It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
AEP: American Electric Power Company, Inc. (STOCK)
Basic Info 129.14 1.35(1.06%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/31/1970 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 3.69% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | 1971 | 1970 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 13.7 | 30.9 | 19.8 | 12.5 | 10.8 | 12.7 | 11.1 | 4.9 | 29.4 | 18.2 | -11.0 | 10.4 | 10.7 | -9.0 | 30.5 | 5.4 | 21.0 | 11.9 | -0.4 | 35.0 | 14.2 | 8.2 | 20.7 | 8.6 | 10.4 | -25.4 | 13.1 | 19.6 | 12.3 | 17.5 | 19.1 | -32.8 | -1.3 | 54.7 | -31.7 | -8.8 | 25.5 | 1.5 | 23.2 | -11.4 | 12.1 | -3.3 | 22.3 | -15.2 | 21.1 | 3.8 | -4.5 | 16.4 | 11.8 | 23.4 | -3.5 | 9.2 | -3.7 | -5.6 | -15.4 | -13.3 | -4.4 | 21.4 | 46.1 | -42.5 | -16.7 | -1.2 | 6.6 | 0.0 |
| Sharpe Ratio | NA | 1.63 | 1.56 | 0.85 | 0.49 | 0.44 | NA | NA | 0.08 | 1.38 | 0.79 | -0.71 | 0.38 | 0.64 | -0.24 | 2.13 | 0.23 | 1.86 | 0.66 | -0.02 | 2.1 | 0.97 | 0.64 | 1.09 | 0.51 | 0.39 | -0.64 | 0.47 | 1.15 | 0.63 | 1.02 | 0.7 | -0.58 | -0.15 | 1.58 | -1.71 | -0.67 | 1.54 | -0.15 | 1.32 | -0.77 | 0.68 | -0.46 | 1.17 | -1.3 | 1.16 | -0.06 | -0.37 | 0.53 | 0.4 | 0.89 | -0.63 | 0.07 | -0.74 | -0.69 | -1.44 | -1.36 | -0.58 | 1.17 | 1.6 | -1.57 | -1.13 | -0.27 | 0.18 | NA |
| Draw Down(%) | NA | 9.1 | 9.1 | 18.0 | 29.6 | 32.9 | NA | NA | 62.7 | 9.0 | 12.5 | 25.1 | 22.3 | 11.0 | 32.9 | 6.8 | 13.0 | 6.2 | 16.9 | 17.0 | 10.8 | 16.8 | 9.3 | 11.6 | 13.1 | 27.7 | 40.6 | 14.6 | 13.0 | 10.9 | 16.1 | 32.9 | 62.0 | 18.7 | 23.6 | 35.7 | 17.6 | 7.6 | 11.0 | 11.5 | 26.4 | 12.5 | 11.5 | 7.4 | 21.5 | 6.8 | 12.6 | 21.4 | 15.3 | 18.6 | 17.6 | 15.0 | 14.2 | 16.3 | 19.7 | 23.0 | 14.8 | 9.8 | 10.8 | 15.8 | 48.8 | 29.9 | 16.8 | 19.7 | 0.0 |
| Standard Deviation(%) | NA | 19.9 | 18.2 | 19.3 | 20.0 | 21.0 | NA | NA | 21.3 | 19.4 | 18.5 | 20.8 | 23.5 | 16.5 | 38.5 | 13.6 | 17.3 | 10.9 | 17.8 | 19.4 | 16.7 | 14.6 | 12.8 | 19.0 | 16.5 | 26.3 | 41.0 | 21.2 | 14.1 | 16.0 | 16.2 | 26.2 | 58.1 | 24.9 | 32.0 | 20.5 | 18.3 | 14.1 | 13.8 | 14.6 | 18.9 | 14.5 | 12.5 | 15.6 | 15.8 | 13.1 | 18.5 | 23.9 | 22.7 | 15.8 | 18.3 | 15.5 | 18.9 | 19.1 | 20.3 | 15.7 | 13.6 | 14.1 | 15.2 | 26.1 | 30.7 | 19.4 | 15.8 | 18.9 | 0.0 |
