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FCNCA: First Citizens BancShares, Inc. (STOCK)
Basic Info 2,075.1 27.78(1.36%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/25/1992 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 0.55% |
| Expenses | - |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| 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 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.2 | -3.0 | 15.0 | 17.4 | 19.7 | 23.6 | 17.9 | 13.4 | 13.9 | 2.0 | 49.5 | 87.7 | -8.4 | 44.8 | 8.3 | 41.6 | -6.1 | 13.9 | 38.1 | 2.6 | 14.1 | 37.0 | -5.9 | -6.8 | 16.0 | 8.3 | 5.6 | -27.6 | 16.8 | 18.5 | 24.1 | 26.0 | -0.2 | 22.4 | 17.5 | -21.5 | -12.6 | 36.6 | 41.7 | 28.8 | -4.9 | -7.2 | 71.5 |
| Sharpe Ratio | NA | -0.65 | 0.21 | 0.41 | 0.41 | 0.58 | NA | NA | 0.38 | -0.03 | 1.33 | 1.53 | -0.28 | 1.29 | 0.14 | 2.02 | -0.32 | 0.54 | 1.46 | 0.11 | 0.73 | 2.22 | -0.32 | -0.21 | 0.6 | 0.14 | 0.1 | -1.19 | 0.67 | 0.68 | 0.99 | 0.87 | -0.06 | 0.56 | 0.37 | -0.97 | -0.5 | 0.96 | 1.2 | 1.09 | -0.25 | -0.34 | 2.51 |
| Draw Down(%) | NA | 19.8 | 24.0 | 33.5 | 43.6 | 47.5 | NA | NA | 63.5 | 29.9 | 14.5 | 38.6 | 33.8 | 16.5 | 47.5 | 12.1 | 24.4 | 15.3 | 14.8 | 18.9 | 19.0 | 6.5 | 15.6 | 32.8 | 20.7 | 49.6 | 29.5 | 32.0 | 13.5 | 16.9 | 12.3 | 10.2 | 19.8 | 26.6 | 18.7 | 25.3 | 34.8 | 17.3 | 11.7 | 4.0 | 13.6 | 27.0 | 6.2 |
| Standard Deviation(%) | NA | 29.2 | 27.5 | 32.3 | 38.9 | 36.6 | NA | NA | 32.3 | 33.1 | 34.6 | 55.7 | 35.2 | 34.6 | 57.3 | 19.9 | 23.9 | 24.6 | 26.0 | 24.7 | 19.3 | 16.6 | 18.9 | 32.1 | 26.4 | 57.6 | 47.8 | 25.9 | 20.1 | 24.0 | 23.3 | 29.1 | 22.9 | 35.9 | 36.0 | 25.6 | 32.1 | 34.1 | 31.4 | 22.9 | 31.3 | 27.1 | 34.0 |
| Treynor Ratio | NA | -0.22 | 0.07 | 0.13 | 0.15 | 0.2 | NA | NA | 0.16 | -0.01 | 0.52 | 0.71 | -0.1 | 0.36 | 0.07 | 0.45 | -0.1 | 0.07 | 0.26 | 0.03 | 0.18 | 0.42 | -0.07 | -0.06 | 0.17 | 0.05 | 0.08 | -0.57 | 0.16 | 0.14 | 0.24 | 0.37 | -0.03 | 0.52 | 0.43 | -44.76 | -0.4 | 0.87 | 2.29 | 0.63 | 5.45 | -0.51 | 6.35 |
| Alpha | NA | -0.15 | -0.05 | -0.01 | 0.04 | 0.04 | NA | NA | 0.03 | -0.05 | 0.1 | 0.21 | 0.06 | 0.04 | 0.0 | 0.05 | -0.01 | -0.08 | 0.07 | 0.01 | 0.02 | 0.03 | -0.07 | -0.03 | 0.01 | -0.07 | 0.16 | -0.13 | 0.02 | 0.06 | 0.06 | 0.04 | 0.04 | 0.12 | 0.09 | -0.1 | -0.08 | 0.09 | 0.13 | 0.05 | -0.01 | -0.03 | 0.26 |
| Beta | NA | 0.85 | 0.89 | 1.05 | 1.04 | 1.06 | NA | NA | 0.78 | 1.19 | 0.88 | 1.19 | 0.97 | 1.23 | 1.08 | 0.88 | 0.79 | 1.87 | 1.44 | 0.94 | 0.78 | 0.87 | 0.87 | 1.11 | 0.95 | 1.54 | 0.61 | 0.54 | 0.87 | 1.16 | 0.96 | 0.69 | 0.39 | 0.39 | 0.31 | 0.01 | 0.4 | 0.38 | 0.16 | 0.4 | -0.01 | 0.18 | 0.13 |
| RSquared | NA | 0.16 | 0.15 | 0.23 | 0.18 | 0.25 | NA | NA | 0.19 | 0.47 | 0.1 | 0.06 | 0.44 | 0.22 | 0.43 | 0.31 | 0.32 | 0.26 | 0.52 | 0.35 | 0.21 | 0.33 | 0.35 | 0.65 | 0.42 | 0.51 | 0.27 | 0.11 | 0.19 | 0.25 | 0.21 | 0.16 | 0.2 | 0.05 | 0.04 | 0.0 | 0.06 | 0.04 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.4 | 0.5 | 0.5 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.7 | 0.7 | 0.6 | 0.7 | 0.8 | 0.8 | 0.5 | 0.6 | 0.8 | 0.9 | 1.1 | 1.0 | 1.3 | 1.4 | 1.1 | 0.9 | 1.3 | 1.7 | 1.9 | 1.7 | 1.2 | 1.8 |
| Dividend Growth(%) | N/A | -47.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.7 | 76.6 | 80.1 | 14.9 | 12.6 | 4.4 | 10.3 | 16.0 | 4.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.1 | 12.1 | 13.8 | 16.0 | 19.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/1986
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