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INTU: Intuit Inc. (STOCK)
Basic Info 296.76 5.22(1.73%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/12/1993 |
| Last Dividend Date: | 04/09/2026 |
| 12-Mo. Yield | 0.61% |
| Expenses | - |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/12/1993 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -10.5 | -55.0 | -61.0 | -11.0 | -7.2 | 11.6 | 13.4 | 13.4 | 15.7 | 6.1 | 1.2 | 61.8 | -39.1 | 70.3 | 45.9 | 34.1 | 25.8 | 39.2 | 20.2 | 5.8 | 22.1 | 29.7 | 14.6 | 7.0 | 60.4 | 29.2 | -24.7 | 3.6 | 14.5 | 21.1 | -16.7 | 12.7 | 9.7 | 8.5 | -34.2 | 148.0 | 75.8 | 31.0 | -59.6 | 133.7 | 56.6 | 34.3 |
| Sharpe Ratio | NA | -1.33 | -1.33 | -0.29 | -0.2 | 0.33 | NA | NA | 0.32 | 0.11 | -0.09 | 2.01 | -0.85 | 2.39 | 0.97 | 1.35 | 0.88 | 2.21 | 1.01 | 0.21 | 1.24 | 1.47 | 0.71 | 0.23 | 2.13 | 0.91 | -0.58 | 0.02 | 0.42 | 0.86 | -0.63 | 0.27 | 0.18 | 0.08 | -0.39 | 1.89 | 0.99 | 0.43 | -0.89 | 2.68 | 1.03 | 0.88 |
| Draw Down(%) | NA | 53.8 | 62.0 | 62.0 | 62.0 | 62.0 | NA | NA | 75.3 | 21.9 | 16.0 | 13.4 | 44.9 | 13.0 | 36.3 | 13.7 | 20.8 | 9.7 | 9.3 | 26.1 | 11.6 | 15.8 | 11.6 | 28.8 | 9.6 | 17.2 | 36.8 | 17.0 | 15.3 | 14.3 | 32.2 | 32.4 | 21.7 | 49.5 | 69.3 | 37.4 | 48.6 | 40.7 | 66.7 | 26.0 | 44.0 | 23.6 |
| Standard Deviation(%) | NA | 63.0 | 43.9 | 35.2 | 37.4 | 33.8 | NA | NA | 45.5 | 30.1 | 28.4 | 29.3 | 48.0 | 29.4 | 47.0 | 24.2 | 28.0 | 17.6 | 19.8 | 27.2 | 17.8 | 20.2 | 20.8 | 29.8 | 28.3 | 32.1 | 44.3 | 30.4 | 26.3 | 21.9 | 28.2 | 44.9 | 47.2 | 81.3 | 99.8 | 76.7 | 72.8 | 62.7 | 70.5 | 48.4 | 51.9 | 47.2 |
| Treynor Ratio | NA | -3.22 | -1.31 | -0.1 | -0.06 | 0.09 | NA | NA | 0.12 | 0.04 | -0.02 | 0.38 | -0.24 | 0.49 | 0.38 | 0.26 | 0.19 | 0.44 | 0.18 | 0.05 | 0.21 | 0.37 | 0.14 | 0.07 | 0.64 | 0.4 | -0.31 | 0.0 | 0.1 | 0.2 | -0.16 | 0.14 | 0.08 | 0.04 | -0.18 | 0.74 | 0.35 | 0.21 | -0.42 | 0.85 | 0.32 | 0.32 |
| Alpha | NA | -0.63 | -0.34 | -0.09 | -0.07 | -0.01 | NA | NA | 0.04 | -0.02 | -0.09 | 0.07 | -0.03 | 0.08 | 0.08 | -0.01 | 0.12 | 0.07 | 0.03 | 0.03 | 0.03 | 0.02 | 0.0 | 0.03 | 0.15 | 0.04 | 0.05 | 0.01 | 0.0 | 0.07 | -0.11 | 0.0 | 0.17 | 0.24 | 0.11 | 0.33 | 0.12 | 0.03 | -0.38 | 0.2 | 0.23 | 0.15 |
| Beta | NA | 0.26 | 0.45 | 0.97 | 1.32 | 1.26 | NA | NA | 1.21 | 0.9 | 1.25 | 1.54 | 1.67 | 1.45 | 1.19 | 1.23 | 1.27 | 0.88 | 1.1 | 1.22 | 1.04 | 0.81 | 1.05 | 0.97 | 0.94 | 0.73 | 0.83 | 0.97 | 1.12 | 0.93 | 1.14 | 0.83 | 1.02 | 1.7 | 2.19 | 1.96 | 2.07 | 1.32 | 1.49 | 1.53 | 1.69 | 1.3 |
| RSquared | NA | 0.0 | 0.02 | 0.17 | 0.36 | 0.46 | NA | NA | 0.24 | 0.31 | 0.31 | 0.48 | 0.71 | 0.41 | 0.75 | 0.4 | 0.6 | 0.11 | 0.53 | 0.5 | 0.44 | 0.21 | 0.41 | 0.57 | 0.35 | 0.38 | 0.59 | 0.25 | 0.19 | 0.19 | 0.21 | 0.11 | 0.32 | 0.21 | 0.23 | 0.21 | 0.33 | 0.14 | 0.06 | 0.06 | 0.09 | 0.05 |
| Yield(%) | N/A | 0.4 | 0.6 | 0.9 | 0.8 | 2.4 | 3.9 | 5.5 | N/A | 0.7 | 0.6 | 0.8 | 0.4 | 0.7 | 0.6 | 1.0 | 1.0 | 1.2 | 1.3 | 1.2 | 1.1 | 1.1 | 1.5 | 0.3 | 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 | 0.0 |
| Dividend Growth(%) | N/A | -44.4 | 15.4 | 64.9 | 111.8 | 537.2 | N/A | N/A | N/A | 15.5 | 15.4 | 14.9 | 15.1 | 54.1 | -18.0 | 18.3 | 16.3 | 13.7 | 18.1 | 28.0 | 17.1 | -11.4 | 426.7 | 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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/1993
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