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WBS: Webster Financial Corporation (STOCK)
Basic Info 44.33 0.49(1.12%) May 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/12/1986 |
Last Dividend Date: | 05/03/2024 |
12-Mo. Yield | 4.37% |
Expenses | - |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/12/1986 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.0 | -11.1 | 27.4 | -4.6 | 2.3 | 7.3 | 16.4 | 2.5 | 7.3 | 11.5 | -12.5 | 36.6 | -16.9 | 11.5 | -10.4 | 5.5 | 50.0 | 17.1 | 7.7 | 55.1 | 2.4 | 4.3 | 66.3 | -13.3 | -54.5 | -32.6 | 6.2 | -5.4 | 12.6 | 34.6 | 12.7 | 13.8 | 23.4 | -14.1 | -17.5 | 81.0 | 24.6 | 59.5 | -19.1 | 20.4 | 60.0 | 115.9 | -39.7 | -15.1 | 32.3 | -29.3 | 0.0 |
Sharpe Ratio | NA | -1.03 | 0.74 | -0.19 | 0.01 | 0.16 | NA | NA | 0.13 | 0.17 | -0.39 | 1.0 | -0.22 | 0.34 | -0.43 | 0.2 | 1.7 | 0.68 | 0.38 | 2.66 | 0.09 | 0.09 | 1.61 | -0.12 | -0.71 | -1.32 | 0.22 | -0.47 | 0.63 | 1.76 | 0.45 | 0.38 | 0.46 | -0.57 | -0.47 | 3.02 | 1.06 | 1.87 | -0.63 | 0.52 | 1.42 | 2.72 | -0.9 | -0.78 | 0.87 | -0.97 | -0.19 |
Draw Down(%) | NA | 15.9 | 21.6 | 47.9 | 65.3 | 72.0 | NA | NA | 93.7 | 42.1 | 34.1 | 25.7 | 65.3 | 25.8 | 33.3 | 21.6 | 20.6 | 18.7 | 13.4 | 11.1 | 19.4 | 38.0 | 27.4 | 78.9 | 64.6 | 38.2 | 6.9 | 13.3 | 17.2 | 8.3 | 22.9 | 24.0 | 19.9 | 31.6 | 47.9 | 14.3 | 11.6 | 18.9 | 32.4 | 19.6 | 17.9 | 12.8 | 60.5 | 33.0 | 20.0 | 53.1 | 2.2 |
Standard Deviation(%) | NA | 28.2 | 31.8 | 36.8 | 47.5 | 38.3 | NA | NA | 39.9 | 42.2 | 35.8 | 36.7 | 77.5 | 30.1 | 27.0 | 24.6 | 29.2 | 25.3 | 20.3 | 20.7 | 28.4 | 48.6 | 41.1 | 110.5 | 77.4 | 27.1 | 13.4 | 16.0 | 18.5 | 19.2 | 25.8 | 30.8 | 42.4 | 30.3 | 43.8 | 25.5 | 19.7 | 29.8 | 35.3 | 35.1 | 40.2 | 41.0 | 50.1 | 26.6 | 31.5 | 34.1 | 21.0 |
Treynor Ratio | NA | -0.34 | 0.18 | -0.06 | 0.0 | 0.05 | NA | NA | 0.04 | 0.04 | -0.15 | 0.28 | -0.11 | 0.07 | -0.12 | 0.02 | 0.34 | 0.15 | 0.07 | 0.46 | 0.02 | 0.02 | 0.39 | -0.05 | -0.42 | -0.34 | 0.04 | -0.08 | 0.13 | 0.41 | 0.15 | 0.16 | 0.21 | -0.31 | -0.16 | 1.16 | 0.39 | 0.74 | -0.19 | 0.28 | -0.72 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.19 | -0.02 | -0.03 | -0.03 | -0.01 | NA | NA | 0.01 | -0.09 | 0.04 | 0.03 | -0.11 | -0.09 | -0.01 | -0.12 | 0.1 | 0.07 | -0.02 | 0.04 | -0.07 | 0.04 | 0.12 | -0.12 | 0.01 | -0.17 | -0.02 | -0.04 | 0.01 | 0.03 | 0.12 | 0.09 | 0.15 | -0.1 | -0.15 | 0.17 | 0.05 | 0.11 | -0.06 | 0.07 | 0.23 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.86 | 1.34 | 1.19 | 1.42 | 1.36 | NA | NA | 1.29 | 1.94 | 0.96 | 1.31 | 1.61 | 1.41 | 0.98 | 2.01 | 1.46 | 1.13 | 1.16 | 1.21 | 1.46 | 1.74 | 1.7 | 2.68 | 1.33 | 1.05 | 0.67 | 1.0 | 0.88 | 0.83 | 0.75 | 0.71 | 0.92 | 0.56 | 1.32 | 0.66 | 0.54 | 0.75 | 1.18 | 0.65 | -0.79 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.13 | 0.25 | 0.33 | 0.43 | 0.41 | NA | NA | 0.3 | 0.39 | 0.45 | 0.24 | 0.54 | 0.36 | 0.38 | 0.33 | 0.46 | 0.46 | 0.45 | 0.44 | 0.46 | 0.76 | 0.6 | 0.45 | 0.5 | 0.39 | 0.29 | 0.44 | 0.3 | 0.5 | 0.53 | 0.26 | 0.27 | 0.1 | 0.35 | 0.18 | 0.09 | 0.04 | 0.1 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.6 | 4.4 | 2.8 | 3.4 | 4.5 | 13.9 | 2.2 | N/A | 3.4 | 2.8 | 3.8 | 3.0 | 3.0 | 2.2 | 1.9 | 2.7 | 2.8 | 3.1 | 2.6 | 1.7 | 0.8 | 0.3 | 0.3 | 3.8 | 2.4 | 2.2 | 2.0 | 2.0 | 2.3 | 2.3 | 2.4 | 2.7 | 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 | -50.0 | 0.0 | 4.6 | 46.0 | 111.9 | 82.8 | N/A | N/A | 0.0 | 0.0 | 0.0 | 4.6 | 22.4 | 21.4 | 5.1 | 10.1 | -6.3 | 72.7 | 57.1 | 118.8 | 300.0 | 0.0 | -96.7 | 2.6 | 10.4 | 8.2 | 8.9 | 9.8 | 10.8 | 10.4 | 8.1 | 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 12/12/1986
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