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DTV: DTE Energy Co (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/24/2003 |
| Last Dividend Date: | 06/13/2019 |
| 12-Mo. Yield | 4.69% |
| Expenses | - |
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Performance Analytics (As of 09/30/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/24/2003 |
2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 17.2 | 60.9 | 33.0 | 15.3 | 9.5 | 15.6 | 1.8 | 7.9 | 227.7 |
| Sharpe Ratio | NA | 1.18 | 0.88 | 0.47 | 0.21 | 0.13 | 1.71 | 0.02 | 0.5 | 0.03 |
| Draw Down(%) | NA | 6.3 | 14.6 | 14.6 | 14.6 | 14.6 | 4.0 | 9.8 | 5.3 | 5.2 |
| Standard Deviation(%) | NA | 13.2 | 68.4 | 68.4 | 68.4 | 68.4 | 11.6 | 20.8 | 14.8 | 258.3 |
| Treynor Ratio | NA | 1.05 | 0.44 | 0.24 | 0.11 | 0.06 | 1.14 | 0.07 | -1.59 | 0.06 |
| Alpha | NA | 0.06 | -0.02 | -0.02 | -0.02 | -0.02 | 0.06 | 0.01 | 0.04 | -0.02 |
| Beta | NA | 0.15 | 1.37 | 1.37 | 1.37 | 1.37 | 0.17 | 0.07 | -0.05 | 1.39 |
| RSquared | NA | 0.04 | 0.96 | 0.96 | 0.96 | 0.96 | 0.04 | 0.0 | 0.0 | 1.0 |
| Yield(%) | N/A | 4.7 | N/A | N/A | 1.7 | N/A | 3.2 | 6.0 | 6.1 | 1.5 |
| Dividend Growth(%) | N/A | -25.0 | N/A | N/A | N/A | N/A | -50.0 | 0.2 | 321.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2003
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