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WR: Westar Energy Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/25/1987 |
Last Dividend Date: | 05/29/2018 |
12-Mo. Yield | 3.76% |
Expenses | - |
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Performance Analytics (As of 06/04/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/26/1987 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.1 | 2.8 | 18.6 | 15.2 | 13.3 | 13.1 | 6.9 | 8.3 | 3.8 | -5.4 | 36.8 | 6.9 | 33.2 | 17.4 | 4.1 | 20.1 | 22.3 | 13.0 | -16.6 | 4.2 | 26.1 | -2.2 | 17.4 | 114.5 | -37.2 | -26.4 | 58.4 | -44.2 | -18.3 | 48.3 | -1.0 | 24.3 | -12.1 | 17.0 | 18.7 | 43.4 | -7.3 | 16.6 | 8.6 | -10.9 |
Sharpe Ratio | NA | 0.12 | 1.07 | 0.91 | 0.63 | NA | NA | 0.28 | 0.43 | -0.44 | 2.27 | 0.33 | 2.31 | 1.2 | 0.34 | 1.06 | 1.27 | 0.51 | -0.44 | 0.05 | 1.48 | -0.27 | 0.97 | 4.94 | -0.79 | -0.84 | 1.55 | -1.97 | -1.06 | 3.09 | -0.36 | 1.66 | -0.87 | 1.11 | 1.16 | 2.63 | -0.62 | 0.88 | 0.24 | -0.64 |
Draw Down(%) | NA | 14.3 | 14.4 | 20.9 | 35.6 | NA | NA | 72.9 | 8.4 | 12.8 | 7.9 | 20.9 | 10.3 | 12.4 | 10.1 | 17.4 | 10.2 | 27.0 | 31.7 | 18.1 | 6.7 | 13.6 | 13.8 | 8.1 | 50.4 | 37.0 | 14.6 | 44.7 | 21.5 | 4.7 | 15.3 | 8.1 | 22.8 | 9.8 | 12.1 | 6.0 | 15.5 | 6.6 | 10.8 | 25.9 |
Standard Deviation(%) | NA | 15.7 | 17.0 | 16.5 | 20.6 | NA | NA | 22.2 | 19.0 | 13.8 | 16.0 | 20.5 | 14.4 | 14.5 | 12.0 | 18.9 | 17.4 | 25.2 | 39.9 | 21.9 | 15.5 | 16.6 | 17.0 | 23.0 | 48.5 | 34.9 | 35.1 | 24.1 | 20.5 | 14.4 | 12.5 | 12.4 | 17.3 | 13.4 | 13.9 | 15.0 | 20.2 | 12.4 | 16.5 | 50.2 |
Treynor Ratio | NA | 0.06 | 0.48 | 0.32 | 0.2 | NA | NA | 0.11 | 0.28 | -0.42 | 1.58 | 0.1 | 0.7 | 0.21 | 0.09 | 0.31 | 0.31 | 0.22 | -0.22 | 0.01 | 0.34 | -0.04 | 0.28 | 1.81 | -0.51 | -0.8 | 15.67 | -1.63 | -0.91 | 2.31 | -0.17 | 0.56 | -0.22 | 0.35 | -5.54 | 2.23 | -0.28 | 0.46 | 0.1 | -0.51 |
Alpha | NA | 0.0 | 0.05 | 0.04 | 0.03 | NA | NA | 0.01 | 0.03 | -0.03 | 0.12 | 0.03 | 0.09 | -0.03 | -0.01 | 0.07 | 0.04 | 0.0 | 0.08 | 0.0 | 0.05 | -0.02 | 0.04 | 0.25 | -0.08 | -0.09 | 0.19 | -0.25 | -0.11 | 0.13 | -0.03 | 0.03 | -0.05 | 0.05 | 0.06 | 0.12 | -0.03 | 0.02 | 0.0 | 0.09 |
Beta | NA | 0.3 | 0.37 | 0.46 | 0.66 | NA | NA | 0.54 | 0.29 | 0.14 | 0.23 | 0.67 | 0.47 | 0.83 | 0.48 | 0.64 | 0.72 | 0.6 | 0.78 | 0.93 | 0.67 | 1.0 | 0.58 | 0.63 | 0.75 | 0.36 | 0.03 | 0.29 | 0.24 | 0.19 | 0.26 | 0.37 | 0.67 | 0.42 | -0.03 | 0.18 | 0.45 | 0.24 | 0.39 | 0.63 |
RSquared | NA | 0.05 | 0.08 | 0.12 | 0.42 | NA | NA | 0.2 | 0.07 | 0.01 | 0.03 | 0.26 | 0.14 | 0.41 | 0.26 | 0.61 | 0.57 | 0.42 | 0.64 | 0.47 | 0.19 | 0.39 | 0.14 | 0.21 | 0.17 | 0.05 | 0.0 | 0.05 | 0.06 | 0.06 | 0.06 | 0.05 | 0.15 | 0.07 | 0.0 | 0.03 | 0.13 | 0.06 | 0.16 | 0.42 |
Yield(%) | N/A | 3.8 | 4.7 | 5.0 | 5.9 | 7.8 | 3.4 | N/A | 1.5 | 2.8 | 3.6 | 3.5 | 4.4 | 4.6 | 4.7 | 5.0 | 5.7 | 5.8 | 4.6 | 4.1 | 4.6 | 4.1 | 3.9 | 7.6 | 6.8 | 4.7 | 8.7 | 6.5 | 5.1 | 6.7 | 6.1 | 6.9 | 5.8 | 6.0 | 6.7 | 7.3 | 7.2 | 7.7 | 7.2 | 3.1 |
Dividend Growth(%) | N/A | 29.9 | 21.7 | 24.5 | 12.9 | -28.9 | N/A | N/A | -50.0 | 5.3 | 5.6 | 2.9 | 2.9 | 3.0 | 3.1 | 3.2 | 3.3 | 3.4 | 7.4 | 8.0 | 8.7 | 15.0 | 5.3 | -36.7 | 0.0 | -16.7 | -33.3 | 0.0 | 3.8 | 0.0 | 4.0 | 0.0 | 4.2 | 0.0 | 23.1 | -13.3 | 2.3 | 2.3 | 109.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/26/1987
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