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Z: Zillow Group Inc Class C (STOCK)
Basic Info 43.67 0.72(1.68%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/04/2015 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/10/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.4 | -24.5 | 4.6 | -32.4 | 5.1 | -5.6 | 79.6 | -49.6 | -50.8 | 182.5 | 46.0 | -22.8 | 12.2 | 55.3 | -9.0 |
Sharpe Ratio | NA | -1.55 | -0.28 | -0.62 | 0.02 | 0.08 | 1.75 | -0.78 | -0.79 | 2.44 | 0.91 | -0.44 | 0.37 | 1.27 | -0.48 |
Draw Down(%) | NA | 28.4 | 37.5 | 80.9 | 86.5 | 86.5 | 37.5 | 58.6 | 73.5 | 61.5 | 44.0 | 58.6 | 25.9 | 31.8 | 30.4 |
Standard Deviation(%) | NA | 44.9 | 44.0 | 55.5 | 59.8 | 54.1 | 43.5 | 65.2 | 64.4 | 74.2 | 49.5 | 54.9 | 31.3 | 43.3 | 42.4 |
Treynor Ratio | NA | -0.35 | -0.07 | -0.21 | 0.01 | 0.03 | 0.44 | -0.3 | -0.28 | 1.45 | 0.32 | -0.27 | 0.07 | 0.43 | -0.33 |
Alpha | NA | -0.47 | -0.12 | -0.13 | 0.0 | 0.01 | 0.11 | -0.07 | -0.38 | 0.4 | 0.05 | -0.03 | -0.06 | 0.15 | -0.04 |
Beta | NA | 1.96 | 1.77 | 1.66 | 1.47 | 1.37 | 1.71 | 1.73 | 1.84 | 1.25 | 1.41 | 0.89 | 1.69 | 1.29 | 0.62 |
RSquared | NA | 0.28 | 0.24 | 0.29 | 0.29 | 0.23 | 0.28 | 0.43 | 0.16 | 0.34 | 0.13 | 0.08 | 0.15 | 0.16 | 0.08 |
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 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2018
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