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ADC: Agree Realty Corporation (STOCK)
Basic Info 73.41 1.18(1.63%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/15/1994 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 4.55% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/15/1994 |
2025 | 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 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 4.1 | 4.0 | 8.9 | 5.0 | 9.7 | 13.9 | 10.4 | 11.7 | 6.6 | 17.2 | -7.1 | 3.5 | 11.3 | -1.4 | 22.7 | 19.7 | 14.1 | 41.4 | 16.0 | 13.6 | 14.7 | 17.5 | -0.2 | 21.9 | 42.3 | -34.1 | -6.8 | 26.3 | -2.3 | 19.7 | 81.2 | 0.9 | 48.7 | 9.1 | -14.0 | -6.8 | 11.0 | 60.7 | 5.5 | -13.8 |
| Sharpe Ratio | NA | 0.41 | 0.09 | 0.32 | 0.13 | 0.33 | NA | NA | 0.32 | 0.22 | 0.77 | -0.57 | 0.09 | 0.62 | -0.03 | 1.16 | 0.9 | 0.86 | 1.8 | 0.88 | 0.84 | 0.67 | 1.16 | -0.01 | 0.61 | 0.57 | -0.39 | -0.28 | 0.98 | -0.24 | 0.87 | 5.06 | -0.01 | 2.17 | 0.18 | -0.72 | -0.47 | 0.4 | 2.76 | 0.06 | -1.01 |
| Draw Down(%) | NA | 10.8 | 10.8 | 21.1 | 29.5 | 39.0 | NA | NA | 70.2 | 9.4 | 13.0 | 25.9 | 20.5 | 11.6 | 39.0 | 13.8 | 13.9 | 12.3 | 15.7 | 19.2 | 10.7 | 19.7 | 18.7 | 20.7 | 18.9 | 51.8 | 67.6 | 20.4 | 13.1 | 15.7 | 30.1 | 9.8 | 21.8 | 15.7 | 16.2 | 25.3 | 18.7 | 12.7 | 8.3 | 18.7 | 18.0 |
| Standard Deviation(%) | NA | 17.8 | 16.0 | 17.6 | 18.8 | 24.1 | NA | NA | 31.0 | 17.1 | 17.7 | 18.8 | 22.4 | 18.0 | 50.7 | 18.3 | 20.4 | 15.7 | 22.9 | 18.1 | 16.2 | 21.7 | 15.2 | 31.8 | 35.8 | 74.7 | 90.7 | 36.1 | 23.4 | 19.5 | 21.6 | 15.9 | 26.5 | 21.7 | 26.3 | 24.0 | 21.8 | 18.2 | 20.5 | 24.4 | 22.1 |
| Treynor Ratio | NA | -0.47 | -0.09 | 0.41 | 0.08 | 0.14 | NA | NA | 0.14 | 0.45 | 0.92 | -0.17 | 0.05 | 0.19 | -0.02 | 1.15 | 0.48 | 0.31 | 0.8 | 0.25 | 0.23 | 0.18 | 0.45 | 0.0 | 0.18 | 0.24 | -0.23 | -0.08 | 0.23 | -0.06 | 1.14 | 6.4 | -0.03 | 4.9 | 0.29 | -2.87 | -0.48 | 1.2 | -13.68 | 0.06 | -25.93 |
| Alpha | NA | 0.04 | 0.02 | 0.02 | 0.0 | 0.01 | NA | NA | 0.03 | 0.02 | 0.04 | -0.09 | 0.05 | -0.01 | -0.05 | 0.06 | 0.08 | 0.02 | 0.12 | 0.06 | 0.02 | -0.03 | 0.04 | 0.01 | 0.03 | 0.06 | 0.23 | -0.03 | 0.04 | -0.02 | 0.07 | 0.23 | 0.02 | 0.17 | 0.04 | -0.07 | -0.05 | 0.03 | 0.18 | -0.01 | -0.09 |
| Beta | NA | -0.16 | -0.15 | 0.14 | 0.32 | 0.57 | NA | NA | 0.7 | 0.08 | 0.15 | 0.62 | 0.43 | 0.6 | 0.98 | 0.18 | 0.39 | 0.43 | 0.52 | 0.65 | 0.6 | 0.82 | 0.4 | 0.74 | 1.22 | 1.76 | 1.53 | 1.25 | 0.99 | 0.77 | 0.16 | 0.13 | 0.1 | 0.1 | 0.17 | 0.06 | 0.21 | 0.06 | -0.04 | 0.25 | 0.01 |
| RSquared | NA | 0.01 | 0.01 | 0.01 | 0.08 | 0.19 | NA | NA | 0.18 | 0.01 | 0.01 | 0.19 | 0.22 | 0.19 | 0.48 | 0.02 | 0.1 | 0.03 | 0.09 | 0.31 | 0.18 | 0.18 | 0.11 | 0.29 | 0.38 | 0.4 | 0.47 | 0.3 | 0.18 | 0.17 | 0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.0 | 0.04 | 0.0 | 0.0 | 0.01 | 0.0 |
| Yield(%) | N/A | 1.8 | 4.2 | 4.7 | 4.1 | 6.0 | 11.0 | 7.2 | N/A | 4.4 | 4.7 | 4.1 | 4.0 | 4.0 | 3.6 | 4.0 | 4.2 | 4.4 | 5.8 | 5.9 | 6.0 | 6.1 | 6.4 | 6.1 | 8.6 | 11.6 | 6.8 | 5.7 | 6.5 | 6.3 | 6.9 | 11.4 | 10.4 | 13.0 | 13.2 | 10.1 | 8.6 | 8.5 | 12.4 | 11.5 | 6.9 |
| Dividend Growth(%) | N/A | -57.2 | 3.3 | 8.0 | 29.0 | 41.6 | 20.7 | N/A | N/A | 2.7 | 2.8 | 4.1 | 7.7 | 8.3 | 5.5 | 5.8 | 6.4 | 5.5 | 4.1 | 6.0 | 6.1 | 2.5 | 0.0 | -21.6 | 1.0 | 1.0 | 1.5 | 0.5 | 0.0 | 0.5 | 0.8 | 5.2 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 1.1 | 0.0 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/15/1994
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