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D: Dominion Energy, Inc. (STOCK)
Basic Info 66.9 0.4(0.60%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 4.77% |
| 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 03/17/1980 |
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(%) | -0.1 | 16.6 | 24.7 | 15.3 | 1.8 | 3.5 | 6.7 | 7.4 | 8.4 | 14.0 | 20.4 | -19.1 | -19.1 | 8.1 | -5.3 | 21.5 | -7.6 | 9.9 | 17.7 | -8.8 | 23.0 | 29.8 | 1.7 | 29.5 | 14.8 | 14.5 | -21.6 | 16.5 | 12.6 | 18.2 | 10.5 | 21.4 | -4.6 | -6.6 | 80.3 | -16.0 | 9.8 | 10.6 | -6.7 | 14.6 | -20.7 | 14.9 | -30.7 | 21.6 | -1.3 | 12.8 | 1.8 | -6.5 | 24.6 | 22.9 | 30.5 | 53.9 | 22.3 | 13.3 | 9.2 |
| Sharpe Ratio | NA | 1.69 | 1.07 | 0.52 | -0.03 | 0.08 | NA | NA | 0.25 | 0.49 | 0.75 | -0.96 | -0.87 | 0.43 | -0.12 | 1.4 | -0.5 | 0.72 | 1.04 | -0.51 | 1.36 | 2.14 | 0.14 | 1.7 | 0.85 | 0.65 | -0.62 | 0.77 | 0.61 | 0.87 | 0.82 | 1.21 | -0.15 | -0.34 | 2.62 | -1.05 | 0.39 | 0.4 | -0.7 | 0.81 | -1.48 | 0.99 | -0.81 | 1.41 | -0.49 | 0.6 | -0.2 | -0.41 | 1.15 | 1.02 | 1.44 | 1.14 | 0.66 | 0.11 | 0.13 |
| Draw Down(%) | NA | 9.8 | 9.8 | 26.4 | 52.2 | 52.2 | NA | NA | 52.2 | 12.7 | 12.6 | 35.4 | 33.3 | 10.8 | 33.3 | 6.2 | 21.9 | 7.1 | 10.5 | 15.1 | 10.0 | 11.2 | 9.6 | 8.1 | 8.1 | 25.1 | 29.2 | 12.1 | 13.0 | 14.1 | 6.1 | 11.6 | 44.3 | 16.9 | 16.3 | 21.0 | 9.5 | 19.1 | 15.4 | 9.9 | 23.1 | 10.4 | 40.0 | 7.0 | 14.7 | 7.1 | 12.2 | 24.1 | 15.8 | 16.2 | 13.5 | 10.9 | 11.9 | 12.8 | 21.4 |
| Standard Deviation(%) | NA | 23.9 | 20.6 | 23.3 | 22.8 | 23.7 | NA | NA | 22.0 | 22.8 | 22.5 | 23.9 | 23.8 | 18.6 | 45.0 | 14.3 | 18.1 | 12.9 | 16.7 | 17.2 | 16.9 | 13.9 | 11.5 | 17.3 | 17.4 | 22.1 | 36.3 | 17.5 | 15.0 | 18.4 | 11.6 | 17.0 | 38.0 | 26.9 | 29.0 | 18.5 | 16.5 | 17.0 | 14.6 | 13.1 | 16.1 | 12.8 | 40.6 | 12.5 | 13.8 | 11.3 | 15.2 | 26.2 | 17.6 | 17.1 | 16.3 | 41.5 | 21.8 | 24.5 | 26.4 |
