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CRS: Carpenter Technology Corporation (STOCK)
Basic Info 483.6 9.02(1.83%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/21/1973 |
| Last Dividend Date: | 04/28/2026 |
| 12-Mo. Yield | 0.34% |
| 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 | Since 02/21/1973 |
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 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.1 | 53.8 | 96.3 | 117.2 | 63.7 | 33.2 | 18.1 | 13.3 | 11.6 | 86.2 | 141.7 | 94.5 | 29.5 | 2.6 | -39.4 | 42.1 | -29.1 | 43.4 | 22.0 | -37.4 | -19.8 | 22.1 | 1.6 | 30.0 | 52.6 | 36.0 | -72.1 | 49.3 | 47.6 | 23.3 | 101.5 | 147.5 | -48.3 | -16.0 | 41.1 | -19.2 | -29.4 | 31.2 | -10.9 | 46.9 | -3.4 | 13.7 | 8.5 | 5.0 | -6.0 | 2.7 | 6.9 | 39.9 | -9.5 | -14.4 | -25.6 | 34.0 | -13.2 | 16.0 | 32.9 | 12.1 | 15.7 | 28.9 | 66.9 | 35.4 | -47.1 | 29.7 |
| Sharpe Ratio | NA | 3.47 | 2.01 | 2.56 | 1.32 | 0.64 | NA | NA | 0.22 | 1.69 | 3.3 | 2.22 | 0.55 | 0.05 | -0.48 | 1.12 | -0.82 | 1.37 | 0.45 | -0.94 | -0.75 | 1.0 | 0.05 | 0.62 | 1.16 | 0.59 | -0.96 | 1.26 | 0.93 | 0.58 | 2.12 | 3.11 | -1.03 | -0.56 | 0.9 | -0.63 | -0.98 | 1.25 | -0.63 | 2.53 | -0.32 | 0.71 | 0.28 | 0.05 | -0.62 | -0.18 | 0.11 | 0.98 | -0.54 | -0.78 | -1.48 | 1.07 | -0.66 | 0.27 | 0.61 | 0.19 | 0.34 | 0.97 | 2.68 | 1.04 | -1.4 | 0.9 |
| Draw Down(%) | NA | 12.3 | 19.1 | 28.7 | 44.1 | 74.7 | NA | NA | 84.7 | 28.7 | 16.3 | 26.2 | 41.9 | 43.3 | 70.0 | 21.5 | 44.1 | 20.2 | 25.2 | 42.3 | 36.2 | 18.7 | 25.4 | 28.7 | 27.3 | 48.6 | 83.8 | 29.9 | 35.1 | 26.8 | 25.9 | 23.0 | 64.0 | 36.4 | 30.2 | 39.1 | 47.7 | 11.0 | 24.1 | 9.7 | 19.5 | 11.0 | 16.5 | 20.2 | 33.5 | 13.7 | 15.4 | 36.6 | 22.5 | 37.6 | 36.6 | 13.9 | 39.5 | 16.7 | 27.8 | 18.6 | 24.4 | 13.9 | 13.6 | 17.1 | 50.0 | 27.4 |
| Standard Deviation(%) | NA | 49.1 | 46.7 | 44.5 | 46.1 | 48.9 | NA | NA | 37.8 | 49.6 | 41.9 | 41.4 | 51.4 | 50.1 | 82.7 | 36.5 | 37.4 | 31.4 | 48.5 | 39.9 | 26.3 | 22.1 | 30.2 | 48.4 | 45.2 | 61.0 | 76.2 | 36.8 | 47.9 | 36.2 | 47.3 | 47.2 | 48.2 | 33.2 | 40.9 | 35.8 | 33.4 | 21.9 | 23.0 | 17.0 | 20.1 | 16.2 | 21.6 | 22.1 | 18.7 | 18.4 | 17.6 | 36.4 | 25.6 | 25.6 | 21.9 | 25.7 | 31.7 | 19.8 | 39.8 | 24.6 | 30.6 | 25.8 | 23.5 | 30.0 | 37.6 | 33.3 |
