It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
DELL: Dell Technologies Inc. (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/17/2016 |
| Last Dividend Date: | 01/20/2026 |
| 12-Mo. Yield | 2.15% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/16/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 08/17/2016 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.8 | 24.9 | 66.7 | 63.4 | 30.6 | 32.0 | 11.2 | 53.0 | 95.9 | -26.6 | 51.3 | 42.6 | 5.2 | 8.6 | 47.9 | 27.8 |
| Sharpe Ratio | NA | 3.03 | 1.17 | 1.17 | 0.62 | 0.73 | 0.16 | 0.84 | 2.78 | -0.66 | 1.94 | 0.84 | 0.1 | 0.19 | 2.26 | 3.78 |
| Draw Down(%) | NA | 12.7 | 32.3 | 59.6 | 59.6 | 59.6 | 42.3 | 50.8 | 15.7 | 43.6 | 11.2 | 45.9 | 35.1 | 26.4 | 13.0 | 7.2 |
| Standard Deviation(%) | NA | 65.3 | 54.8 | 51.5 | 45.7 | 41.5 | 52.0 | 58.6 | 33.6 | 42.5 | 26.4 | 50.4 | 35.9 | 37.4 | 21.0 | 24.6 |
| Treynor Ratio | NA | 0.98 | 0.34 | 0.34 | 0.19 | 0.25 | 0.05 | 0.23 | 0.94 | -0.24 | 0.48 | 0.4 | 0.03 | 0.08 | 0.33 | 1.24 |
| Alpha | NA | 0.61 | 0.12 | 0.12 | 0.08 | 0.07 | -0.03 | 0.06 | 0.2 | -0.01 | 0.07 | 0.09 | -0.11 | 0.07 | 0.05 | 0.25 |
| Beta | NA | 2.02 | 1.88 | 1.79 | 1.45 | 1.23 | 1.84 | 2.16 | 0.99 | 1.19 | 1.07 | 1.06 | 1.4 | 0.89 | 1.42 | 0.75 |
| RSquared | NA | 0.13 | 0.38 | 0.25 | 0.28 | 0.29 | 0.45 | 0.21 | 0.14 | 0.46 | 0.28 | 0.52 | 0.24 | 0.18 | 0.2 | 0.09 |
| Yield(%) | N/A | 0.4 | 2.2 | 4.7 | 1.5 | N/A | 1.7 | 2.3 | 3.5 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -74.0 | 18.0 | 306.1 | N/A | N/A | 18.5 | 18.4 | 45.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/17/2016
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to DELL
Related 401K Plans
| 1. DELL INC. 401(k) PLAN | (93%) |
| 2. PEROT SYSTEMS CORPORATION RETIREMENT SAVINGS PLAN | (0%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