| Treynor Ratio | NA | -42.71 | -7.35 | 0.5 | -0.02 | 0.03 | NA | NA | 0.11 | 0.37 | -9.08 | -0.38 | -0.48 | 0.22 | -0.06 | 0.65 | -0.67 | 1.11 | 0.47 | -0.15 | 0.37 | 0.4 | 0.04 | 0.54 | 0.2 | 0.3 | -0.32 | 0.2 | 0.15 | 0.16 | 0.24 | 0.37 | -0.08 | -0.83 | 9.5 | -1.11 | 0.31 | 0.15 | -0.16 | 0.2 | -0.31 | 0.29 | -0.68 | 0.59 | -0.14 | 0.17 | -0.05 | -0.18 | 0.41 | 0.4 | 0.58 | 1.22 | 0.39 | 0.07 | 0.11 |
| Alpha | NA | 0.15 | 0.09 | 0.04 | -0.01 | -0.01 | NA | NA | 0.01 | 0.03 | 0.07 | -0.14 | -0.05 | 0.0 | -0.07 | 0.04 | -0.03 | 0.03 | 0.05 | -0.04 | 0.06 | 0.02 | -0.02 | 0.1 | 0.02 | 0.01 | 0.03 | 0.05 | 0.01 | 0.05 | 0.02 | 0.02 | 0.07 | -0.02 | 0.24 | -0.09 | 0.01 | -0.02 | -0.08 | -0.02 | -0.09 | 0.04 | -0.14 | 0.04 | -0.01 | 0.0 | -0.03 | -0.04 | 0.06 | 0.04 | 0.09 | 0.17 | 0.04 | 0.05 | -0.01 |
| Beta | NA | -0.01 | -0.03 | 0.24 | 0.34 | 0.53 | NA | NA | 0.51 | 0.3 | -0.02 | 0.61 | 0.43 | 0.36 | 0.93 | 0.31 | 0.13 | 0.08 | 0.37 | 0.59 | 0.62 | 0.74 | 0.4 | 0.54 | 0.73 | 0.48 | 0.7 | 0.67 | 0.62 | 1.02 | 0.39 | 0.55 | 0.7 | 0.11 | 0.08 | 0.18 | 0.21 | 0.47 | 0.64 | 0.53 | 0.78 | 0.43 | 0.48 | 0.3 | 0.47 | 0.4 | 0.57 | 0.59 | 0.49 | 0.43 | 0.4 | 0.39 | 0.37 | 0.38 | 0.31 |
| RSquared | NA | 0.0 | 0.0 | 0.02 | 0.07 | 0.17 | NA | NA | 0.17 | 0.06 | 0.0 | 0.11 | 0.19 | 0.07 | 0.51 | 0.07 | 0.02 | 0.0 | 0.08 | 0.28 | 0.17 | 0.35 | 0.2 | 0.54 | 0.57 | 0.35 | 0.62 | 0.38 | 0.17 | 0.32 | 0.14 | 0.31 | 0.24 | 0.01 | 0.0 | 0.03 | 0.07 | 0.25 | 0.26 | 0.1 | 0.23 | 0.09 | 0.02 | 0.13 | 0.3 | 0.22 | 0.4 | 0.55 | 0.21 | 0.09 | 0.1 | 0.01 | 0.1 | 0.05 | 0.04 |
| Yield(%) | N/A | 2.3 | 4.8 | 5.3 | 3.5 | 4.0 | 5.9 | 6.7 | N/A | 4.9 | 5.5 | 4.2 | 3.4 | 3.4 | 4.2 | 5.2 | 4.2 | 4.0 | 4.1 | 3.3 | 3.8 | 4.3 | 4.0 | 4.6 | 4.7 | 4.8 | 3.4 | 3.0 | 3.5 | 4.0 | 4.1 | 4.6 | 4.2 | 3.9 | 6.8 | 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 | 0.0 | -1.1 | -17.8 | 48.3 | 148.1 | 480.4 | N/A | 0.0 | 0.0 | 0.0 | 6.0 | -27.0 | -6.0 | 9.9 | 10.0 | 8.4 | 8.0 | 8.0 | 6.6 | 6.7 | 7.0 | 7.6 | 4.6 | 10.9 | 25.1 | -8.5 | 3.0 | 3.1 | 0.8 | 0.0 | 0.0 | 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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