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AXA: Axa ADR (STOCK)
Basic Info
| Asset Class: | US EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/25/1996 |
| Last Dividend Date: | 05/04/2009 |
| 12-Mo. Yield | 3.88% |
| Expenses | - |
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Performance Analytics (As of 03/25/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/25/1996 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 71.0 | -17.4 | -0.9 | -2.0 | 6.7 | -9.0 | 8.6 | -40.5 | 1.6 | 28.3 | 34.8 | 17.8 | 64.3 | -34.4 | -40.4 | 4.8 | 1.3 | 90.6 | 29.0 | 19.4 |
| Sharpe Ratio | NA | 1.31 | -0.27 | -0.05 | NA | 0.02 | -0.91 | 0.11 | -0.51 | -0.05 | 1.1 | 1.69 | 0.71 | 1.42 | -0.57 | -0.29 | 0.02 | -0.05 | 2.06 | -1.17 | 2.1 |
| Draw Down(%) | NA | 34.5 | 83.3 | 83.3 | 83.3 | 83.3 | 22.7 | 70.0 | 63.8 | 17.6 | 20.4 | 11.9 | 18.9 | 31.0 | 58.0 | 61.5 | 26.0 | 29.8 | 44.5 | 14.1 | 10.7 |
| Standard Deviation(%) | NA | 54.2 | 67.6 | 55.6 | NA | 69.6 | 37.4 | 76.3 | 80.9 | 28.2 | 22.9 | 19.3 | 23.8 | 44.8 | 62.0 | 151.3 | 42.2 | 34.7 | 42.4 | 22.4 | 17.7 |
| Treynor Ratio | NA | 0.34 | -0.11 | -0.02 | -0.02 | 0.01 | -0.18 | 0.04 | -0.25 | -0.01 | 0.16 | 0.31 | 0.12 | 0.31 | -0.19 | -0.31 | 0.01 | -0.02 | 0.67 | -0.56 | 1.47 |
| Alpha | NA | -0.2 | -0.18 | -0.16 | -0.19 | -0.01 | -0.33 | -0.1 | 0.17 | -0.01 | 0.02 | 0.1 | 0.01 | 0.01 | 0.06 | 0.32 | 0.08 | -0.07 | 0.18 | -0.06 | 0.12 |
| Beta | NA | 2.11 | 1.76 | 1.74 | 1.64 | 1.49 | 1.9 | 2.15 | 1.64 | 1.48 | 1.54 | 1.04 | 1.43 | 2.03 | 1.85 | 1.4 | 0.74 | 1.07 | 1.29 | 0.47 | 0.25 |
| RSquared | NA | 0.64 | 0.64 | 0.61 | 0.21 | 0.28 | 0.6 | 0.62 | 0.67 | 0.71 | 0.51 | 0.32 | 0.47 | 0.56 | 0.55 | 0.03 | 0.19 | 0.28 | 0.36 | 0.12 | 0.03 |
| Yield(%) | N/A | 3.9 | 3.0 | 4.2 | 1.2 | N/A | 0.0 | 2.1 | 4.7 | 3.4 | 3.2 | 3.2 | 2.1 | 3.1 | 2.3 | 0.7 | 1.6 | 0.6 | 1.0 | 1.1 | 0.0 |
| Dividend Growth(%) | N/A | -73.1 | 63.7 | 89.2 | N/A | N/A | -100.0 | -73.1 | 31.6 | 33.6 | 34.8 | 69.7 | 3.8 | -9.8 | 0.6 | -54.3 | 140.3 | 21.8 | 14.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/1996
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