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VLO: Valero Energy Corporation (STOCK)
Basic Info 163.89 1.4(0.86%) April 19
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/04/1982 |
Last Dividend Date: | 01/31/2024 |
12-Mo. Yield | 3.17% |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/04/1982 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.6 | 27.0 | 36.1 | 37.4 | 18.0 | 15.8 | 18.2 | 15.9 | 9.6 | 5.9 | 75.0 | 40.3 | -35.7 | 30.3 | -15.7 | 40.0 | 0.7 | 46.8 | 0.2 | 50.7 | 66.2 | -7.8 | 39.5 | -20.2 | -68.5 | 37.9 | -0.3 | 128.5 | 97.6 | 26.8 | -2.1 | 3.4 | 89.2 | -6.5 | -32.4 | 9.8 | 16.8 | 45.2 | -20.1 | -7.7 | -23.1 | 93.5 | 1.7 | 70.4 | 77.5 | -27.3 | -50.0 | 120.0 | -70.1 | -13.9 | 0.5 |
Sharpe Ratio | NA | 6.86 | 1.1 | 1.02 | 0.38 | 0.42 | NA | NA | 0.17 | 0.05 | 1.65 | 1.07 | -0.45 | 1.03 | -0.57 | 2.2 | 0.01 | 1.49 | 0.01 | 1.52 | 2.08 | -0.15 | 1.16 | -0.39 | -0.89 | 1.26 | -0.1 | 2.99 | 3.13 | 0.96 | -0.08 | 0.02 | 1.89 | -0.22 | -0.81 | 0.13 | 0.5 | 1.58 | -0.9 | -0.4 | -0.72 | 2.39 | -0.11 | 1.37 | 1.51 | -0.49 | -1.06 | 2.21 | -1.24 | -0.45 | -0.14 |
Draw Down(%) | NA | 6.7 | 22.0 | 31.9 | 67.2 | 71.9 | NA | NA | 87.5 | 29.9 | 31.9 | 27.6 | 65.9 | 21.9 | 43.7 | 10.9 | 33.1 | 18.5 | 24.5 | 30.5 | 28.2 | 43.9 | 26.4 | 39.0 | 79.6 | 20.3 | 30.1 | 24.2 | 17.7 | 15.1 | 52.4 | 36.4 | 21.3 | 30.5 | 50.9 | 33.9 | 29.4 | 13.7 | 30.7 | 23.1 | 40.0 | 23.3 | 24.7 | 29.1 | 25.0 | 66.4 | 51.8 | 35.3 | 75.3 | 47.2 | 44.0 |
Standard Deviation(%) | NA | 26.6 | 27.7 | 37.6 | 48.1 | 39.5 | NA | NA | 42.5 | 32.8 | 44.9 | 37.5 | 79.0 | 28.1 | 29.8 | 18.0 | 33.8 | 31.4 | 29.5 | 33.4 | 32.1 | 50.9 | 34.1 | 52.5 | 78.3 | 27.8 | 34.4 | 42.3 | 30.9 | 27.1 | 41.1 | 43.5 | 44.9 | 44.4 | 44.2 | 48.2 | 26.4 | 26.2 | 25.6 | 24.1 | 35.4 | 37.3 | 31.6 | 47.2 | 47.8 | 63.4 | 50.8 | 52.0 | 61.7 | 44.7 | 48.4 |
Treynor Ratio | NA | 3.39 | 0.46 | 0.53 | 0.16 | 0.14 | NA | NA | 0.07 | 0.02 | 1.17 | 0.38 | -0.24 | 0.21 | -0.17 | 0.41 | 0.0 | 0.41 | 0.0 | 0.34 | 0.51 | -0.05 | 0.29 | -0.17 | -0.46 | 0.37 | -0.02 | 0.81 | 1.36 | 0.71 | -0.04 | 0.02 | 3.93 | -0.56 | -0.46 | 0.12 | 0.27 | 1.67 | -0.43 | -0.19 | -0.34 | 1.23 | -0.06 | 0.66 | 0.7 | -0.49 | -1.32 | -15.08 | -0.99 | -0.18 | -0.05 |
Alpha | NA | 0.37 | 0.06 | 0.13 | 0.05 | 0.03 | NA | NA | 0.03 | -0.03 | 0.3 | 0.05 | -0.19 | -0.03 | -0.04 | 0.06 | -0.04 | 0.16 | -0.04 | 0.02 | 0.14 | -0.01 | 0.07 | -0.17 | -0.11 | 0.12 | -0.06 | 0.34 | 0.26 | 0.07 | 0.09 | 0.07 | 0.29 | -0.01 | -0.2 | 0.01 | 0.03 | 0.12 | -0.09 | -0.04 | -0.11 | 0.2 | 0.02 | 0.16 | 0.21 | -0.08 | -0.25 | 0.35 | -0.42 | -0.09 | -0.05 |
Beta | NA | 0.54 | 0.66 | 0.71 | 1.16 | 1.15 | NA | NA | 0.98 | 0.69 | 0.63 | 1.07 | 1.51 | 1.37 | 1.01 | 0.96 | 1.35 | 1.14 | 1.06 | 1.49 | 1.3 | 1.68 | 1.35 | 1.21 | 1.5 | 0.95 | 1.48 | 1.56 | 0.71 | 0.37 | 0.81 | 0.51 | 0.22 | 0.17 | 0.78 | 0.52 | 0.49 | 0.25 | 0.54 | 0.52 | 0.74 | 0.73 | 0.56 | 0.98 | 1.04 | 0.64 | 0.41 | -0.08 | 0.77 | 1.09 | 1.39 |
RSquared | NA | 0.05 | 0.08 | 0.11 | 0.26 | 0.26 | NA | NA | 0.17 | 0.08 | 0.12 | 0.14 | 0.42 | 0.37 | 0.34 | 0.13 | 0.28 | 0.32 | 0.17 | 0.24 | 0.27 | 0.59 | 0.51 | 0.41 | 0.63 | 0.3 | 0.19 | 0.14 | 0.07 | 0.05 | 0.26 | 0.07 | 0.01 | 0.0 | 0.13 | 0.05 | 0.05 | 0.01 | 0.04 | 0.04 | 0.04 | 0.08 | 0.08 | 0.07 | 0.13 | 0.1 | 0.02 | 0.0 | 0.03 | 0.11 | 0.27 |
Yield(%) | N/A | 0.8 | 3.3 | 5.7 | 4.3 | 5.6 | 12.3 | 13.3 | N/A | 3.4 | 5.1 | 7.0 | 4.1 | 4.8 | 3.4 | 4.0 | 3.4 | 3.4 | 2.1 | 2.5 | 3.1 | 1.3 | 1.2 | 2.6 | 0.8 | 1.0 | 0.5 | 1.0 | 1.2 | 1.0 | 0.9 | 1.0 | 1.8 | 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 | -73.8 | 4.3 | 10.2 | 66.0 | 641.0 | 1583.2 | 9805.6 | N/A | 4.1 | 0.0 | 0.0 | 8.9 | 12.5 | 14.3 | 16.7 | 41.2 | 60.4 | 29.3 | 36.7 | 106.9 | 45.0 | -64.3 | 5.7 | 20.5 | 69.2 | 36.8 | 46.2 | 44.4 | 12.5 | 0.0 | 0.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/1982
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