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AME: AMETEK, Inc. (STOCK)
Basic Info 226.55 2.21(0.97%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/19/1984 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 0.71% |
| 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 07/19/1984 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 10.5 | 28.9 | 15.8 | 11.2 | 17.7 | 12.6 | 18.3 | 13.8 | 15.6 | 10.0 | 18.8 | -4.3 | 22.3 | 22.2 | 48.3 | -5.9 | 50.0 | -8.6 | 2.5 | 0.6 | 41.0 | -10.2 | 7.9 | 132.3 | 27.5 | -35.1 | 48.0 | 69.4 | 20.0 | 49.1 | 26.1 | 21.5 | 24.0 | 37.7 | -14.6 | -17.4 | 21.3 | 18.7 | 11.1 | 32.4 | -21.5 | 19.3 | 43.4 | -29.6 | 3.8 | -8.0 | 8.1 | -7.5 | 15.3 | 1.0 |
| Sharpe Ratio | NA | 0.98 | 1.21 | 0.59 | 0.4 | 0.65 | NA | NA | 0.38 | 0.61 | 0.29 | 0.84 | -0.24 | 1.16 | 0.47 | 2.53 | -0.31 | 3.75 | -0.41 | 0.12 | 0.03 | 2.38 | -0.23 | 0.2 | 2.96 | 0.76 | -0.76 | 2.02 | 1.42 | 0.82 | 2.35 | 0.98 | 0.58 | 0.63 | 0.76 | -0.58 | -0.66 | 0.54 | 0.59 | 0.32 | 0.91 | -0.71 | 0.67 | 1.26 | -1.08 | -0.09 | -0.44 | 0.1 | -0.49 | 0.34 | -0.16 |
| Draw Down(%) | NA | 13.6 | 13.6 | 23.0 | 27.1 | 42.7 | NA | NA | 56.1 | 20.3 | 17.3 | 13.9 | 26.9 | 11.3 | 42.7 | 9.9 | 22.1 | 4.5 | 17.8 | 11.5 | 14.6 | 10.9 | 42.1 | 32.6 | 10.3 | 25.5 | 46.8 | 11.1 | 20.4 | 10.7 | 10.4 | 24.8 | 34.9 | 34.6 | 27.3 | 28.2 | 47.0 | 19.0 | 18.5 | 13.8 | 13.4 | 37.9 | 22.2 | 11.5 | 40.0 | 22.2 | 24.8 | 38.5 | 22.0 | 29.6 | 18.5 |
| Standard Deviation(%) | NA | 24.3 | 21.6 | 21.3 | 21.6 | 24.5 | NA | NA | 30.4 | 22.7 | 21.9 | 18.3 | 24.6 | 19.2 | 46.6 | 18.5 | 23.2 | 13.2 | 21.3 | 20.6 | 18.8 | 17.2 | 45.5 | 38.5 | 44.7 | 36.2 | 47.4 | 22.3 | 46.6 | 21.5 | 20.5 | 26.1 | 35.0 | 34.8 | 44.3 | 31.1 | 31.6 | 32.3 | 25.2 | 22.2 | 32.2 | 33.1 | 24.8 | 31.3 | 32.5 | 24.5 | 28.9 | 38.1 | 24.0 | 28.7 | 29.7 |
| Treynor Ratio | NA | 0.23 | 0.3 | 0.15 | 0.1 | 0.16 | NA | NA | 0.13 | 0.17 | 0.09 | 0.17 | -0.07 | 0.22 | 0.19 | 0.42 | -0.07 | 0.44 | -0.08 | 0.02 | 0.0 | 0.37 | -0.09 | 0.05 | 1.41 | 0.3 | -0.37 | 0.48 | 0.45 | 0.15 | 0.57 | 0.24 | 0.23 | 0.3 | 0.82 | -1.34 | -0.37 | 0.37 | 0.27 | 0.22 | 0.4 | -0.52 | 0.24 | 0.73 | -0.54 | -0.05 | -0.17 | 0.05 | -0.35 | 0.11 | -0.04 |
| Alpha | NA | 0.02 | 0.03 | 0.0 | 0.0 | 0.01 | NA | NA | 0.03 | 0.01 | -0.02 | -0.01 | 0.05 | -0.02 | 0.01 | 0.04 | 0.0 | 0.08 | -0.08 | 0.01 | -0.06 | 0.02 | -0.08 | 0.03 | 0.32 | 0.03 | 0.02 | 0.14 | 0.18 | 0.06 | 0.13 | -0.01 | 0.18 | 0.14 | 0.17 | -0.07 | -0.12 | 0.03 | 0.03 | 0.0 | 0.12 | -0.1 | 0.06 | 0.09 | -0.12 | -0.03 | -0.07 | 0.03 | -0.04 | 0.0 | -0.08 |
| Beta | NA | 1.02 | 0.88 | 0.82 | 0.85 | 1.02 | NA | NA | 0.87 | 0.82 | 0.71 | 0.89 | 0.84 | 0.99 | 1.18 | 1.13 | 1.06 | 1.12 | 1.06 | 1.07 | 1.29 | 1.12 | 1.12 | 1.47 | 0.94 | 0.9 | 0.96 | 0.94 | 1.48 | 1.18 | 0.84 | 1.06 | 0.88 | 0.73 | 0.41 | 0.13 | 0.56 | 0.48 | 0.56 | 0.33 | 0.73 | 0.46 | 0.68 | 0.54 | 0.65 | 0.42 | 0.75 | 0.76 | 0.34 | 0.88 | 1.23 |
| RSquared | NA | 0.34 | 0.24 | 0.33 | 0.44 | 0.57 | NA | NA | 0.26 | 0.46 | 0.17 | 0.41 | 0.69 | 0.46 | 0.78 | 0.57 | 0.61 | 0.32 | 0.43 | 0.65 | 0.61 | 0.52 | 0.13 | 0.78 | 0.1 | 0.46 | 0.69 | 0.45 | 0.07 | 0.32 | 0.21 | 0.47 | 0.42 | 0.2 | 0.04 | 0.01 | 0.13 | 0.08 | 0.07 | 0.01 | 0.05 | 0.02 | 0.07 | 0.06 | 0.1 | 0.05 | 0.19 | 0.44 | 0.05 | 0.13 | 0.3 |
| Yield(%) | N/A | 0.2 | 0.7 | 0.8 | 0.8 | 1.6 | 2.2 | 3.6 | N/A | 0.7 | 0.7 | 0.7 | 0.6 | 0.7 | 0.7 | 0.8 | 0.8 | 0.7 | 0.7 | 0.7 | 0.6 | 0.6 | 0.8 | 0.6 | 0.7 | 0.8 | 0.5 | 0.8 | 0.6 | 0.7 | 1.0 | 0.6 | 0.8 | 1.0 | 1.3 | 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 | -72.6 | 10.4 | 39.7 | 94.0 | 312.5 | 989.4 | 3123.0 | N/A | 10.7 | 12.0 | 13.6 | 10.0 | 11.1 | 28.6 | 0.0 | 55.6 | 0.0 | 0.0 | 9.1 | 37.5 | 9.1 | 37.5 | 33.2 | 12.5 | 0.0 | 0.0 | 33.3 | 12.5 | 0.0 | 100.0 | 0.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/1984
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