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V: Visa Inc. (STOCK)
Basic Info 354.22 1.25(0.35%) July 02
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/19/2008 |
| Last Dividend Date: | 05/13/2025 |
| 12-Mo. Yield | 0.86% |
| Expenses | - |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/19/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.6 | 12.5 | 35.5 | 22.3 | 14.2 | 18.7 | 22.7 | 21.4 | 22.3 | 26.3 | -3.4 | -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 | 0.76 | 1.23 | 0.86 | 0.51 | 0.69 | NA | 0.71 | 0.93 | 1.43 | -0.16 | -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 | 15.0 | 15.0 | 18.2 | 28.6 | 36.4 | NA | 51.9 | 12.5 | 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 | 26.7 | 23.2 | 19.9 | 23.2 | 24.8 | NA | 28.7 | 16.9 | 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 | 0.26 | 0.38 | 0.22 | 0.13 | 0.17 | NA | 0.21 | 0.26 | 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 | 0.05 | 0.07 | 0.02 | 0.0 | 0.02 | NA | 0.04 | 0.02 | 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 | 0.79 | 0.74 | 0.77 | 0.9 | 1.03 | NA | 0.99 | 0.6 | 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 | 0.54 | 0.41 | 0.44 | 0.45 | 0.59 | NA | 0.48 | 0.2 | 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 | 0.4 | 0.9 | 1.0 | 0.9 | 1.9 | 5.3 | N/A | 0.8 | 0.9 | 0.7 | 0.6 | 0.6 | 0.8 | 0.8 | 0.9 | 1.0 | 0.8 | 0.8 | 0.9 | 1.0 | 1.0 | 0.6 | 0.8 | 0.4 |
| Dividend Growth(%) | N/A | -45.1 | 13.9 | 56.3 | 107.6 | N/A | N/A | N/A | 15.0 | 18.7 | 18.0 | 9.4 | 16.2 | 19.3 | 27.5 | -4.8 | 45.0 | 19.0 | 20.9 | 40.4 | 47.8 | 27.8 | 19.4 | 109.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/19/2008
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