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
DST: DST Systems Inc (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/18/2012 |
| Last Dividend Date: | 11/21/2017 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/26/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/18/2012 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -88.0 | -88.0 | -44.9 | -26.2 | -5.1 | -13.1 | -88.0 | 35.3 | 15.9 | -6.1 | 21.1 | 3.8 | 49.7 | 14.7 | 4.2 | 3.3 | 14.7 | -54.0 | 31.8 | 4.5 | 14.9 | 24.8 | 17.5 | -28.7 | -25.6 | 75.6 | 33.7 | 33.7 | 36.1 | 10.1 | 11.8 |
| Sharpe Ratio | NA | -0.05 | -0.3 | -0.25 | -0.31 | -0.15 | -0.05 | 4.74 | 0.77 | -0.25 | 0.79 | 0.2 | 3.28 | 1.54 | -0.41 | -0.6 | -0.12 | -1.81 | 0.47 | -0.85 | -0.33 | 0.27 | -0.07 | -1.11 | -1.06 | 1.22 | 0.84 | 0.71 | 1.06 | 0.19 | 2.22 |
| Draw Down(%) | NA | 88.1 | 88.1 | 88.1 | 88.1 | 88.1 | 88.1 | 1.5 | 18.8 | 24.5 | 28.8 | 16.8 | 10.4 | 10.3 | 26.5 | 22.3 | 36.7 | 61.2 | 13.1 | 12.2 | 14.9 | 12.2 | 36.4 | 51.7 | 40.4 | 30.1 | 25.1 | 48.8 | 31.9 | 32.1 | 13.9 |
| Standard Deviation(%) | NA | 1941.0 | 152.7 | 109.0 | 82.0 | 90.6 | 1941.0 | 39.5 | 19.7 | 25.0 | 26.8 | 18.8 | 15.2 | 19.1 | 34.7 | 25.5 | 32.8 | 40.4 | 21.1 | 21.1 | 18.5 | 19.5 | 28.1 | 43.6 | 44.8 | 43.1 | 36.2 | 42.6 | 30.6 | 35.1 | 44.1 |
| Treynor Ratio | NA | 0.11 | 0.2 | 0.52 | -0.63 | 0.88 | 0.11 | 31.56 | 0.12 | -0.06 | 0.19 | 0.03 | 0.6 | 0.36 | -0.14 | -0.2 | -0.04 | -1.0 | 0.13 | -0.19 | -0.09 | 0.05 | -0.02 | -0.41 | -0.43 | 0.72 | 0.47 | 0.34 | 0.67 | 0.09 | -2.89 |
| Alpha | NA | 1.55 | 0.08 | 0.01 | -0.01 | 0.04 | 1.55 | 0.45 | -0.03 | -0.07 | 0.08 | -0.04 | 0.07 | 0.06 | 0.02 | -0.04 | -0.03 | -0.18 | 0.08 | -0.03 | 0.02 | 0.05 | -0.03 | 0.02 | -0.02 | 0.26 | 0.08 | 0.05 | 0.08 | 0.0 | 0.35 |
| Beta | NA | -7.86 | -2.27 | -0.51 | 0.41 | -0.15 | -7.86 | 0.06 | 1.24 | 1.12 | 1.1 | 1.13 | 0.83 | 0.82 | 1.03 | 0.77 | 0.95 | 0.73 | 0.76 | 0.93 | 0.68 | 1.03 | 1.16 | 1.17 | 1.11 | 0.73 | 0.65 | 0.9 | 0.48 | 0.73 | -0.34 |
| RSquared | NA | 1.0 | 0.21 | 0.02 | 0.01 | 0.0 | 1.0 | 0.0 | 0.18 | 0.36 | 0.42 | 0.47 | 0.37 | 0.31 | 0.48 | 0.31 | 0.63 | 0.57 | 0.33 | 0.19 | 0.14 | 0.34 | 0.49 | 0.49 | 0.29 | 0.14 | 0.11 | 0.19 | 0.08 | 0.06 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.1 | 2.0 | 2.4 | N/A | 0.0 | 0.0 | 2.0 | 2.4 | 2.5 | 2.7 | 3.9 | 1.5 | 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 |
| Dividend Growth(%) | N/A | -100.0 | -43.3 | N/A | N/A | N/A | N/A | -100.0 | -18.9 | 10.0 | 0.0 | 0.0 | 200.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/2012
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 DST
Related 401K Plans
| 1. DST SYSTEMS, INC. 401(k) PROFIT SHARING PLAN | (83%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
