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FIBK: First Interstate BancSystem, Inc. (STOCK)
Basic Info 35.57 0.15(0.42%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/24/2010 |
| Last Dividend Date: | 05/11/2026 |
| 12-Mo. Yield | 6.91% |
| 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 | Since 03/24/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 5.4 | 38.3 | 22.3 | 0.3 | 7.0 | 11.1 | 9.6 | 13.5 | 12.9 | -14.8 | -0.8 | 3.6 | 4.9 | 18.3 | -6.2 | -4.4 | 51.0 | 7.6 | 0.5 | 87.3 | 22.5 | -11.4 | 0.1 |
| Sharpe Ratio | NA | 0.38 | 1.23 | 0.56 | -0.07 | 0.16 | NA | 0.27 | 0.31 | 0.27 | -0.45 | -0.08 | 0.12 | 0.08 | 0.89 | -0.36 | -0.21 | 2.16 | 0.33 | 0.03 | 4.02 | 0.85 | -0.27 | 0.0 |
| Draw Down(%) | NA | 16.9 | 16.9 | 31.8 | 50.9 | 52.5 | NA | 52.5 | 27.7 | 20.6 | 43.1 | 26.9 | 24.4 | 35.7 | 12.6 | 24.9 | 24.6 | 13.9 | 13.4 | 15.4 | 7.0 | 13.6 | 36.1 | 30.9 |
| Standard Deviation(%) | NA | 28.2 | 29.0 | 34.2 | 33.6 | 33.0 | NA | 31.3 | 33.9 | 34.1 | 40.9 | 29.3 | 29.4 | 56.0 | 19.0 | 21.0 | 24.3 | 23.5 | 23.1 | 20.7 | 21.7 | 26.7 | 42.6 | 31.6 |
| Treynor Ratio | NA | 0.11 | 0.3 | 0.16 | -0.02 | 0.06 | NA | 0.09 | 0.09 | 0.08 | -0.13 | -0.04 | 0.04 | 0.04 | 0.18 | -0.11 | -0.03 | 0.46 | 0.09 | 0.01 | 0.94 | 0.19 | -0.1 | 0.0 |
| Alpha | NA | -0.01 | 0.04 | 0.01 | -0.03 | -0.01 | NA | 0.0 | -0.01 | -0.03 | -0.16 | 0.05 | -0.06 | -0.01 | -0.03 | -0.01 | -0.14 | 0.12 | 0.03 | -0.04 | 0.15 | 0.02 | -0.03 | -0.01 |
| Beta | NA | 0.99 | 1.18 | 1.16 | 0.93 | 0.96 | NA | 0.97 | 1.14 | 1.18 | 1.41 | 0.58 | 0.84 | 1.05 | 0.92 | 0.7 | 1.78 | 1.1 | 0.86 | 1.01 | 0.93 | 1.18 | 1.16 | 0.58 |
| RSquared | NA | 0.24 | 0.25 | 0.25 | 0.22 | 0.28 | NA | 0.29 | 0.4 | 0.19 | 0.2 | 0.23 | 0.14 | 0.42 | 0.37 | 0.33 | 0.24 | 0.37 | 0.33 | 0.31 | 0.22 | 0.32 | 0.4 | 0.12 |
| Yield(%) | N/A | 2.7 | 6.9 | 8.0 | 3.9 | 5.5 | 9.4 | N/A | 5.9 | 6.0 | 4.8 | 4.1 | 4.1 | 4.9 | 3.4 | 2.8 | 2.3 | 3.2 | 3.0 | 2.3 | 2.6 | 3.7 | 3.0 | 2.9 |
| Dividend Growth(%) | N/A | -50.0 | 0.0 | 12.8 | 38.3 | N/A | N/A | N/A | 0.0 | 0.0 | 10.6 | 3.7 | -18.0 | 61.3 | 10.7 | 16.7 | 9.1 | 10.0 | 25.0 | 56.1 | -16.3 | 6.8 | 1.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/24/2010
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