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CHFC: Chemical Financial Corporation (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/11/1992 |
| Last Dividend Date: | 08/14/2019 |
| 12-Mo. Yield | 2.45% |
| Expenses | - |
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Performance Analytics (As of 09/25/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/11/1992 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | -27.3 | -2.1 | 10.5 | 9.6 | 4.2 | 4.8 | 4.0 | 10.2 | -29.9 | -0.1 | 62.1 | 15.4 | -0.1 | 37.7 | 15.7 | 0.4 | -2.5 | -10.2 | 22.9 | -25.4 | 8.6 | -23.6 | 21.4 | 16.8 | 10.0 | 33.8 | -23.9 | -3.7 | -22.2 | 15.4 | -0.9 | -1.5 | -1.4 | 14.6 | 25.8 |
| Sharpe Ratio | NA | -0.91 | -0.12 | 0.39 | 0.34 | NA | NA | 0.06 | 0.41 | -1.21 | -0.03 | 2.55 | 0.71 | 0.0 | 1.78 | 0.59 | 0.01 | -0.08 | -0.2 | 0.33 | -0.7 | 0.25 | -0.91 | 0.83 | 0.45 | 0.21 | 0.67 | -0.51 | -0.19 | -0.57 | 0.28 | -0.08 | -0.07 | -0.11 | 0.27 | 0.57 |
| Draw Down(%) | NA | 36.8 | 39.7 | 39.7 | 39.7 | NA | NA | 57.2 | 21.9 | 39.7 | 19.4 | 13.3 | 11.6 | 19.3 | 12.6 | 18.7 | 34.1 | 23.7 | 44.0 | 42.0 | 34.8 | 12.2 | 32.0 | 10.3 | 16.7 | 29.1 | 25.4 | 36.1 | 17.1 | 25.6 | 20.3 | 20.0 | 40.0 | 14.2 | 11.7 | 17.0 |
| Standard Deviation(%) | NA | 31.7 | 26.7 | 25.1 | 27.6 | NA | NA | 40.9 | 30.9 | 25.8 | 24.2 | 24.1 | 21.6 | 20.4 | 21.1 | 26.8 | 43.3 | 31.7 | 52.6 | 65.3 | 41.0 | 21.4 | 28.1 | 24.6 | 35.7 | 41.6 | 47.8 | 54.8 | 35.5 | 44.6 | 42.9 | 54.5 | 75.9 | 40.0 | 45.6 | 53.0 |
| Treynor Ratio | NA | -0.32 | -0.03 | 0.1 | 0.08 | NA | NA | 0.02 | 0.13 | -0.36 | 0.0 | 0.55 | 0.18 | 0.0 | 0.34 | 0.11 | 0.0 | -0.02 | -0.06 | 0.2 | -0.17 | 0.04 | -0.13 | 0.14 | 0.15 | 0.1 | 0.55 | -0.37 | -0.19 | -1.54 | 0.6 | 0.91 | -0.12 | -0.17 | 1.26 | -1.31 |
| Alpha | NA | -0.13 | -0.05 | 0.01 | -0.01 | NA | NA | 0.01 | -0.03 | -0.12 | -0.12 | 0.15 | 0.06 | -0.04 | 0.01 | -0.01 | 0.01 | -0.07 | -0.16 | 0.33 | -0.12 | -0.04 | -0.12 | 0.03 | -0.02 | 0.14 | 0.18 | -0.03 | -0.03 | -0.09 | 0.06 | 0.04 | 0.04 | 0.02 | 0.08 | 0.17 |
| Beta | NA | 0.91 | 1.01 | 0.96 | 1.19 | NA | NA | 0.97 | 0.99 | 0.87 | 1.72 | 1.11 | 0.84 | 0.97 | 1.1 | 1.4 | 1.54 | 1.22 | 1.6 | 1.08 | 1.69 | 1.46 | 1.93 | 1.49 | 1.05 | 0.85 | 0.58 | 0.75 | 0.36 | 0.17 | 0.2 | -0.05 | 0.45 | 0.25 | 0.1 | -0.23 |
| RSquared | NA | 0.23 | 0.24 | 0.28 | 0.41 | NA | NA | 0.18 | 0.19 | 0.34 | 0.23 | 0.36 | 0.36 | 0.29 | 0.33 | 0.45 | 0.68 | 0.48 | 0.69 | 0.46 | 0.43 | 0.47 | 0.5 | 0.45 | 0.25 | 0.28 | 0.07 | 0.09 | 0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.4 | 2.8 | 4.2 | 4.6 | 2.9 | 3.3 | N/A | 2.7 | 2.3 | 2.0 | 3.2 | 3.3 | 3.0 | 3.6 | 3.8 | 3.5 | 3.3 | 4.2 | 5.2 | 3.4 | 3.4 | 2.5 | 2.9 | 3.1 | 3.3 | 4.1 | 2.8 | 2.5 | 2.2 | 2.3 | 2.0 | 1.7 | 2.0 | 1.8 | 2.1 |
| Dividend Growth(%) | N/A | 16.1 | 23.0 | 32.3 | -4.6 | N/A | N/A | N/A | -16.9 | 12.7 | 3.8 | 6.0 | 6.4 | 8.0 | 6.1 | 2.5 | 0.0 | -32.2 | 0.0 | 3.5 | 3.6 | 3.8 | 0.0 | 6.0 | 4.2 | 0.0 | 9.1 | 4.8 | -12.5 | 9.1 | 10.0 | 17.6 | -19.0 | 15.4 | 10.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/1992
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| 1. Chemical Financial Corporation 401(k) Savings Plan | (0%) |
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