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ATLO: Ames National Corporation (STOCK)
Basic Info 29.81 0.64(2.19%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/15/2000 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 4.75% |
| Expenses | - |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.5 | 33.2 | 79.8 | 23.7 | 8.6 | 6.3 | 8.2 | 5.5 | 6.3 | 45.7 | -19.0 | -3.0 | 1.0 | 6.4 | -10.4 | 14.3 | -5.0 | -13.2 | 40.3 | -3.3 | 19.5 | 5.2 | 15.4 | -7.5 | 5.0 | -18.5 | 43.3 | -2.2 | -14.6 | -1.2 | 45.6 | 29.8 | 24.2 | -22.5 | 13.6 |
| Sharpe Ratio | NA | 3.74 | 3.25 | 0.68 | 0.22 | 0.14 | NA | NA | 0.12 | 1.87 | -0.65 | -0.27 | -0.04 | 0.32 | -0.17 | 0.53 | -0.27 | -0.54 | 1.64 | -0.12 | 0.7 | 0.19 | 0.43 | -0.16 | 0.12 | -0.24 | 0.4 | -0.2 | -0.42 | -0.08 | 1.34 | 1.53 | 1.45 | -0.61 | 0.83 |
| Draw Down(%) | NA | 7.1 | 7.1 | 25.4 | 36.5 | 45.1 | NA | NA | 63.7 | 12.2 | 25.4 | 36.5 | 11.3 | 14.8 | 38.2 | 12.1 | 21.0 | 19.7 | 7.3 | 14.4 | 11.3 | 15.6 | 21.2 | 33.6 | 20.8 | 47.2 | 51.1 | 16.2 | 27.2 | 44.4 | 23.3 | 4.6 | 5.2 | 33.4 | 5.8 |
| Standard Deviation(%) | NA | 19.9 | 20.4 | 27.9 | 23.6 | 30.1 | NA | NA | 40.1 | 23.0 | 34.6 | 25.2 | 12.0 | 19.9 | 61.8 | 24.0 | 23.8 | 25.9 | 24.4 | 27.4 | 27.9 | 27.3 | 36.1 | 47.3 | 39.6 | 78.9 | 105.6 | 27.3 | 43.5 | 44.6 | 33.3 | 19.0 | 15.9 | 41.3 | 13.7 |
| Treynor Ratio | NA | 1.51 | 1.08 | 0.32 | 0.13 | 0.05 | NA | NA | 0.06 | 0.97 | -0.23 | -0.11 | -0.03 | 0.18 | -0.08 | 0.19 | -0.16 | -0.1 | 0.51 | -0.03 | 0.18 | 0.04 | 0.1 | -0.05 | 0.04 | -0.11 | 0.44 | -0.47 | -0.09 | -0.02 | -106.33 | -5.71 | -8.16 | -3.36 | 18.32 |
| Alpha | NA | 0.18 | 0.15 | 0.04 | 0.01 | -0.01 | NA | NA | 0.02 | 0.12 | -0.15 | -0.06 | 0.01 | 0.0 | -0.08 | -0.01 | -0.01 | -0.16 | 0.11 | -0.01 | 0.03 | -0.12 | -0.01 | -0.01 | -0.03 | -0.14 | 0.51 | -0.01 | -0.13 | 0.01 | 0.17 | 0.11 | 0.08 | -0.07 | 0.05 |
| Beta | NA | 0.49 | 0.62 | 0.6 | 0.39 | 0.75 | NA | NA | 0.79 | 0.44 | 1.0 | 0.59 | 0.13 | 0.35 | 1.28 | 0.67 | 0.4 | 1.44 | 0.78 | 0.96 | 1.11 | 1.35 | 1.51 | 1.49 | 1.28 | 1.63 | 0.95 | 0.11 | 2.01 | 1.53 | 0.0 | -0.05 | -0.03 | 0.08 | 0.01 |
| RSquared | NA | 0.11 | 0.13 | 0.1 | 0.08 | 0.2 | NA | NA | 0.14 | 0.13 | 0.13 | 0.09 | 0.07 | 0.05 | 0.5 | 0.12 | 0.08 | 0.14 | 0.17 | 0.3 | 0.2 | 0.3 | 0.29 | 0.53 | 0.34 | 0.32 | 0.12 | 0.0 | 0.21 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.9 | 4.7 | 5.7 | 4.4 | 4.4 | 3.6 | 3.7 | 4.1 | 2.6 | 3.6 | 3.1 | 3.1 | 2.8 | 3.0 | 2.3 | 2.0 | 2.1 | 5.8 | 5.1 | 4.0 | 3.3 | 5.8 | 4.8 | 6.5 | 4.5 | 7.6 |
| Dividend Growth(%) | N/A | -40.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -20.8 | -25.2 | 26.2 | 3.9 | 4.0 | 4.2 | -18.1 | 33.3 | 4.8 | 6.4 | 11.4 | 11.1 | 8.6 | 16.0 | 16.3 | -25.9 | -47.7 | 3.7 | 3.9 | 12.8 | -18.7 | 49.1 | -12.4 | 3.2 | -36.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/1997
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