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BZH: Beazer Homes USA, Inc. (STOCK)
Basic Info 25.96 0.06(0.23%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/03/2020 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | 28.1 | 18.9 | 6.9 | 2.0 | -5.8 | 13.8 | -26.1 | -18.3 | 164.8 | -45.0 | 53.3 | 22.4 | 49.1 | -50.7 | 44.4 | 15.8 | -40.7 | -20.7 | 44.6 | 36.2 | -54.0 | 11.4 | 206.3 | -78.7 | -84.1 | -35.4 | 49.8 | 50.0 | 61.3 | -17.2 | 82.9 | 246.3 | -23.0 | 25.4 | 7.8 | -10.3 | 77.4 | -35.0 |
| Sharpe Ratio | NA | 1.08 | 0.29 | 0.07 | -0.01 | -0.11 | 0.22 | -0.58 | -0.56 | 2.92 | -0.82 | 1.01 | 1.65 | 1.17 | -1.01 | 1.19 | 0.25 | -0.97 | -0.59 | 1.08 | 0.61 | -0.77 | 0.17 | 1.43 | -0.6 | -1.04 | -1.07 | 1.26 | 1.59 | 1.8 | -0.37 | 1.37 | 2.5 | -0.75 | 0.66 | -1.85 | -0.45 | 2.61 | -1.27 |
| Draw Down(%) | NA | 35.0 | 35.0 | 49.8 | 59.0 | 84.9 | 61.8 | 37.2 | 23.9 | 36.8 | 58.4 | 36.1 | 15.8 | 36.2 | 60.0 | 21.9 | 45.0 | 46.5 | 37.9 | 30.0 | 42.7 | 77.6 | 53.3 | 84.9 | 89.5 | 84.8 | 54.5 | 24.1 | 21.0 | 19.7 | 43.7 | 46.0 | 43.0 | 40.3 | 38.4 | 31.1 | 33.3 | 13.7 | 39.9 |
| Standard Deviation(%) | NA | 69.7 | 55.2 | 53.0 | 52.9 | 54.8 | 53.5 | 50.3 | 44.4 | 55.7 | 56.5 | 52.7 | 52.0 | 40.6 | 51.3 | 36.9 | 62.4 | 41.8 | 35.3 | 41.3 | 60.2 | 70.0 | 65.5 | 144.6 | 132.5 | 84.1 | 36.4 | 37.9 | 31.0 | 33.7 | 49.8 | 59.9 | 96.9 | 34.8 | 33.4 | 25.5 | 30.2 | 28.2 | 33.6 |
| Treynor Ratio | NA | 0.46 | 0.1 | 0.03 | 0.0 | -0.04 | 0.08 | -0.28 | -0.15 | 0.89 | -0.3 | 0.26 | 0.74 | 0.46 | -0.41 | 0.31 | 0.06 | -0.29 | -0.13 | 0.25 | 0.15 | -0.27 | 0.05 | 0.61 | -0.45 | -0.36 | -0.18 | 0.22 | 0.39 | 0.49 | -0.18 | 0.73 | 6.15 | -0.72 | 0.52 | -1.87 | -0.2 | 7.96 | -0.53 |
| Alpha | NA | 0.21 | -0.01 | -0.03 | -0.01 | -0.06 | 0.02 | -0.15 | -0.19 | 0.29 | -0.07 | 0.02 | 0.17 | 0.08 | -0.21 | 0.06 | 0.0 | -0.19 | -0.15 | -0.02 | 0.05 | -0.25 | -0.02 | 0.51 | 0.01 | -0.64 | -0.26 | 0.15 | 0.13 | 0.08 | 0.06 | 0.36 | 0.69 | -0.12 | 0.06 | -0.15 | -0.09 | 0.22 | -0.18 |
| Beta | NA | 1.64 | 1.58 | 1.39 | 1.5 | 1.68 | 1.53 | 1.04 | 1.69 | 1.83 | 1.56 | 2.01 | 1.17 | 1.03 | 1.26 | 1.41 | 2.77 | 1.42 | 1.55 | 1.75 | 2.39 | 1.98 | 2.42 | 3.4 | 1.78 | 2.43 | 2.15 | 2.21 | 1.27 | 1.24 | 1.0 | 1.13 | 0.39 | 0.37 | 0.42 | 0.25 | 0.67 | 0.09 | 0.81 |
| RSquared | NA | 0.09 | 0.11 | 0.15 | 0.22 | 0.28 | 0.23 | 0.16 | 0.23 | 0.17 | 0.45 | 0.25 | 0.15 | 0.1 | 0.16 | 0.06 | 0.35 | 0.28 | 0.25 | 0.22 | 0.26 | 0.43 | 0.45 | 0.36 | 0.3 | 0.21 | 0.35 | 0.36 | 0.21 | 0.39 | 0.28 | 0.16 | 0.01 | 0.04 | 0.06 | 0.03 | 0.07 | 0.0 | 0.06 |
| Yield(%) | 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 | 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 | N/A | N/A | N/A |
| Dividend Growth(%) | 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 | 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 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/1994
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