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AZN: AstraZeneca PLC (STOCK)
Basic Info 185.95 4.15(2.28%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/12/1993 |
| Last Dividend Date: | 02/20/2026 |
| 12-Mo. Yield | 3.79% |
| Expenses | - |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/12/1993 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 2.2 | 30.8 | 10.8 | 13.0 | 15.3 | 13.4 | 10.8 | 12.5 | 43.3 | -0.6 | 1.4 | 19.2 | 19.7 | 3.1 | 35.7 | 13.9 | 33.2 | -15.8 | 6.5 | 23.6 | 33.2 | 8.5 | 6.0 | 3.5 | 20.5 | 0.3 | -17.5 | 13.3 | 36.9 | -23.4 | 40.8 | -23.3 | -7.9 | 28.7 | -7.0 | 24.7 | 28.6 | 43.9 | 41.9 | 10.4 | 23.1 |
| Sharpe Ratio | NA | 0.1 | 1.22 | 0.32 | 0.42 | 0.55 | NA | NA | 0.41 | 1.61 | -0.2 | -0.1 | 0.65 | 0.89 | 0.08 | 1.54 | 0.67 | 1.29 | -0.64 | 0.28 | 0.85 | 2.26 | 0.53 | 0.25 | 0.15 | 0.71 | -0.02 | -0.94 | 0.43 | 1.93 | -1.02 | 1.36 | -0.58 | -0.36 | 0.66 | -0.37 | 0.59 | 1.14 | 2.06 | 1.77 | 0.42 | 1.57 |
| Draw Down(%) | NA | 13.1 | 13.1 | 27.9 | 27.9 | 27.9 | NA | NA | 48.9 | 16.8 | 27.9 | 17.8 | 24.9 | 15.4 | 24.9 | 13.3 | 11.2 | 18.3 | 24.7 | 16.3 | 16.1 | 10.9 | 14.1 | 20.4 | 15.7 | 24.4 | 30.9 | 26.7 | 19.3 | 9.7 | 29.0 | 15.3 | 43.5 | 17.1 | 24.6 | 26.9 | 34.2 | 21.6 | 7.7 | 10.3 | 21.3 | 11.2 |
| Standard Deviation(%) | NA | 25.7 | 25.1 | 23.7 | 24.0 | 25.0 | NA | NA | 26.2 | 25.2 | 20.9 | 22.2 | 27.5 | 22.1 | 36.1 | 22.3 | 18.8 | 25.3 | 25.0 | 23.1 | 27.5 | 14.7 | 16.2 | 24.1 | 23.1 | 28.5 | 42.5 | 22.1 | 23.0 | 17.9 | 23.9 | 29.6 | 42.0 | 29.0 | 37.1 | 28.0 | 35.7 | 21.7 | 19.3 | 21.4 | 17.4 | 23.0 |
| Treynor Ratio | NA | 0.04 | 0.58 | 0.18 | 0.23 | 0.26 | NA | NA | 0.18 | 1.05 | -0.17 | -0.07 | 0.3 | 0.76 | 0.05 | 0.7 | 0.26 | 0.69 | -0.15 | 0.07 | 0.32 | 0.49 | 0.12 | 0.07 | 0.05 | 0.4 | -0.01 | -0.23 | 0.11 | 0.86 | -0.35 | 0.5 | -0.41 | -0.3 | 0.62 | -0.22 | 0.31 | 0.66 | 0.83 | 1.16 | 0.16 | 0.51 |
| Alpha | NA | -0.04 | 0.07 | 0.01 | 0.03 | 0.03 | NA | NA | 0.03 | 0.12 | -0.03 | -0.03 | 0.12 | 0.05 | -0.02 | 0.07 | 0.06 | 0.09 | -0.11 | 0.03 | 0.06 | 0.04 | -0.01 | 0.02 | -0.02 | 0.03 | 0.14 | -0.09 | 0.01 | 0.12 | -0.13 | 0.07 | -0.02 | -0.01 | 0.13 | -0.06 | 0.03 | 0.05 | 0.1 | 0.1 | 0.04 | 0.1 |
| Beta | NA | 0.67 | 0.53 | 0.42 | 0.44 | 0.53 | NA | NA | 0.6 | 0.39 | 0.25 | 0.34 | 0.59 | 0.26 | 0.62 | 0.49 | 0.48 | 0.47 | 1.07 | 0.94 | 0.74 | 0.67 | 0.73 | 0.81 | 0.66 | 0.51 | 0.72 | 0.89 | 0.89 | 0.4 | 0.69 | 0.8 | 0.6 | 0.35 | 0.39 | 0.47 | 0.69 | 0.38 | 0.48 | 0.33 | 0.46 | 0.7 |
| RSquared | NA | 0.12 | 0.06 | 0.07 | 0.1 | 0.15 | NA | NA | 0.18 | 0.08 | 0.02 | 0.04 | 0.27 | 0.02 | 0.35 | 0.07 | 0.19 | 0.02 | 0.31 | 0.39 | 0.09 | 0.26 | 0.33 | 0.62 | 0.27 | 0.24 | 0.49 | 0.41 | 0.15 | 0.05 | 0.11 | 0.21 | 0.14 | 0.07 | 0.06 | 0.09 | 0.16 | 0.1 | 0.08 | 0.01 | 0.07 | 0.06 |
| Yield(%) | N/A | 2.4 | 3.7 | 2.6 | 3.0 | 5.2 | 6.3 | 5.5 | N/A | 2.4 | 2.2 | 2.1 | 2.5 | 2.8 | 2.8 | 3.7 | 4.0 | 5.1 | 4.2 | 9.4 | 4.8 | 5.8 | 6.0 | 5.8 | 5.1 | 5.1 | 4.5 | 3.2 | 2.8 | 2.8 | 1.7 | 2.2 | 1.7 | 1.5 | 4.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 38.8 | 73.3 | 32.7 | 22.5 | 10.1 | 180.4 | N/A | N/A | 5.4 | 2.4 | 0.0 | 3.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -57.6 | 135.7 | 0.0 | -1.8 | 5.6 | 12.0 | 15.3 | 10.0 | 8.6 | 24.1 | 37.6 | 22.8 | 7.5 | -0.1 | 0.0 | -58.0 | 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 05/12/1993
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