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FIX: Comfort Systems USA, Inc. (STOCK)
Basic Info 1,843.94 70.71(3.69%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/27/1997 |
| Last Dividend Date: | 05/15/2026 |
| 12-Mo. Yield | 0.54% |
| 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 06/27/1997 |
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(%) | 0.9 | 97.8 | 270.3 | 130.4 | 85.3 | 50.8 | 42.5 | 29.7 | 18.8 | 120.9 | 106.9 | 79.6 | 17.0 | 89.0 | 6.7 | 15.1 | 0.7 | 32.2 | 18.3 | 67.7 | -10.4 | 61.7 | 15.7 | -17.0 | 8.7 | 17.9 | -15.3 | 2.3 | 38.9 | 20.1 | 40.1 | 63.6 | -9.5 | 74.1 | -71.2 | -58.7 | -9.5 | 23.4 |
| Sharpe Ratio | NA | 7.26 | 5.13 | 2.53 | 1.86 | 1.16 | NA | NA | 0.36 | 1.93 | 2.3 | 2.19 | 0.45 | 2.8 | 0.1 | 0.39 | -0.02 | 1.04 | 0.54 | 2.02 | -0.36 | 1.84 | 0.4 | -0.33 | 0.24 | 0.37 | -0.27 | -0.02 | 0.87 | 0.47 | 0.91 | 1.04 | -0.16 | 1.06 | -1.18 | -0.79 | -0.29 | 1.19 |
| Draw Down(%) | NA | 13.4 | 13.8 | 46.0 | 46.0 | 49.7 | NA | NA | 93.4 | 46.0 | 15.9 | 19.4 | 23.9 | 20.2 | 41.2 | 36.4 | 30.2 | 15.2 | 21.5 | 16.3 | 34.0 | 17.5 | 30.2 | 44.3 | 33.0 | 28.0 | 57.0 | 27.3 | 32.2 | 23.9 | 31.6 | 49.0 | 46.7 | 51.1 | 76.4 | 64.7 | 45.3 | 28.2 |
| Standard Deviation(%) | NA | 53.5 | 52.1 | 50.2 | 44.5 | 42.4 | NA | NA | 47.4 | 61.5 | 44.8 | 35.1 | 35.1 | 31.8 | 63.2 | 34.8 | 28.0 | 30.3 | 33.3 | 33.5 | 29.0 | 33.5 | 39.1 | 52.0 | 36.5 | 47.8 | 59.1 | 35.4 | 41.1 | 38.3 | 43.0 | 60.5 | 66.1 | 69.0 | 63.7 | 78.7 | 45.0 | 39.8 |
| Treynor Ratio | NA | 1.77 | 1.18 | 0.68 | 0.57 | 0.38 | NA | NA | 0.16 | 0.63 | 0.51 | 0.64 | 0.16 | 0.67 | 0.05 | 0.13 | -0.01 | 0.21 | 0.19 | 0.74 | -0.08 | 0.34 | 0.08 | -0.1 | 0.07 | 0.17 | -0.18 | -0.01 | 0.17 | 0.1 | 0.28 | 0.64 | -0.12 | 1.3 | -1.51 | -1.36 | -0.17 | 1.0 |
| Alpha | NA | 0.53 | 0.38 | 0.24 | 0.21 | 0.12 | NA | NA | 0.07 | 0.26 | 0.16 | 0.15 | 0.16 | 0.14 | -0.02 | -0.03 | 0.03 | 0.01 | 0.04 | 0.22 | -0.09 | 0.01 | -0.03 | -0.05 | -0.02 | 0.0 | 0.14 | 0.01 | 0.06 | 0.07 | 0.11 | 0.16 | 0.12 | 0.34 | -0.41 | -0.28 | -0.09 | 0.15 |
| Beta | NA | 2.19 | 2.27 | 1.87 | 1.46 | 1.31 | NA | NA | 1.08 | 1.89 | 2.03 | 1.2 | 1.0 | 1.33 | 1.32 | 1.02 | 0.81 | 1.53 | 0.97 | 0.91 | 1.24 | 1.82 | 1.87 | 1.65 | 1.29 | 1.02 | 0.89 | 1.06 | 2.04 | 1.86 | 1.4 | 0.99 | 0.91 | 0.56 | 0.5 | 0.46 | 0.78 | 0.47 |
| RSquared | NA | 0.33 | 0.27 | 0.31 | 0.31 | 0.31 | NA | NA | 0.2 | 0.34 | 0.33 | 0.19 | 0.47 | 0.29 | 0.53 | 0.15 | 0.24 | 0.11 | 0.14 | 0.17 | 0.24 | 0.36 | 0.37 | 0.53 | 0.42 | 0.34 | 0.38 | 0.22 | 0.25 | 0.25 | 0.13 | 0.08 | 0.13 | 0.03 | 0.03 | 0.01 | 0.12 | 0.06 |
| Yield(%) | N/A | 0.1 | 0.5 | 1.1 | 1.5 | 2.5 | 5.9 | 4.0 | N/A | 0.5 | 0.6 | 0.7 | 0.6 | 0.9 | 0.9 | 0.9 | 0.8 | 0.9 | 1.0 | 1.5 | 1.2 | 1.7 | 1.8 | 1.5 | 1.6 | 1.7 | 1.5 | 1.2 | 1.5 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -23.1 | 73.3 | 214.4 | 247.7 | 304.2 | N/A | N/A | N/A | 62.5 | 41.2 | 51.8 | 16.7 | 12.9 | 7.6 | 19.7 | 11.9 | 7.3 | 10.0 | 11.1 | 7.1 | 5.0 | 0.0 | 0.0 | 5.3 | 5.6 | 20.0 | 7.1 | 460.0 | 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 06/27/1997
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