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ESSA: ESSA Bancorp Inc (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/04/2007 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 0.05% |
| Expenses | - |
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Performance Analytics (As of 10/30/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/04/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.1 | -34.7 | 213.8 | 121.3 | 49.9 | 32.3 | 26.1 | 3132.4 | -96.3 | 2441.8 | 24.1 | 18.9 | -8.7 | 11.4 | 2.0 | 1.0 | 17.9 | 17.2 | 6.4 | 8.1 | 6.1 | -19.4 | 14.8 | -16.0 | 26.7 | -4.5 |
| Sharpe Ratio | NA | -0.02 | 0.13 | 0.09 | 0.05 | NA | 0.04 | 4.35 | -0.06 | 1.38 | 1.08 | 0.72 | -0.13 | 0.55 | 0.04 | 0.02 | 1.32 | 1.26 | 0.4 | 0.39 | 0.28 | -0.56 | 0.48 | -0.46 | 0.69 | -0.54 |
| Draw Down(%) | NA | 98.3 | 98.8 | 98.8 | 98.8 | NA | 98.8 | 98.0 | 98.0 | 98.8 | 14.1 | 15.8 | 39.5 | 11.0 | 14.7 | 15.2 | 5.7 | 5.9 | 12.1 | 11.5 | 16.1 | 23.8 | 19.3 | 20.0 | 20.3 | 16.0 |
| Standard Deviation(%) | NA | 1601.4 | 1659.5 | 1284.9 | 907.7 | NA | 665.9 | 1496.9 | 1772.6 | 1812.0 | 21.0 | 26.3 | 65.8 | 17.9 | 17.4 | 18.5 | 13.4 | 13.6 | 16.0 | 20.9 | 21.8 | 34.7 | 30.5 | 34.7 | 37.1 | 16.5 |
| Treynor Ratio | NA | -0.16 | -0.56 | -1.87 | 0.85 | NA | 0.31 | 6.08 | 0.05 | -1.06 | 1.67 | 0.57 | -0.07 | 0.22 | 0.02 | 0.0 | 0.63 | 1.72 | 0.13 | 0.1 | 0.09 | -0.18 | 0.14 | -0.2 | 0.45 | -1.31 |
| Alpha | NA | 132.75 | 156.68 | 93.88 | 46.81 | NA | 25.16 | 121.82 | 168.62 | 202.48 | 0.1 | 0.05 | -0.06 | 0.0 | 0.02 | -0.05 | 0.05 | 0.07 | 0.0 | -0.05 | -0.01 | -0.08 | 0.01 | -0.13 | 0.2 | -0.03 |
| Beta | NA | 2.4 | -3.79 | -0.64 | 0.57 | NA | 0.81 | 10.69 | -19.71 | -23.6 | 0.14 | 0.33 | 1.24 | 0.45 | 0.36 | 0.83 | 0.28 | 0.1 | 0.48 | 0.82 | 0.7 | 1.06 | 1.07 | 0.8 | 0.57 | 0.07 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | 0.39 | 0.1 | 0.13 | 0.09 | 0.07 | 0.01 | 0.11 | 0.19 | 0.17 | 0.51 | 0.4 | 0.39 | 0.4 | 0.01 |
| Yield(%) | N/A | 0.0 | 2.7 | 4.2 | 3.5 | 3.1 | N/A | 0.0 | 0.1 | 2.9 | 3.3 | 3.3 | 2.6 | 2.6 | 2.4 | 2.3 | 2.7 | 3.0 | 2.4 | 1.8 | 1.9 | 1.5 | 1.7 | 1.3 | 1.1 | 0.0 |
| Dividend Growth(%) | N/A | -25.0 | 13.8 | 38.5 | N/A | N/A | N/A | -50.0 | 0.0 | 5.3 | 18.8 | 9.1 | 7.3 | 10.8 | 2.8 | 0.0 | 0.0 | 28.6 | 40.0 | 0.0 | 0.0 | 0.0 | 11.1 | 50.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2007
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