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CBSH: Commerce Bancshares, Inc. (STOCK)
Basic Info 53.05 0.6(1.14%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 06/05/2026 |
| 12-Mo. Yield | 1.74% |
| 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 | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 2.4 | -8.8 | 10.4 | -0.7 | 7.7 | 9.7 | 8.5 | 10.3 | -10.2 | 24.7 | -15.8 | 5.6 | 11.4 | -1.8 | 28.6 | 12.8 | 3.0 | 45.2 | -0.3 | 8.8 | 44.1 | 7.8 | 3.0 | 10.3 | -0.2 | 10.4 | -5.4 | 4.3 | 16.6 | 4.1 | 27.0 | 12.7 | -7.1 | 27.7 | -20.3 | -30.8 | 46.5 | 20.9 | 48.8 | -0.5 | -36.3 | 37.2 | 41.1 | -13.1 | 27.5 | 40.3 | -13.8 | 10.0 | 39.4 | -0.6 | 44.8 | 12.6 | 24.7 | 18.7 |
| Sharpe Ratio | NA | 0.16 | -0.54 | 0.3 | -0.13 | 0.23 | NA | NA | 0.3 | -0.54 | 0.92 | -0.68 | 0.18 | 0.47 | -0.04 | 1.46 | 0.59 | 0.12 | 2.07 | -0.02 | 0.49 | 2.61 | 0.43 | 0.1 | 0.47 | -0.01 | 0.18 | -0.43 | 0.07 | 0.97 | 0.22 | 1.64 | 0.47 | -0.43 | 0.79 | -0.98 | -0.69 | 2.04 | 0.97 | 2.59 | -0.18 | -0.84 | 1.73 | 1.86 | -0.86 | 1.1 | 1.89 | -0.76 | 0.36 | 2.54 | -0.83 | 3.27 | 0.4 | 0.97 | 0.97 |
| Draw Down(%) | NA | 13.6 | 23.4 | 27.6 | 38.0 | 38.2 | NA | NA | 59.2 | 24.1 | 12.0 | 37.0 | 14.5 | 17.7 | 35.2 | 12.9 | 17.7 | 12.4 | 11.0 | 12.6 | 12.4 | 9.6 | 12.3 | 22.6 | 17.2 | 35.7 | 29.6 | 13.9 | 8.4 | 7.7 | 11.7 | 13.5 | 24.7 | 22.7 | 20.2 | 24.1 | 51.2 | 14.5 | 13.0 | 5.7 | 15.4 | 45.2 | 7.7 | 15.2 | 32.1 | 9.9 | 6.6 | 30.1 | 17.9 | 10.3 | 15.0 | 13.2 | 12.5 | 14.3 | 10.8 |
| Standard Deviation(%) | NA | 20.2 | 21.3 | 24.2 | 24.3 | 26.5 | NA | NA | 24.8 | 24.3 | 22.9 | 28.8 | 23.1 | 24.1 | 49.6 | 18.6 | 19.6 | 19.0 | 21.7 | 20.3 | 17.9 | 16.9 | 18.1 | 30.2 | 21.6 | 46.6 | 52.6 | 20.0 | 13.2 | 14.8 | 14.7 | 16.0 | 24.7 | 22.9 | 29.8 | 24.1 | 49.5 | 20.9 | 17.7 | 17.3 | 20.1 | 45.5 | 19.8 | 19.9 | 21.6 | 19.5 | 18.7 | 23.5 | 15.4 | 13.4 | 9.1 | 11.7 | 11.9 | 14.6 | 16.4 |
| Treynor Ratio | NA | 0.07 | -0.19 | 0.09 | -0.04 | 0.07 | NA | NA | 0.09 | -0.17 | 0.24 | -0.16 | 0.07 | 0.13 | -0.02 | 0.29 | 0.15 | 0.01 | 0.39 | 0.0 | 0.09 | 0.48 | 0.09 | 0.03 | 0.11 | 0.0 | 0.1 | -0.1 | 0.01 | 0.2 | 0.05 | 0.41 | 0.2 | -0.21 | 0.75 | -0.77 | -0.45 | 1.14 | 0.49 | 2.45 | -0.11 | -1.68 | 1.57 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.09 | -0.02 | -0.03 | -0.01 | NA | NA | 0.02 | -0.09 | 0.02 | -0.17 | 0.08 | -0.03 | -0.06 | 0.01 | 0.07 | -0.11 | 0.1 | 0.0 | -0.01 | 0.04 | -0.02 | 0.01 | -0.01 | -0.1 | 0.24 | -0.04 | -0.02 | 0.04 | -0.02 | 0.03 | 0.11 | -0.01 | 0.11 | -0.12 | -0.18 | 0.11 | 0.04 | 0.13 | 0.0 | -0.16 | 0.12 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.47 | 0.59 | 0.82 | 0.78 | 0.88 | NA | NA | 0.81 | 0.79 | 0.88 | 1.23 | 0.64 | 0.88 | 1.0 | 0.92 | 0.76 | 1.67 | 1.15 | 0.94 | 0.99 | 0.92 | 0.9 | 1.05 | 0.88 | 1.25 | 0.97 | 0.87 | 0.65 | 0.73 | 0.7 | 0.63 | 0.59 | 0.46 | 0.31 | 0.31 | 0.76 | 0.37 | 0.35 | 0.18 | 0.32 | 0.23 | 0.22 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.11 | 0.12 | 0.27 | 0.31 | 0.38 | NA | NA | 0.27 | 0.39 | 0.24 | 0.34 | 0.47 | 0.25 | 0.49 | 0.4 | 0.42 | 0.39 | 0.51 | 0.5 | 0.42 | 0.38 | 0.42 | 0.72 | 0.59 | 0.57 | 0.55 | 0.48 | 0.28 | 0.27 | 0.3 | 0.42 | 0.35 | 0.2 | 0.06 | 0.05 | 0.12 | 0.08 | 0.05 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.9 | 2.1 | 1.7 | 1.5 | 1.5 | 1.4 | 1.8 | 1.6 | 1.5 | 2.1 | 2.0 | 1.9 | 2.4 | 6.0 | 2.1 | 2.3 | 2.1 | 2.2 | 2.0 | 1.8 | 1.9 | 1.7 | 1.9 | 1.6 | 1.2 | 1.8 | 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 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.9 | 0.0 | 6.7 | 6.3 | 2.1 | -5.9 | 14.7 | 5.8 | 0.0 | 5.0 | 5.0 | 5.0 | -61.0 | 166.3 | -2.2 | 1.6 | 0.9 | 5.0 | 7.1 | 5.8 | 18.5 | 14.3 | 25.9 | 42.0 | -18.4 | 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 01/02/1973
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| 1. Commerce Bancshares Inc 401(k) Profit Sharing Plan | (91%) |
| 2. COMMERCE BANCSHARES PARTICIPATING INVESTMENT PLAN | (0%) |
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