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WAT: Waters Corporation (STOCK)
Basic Info 302.95 4.48(1.50%) July 25
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/17/1995 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/17/1995 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.4 | -18.3 | -2.4 | -4.2 | 6.3 | 8.8 | 10.9 | 10.6 | 15.9 | 13.8 | -3.9 | -8.1 | 50.6 | 5.9 | 23.9 | -2.4 | 43.8 | -0.1 | 19.4 | 12.7 | 14.8 | 17.7 | -4.7 | 25.4 | 69.1 | -53.6 | 61.5 | 29.6 | -19.2 | 41.1 | 52.2 | -43.8 | -53.6 | 215.1 | 21.5 | 128.9 | 25.5 | 66.4 | 20.7 |
| Sharpe Ratio | NA | -0.8 | -0.14 | -0.22 | 0.13 | 0.25 | NA | NA | 0.39 | 0.22 | -0.27 | -0.28 | 2.18 | 0.14 | 0.02 | -1.01 | 1.46 | -1.43 | 0.04 | -0.26 | -0.2 | -0.04 | -0.65 | 0.27 | 1.42 | -1.39 | 1.77 | 0.28 | -1.17 | 0.96 | 1.12 | -1.18 | -1.03 | 1.85 | 1.18 | 4.45 | -0.56 | 1.66 | 8.66 |
| Draw Down(%) | NA | 32.5 | 32.5 | 35.2 | 44.3 | 44.3 | NA | NA | 80.1 | 21.9 | 32.3 | 27.7 | 22.8 | 33.5 | 21.2 | 20.6 | 7.4 | 17.4 | 15.6 | 17.3 | 11.6 | 20.6 | 28.1 | 17.2 | 26.4 | 57.0 | 8.0 | 14.0 | 32.6 | 19.8 | 16.4 | 53.8 | 72.9 | 30.6 | 35.1 | 20.8 | 24.3 | 20.5 | 9.1 |
| Standard Deviation(%) | NA | 41.6 | 40.0 | 34.0 | 31.3 | 29.4 | NA | NA | 37.1 | 33.6 | 30.0 | 33.7 | 23.2 | 39.9 | 27.7 | 23.7 | 16.9 | 23.9 | 19.8 | 22.7 | 18.8 | 23.1 | 36.0 | 25.4 | 35.6 | 52.3 | 22.3 | 25.8 | 34.5 | 22.5 | 29.4 | 54.0 | 73.8 | 79.2 | 39.5 | 36.5 | 37.9 | 40.9 | 45.5 |
| Treynor Ratio | NA | -0.32 | -0.05 | -0.07 | 0.04 | 0.08 | NA | NA | 0.16 | 0.07 | -0.09 | -0.1 | 0.59 | 0.07 | 0.01 | -0.25 | 0.25 | -0.35 | 0.01 | -0.05 | -0.03 | -0.01 | -0.19 | 0.06 | 0.81 | -1.0 | 0.56 | 0.06 | -0.95 | 0.26 | 0.35 | -0.63 | -0.63 | 1.74 | 0.99 | 2.21 | -0.34 | 1.21 | 8.59 |
| Alpha | NA | -0.19 | -0.06 | -0.07 | -0.02 | 0.0 | NA | NA | 0.04 | -0.02 | -0.09 | 0.05 | 0.08 | -0.02 | -0.01 | 0.01 | 0.04 | -0.07 | 0.01 | 0.01 | 0.04 | 0.01 | 0.0 | 0.08 | 0.14 | -0.16 | 0.16 | 0.06 | -0.5 | 0.1 | 0.08 | -0.08 | -0.14 | 0.53 | 0.1 | 0.31 | -0.02 | 0.18 | 0.57 |
| Beta | NA | 1.04 | 1.01 | 1.02 | 0.94 | 0.94 | NA | NA | 0.88 | 1.03 | 0.94 | 0.99 | 0.86 | 0.85 | 1.04 | 0.97 | 0.97 | 0.97 | 0.97 | 1.16 | 1.08 | 1.15 | 1.24 | 1.06 | 0.62 | 0.73 | 0.7 | 1.12 | 0.42 | 0.84 | 0.95 | 1.02 | 1.2 | 0.84 | 0.47 | 0.73 | 0.62 | 0.56 | 0.46 |
| RSquared | NA | 0.34 | 0.24 | 0.26 | 0.27 | 0.34 | NA | NA | 0.21 | 0.14 | 0.17 | 0.5 | 0.24 | 0.53 | 0.22 | 0.5 | 0.15 | 0.29 | 0.57 | 0.33 | 0.41 | 0.4 | 0.66 | 0.56 | 0.22 | 0.34 | 0.25 | 0.19 | 0.02 | 0.17 | 0.29 | 0.25 | 0.13 | 0.05 | 0.05 | 0.17 | 0.08 | 0.03 | 0.01 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 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 | 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 | 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 | 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 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/1995
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