| Treynor Ratio | NA | 1.08 | 0.67 | 0.76 | 0.43 | 0.2 | NA | NA | 0.08 | 0.54 | 0.93 | 0.58 | 0.23 | 0.02 | -0.24 | 0.22 | -0.23 | 0.2 | 0.1 | -0.3 | -0.16 | 0.21 | 0.01 | 0.18 | 0.29 | 0.22 | -0.51 | 0.29 | 0.19 | 0.09 | 0.48 | 0.96 | -0.51 | -0.24 | 0.95 | -1.5 | -0.86 | 1.05 | -0.52 | 1.35 | -0.13 | 0.38 | 0.14 | 0.04 | -0.36 | -0.09 | 0.07 | 0.59 | -0.4 | -0.61 | -0.76 | 0.42 | -0.65 | 0.28 | 0.47 | -0.29 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.33 | 0.19 | 0.23 | 0.16 | 0.07 | NA | NA | 0.03 | 0.19 | 0.26 | 0.16 | 0.24 | -0.1 | -0.21 | -0.04 | -0.09 | 0.0 | 0.03 | -0.17 | -0.14 | -0.03 | -0.08 | 0.12 | 0.1 | 0.02 | -0.18 | 0.15 | 0.07 | 0.07 | 0.24 | 0.24 | -0.13 | -0.02 | 0.17 | -0.08 | -0.17 | 0.08 | -0.07 | 0.11 | -0.02 | 0.04 | 0.02 | -0.02 | -0.03 | -0.03 | 0.0 | 0.13 | -0.05 | -0.09 | -0.13 | 0.08 | -0.08 | 0.04 | 0.08 | 0.02 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.58 | 1.39 | 1.5 | 1.42 | 1.55 | NA | NA | 1.07 | 1.54 | 1.48 | 1.59 | 1.23 | 1.57 | 1.65 | 1.86 | 1.36 | 2.1 | 2.08 | 1.25 | 1.23 | 1.06 | 1.68 | 1.67 | 1.84 | 1.63 | 1.42 | 1.62 | 2.4 | 2.23 | 2.11 | 1.53 | 0.96 | 0.78 | 0.39 | 0.15 | 0.38 | 0.26 | 0.28 | 0.32 | 0.5 | 0.31 | 0.43 | 0.31 | 0.32 | 0.37 | 0.3 | 0.6 | 0.34 | 0.33 | 0.43 | 0.65 | 0.33 | 0.19 | 0.52 | -0.16 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.2 | 0.13 | 0.25 | 0.27 | 0.33 | NA | NA | 0.23 | 0.33 | 0.2 | 0.25 | 0.33 | 0.17 | 0.49 | 0.4 | 0.4 | 0.2 | 0.32 | 0.24 | 0.27 | 0.28 | 0.5 | 0.64 | 0.54 | 0.54 | 0.59 | 0.5 | 0.26 | 0.4 | 0.24 | 0.3 | 0.28 | 0.26 | 0.04 | 0.01 | 0.06 | 0.05 | 0.02 | 0.02 | 0.06 | 0.03 | 0.04 | 0.04 | 0.08 | 0.07 | 0.08 | 0.3 | 0.05 | 0.02 | 0.06 | 0.12 | 0.03 | 0.02 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.1 | 0.3 | 1.7 | 1.8 | 2.3 | 1.5 | 1.4 | N/A | 0.5 | 1.2 | 2.2 | 2.6 | 2.8 | 1.6 | 2.1 | 1.4 | 2.0 | 2.5 | 1.5 | 1.2 | 1.3 | 1.4 | 1.7 | 2.6 | 3.3 | 0.9 | 2.2 | 2.1 | 2.4 | 2.3 | 5.2 | 8.3 | 8.0 | 9.8 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | 0.0 | 0.0 | 4.2 | 2.3 | 21.3 | 189.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.3 | 5.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.3 | -38.7 | 50.0 | 11.1 | 94.2 | 5.3 | -69.2 | -18.8 | 0.0 | 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 02/21/1973
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