | 0.93 | 1.04 | 1.07 | NA | 1.0 | 0.76 | 0.98 | 1.07 | 1.12 | 1.06 | 1.26 | 1.08 | 1.19 | 1.05 | 1.2 | 1.09 | 0.94 | 0.94 | 0.89 | 0.86 | 0.97 |
RSquared | NA | 0.32 | 0.35 | 0.48 | 0.63 | 0.6 | NA | 0.49 | 0.41 | 0.58 | 0.34 | 0.82 | 0.54 | 0.73 | 0.31 | 0.53 | 0.54 | 0.41 | 0.32 | 0.33 | 0.48 | 0.25 | 0.34 | 0.49 |
Yield(%) | N/A | 0.2 | 0.6 | 0.8 | 1.0 | 2.1 | 5.1 | N/A | 0.9 | 0.9 | 0.6 | 0.6 | 0.8 | 0.8 | 0.9 | 1.0 | 0.8 | 0.8 | 0.9 | 1.0 | 1.0 | 0.6 | 0.9 | 0.4 |
Dividend Growth(%) | N/A | -72.2 | -31.7 | 67.2 | 131.5 | N/A | N/A | N/A | -8.3 | 52.2 | 9.8 | 16.2 | 19.3 | 29.4 | -5.6 | 44.0 | 19.0 | 23.5 | 30.8 | 44.4 | 38.5 | 8.3 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/19/2008
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