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ALNC: Alliance Financial Corp (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/21/1999 |
| Last Dividend Date: | 12/07/2012 |
| 12-Mo. Yield | 4.24% |
| Expenses | - |
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Performance Analytics (As of 03/08/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/21/1999 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.4 | 65.5 | 22.3 | 18.8 | 8.1 | 8.8 | 9.1 | 45.9 | -0.7 | 22.7 | 19.5 | -4.8 | -15.6 | 2.2 | 8.2 | -1.7 | 20.7 | 17.0 | 39.0 | -20.9 | 4.8 |
| Sharpe Ratio | NA | 2.34 | 0.65 | 0.45 | 0.2 | 0.2 | 2.92 | 1.64 | -0.02 | 0.66 | 0.37 | -0.12 | -0.77 | -0.05 | 0.26 | -0.11 | 0.68 | 0.61 | 1.3 | -0.5 | 0.04 |
| Draw Down(%) | NA | 11.9 | 19.8 | 42.5 | 52.1 | 52.1 | 3.6 | 12.1 | 19.8 | 13.2 | 36.0 | 27.5 | 26.8 | 16.1 | 9.7 | 21.6 | 28.7 | 8.0 | 9.4 | 27.9 | 27.2 |
| Standard Deviation(%) | NA | 27.9 | 34.1 | 41.3 | 34.4 | 35.5 | 21.1 | 28.3 | 41.1 | 34.5 | 52.2 | 46.7 | 24.3 | 26.4 | 23.2 | 25.3 | 29.3 | 26.1 | 28.5 | 49.8 | 47.5 |
| Treynor Ratio | NA | 0.63 | 0.18 | 0.36 | 0.16 | 0.23 | 0.48 | 0.45 | 0.0 | 0.2 | 0.57 | -0.45 | 3.31 | -0.06 | 0.33 | -0.16 | 32.88 | -6.1 | 9.68 | -0.73 | -0.24 |
| Alpha | NA | 0.15 | 0.03 | 0.08 | 0.03 | 0.05 | -0.05 | 0.1 | 0.01 | 0.04 | 0.09 | 0.04 | -0.07 | 0.0 | 0.03 | 0.0 | 0.09 | 0.07 | 0.14 | -0.05 | 0.06 |
| Beta | NA | 1.04 | 1.25 | 0.52 | 0.42 | 0.31 | 1.29 | 1.03 | 1.37 | 1.13 | 0.34 | 0.13 | -0.06 | 0.19 | 0.18 | 0.17 | 0.01 | -0.03 | 0.04 | 0.34 | -0.07 |
| RSquared | NA | 0.23 | 0.44 | 0.11 | 0.06 | 0.03 | 0.44 | 0.21 | 0.61 | 0.35 | 0.03 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 |
| Yield(%) | N/A | 4.2 | 4.2 | 4.7 | 3.1 | N/A | 0.0 | 3.9 | 3.7 | 4.2 | 4.7 | 3.9 | 2.8 | 2.7 | 2.8 | 2.6 | 3.1 | 3.4 | 4.8 | 3.0 | 2.1 |
| Dividend Growth(%) | N/A | 3.3 | 22.1 | 33.0 | N/A | N/A | -100.0 | 3.3 | 5.2 | 7.4 | 8.0 | 11.1 | 2.3 | 4.8 | 0.0 | 0.0 | 6.3 | -6.5 | 20.4 | 40.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/21/1999
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| 1. Alliance Bank, N.A. 401(k) Deferred Profit Sharing Plan | (78%) |
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