It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
HUM: Humana Inc. (STOCK)
Basic Info 350.08 0.28(0.08%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/31/1981 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 1.54% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 14.6 | 37.4 | 56.5 | -11.3 | -3.0 | 8.2 | 11.5 | 10.9 | 9.9 | 2.4 | -44.0 | -9.9 | 11.2 | 13.8 | 12.7 | 28.9 | 16.3 | 22.6 | 14.9 | 25.1 | 40.4 | 52.3 | -20.6 | 61.5 | 24.7 | 17.7 | -50.5 | 36.2 | 1.8 | 83.0 | 29.9 | 128.5 | -15.2 | -22.7 | 86.3 | -54.0 | -14.2 | 9.2 | -30.6 | 21.0 | 27.5 | 182.7 | -20.5 | -1.4 | -1.6 | 78.5 | 36.5 | 4.0 | -36.9 | 36.1 | -8.2 | -40.5 | 31.4 | 0.0 |
| Sharpe Ratio | NA | 0.93 | 0.65 | -0.4 | -0.22 | 0.14 | NA | NA | 0.18 | -0.01 | -1.13 | -0.49 | 0.29 | 0.63 | 0.25 | 0.95 | 0.66 | 1.17 | 0.53 | 0.78 | 1.56 | 2.2 | -0.73 | 1.94 | 0.91 | 0.29 | -0.8 | 1.12 | -0.05 | 2.56 | 0.82 | 3.67 | -0.37 | -0.47 | 1.13 | -0.95 | -0.29 | 0.14 | -0.86 | 0.42 | 0.54 | 3.65 | -0.67 | -0.17 | -0.25 | 3.02 | 0.96 | 0.0 | -1.45 | 1.0 | -0.43 | -1.02 | 0.4 | NA |
| Draw Down(%) | NA | 42.4 | 47.2 | 67.9 | 69.9 | 69.9 | NA | NA | 85.1 | 28.2 | 49.9 | 20.7 | 22.0 | 18.2 | 43.6 | 24.8 | 22.8 | 9.9 | 19.2 | 23.3 | 13.2 | 18.2 | 35.1 | 21.4 | 16.1 | 59.0 | 71.8 | 14.5 | 27.9 | 15.8 | 35.0 | 19.0 | 42.2 | 43.7 | 48.6 | 71.7 | 59.6 | 24.3 | 45.7 | 35.9 | 27.1 | 19.7 | 37.4 | 32.7 | 19.8 | 9.8 | 19.9 | 42.8 | 41.8 | 27.5 | 27.4 | 48.0 | 43.4 | 0.0 |
| Standard Deviation(%) | NA | 57.4 | 49.4 | 43.1 | 38.0 | 34.9 | NA | NA | 40.3 | 44.1 | 42.2 | 27.9 | 33.7 | 21.8 | 50.5 | 28.8 | 22.6 | 18.8 | 27.7 | 32.0 | 25.9 | 23.8 | 28.3 | 31.6 | 27.0 | 61.4 | 64.3 | 29.6 | 32.1 | 31.5 | 35.2 | 34.8 | 44.6 | 54.8 | 72.5 | 60.2 | 59.8 | 38.2 | 39.7 | 41.0 | 44.9 | 49.1 | 34.0 | 30.7 | 28.4 | 24.0 | 32.9 | 42.7 | 28.3 | 30.6 | 35.6 | 45.6 | 58.4 | 0.0 |
| Treynor Ratio | NA | 1.22 | 0.65 | -0.49 | -0.2 | 0.07 | NA | NA | 0.09 | -0.01 | -1.36 | -0.51 | 0.21 | 0.26 | 0.11 | 0.33 | 0.2 | 0.36 | 0.18 | 0.38 | 0.39 | 1.05 | -0.24 | 0.71 | 0.28 | 0.15 | -0.78 | 0.47 | -0.02 | 0.6 | 0.23 | 1.46 | -0.29 | -0.36 | 0.91 | -1.38 | -0.26 | 0.07 | -0.38 | 0.16 | 0.13 | 2.7 | -0.32 | -0.08 | -0.07 | 0.85 | 0.3 | 0.0 | -0.73 | 0.28 | -0.12 | -0.4 | 0.16 | 1.0 |
| Alpha | NA | 0.19 | 0.11 | -0.06 | -0.03 | 0.0 | NA | NA | 0.03 | 0.01 | -0.24 | -0.06 | 0.09 | 0.01 | 0.0 | 0.02 | 0.08 | 0.04 | 0.03 | 0.1 | 0.09 | 0.12 | -0.13 | 0.19 | 0.05 | 0.01 | -0.1 | 0.12 | -0.02 | 0.24 | 0.07 | 0.26 | 0.02 | -0.02 | 0.37 | -0.28 | -0.07 | -0.04 | -0.19 | -0.03 | 0.13 | 0.43 | -0.09 | -0.07 | 0.02 | 0.15 | 0.08 | 0.02 | -0.2 | 0.05 | -0.02 | -0.24 | 0.07 | NA |
| Beta | NA | 0.44 | 0.5 | 0.35 | 0.42 | 0.72 | NA | NA | 0.8 | 0.39 | 0.35 | 0.27 | 0.47 | 0.53 | 1.09 | 0.84 | 0.73 | 0.61 | 0.84 | 0.67 | 1.03 | 0.5 | 0.88 | 0.87 | 0.89 | 1.15 | 0.66 | 0.71 | 0.79 | 1.36 | 1.28 | 0.88 | 0.56 | 0.72 | 0.9 | 0.42 | 0.68 | 0.83 | 0.88 | 1.09 | 1.92 | 0.66 | 0.71 | 0.69 | 0.98 | 0.85 | 1.05 | 0.58 | 0.56 | 1.09 | 1.31 | 1.16 | 1.48 | NA |
| RSquared | NA | 0.01 | 0.01 | 0.02 | 0.04 | 0.14 | NA | NA | 0.13 | 0.03 | 0.01 | 0.02 | 0.12 | 0.1 | 0.54 | 0.13 | 0.3 | 0.05 | 0.16 | 0.1 | 0.2 | 0.05 | 0.17 | 0.4 | 0.35 | 0.28 | 0.19 | 0.15 | 0.06 | 0.19 | 0.16 | 0.18 | 0.11 | 0.08 | 0.08 | 0.02 | 0.06 | 0.16 | 0.07 | 0.04 | 0.18 | 0.01 | 0.05 | 0.11 | 0.31 | 0.21 | 0.29 | 0.2 | 0.11 | 0.17 | 0.23 | 0.14 | 0.27 | 0.0 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 0.8 | 0.7 | 0.7 | 0.7 | 0.7 | 0.8 | 0.8 | 1.0 | 0.5 | 0.8 | 1.1 | 1.6 | 1.2 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 68.5 | 3.3 | 2.6 | 2.6 | 4.0 | 4.5 | 3.9 | 2.5 | 3.1 | 2.3 | 1.4 | 1.8 | 0.0 |
| Dividend Growth(%) | N/A | -75.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 12.4 | 12.5 | 12.0 | 13.6 | 10.0 | 5.8 | 117.2 | -24.3 | 3.6 | 3.7 | 3.9 | 37.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 1441.7 | -17.2 | -6.3 | 14.9 | 13.5 | 12.7 | 3.9 | 8.6 | 12.9 | -1.6 | -3.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to HUM
Related 401K Plans
| 1. HUMANA PUERTO RICO 1165(E) RETIREMENT PLAN | (0%) |
| 2. HUMANA RETIREMENT AND SAVINGS PLAN | (86%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
