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WLP: WellPoint Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/31/2001 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 12/02/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/31/2001 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 37.0 | 23.2 | 18.7 | 9.3 | 14.9 | 39.3 | 51.7 | -8.0 | 16.5 | -2.5 | 38.4 | -52.0 | 11.5 | -1.4 | 38.8 | 53.3 | 19.2 | 27.1 | 18.2 |
Sharpe Ratio | NA | 1.74 | 0.97 | 0.71 | 0.24 | 0.43 | 2.02 | 2.58 | -0.29 | 0.54 | -0.09 | 0.88 | -0.91 | 0.49 | -0.23 | 1.57 | 1.82 | 0.69 | 0.62 | 5.52 |
Draw Down(%) | NA | 10.6 | 28.3 | 35.3 | 67.2 | 67.2 | 10.6 | 7.8 | 28.3 | 30.3 | 30.3 | 34.7 | 67.0 | 12.5 | 15.4 | 9.1 | 23.0 | 20.5 | 26.3 | 11.5 |
Standard Deviation(%) | NA | 21.3 | 23.9 | 26.4 | 34.3 | 32.6 | 21.5 | 20.0 | 28.0 | 30.5 | 27.9 | 43.5 | 58.1 | 17.2 | 20.1 | 23.3 | 28.8 | 26.9 | 41.6 | 32.3 |
Treynor Ratio | NA | 0.39 | 0.26 | 0.2 | 0.1 | 0.18 | 0.47 | 0.61 | -0.1 | 0.16 | -0.03 | 0.39 | -0.76 | 0.18 | -0.07 | 0.33 | 0.48 | 0.28 | 0.42 | -11.03 |
Alpha | NA | 0.05 | 0.0 | -0.01 | -0.03 | 0.03 | 0.1 | 0.08 | -0.07 | 0.06 | -0.05 | 0.06 | -0.12 | 0.03 | -0.04 | 0.12 | 0.14 | 0.01 | 0.18 | 0.46 |
Beta | NA | 0.96 | 0.89 | 0.93 | 0.81 | 0.78 | 0.92 | 0.85 | 0.86 | 1.02 | 0.83 | 0.99 | 0.7 | 0.47 | 0.64 | 1.12 | 1.1 | 0.66 | 0.61 | -0.16 |
RSquared | NA | 0.24 | 0.2 | 0.32 | 0.26 | 0.24 | 0.22 | 0.22 | 0.16 | 0.61 | 0.29 | 0.39 | 0.26 | 0.19 | 0.1 | 0.24 | 0.18 | 0.18 | 0.15 | 0.01 |
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 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2001
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