| Treynor Ratio | NA | -5.9 | 8.96 | 1.71 | 0.32 | 0.21 | NA | NA | 0.03 | 4.76 | -10.91 | -0.26 | 0.18 | 0.32 | -0.13 | 1.85 | 0.41 | 10.01 | 0.29 | -0.01 | 0.7 | 0.19 | 0.21 | 0.35 | 0.13 | 0.18 | -0.36 | 0.11 | 0.26 | 0.12 | 0.25 | 0.23 | -0.33 | -0.22 | 3.14 | -1.09 | -0.55 | 0.57 | -0.04 | 0.32 | -0.15 | 0.14 | -0.18 | 0.39 | -0.34 | 0.27 | -0.01 | -0.17 | 0.16 | 0.13 | 0.29 | -0.29 | 0.03 | -0.27 | -0.4 | -87.65 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
| Alpha | NA | 0.12 | 0.1 | 0.06 | 0.03 | 0.02 | NA | NA | 0.0 | 0.1 | 0.06 | -0.1 | 0.08 | 0.01 | -0.07 | 0.09 | 0.02 | 0.07 | 0.03 | 0.0 | 0.1 | -0.03 | 0.01 | 0.07 | 0.0 | -0.01 | 0.03 | 0.03 | 0.03 | 0.03 | 0.04 | 0.0 | 0.0 | 0.01 | 0.18 | -0.18 | -0.06 | 0.04 | -0.04 | 0.0 | -0.05 | 0.02 | -0.03 | 0.02 | -0.06 | 0.01 | -0.03 | -0.03 | 0.04 | 0.0 | 0.07 | -0.05 | -0.01 | -0.01 | -0.07 | -0.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | -0.05 | 0.03 | 0.1 | 0.31 | 0.43 | NA | NA | 0.54 | 0.06 | -0.01 | 0.57 | 0.51 | 0.34 | 0.73 | 0.16 | 0.1 | 0.02 | 0.4 | 0.65 | 0.5 | 0.74 | 0.39 | 0.59 | 0.66 | 0.56 | 0.74 | 0.88 | 0.64 | 0.84 | 0.65 | 0.8 | 1.04 | 0.17 | 0.16 | 0.32 | 0.22 | 0.38 | 0.59 | 0.6 | 0.98 | 0.7 | 0.32 | 0.47 | 0.6 | 0.55 | 0.72 | 0.52 | 0.75 | 0.48 | 0.57 | 0.33 | 0.51 | 0.52 | 0.35 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.01 | 0.07 | 0.14 | NA | NA | 0.18 | 0.0 | 0.0 | 0.13 | 0.27 | 0.07 | 0.42 | 0.02 | 0.01 | 0.0 | 0.09 | 0.27 | 0.12 | 0.32 | 0.15 | 0.52 | 0.53 | 0.34 | 0.53 | 0.44 | 0.2 | 0.29 | 0.2 | 0.27 | 0.22 | 0.02 | 0.01 | 0.08 | 0.06 | 0.24 | 0.25 | 0.1 | 0.26 | 0.19 | 0.07 | 0.2 | 0.38 | 0.3 | 0.44 | 0.5 | 0.3 | 0.12 | 0.16 | 0.09 | 0.24 | 0.16 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.1 | 4.3 | 3.6 | 3.6 | 3.7 | 3.0 | 3.7 | 3.5 | 3.8 | 3.9 | 3.5 | 4.4 | 4.5 | 4.6 | 5.1 | 4.9 | 4.8 | 3.5 | 3.7 | 4.0 | 4.2 | 4.6 | 5.9 | 5.5 | 5.3 | 7.6 | 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 | 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 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -49.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.8 | 5.9 | 6.3 | 5.7 | 5.6 | 4.8 | 7.1 | 5.9 | 5.3 | 5.6 | 5.9 | 4.1 | 3.7 | 1.6 | 8.2 | 4.3 | 0.0 | 3.8 | 5.3 | 5.6 | 1.4 | -15.2 | -31.2 | 0.0 | 0.0 | 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 | 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 01/02/1962
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to AEP
Related 401K Plans
| 1. AMERICAN ELECTRIC POWER SYSTEM RETIREMENT SAVINGS PLAN | (0%) |
| 2. AEP 401K Plan | (0%) |
