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AFC: Allied Capital Corporation NT 6.875 2047 (STOCK)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/17/2007 |
| Last Dividend Date: | 09/30/2020 |
| 12-Mo. Yield | 5.77% |
| Expenses | - |
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Performance Analytics (As of 03/24/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/17/2007 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 19.3 | 5.9 | 6.4 | 7.6 | 8.5 | -5.8 | 7.4 | 13.7 | 4.0 | 7.9 | 6.0 | 8.7 | 17.5 | -1.6 | 13.8 | 15.6 | 39.2 | 134.4 | -41.7 | -27.2 |
| Sharpe Ratio | NA | 0.99 | 0.19 | 0.27 | 0.43 | 0.26 | -2.24 | 0.17 | 1.41 | 0.48 | 1.25 | 0.87 | 1.05 | 2.19 | -0.17 | 1.57 | 0.73 | 2.01 | 2.0 | -0.64 | -1.03 |
| Draw Down(%) | NA | 12.1 | 36.7 | 36.7 | 36.7 | 80.4 | 6.0 | 36.7 | 5.3 | 3.4 | 2.3 | 4.0 | 4.0 | 2.8 | 9.6 | 4.9 | 19.4 | 12.9 | 63.1 | 65.3 | 31.6 |
| Standard Deviation(%) | NA | 19.4 | 25.8 | 20.3 | 16.7 | 30.8 | 10.6 | 43.3 | 8.7 | 5.4 | 5.8 | 6.7 | 8.2 | 8.0 | 9.3 | 8.8 | 21.3 | 19.5 | 67.3 | 66.8 | 37.9 |
| Treynor Ratio | NA | 0.57 | 0.1 | 0.13 | 0.2 | 0.17 | -3.32 | 0.12 | 1.02 | 0.71 | 0.77 | 0.43 | 0.85 | 1.2 | -0.1 | 1.23 | 0.41 | 1.53 | 2.79 | -0.55 | -0.65 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | -0.11 | 0.0 | 0.03 | 0.01 | 0.02 | 0.02 | 0.03 | 0.06 | -0.02 | 0.05 | 0.06 | 0.12 | 0.37 | -0.01 | -0.16 |
| Beta | NA | 0.34 | 0.47 | 0.43 | 0.35 | 0.48 | 0.07 | 0.62 | 0.12 | 0.04 | 0.09 | 0.14 | 0.1 | 0.15 | 0.16 | 0.11 | 0.38 | 0.26 | 0.48 | 0.77 | 0.6 |
| RSquared | NA | 0.16 | 0.2 | 0.18 | 0.15 | 0.11 | 0.01 | 0.27 | 0.03 | 0.01 | 0.01 | 0.08 | 0.04 | 0.05 | 0.04 | 0.03 | 0.19 | 0.06 | 0.04 | 0.22 | 0.07 |
| Yield(%) | N/A | 5.8 | 6.1 | 6.4 | 7.0 | N/A | 0.0 | 4.8 | 6.9 | 6.8 | 6.8 | 6.8 | 6.9 | 7.5 | 6.9 | 7.3 | 7.9 | 10.3 | 18.6 | 9.9 | 5.5 |
| Dividend Growth(%) | N/A | -25.0 | -8.3 | -5.0 | N/A | N/A | -100.0 | -25.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 25.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/17/2007
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