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HBC: HSBC Holdings PLC ADR (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/16/1999 |
| Last Dividend Date: | 08/13/2014 |
| 12-Mo. Yield | 2.99% |
| Expenses | - |
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Performance Analytics (As of 12/05/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/16/1999 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 25.5 | 707.5 | 220.6 | 77.6 | 51.6 | 51.1 | 23.8 | 8.7 | 45.7 | -22.1 | -9.7 | 22.2 | -38.0 | -4.0 | 18.9 | -1.4 | 12.6 | 52.3 | -5.2 | -15.3 | 8.8 | 17.9 |
| Sharpe Ratio | NA | 173.6 | 9.66 | 5.69 | 2.23 | NA | 0.35 | 1.25 | 0.55 | 2.16 | -0.69 | -0.39 | 0.38 | -0.85 | -0.37 | 1.27 | -0.39 | 0.77 | 2.96 | -0.25 | -0.53 | 0.14 | 1.17 |
| Draw Down(%) | NA | 39.4 | 39.4 | 40.6 | 74.5 | NA | 74.5 | 39.4 | 12.8 | 14.9 | 36.6 | 24.5 | 52.4 | 45.9 | 16.2 | 7.6 | 7.1 | 13.8 | 9.4 | 21.7 | 41.4 | 22.4 | 15.8 |
| Standard Deviation(%) | NA | 190.8 | 67.8 | 42.9 | 35.8 | NA | 147.0 | 42.5 | 18.1 | 21.3 | 32.2 | 25.4 | 57.5 | 45.6 | 19.3 | 12.3 | 9.0 | 15.2 | 17.4 | 25.3 | 33.6 | 33.0 | 33.6 |
| Treynor Ratio | NA | 158.43 | 5.75 | 2.14 | 0.75 | NA | 0.2 | -2.76 | 0.09 | 0.38 | -0.19 | -0.09 | 0.14 | -0.45 | -0.07 | 0.2 | -0.06 | 0.15 | 0.75 | -0.09 | -0.17 | 0.06 | 0.43 |
| Alpha | NA | 2.13 | 0.22 | 0.03 | -0.02 | NA | 6.88 | 0.22 | -0.08 | 0.08 | -0.1 | -0.1 | -0.03 | -0.02 | -0.03 | 0.02 | -0.02 | 0.02 | 0.1 | 0.05 | 0.0 | 0.07 | 0.12 |
| Beta | NA | 2.09 | 1.14 | 1.14 | 1.06 | NA | 2.62 | -0.19 | 1.1 | 1.22 | 1.17 | 1.1 | 1.61 | 0.86 | 0.97 | 0.78 | 0.55 | 0.77 | 0.69 | 0.71 | 1.07 | 0.74 | 0.91 |
| RSquared | NA | 0.0 | 0.03 | 0.11 | 0.31 | NA | 0.0 | 0.0 | 0.48 | 0.53 | 0.73 | 0.61 | 0.6 | 0.61 | 0.65 | 0.4 | 0.39 | 0.32 | 0.45 | 0.53 | 0.47 | 0.25 | 0.22 |
| Yield(%) | N/A | 3.0 | 379.3 | 157.6 | 55.7 | 49.7 | N/A | 3.1 | 4.4 | 5.2 | 3.8 | 2.2 | 3.4 | 5.6 | 4.7 | 4.7 | 4.1 | 4.0 | 6.4 | 2.9 | 3.7 | 2.9 | 1.2 |
| Dividend Growth(%) | N/A | 18839.4 | 9172.6 | 2475.2 | N/A | N/A | N/A | 18839.4 | 17.1 | 5.1 | 50.0 | -23.5 | -63.4 | 6.9 | 14.5 | 10.1 | 9.5 | -12.6 | 106.1 | -33.7 | 33.1 | 168.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/1999
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