Find A Portfolio/Ticker
Comparison Box
W: Wayfair Inc (STOCK)
Basic Info 52.92 4.83(8.36%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/03/2014 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.3 | -14.2 | 42.9 | -44.4 | -18.9 | -13.3 | 87.6 | -82.7 | -15.9 | 149.9 | 2.2 | 12.2 | 129.0 | -26.4 | 139.9 | -38.3 |
Sharpe Ratio | NA | -0.68 | 0.62 | -0.55 | -0.23 | 0.06 | 1.0 | -0.79 | -0.28 | 1.38 | 0.01 | 0.19 | 2.66 | -0.47 | 2.23 | -1.04 |
Draw Down(%) | NA | 20.9 | 53.6 | 91.5 | 91.8 | 91.8 | 57.3 | 85.5 | 45.1 | 78.6 | 53.4 | 46.3 | 30.9 | 33.8 | 39.2 | 43.9 |
Standard Deviation(%) | NA | 59.9 | 69.4 | 84.5 | 85.4 | 74.0 | 84.5 | 106.7 | 56.7 | 108.0 | 55.5 | 58.5 | 48.6 | 56.7 | 62.6 | 82.9 |
Treynor Ratio | NA | -0.13 | 0.15 | -0.17 | -0.09 | 0.02 | 0.27 | -0.29 | -0.11 | 0.89 | 0.0 | 0.06 | 1.02 | -0.17 | 2.11 | -0.45 |
Alpha | NA | -0.24 | 0.05 | -0.16 | -0.04 | 0.04 | 0.12 | -0.26 | -0.15 | 0.43 | -0.14 | 0.14 | 0.28 | -0.14 | 0.42 | -0.83 |
Beta | NA | 3.08 | 2.93 | 2.79 | 2.13 | 1.94 | 3.14 | 2.92 | 1.5 | 1.67 | 1.94 | 1.71 | 1.27 | 1.57 | 0.66 | 1.93 |
RSquared | NA | 0.37 | 0.26 | 0.35 | 0.29 | 0.23 | 0.25 | 0.47 | 0.13 | 0.27 | 0.19 | 0.25 | 0.03 | 0.15 | 0.03 | 0.11 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | 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 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to W
Related 401K Plans
The 401K plan of W has not been imported to MyPlanIQ, you may
email us the investment options to help complete this plan.It could be:
- Document(s) that have plan investment options (ticker symbols preferred)
- Screen shots of online rebalance choices