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CUB: Lionheart Holdings (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 03/01/2021 |
| 12-Mo. Yield | 0.66% |
| Expenses | - |
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Performance Analytics (As of 05/24/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
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(%) | 0.3 | 98.3 | 2.7 | 13.5 | 4.8 | 10.3 | 11.4 | 10.1 | 21.1 | -1.9 | 18.8 | -8.5 | 23.6 | 2.1 | -9.7 | 0.5 | 10.3 | 10.6 | -7.0 | 27.0 | 38.0 | -30.2 | 81.9 | 9.6 | -19.6 | 9.7 | 25.7 | 9.2 | 102.6 | 19.4 | 16.7 | -42.7 | 41.6 | 22.2 | 59.9 | -13.4 | 13.1 | 0.0 | 18.9 | -7.6 | 3.1 | 20.8 | -17.8 | -27.9 | 43.2 | -35.2 | -9.8 | 74.0 | 115.8 | -5.6 |
| Sharpe Ratio | NA | 2.06 | 0.04 | 0.29 | 0.12 | NA | NA | 0.18 | 2.56 | -0.03 | 0.45 | -0.31 | 0.67 | 0.05 | -0.42 | 0.02 | 0.5 | 0.44 | -0.18 | 0.87 | 0.8 | -0.52 | 1.44 | 0.18 | -0.76 | 0.25 | 0.61 | 0.14 | 2.18 | 0.33 | 0.37 | -1.15 | 0.94 | 0.63 | 2.09 | -0.65 | 0.44 | -0.09 | 0.41 | -0.35 | -0.1 | 0.51 | -0.41 | -0.85 | 1.15 | -0.97 | -0.36 | 1.59 | 3.04 | -0.29 |
| Draw Down(%) | NA | 22.8 | 57.6 | 57.6 | 57.6 | NA | NA | 63.3 | 8.5 | 53.6 | 23.2 | 33.7 | 27.2 | 35.7 | 25.0 | 21.1 | 15.3 | 17.1 | 35.5 | 22.8 | 28.4 | 51.6 | 27.0 | 25.2 | 37.0 | 32.2 | 36.9 | 58.1 | 17.6 | 34.5 | 30.8 | 50.7 | 25.9 | 22.3 | 11.9 | 25.5 | 16.8 | 35.9 | 32.1 | 36.8 | 26.9 | 17.1 | 42.0 | 38.8 | 19.5 | 49.3 | 31.3 | 24.4 | 19.9 | 28.6 |
| Standard Deviation(%) | NA | 47.8 | 48.9 | 43.3 | 36.6 | NA | NA | 39.1 | 24.9 | 69.1 | 38.1 | 31.8 | 34.5 | 38.5 | 23.3 | 22.7 | 20.8 | 24.4 | 38.8 | 30.9 | 47.5 | 59.5 | 54.9 | 34.1 | 28.7 | 35.4 | 40.8 | 58.4 | 47.0 | 46.7 | 35.5 | 40.2 | 40.2 | 29.0 | 26.7 | 25.2 | 25.0 | 28.5 | 36.4 | 36.7 | 29.0 | 30.9 | 53.7 | 38.0 | 32.9 | 43.7 | 44.0 | 41.4 | 34.4 | 51.7 |
| Treynor Ratio | NA | 1.32 | 0.02 | 0.11 | 0.04 | NA | NA | 0.08 | 1.7 | -0.02 | 0.18 | -0.1 | 0.15 | 0.02 | -0.12 | 0.01 | 0.12 | 0.09 | -0.05 | 0.23 | 0.41 | -0.36 | 0.49 | 0.04 | -0.2 | 0.08 | 0.25 | 0.08 | 1.79 | 0.55 | 0.34 | -0.86 | 0.95 | 1.42 | 0.91 | -0.39 | 0.36 | -0.08 | 0.38 | -0.15 | -0.05 | 0.46 | -0.39 | -0.7 | 0.49 | -0.36 | -0.17 | 0.56 | 1.52 | -0.1 |
| Alpha | NA | 0.21 | -0.03 | 0.01 | -0.02 | NA | NA | 0.03 | 0.16 | -0.02 | -0.01 | 0.0 | -0.02 | -0.02 | -0.04 | -0.03 | -0.05 | -0.02 | -0.02 | 0.04 | 0.07 | 0.06 | 0.26 | -0.02 | -0.09 | 0.01 | 0.02 | 0.18 | 0.35 | 0.11 | 0.05 | -0.25 | 0.11 | 0.07 | 0.12 | -0.05 | 0.04 | 0.0 | 0.04 | 0.0 | -0.04 | 0.06 | -0.05 | -0.13 | 0.1 | -0.15 | -0.07 | 0.17 | 0.34 | -0.19 |
| Beta | NA | 0.74 | 1.12 | 1.13 | 1.11 | NA | NA | 0.84 | 0.38 | 1.19 | 0.97 | 1.03 | 1.58 | 1.18 | 0.8 | 0.83 | 0.87 | 1.14 | 1.36 | 1.17 | 0.93 | 0.86 | 1.63 | 1.43 | 1.07 | 1.16 | 1.01 | 0.96 | 0.57 | 0.27 | 0.4 | 0.54 | 0.4 | 0.13 | 0.61 | 0.42 | 0.3 | 0.31 | 0.39 | 0.85 | 0.52 | 0.34 | 0.57 | 0.46 | 0.76 | 1.17 | 0.92 | 1.18 | 0.69 | 1.54 |
| RSquared | NA | 0.06 | 0.27 | 0.24 | 0.28 | NA | NA | 0.15 | 0.05 | 0.33 | 0.11 | 0.31 | 0.09 | 0.17 | 0.29 | 0.17 | 0.21 | 0.35 | 0.67 | 0.46 | 0.28 | 0.35 | 0.22 | 0.19 | 0.15 | 0.13 | 0.18 | 0.18 | 0.07 | 0.02 | 0.04 | 0.07 | 0.03 | 0.0 | 0.03 | 0.03 | 0.01 | 0.01 | 0.02 | 0.14 | 0.05 | 0.04 | 0.12 | 0.04 | 0.07 | 0.12 | 0.08 | 0.26 | 0.08 | 0.24 |
| Yield(%) | N/A | 0.7 | 0.4 | 0.7 | 0.5 | 1.3 | 2.2 | N/A | 0.2 | 0.4 | 0.5 | 0.5 | 0.6 | 0.6 | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | 0.5 | 0.6 | 0.5 | 0.8 | 0.9 | 0.7 | 0.7 | 0.7 | 1.6 | 1.7 | 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 | 0.0 | 0.0 | 11.1 | 35.5 | 229.1 | 2247.7 | N/A | -50.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.5 | 0.0 | 0.0 | -14.3 | 55.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.5 | 14.3 | -46.1 | 105.3 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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