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DGX: Quest Diagnostics Incorporated (STOCK)
Basic Info 200.29 4.17(2.13%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/26/1996 |
| Last Dividend Date: | 04/06/2026 |
| 12-Mo. Yield | 1.90% |
| 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 | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | 16.5 | 17.4 | 16.6 | 11.5 | 12.2 | 10.7 | 8.2 | 10.5 | 17.2 | 11.8 | -10.1 | -7.4 | 47.9 | 14.1 | 32.0 | -13.8 | 8.1 | 31.9 | 8.4 | 28.1 | -6.2 | 1.5 | 8.4 | -10.0 | 17.2 | -1.1 | 0.6 | 3.7 | 8.9 | 32.6 | 28.5 | -20.6 | 1.0 | 16.2 | 71.6 | 5.6 | 11.6 | -0.8 |
| Sharpe Ratio | NA | 1.64 | 0.65 | 0.63 | 0.41 | 0.44 | NA | NA | 0.23 | 0.63 | 0.4 | -0.75 | -0.35 | 2.29 | 0.33 | 1.57 | -0.65 | 0.48 | 1.71 | 0.35 | 1.5 | -0.34 | 0.08 | 0.31 | -0.47 | 0.64 | -0.06 | -0.13 | 0.01 | 0.39 | 1.82 | 0.91 | -0.47 | -0.03 | 0.08 | 1.95 | 0.07 | 0.24 | -7.08 |
| Draw Down(%) | NA | 11.6 | 11.6 | 16.6 | 28.3 | 36.6 | NA | NA | 76.3 | 9.8 | 12.4 | 21.6 | 28.3 | 14.0 | 36.6 | 7.4 | 30.3 | 18.4 | 14.4 | 23.6 | 9.5 | 17.1 | 12.9 | 24.2 | 29.1 | 17.6 | 28.6 | 11.3 | 24.1 | 16.0 | 10.1 | 20.8 | 46.6 | 44.3 | 75.7 | 18.2 | 36.2 | 21.0 | 0.8 |
| Standard Deviation(%) | NA | 24.5 | 22.6 | 21.3 | 21.7 | 23.8 | NA | NA | 39.3 | 22.7 | 20.2 | 18.4 | 25.4 | 20.9 | 41.3 | 19.4 | 23.6 | 15.5 | 18.5 | 24.1 | 18.7 | 18.3 | 19.2 | 26.7 | 21.4 | 26.6 | 36.8 | 19.8 | 26.5 | 16.9 | 17.4 | 30.4 | 46.5 | 51.4 | 156.1 | 35.0 | 29.1 | 33.2 | 7.5 |
| Treynor Ratio | NA | -3.45 | -2.05 | 0.65 | 0.25 | 0.19 | NA | NA | 0.14 | 0.59 | 0.33 | -0.37 | -0.16 | 3.09 | 0.18 | 0.43 | -0.22 | 0.07 | 0.35 | 0.09 | 0.37 | -0.15 | 0.02 | 0.11 | -0.14 | 0.34 | -0.03 | -0.09 | 0.01 | 0.09 | 0.51 | 0.34 | -0.28 | -0.02 | 0.13 | 1.86 | 0.04 | 0.26 | 4.85 |
| Alpha | NA | 0.15 | 0.07 | 0.04 | 0.03 | 0.02 | NA | NA | 0.04 | 0.05 | 0.02 | -0.08 | 0.02 | 0.15 | 0.02 | 0.04 | -0.04 | -0.04 | 0.07 | 0.03 | 0.06 | -0.07 | -0.03 | 0.03 | -0.08 | 0.02 | 0.11 | -0.01 | 0.0 | 0.02 | 0.09 | 0.03 | 0.02 | 0.09 | 0.43 | 0.2 | -0.03 | 0.02 | -0.36 |
| Beta | NA | -0.12 | -0.07 | 0.2 | 0.37 | 0.56 | NA | NA | 0.62 | 0.24 | 0.25 | 0.37 | 0.55 | 0.16 | 0.75 | 0.71 | 0.71 | 1.0 | 0.89 | 0.97 | 0.76 | 0.43 | 0.73 | 0.73 | 0.7 | 0.5 | 0.6 | 0.28 | 0.37 | 0.74 | 0.62 | 0.82 | 0.79 | 0.91 | 0.91 | 0.37 | 0.54 | 0.3 | -0.11 |
| RSquared | NA | 0.0 | 0.0 | 0.02 | 0.08 | 0.18 | NA | NA | 0.13 | 0.04 | 0.02 | 0.07 | 0.27 | 0.01 | 0.39 | 0.2 | 0.27 | 0.19 | 0.4 | 0.39 | 0.21 | 0.07 | 0.23 | 0.4 | 0.35 | 0.26 | 0.45 | 0.05 | 0.02 | 0.2 | 0.15 | 0.21 | 0.2 | 0.15 | 0.04 | 0.04 | 0.14 | 0.03 | 0.05 |
| Yield(%) | N/A | 1.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.1 | 2.1 | 1.8 | 2.0 | 2.0 | 2.1 | 3.2 | 2.0 | 1.9 | 2.2 | 2.1 | 2.4 | 2.0 | 1.2 | 0.7 | 0.7 | 0.8 | 0.8 | 0.8 | 0.8 | 1.1 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -47.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.4 | 6.1 | -14.4 | 34.7 | 9.5 | -16.6 | 35.9 | 8.3 | 13.9 | 7.5 | 14.0 | 7.5 | 76.5 | 70.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.6 | -23.5 | -15.0 | 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 12/17/1996
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