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BOKF: BOK Financial Corporation (STOCK)
Basic Info 128.94 0.28(0.22%) June 08
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/05/1991 |
| Last Dividend Date: | 05/13/2026 |
| 12-Mo. Yield | 2.63% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/05/1991 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.3 | 9.9 | 36.5 | 17.3 | 9.6 | 9.9 | 9.2 | 7.4 | 8.7 | 13.8 | 27.2 | -15.2 | 0.6 | 57.6 | -19.0 | 22.1 | -19.0 | 13.6 | 42.9 | 2.2 | -7.2 | 24.8 | 3.6 | 5.1 | 14.7 | 20.4 | -20.5 | -4.6 | 22.4 | -6.2 | 33.6 | 26.8 | 2.8 | 48.3 | 5.2 | -14.3 | 21.4 | 43.8 | 24.5 | 10.9 | -19.3 | 33.4 | 76.9 | -60.8 |
| Sharpe Ratio | NA | 1.09 | 1.62 | 0.52 | 0.26 | 0.25 | NA | NA | 0.13 | 0.4 | 0.86 | -0.58 | -0.03 | 1.93 | -0.27 | 0.85 | -0.91 | 0.63 | 1.38 | 0.09 | -0.43 | 1.83 | 0.2 | 0.15 | 0.56 | 0.38 | -0.38 | -0.39 | 1.59 | -0.5 | 2.33 | 1.67 | 0.06 | 1.81 | 0.02 | -0.56 | 0.54 | 0.94 | 0.35 | 0.12 | -0.31 | 0.44 | 0.76 | -0.28 |
| Draw Down(%) | NA | 9.2 | 10.2 | 29.7 | 42.7 | 65.0 | NA | NA | 85.7 | 22.7 | 11.0 | 38.4 | 37.8 | 19.4 | 59.2 | 20.4 | 32.3 | 11.9 | 24.5 | 18.8 | 16.6 | 10.7 | 10.4 | 20.8 | 22.5 | 43.4 | 36.5 | 13.4 | 5.6 | 18.8 | 7.9 | 8.2 | 23.2 | 12.2 | 25.5 | 24.8 | 21.0 | 11.8 | 17.2 | 19.8 | 30.3 | 32.7 | 38.5 | 85.7 |
| Standard Deviation(%) | NA | 20.8 | 23.6 | 27.1 | 28.2 | 33.7 | NA | NA | 52.0 | 27.1 | 27.3 | 32.7 | 28.6 | 29.8 | 70.9 | 24.1 | 22.4 | 20.5 | 31.0 | 23.9 | 16.7 | 13.6 | 18.0 | 33.2 | 26.0 | 53.1 | 56.5 | 20.1 | 12.0 | 17.1 | 14.0 | 15.6 | 28.1 | 25.8 | 45.5 | 31.6 | 33.4 | 42.4 | 58.9 | 58.5 | 71.1 | 70.3 | 96.6 | 345.6 |
| Treynor Ratio | NA | 0.41 | 0.43 | 0.15 | 0.08 | 0.07 | NA | NA | 0.08 | 0.12 | 0.24 | -0.14 | -0.01 | 0.57 | -0.13 | 0.18 | -0.25 | 0.09 | 0.28 | 0.02 | -0.09 | 0.38 | 0.04 | 0.04 | 0.15 | 0.13 | -0.22 | -0.11 | 0.36 | -0.16 | 0.76 | 0.68 | 0.03 | 2.44 | 0.02 | -1.35 | 0.46 | 1.36 | -0.46 | 0.7 | 0.38 | -69.64 | -1.96 | -0.78 |
| Alpha | NA | 0.05 | 0.06 | 0.0 | 0.0 | -0.01 | NA | NA | 0.04 | 0.0 | 0.02 | -0.17 | 0.07 | 0.09 | -0.12 | -0.03 | -0.06 | -0.06 | 0.09 | 0.01 | -0.06 | 0.02 | -0.03 | 0.02 | 0.01 | -0.03 | 0.12 | -0.03 | 0.05 | -0.03 | 0.1 | 0.06 | 0.07 | 0.17 | 0.06 | -0.06 | 0.05 | 0.13 | 0.17 | 0.08 | 0.0 | 0.2 | 0.41 | 0.68 |
| Beta | NA | 0.55 | 0.89 | 0.92 | 0.88 | 1.11 | NA | NA | 0.82 | 0.88 | 0.98 | 1.35 | 0.72 | 1.01 | 1.45 | 1.12 | 0.82 | 1.51 | 1.52 | 1.01 | 0.77 | 0.66 | 0.84 | 1.2 | 0.98 | 1.51 | 0.98 | 0.73 | 0.53 | 0.53 | 0.43 | 0.38 | 0.51 | 0.19 | 0.44 | 0.13 | 0.39 | 0.29 | -0.45 | 0.1 | -0.59 | 0.0 | -0.38 | 1.26 |
| RSquared | NA | 0.14 | 0.21 | 0.26 | 0.28 | 0.36 | NA | NA | 0.09 | 0.37 | 0.2 | 0.3 | 0.37 | 0.19 | 0.51 | 0.33 | 0.4 | 0.24 | 0.41 | 0.43 | 0.28 | 0.29 | 0.35 | 0.72 | 0.46 | 0.58 | 0.5 | 0.33 | 0.2 | 0.1 | 0.12 | 0.18 | 0.22 | 0.03 | 0.05 | 0.01 | 0.06 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.1 | 2.6 | 2.6 | 2.4 | 3.3 | 3.9 | 3.4 | N/A | 2.2 | 2.6 | 2.2 | 2.0 | 3.0 | 2.3 | 2.7 | 2.1 | 2.2 | 3.0 | 2.8 | 2.5 | 2.8 | 4.4 | 2.1 | 2.1 | 2.3 | 1.7 | 1.4 | 1.2 | 0.6 | 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 | -46.2 | 8.8 | 9.2 | 15.9 | 58.0 | 499.7 | N/A | N/A | 5.4 | 2.3 | 1.9 | 1.9 | 2.0 | 2.0 | 5.8 | 7.3 | 2.3 | 2.4 | 4.3 | 5.2 | -37.7 | 118.6 | 14.1 | 4.8 | 8.0 | 16.7 | 36.4 | 83.3 | 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 09/05/1991
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