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DVA: DaVita Inc. (STOCK)
Basic Info 192.16 0.01(0.01%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/31/1995 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| 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 10/31/1995 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 69.1 | 39.5 | 24.7 | 9.8 | 9.6 | 15.9 | 14.5 | 15.6 | -23.8 | 42.8 | 40.3 | -34.4 | -3.1 | 56.5 | 45.8 | -28.8 | 12.5 | -7.9 | -8.0 | 19.5 | 129.3 | 45.8 | 9.1 | 18.3 | 18.5 | -12.0 | -0.9 | 12.3 | 28.1 | 128.1 | 58.1 | 0.9 | 42.8 | 156.1 | -77.4 | 7.5 | 26.4 | 20.8 | 47.2 |
| Sharpe Ratio | NA | 4.49 | 0.9 | 0.59 | 0.19 | 0.23 | NA | NA | 0.31 | -0.87 | 1.33 | 1.01 | -0.75 | -0.11 | 1.36 | 1.39 | -0.99 | 0.4 | -0.38 | -0.51 | 1.28 | 1.74 | 2.41 | 0.32 | 0.85 | 0.65 | -0.32 | -0.18 | 0.35 | 1.25 | 2.72 | 2.16 | -0.01 | 0.88 | 1.45 | -0.69 | 0.07 | 0.53 | 0.45 | 17.05 |
| Draw Down(%) | NA | 9.5 | 31.4 | 41.4 | 51.1 | 51.1 | NA | NA | 95.1 | 35.7 | 15.4 | 35.0 | 47.0 | 29.4 | 26.6 | 26.7 | 39.1 | 23.1 | 29.7 | 19.5 | 6.8 | 18.1 | 11.0 | 32.1 | 14.7 | 20.2 | 28.9 | 16.4 | 21.0 | 9.3 | 14.9 | 23.7 | 25.5 | 25.3 | 64.3 | 80.1 | 47.4 | 25.0 | 30.1 | 12.6 |
| Standard Deviation(%) | NA | 53.1 | 40.8 | 36.1 | 37.8 | 35.0 | NA | NA | 45.7 | 31.2 | 29.4 | 36.7 | 47.7 | 27.7 | 41.3 | 31.9 | 30.5 | 29.7 | 21.3 | 15.7 | 15.2 | 74.5 | 19.2 | 28.5 | 21.4 | 28.4 | 39.9 | 22.9 | 25.9 | 20.6 | 46.7 | 26.5 | 33.0 | 46.8 | 104.9 | 116.5 | 54.3 | 42.4 | 38.0 | 57.2 |
| Treynor Ratio | NA | -18.67 | 4.61 | 0.52 | 0.15 | 0.12 | NA | NA | 0.22 | -0.57 | 0.86 | 0.5 | -0.77 | -0.06 | 0.68 | 0.48 | -0.31 | 0.13 | -0.1 | -0.13 | 0.27 | 0.87 | 0.6 | 0.11 | 0.28 | 0.49 | -0.21 | -0.12 | 0.11 | 0.31 | 1.71 | 1.36 | -0.01 | 0.78 | 1.37 | -2.78 | 0.05 | 0.31 | 0.23 | 6.05 |
| Alpha | NA | 0.55 | 0.15 | 0.07 | 0.03 | 0.02 | NA | NA | 0.07 | -0.13 | 0.11 | 0.09 | -0.1 | -0.05 | 0.14 | 0.07 | -0.1 | -0.01 | -0.06 | -0.03 | 0.04 | 0.3 | 0.11 | 0.04 | 0.04 | 0.04 | 0.07 | -0.01 | 0.01 | 0.09 | 0.34 | 0.15 | 0.05 | 0.2 | 0.63 | -0.39 | -0.01 | 0.04 | 0.04 | 0.77 |
| Beta | NA | -0.13 | 0.08 | 0.41 | 0.49 | 0.68 | NA | NA | 0.64 | 0.47 | 0.46 | 0.74 | 0.47 | 0.52 | 0.82 | 0.92 | 0.98 | 0.9 | 0.85 | 0.63 | 0.73 | 1.49 | 0.77 | 0.83 | 0.64 | 0.38 | 0.63 | 0.34 | 0.8 | 0.82 | 0.74 | 0.42 | 0.37 | 0.53 | 1.11 | 0.29 | 0.87 | 0.74 | 0.74 | 1.61 |
| RSquared | NA | 0.0 | 0.0 | 0.03 | 0.05 | 0.12 | NA | NA | 0.07 | 0.08 | 0.04 | 0.07 | 0.06 | 0.06 | 0.46 | 0.13 | 0.3 | 0.04 | 0.27 | 0.39 | 0.3 | 0.02 | 0.26 | 0.46 | 0.29 | 0.13 | 0.42 | 0.06 | 0.09 | 0.17 | 0.02 | 0.07 | 0.08 | 0.06 | 0.05 | 0.0 | 0.11 | 0.1 | 0.05 | 0.06 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 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 | 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 | 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 | 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 10/31/1995
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