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ATO: Atmos Energy Corporation (STOCK)
Basic Info 170.24 2.28(1.36%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/1983 |
| Last Dividend Date: | 05/26/2026 |
| 12-Mo. Yield | 2.51% |
| 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 12/28/1983 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 2.7 | 14.2 | 16.9 | 13.9 | 11.2 | 14.9 | 13.3 | 10.9 | 23.1 | 23.4 | 6.2 | 9.6 | 12.7 | -12.7 | 23.1 | 10.4 | 18.4 | 20.4 | 16.3 | 27.4 | 33.8 | 9.7 | 11.4 | 11.3 | 30.6 | -11.2 | -8.2 | 27.6 | 0.1 | 18.1 | 9.6 | 15.7 | -8.2 | 26.6 | -36.6 | 6.6 | 26.7 | 3.8 | 35.3 | -7.7 | 17.6 | 2.2 | 38.3 | -7.0 | 10.0 | 32.7 | -17.6 | -7.0 | 63.1 | 18.0 | -0.7 |
| Sharpe Ratio | NA | 0.24 | 0.75 | 0.84 | 0.61 | 0.45 | NA | NA | 0.37 | 1.18 | 1.32 | 0.14 | 0.35 | 0.64 | -0.31 | 1.54 | 0.52 | 1.47 | 1.08 | 0.86 | 1.67 | 2.14 | 0.68 | 0.45 | 0.66 | 1.36 | -0.35 | -0.67 | 2.02 | -0.14 | 1.17 | 0.52 | 0.54 | -0.38 | 0.55 | -1.61 | 0.12 | 1.01 | 0.01 | 1.65 | -0.42 | 0.83 | -0.02 | 1.57 | -0.57 | 0.25 | 1.16 | -0.64 | -0.38 | 2.2 | 0.5 | -8.03 |
| Draw Down(%) | NA | 12.6 | 12.6 | 16.9 | 19.1 | 32.9 | NA | NA | 54.1 | 6.7 | 9.9 | 16.9 | 19.1 | 16.1 | 32.9 | 7.5 | 10.2 | 8.3 | 14.7 | 11.5 | 11.4 | 14.0 | 9.9 | 16.6 | 10.8 | 21.0 | 25.1 | 19.3 | 5.6 | 12.8 | 11.8 | 12.4 | 24.0 | 19.7 | 26.6 | 38.8 | 17.1 | 13.4 | 31.4 | 11.5 | 18.8 | 19.1 | 17.4 | 11.5 | 15.4 | 10.6 | 13.1 | 31.7 | 23.9 | 15.0 | 16.6 | 0.7 |
| Standard Deviation(%) | NA | 16.3 | 15.4 | 16.3 | 18.6 | 21.2 | NA | NA | 22.9 | 17.2 | 15.0 | 18.8 | 23.3 | 19.9 | 41.4 | 14.0 | 17.6 | 12.1 | 18.8 | 19.0 | 16.4 | 15.8 | 14.3 | 25.4 | 17.0 | 22.4 | 35.1 | 17.0 | 12.0 | 15.8 | 14.7 | 17.1 | 27.1 | 28.3 | 41.0 | 24.9 | 26.3 | 22.7 | 28.2 | 19.0 | 25.5 | 18.5 | 20.6 | 21.9 | 21.8 | 16.2 | 23.9 | 34.2 | 29.7 | 26.1 | 22.0 | 8.4 |
| Treynor Ratio | NA | -0.54 | -4.46 | 0.71 | 0.31 | 0.18 | NA | NA | 0.18 | 1.42 | 0.76 | 0.05 | 0.16 | 0.45 | -0.15 | 0.91 | 0.32 | 0.38 | 0.41 | 0.28 | 0.45 | 0.37 | 0.2 | 0.13 | 0.16 | 0.59 | -0.22 | -0.18 | 0.42 | -0.02 | 0.23 | 0.17 | 0.23 | -0.24 | 0.53 | -3.22 | 0.13 | 0.76 | 0.0 | 2.17 | -0.52 | 1.52 | -0.04 | 1.39 | -3.73 | 0.12 | 0.98 | -0.54 | -0.36 | 3.37 | 3.6 | -0.32 |
| Alpha | NA | 0.03 | 0.05 | 0.04 | 0.03 | 0.01 | NA | NA | 0.02 | 0.07 | 0.05 | -0.02 | 0.08 | 0.03 | -0.1 | 0.06 | 0.05 | 0.03 | 0.06 | 0.06 | 0.07 | 0.02 | 0.01 | 0.04 | 0.0 | 0.06 | 0.06 | -0.05 | 0.06 | -0.02 | 0.04 | -0.02 | 0.12 | 0.0 | 0.13 | -0.19 | 0.0 | 0.06 | -0.01 | 0.1 | -0.03 | 0.06 | 0.01 | 0.1 | -0.04 | -0.01 | 0.09 | -0.08 | -0.04 | 0.18 | 0.05 | -0.08 |
| Beta | NA | -0.07 | -0.03 | 0.19 | 0.36 | 0.53 | NA | NA | 0.48 | 0.14 | 0.26 | 0.5 | 0.52 | 0.28 | 0.86 | 0.24 | 0.28 | 0.47 | 0.5 | 0.59 | 0.6 | 0.91 | 0.5 | 0.87 | 0.72 | 0.52 | 0.54 | 0.63 | 0.58 | 0.98 | 0.74 | 0.53 | 0.62 | 0.46 | 0.43 | 0.12 | 0.25 | 0.3 | 0.41 | 0.14 | 0.21 | 0.1 | 0.09 | 0.25 | 0.03 | 0.34 | 0.28 | 0.4 | 0.31 | 0.17 | 0.03 | 2.1 |
| RSquared | NA | 0.0 | 0.0 | 0.03 | 0.11 | 0.2 | NA | NA | 0.14 | 0.02 | 0.05 | 0.12 | 0.29 | 0.03 | 0.5 | 0.05 | 0.08 | 0.07 | 0.12 | 0.23 | 0.18 | 0.4 | 0.2 | 0.64 | 0.59 | 0.4 | 0.41 | 0.36 | 0.24 | 0.41 | 0.32 | 0.28 | 0.36 | 0.12 | 0.05 | 0.01 | 0.04 | 0.06 | 0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.0 | 0.07 | 0.04 | 0.15 | 0.03 | 0.01 | 0.0 | 1.0 |
| Yield(%) | N/A | 1.2 | 2.5 | 3.0 | 3.2 | 3.6 | 7.2 | 7.6 | N/A | 2.6 | 2.8 | 2.7 | 2.6 | 2.7 | 2.1 | 2.4 | 2.3 | 2.5 | 2.7 | 2.8 | 4.2 | 4.0 | 4.2 | 4.3 | 4.6 | 5.5 | 4.7 | 4.0 | 4.7 | 4.7 | 5.0 | 5.1 | 5.5 | 4.6 | 5.7 | 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 | -44.6 | 13.3 | 30.3 | 53.4 | 84.1 | 138.1 | 423.1 | N/A | 9.9 | 8.6 | 8.8 | 8.8 | 8.7 | 9.3 | 8.6 | 7.9 | 7.3 | 7.5 | -15.0 | 31.7 | 2.5 | 1.5 | 1.5 | 1.5 | 1.5 | 1.6 | 1.6 | 1.6 | 1.6 | 1.7 | 1.7 | 1.7 | 1.7 | 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 12/28/1983
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