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JKHY: Jack Henry & Associates, Inc. (STOCK)
Basic Info 130.11 0.62(0.47%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/20/1985 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 1.30% |
| Expenses | - |
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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 | Since 11/20/1985 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.7 | -27.8 | -26.7 | -3.8 | -2.2 | 5.7 | 11.8 | 11.6 | 12.2 | 5.5 | 8.7 | -5.7 | 6.2 | 4.3 | 12.4 | 16.4 | 9.4 | 33.3 | 15.2 | 27.5 | 6.5 | 53.0 | 18.3 | 16.9 | 27.9 | 21.3 | -19.1 | 14.9 | 13.3 | -3.2 | -2.4 | 72.5 | -44.4 | -29.4 | 132.6 | 7.9 | 82.6 | -23.8 | 44.4 | 153.8 | -36.6 | -19.1 | 68.9 | 400.0 | 24.1 | -42.0 | 0.0 | 0.0 | -49.0 | -9.3 |
| Sharpe Ratio | NA | -1.79 | -1.08 | -0.22 | -0.16 | 0.19 | NA | NA | 0.21 | 0.11 | 0.29 | -0.34 | 0.19 | 0.19 | 0.3 | 0.88 | 0.4 | 2.81 | 0.89 | 1.67 | 0.42 | 3.59 | 1.23 | 0.55 | 1.31 | 0.72 | -0.4 | 0.51 | 0.35 | -0.25 | -0.14 | 2.02 | -0.77 | -0.6 | 2.16 | 0.08 | 1.55 | -0.45 | 0.82 | 3.73 | -0.67 | -0.35 | 0.9 | 5.35 | 0.2 | -0.59 | -0.06 | -0.04 | -0.81 | -2.52 |
| Draw Down(%) | NA | 30.2 | 30.2 | 30.2 | 33.6 | 33.6 | NA | NA | 84.7 | 23.0 | 9.3 | 23.5 | 18.1 | 16.9 | 25.5 | 12.1 | 25.5 | 8.3 | 10.9 | 8.4 | 12.1 | 5.0 | 7.1 | 27.3 | 11.5 | 26.5 | 45.2 | 16.5 | 25.3 | 21.0 | 17.1 | 32.1 | 65.6 | 39.2 | 26.0 | 46.7 | 35.2 | 53.2 | 24.7 | 14.0 | 56.3 | 42.8 | 46.2 | 18.9 | 57.1 | 71.9 | 35.3 | 64.3 | 57.6 | 9.3 |
| Standard Deviation(%) | NA | 29.6 | 24.3 | 21.9 | 23.7 | 23.7 | NA | NA | 48.4 | 22.9 | 17.4 | 27.5 | 25.3 | 22.2 | 39.9 | 17.0 | 20.0 | 11.7 | 16.8 | 16.4 | 15.5 | 14.8 | 15.0 | 30.4 | 21.3 | 29.4 | 50.4 | 23.3 | 28.1 | 21.5 | 24.4 | 35.5 | 59.0 | 54.1 | 59.5 | 53.8 | 51.1 | 60.1 | 49.3 | 40.2 | 59.5 | 59.7 | 73.4 | 73.5 | 93.6 | 81.7 | 79.8 | 111.9 | 66.0 | 25.8 |
| Treynor Ratio | NA | 6.32 | -2.12 | -0.14 | -0.07 | 0.07 | NA | NA | 0.12 | 0.07 | 0.13 | -0.1 | 0.08 | 0.07 | 0.18 | 0.18 | 0.1 | 0.45 | 0.18 | 0.35 | 0.06 | 0.58 | 0.23 | 0.15 | 0.29 | 0.27 | -0.21 | 0.11 | 0.08 | -0.06 | -0.02 | 0.55 | -0.37 | -0.36 | 1.33 | 0.17 | 0.66 | -0.48 | 0.34 | 4.34 | -0.42 | -0.2 | 0.73 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.27 | -0.12 | -0.04 | -0.03 | -0.01 | NA | NA | 0.06 | 0.0 | 0.0 | -0.1 | 0.08 | -0.03 | 0.01 | -0.02 | 0.06 | 0.06 | 0.02 | 0.1 | -0.02 | 0.07 | 0.02 | 0.06 | 0.04 | 0.0 | 0.11 | 0.04 | 0.0 | -0.03 | -0.07 | 0.09 | -0.06 | -0.05 | 0.43 | 0.05 | 0.18 | -0.11 | 0.1 | 0.35 | -0.11 | -0.06 | 0.27 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | -0.08 | 0.12 | 0.36 | 0.52 | 0.63 | NA | NA | 0.86 | 0.36 | 0.4 | 0.94 | 0.6 | 0.58 | 0.69 | 0.81 | 0.79 | 0.74 | 0.84 | 0.79 | 1.02 | 0.92 | 0.81 | 1.11 | 0.96 | 0.78 | 0.97 | 1.1 | 1.21 | 0.99 | 1.38 | 1.31 | 1.23 | 0.9 | 0.97 | 0.27 | 1.2 | 0.57 | 1.17 | 0.35 | 0.95 | 1.07 | 0.9 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.06 | 0.15 | 0.24 | NA | NA | 0.09 | 0.09 | 0.09 | 0.22 | 0.36 | 0.13 | 0.36 | 0.37 | 0.44 | 0.2 | 0.46 | 0.54 | 0.59 | 0.49 | 0.5 | 0.8 | 0.71 | 0.56 | 0.63 | 0.57 | 0.22 | 0.24 | 0.41 | 0.36 | 0.29 | 0.14 | 0.15 | 0.01 | 0.22 | 0.03 | 0.07 | 0.0 | 0.02 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.7 | 1.3 | 1.5 | 1.4 | 2.1 | 5.0 | 6.3 | N/A | 1.3 | 1.3 | 1.2 | 1.1 | 1.2 | 1.2 | 1.3 | 1.3 | 1.4 | 1.5 | 1.6 | 1.5 | 1.8 | 1.4 | 1.4 | 1.6 | 1.7 | 1.3 | 1.2 | 1.1 | 0.9 | 0.8 | 1.1 | 0.6 | 0.4 | 0.7 | 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 | -47.4 | 5.3 | 18.9 | 42.3 | 234.9 | 765.1 | 2390.5 | N/A | 5.5 | 5.8 | 6.1 | 6.5 | 7.0 | 7.5 | 8.1 | 19.4 | 10.7 | 12.0 | 13.6 | 20.5 | 58.7 | 9.5 | 10.5 | 11.8 | 13.3 | 15.4 | 18.2 | 22.2 | 12.5 | 14.3 | 0.0 | 16.7 | 20.0 | 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 11/20/1985
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