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FE: FirstEnergy Corp. (STOCK)
Basic Info 46.42 0.78(1.71%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/10/1997 |
| Last Dividend Date: | 05/07/2026 |
| 12-Mo. Yield | 4.32% |
| 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 5.8 | 18.6 | 11.3 | 8.2 | 7.6 | 4.9 | 3.9 | 6.5 | 17.3 | 13.2 | -8.9 | 4.8 | 41.8 | -34.2 | 34.1 | 27.9 | 3.6 | 1.9 | -15.2 | 23.5 | -16.6 | -1.1 | 27.8 | -15.6 | 0.5 | -30.6 | 23.7 | 27.3 | 28.7 | 16.6 | 11.7 | -1.5 | 17.4 | 47.7 | -30.3 | 12.3 | 15.1 |
| Sharpe Ratio | NA | 0.67 | 1.07 | 0.44 | 0.29 | 0.24 | NA | NA | 0.2 | 0.7 | 0.64 | -0.63 | 0.14 | 2.15 | -0.63 | 2.25 | 1.27 | 0.18 | 0.07 | -0.7 | 1.14 | -0.84 | -0.08 | 1.18 | -0.82 | 0.01 | -0.67 | 0.9 | 1.53 | 1.72 | 1.08 | 0.44 | -0.07 | 0.66 | 1.52 | -1.6 | 0.44 | 14.3 |
| Draw Down(%) | NA | 14.7 | 14.7 | 17.8 | 28.6 | 47.7 | NA | NA | 55.7 | 12.8 | 11.2 | 22.0 | 25.2 | 10.8 | 47.7 | 6.1 | 9.5 | 13.5 | 16.1 | 26.7 | 11.3 | 29.3 | 18.0 | 12.9 | 25.6 | 32.4 | 44.9 | 16.9 | 6.4 | 12.4 | 10.1 | 27.1 | 34.5 | 18.2 | 21.1 | 31.6 | 13.6 | 1.3 |
| Standard Deviation(%) | NA | 17.0 | 14.9 | 18.1 | 19.5 | 25.0 | NA | NA | 25.0 | 20.7 | 15.1 | 20.1 | 23.4 | 19.5 | 54.6 | 14.5 | 20.9 | 16.3 | 25.3 | 21.9 | 20.6 | 19.9 | 15.5 | 23.5 | 19.3 | 31.2 | 47.1 | 22.9 | 15.7 | 15.4 | 14.5 | 25.0 | 38.7 | 23.0 | 28.7 | 21.0 | 20.2 | 12.0 |
| Treynor Ratio | NA | -0.92 | -2.41 | 0.59 | 0.17 | 0.1 | NA | NA | 0.09 | 1.37 | 0.9 | -0.23 | 0.07 | 0.77 | -0.34 | 1.06 | 0.96 | 0.35 | 0.03 | -0.22 | 0.55 | -0.28 | -0.03 | 0.41 | -0.26 | 0.01 | -0.37 | 0.24 | 0.33 | 0.33 | 0.42 | 0.2 | -0.05 | 0.98 | 2.09 | -1.11 | 0.28 | 9.12 |
| Alpha | NA | 0.06 | 0.07 | 0.03 | 0.01 | 0.0 | NA | NA | 0.01 | 0.05 | 0.03 | -0.09 | 0.06 | 0.09 | -0.2 | 0.08 | 0.11 | 0.01 | -0.01 | -0.06 | 0.07 | -0.13 | -0.02 | 0.1 | -0.1 | -0.05 | 0.03 | 0.07 | 0.05 | 0.09 | 0.05 | 0.0 | 0.07 | 0.07 | 0.16 | -0.17 | 0.01 | 0.36 |
| Beta | NA | -0.12 | -0.07 | 0.14 | 0.33 | 0.58 | NA | NA | 0.58 | 0.11 | 0.11 | 0.55 | 0.49 | 0.55 | 1.01 | 0.31 | 0.28 | 0.09 | 0.63 | 0.69 | 0.43 | 0.6 | 0.37 | 0.67 | 0.61 | 0.64 | 0.85 | 0.87 | 0.72 | 0.81 | 0.37 | 0.55 | 0.57 | 0.15 | 0.21 | 0.3 | 0.31 | 0.19 |
| RSquared | NA | 0.01 | 0.0 | 0.01 | 0.08 | 0.18 | NA | NA | 0.2 | 0.01 | 0.01 | 0.13 | 0.26 | 0.13 | 0.44 | 0.07 | 0.05 | 0.0 | 0.11 | 0.24 | 0.06 | 0.11 | 0.09 | 0.44 | 0.33 | 0.32 | 0.54 | 0.37 | 0.21 | 0.29 | 0.08 | 0.14 | 0.15 | 0.02 | 0.03 | 0.07 | 0.1 | 0.07 |
| Yield(%) | N/A | 2.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 4.5 | 3.8 | 3.8 | 5.3 | 3.3 | 4.1 | 4.7 | 4.7 | 4.6 | 3.7 | 4.4 | 5.2 | 5.1 | 7.3 | 4.7 | 4.4 | 3.1 | 3.3 | 3.6 | 4.2 | 4.2 | 4.5 | 4.3 | 5.8 | 6.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -48.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.5 | 6.6 | 1.3 | 0.0 | 0.0 | 2.6 | 5.6 | 0.0 | 0.0 | 0.0 | 0.0 | -34.5 | 0.0 | -20.0 | 25.0 | 0.0 | 0.0 | 10.0 | 11.1 | 7.8 | 11.3 | 0.0 | 0.0 | -15.7 | 18.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1984
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