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JOE: The St. Joe Company (STOCK)
Basic Info 65.48 0.77(1.19%) June 09
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/10/1992 |
| Last Dividend Date: | 06/09/2026 |
| 12-Mo. Yield | 1.32% |
| Expenses | - |
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Performance Analytics (As of 06/09/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | 10.5 | 43.6 | 13.5 | 7.8 | 14.8 | 8.9 | 2.2 | 6.9 | 33.7 | -24.6 | 57.1 | -25.1 | 23.4 | 114.6 | 50.6 | -27.0 | -5.0 | 2.6 | 0.7 | -4.2 | -16.9 | 57.4 | -32.9 | -24.4 | 18.8 | -31.5 | -33.0 | -19.3 | 5.6 | 74.2 | 25.6 | 8.4 | 26.6 | 36.5 | 3.8 | -22.1 | 59.1 | 18.6 | 1.7 | 7.5 | 34.3 | -3.9 |
| Sharpe Ratio | NA | 0.68 | 1.37 | 0.33 | 0.16 | 0.4 | NA | NA | 0.16 | 1.03 | -1.04 | 1.75 | -0.67 | 0.64 | 2.22 | 1.98 | -1.28 | -0.28 | 0.09 | 0.02 | -0.16 | -0.59 | 1.72 | -0.65 | -0.56 | 0.33 | -0.52 | -1.09 | -0.65 | 0.13 | 3.64 | 1.54 | 0.29 | 1.07 | 1.22 | 0.02 | -0.73 | 1.51 | 0.82 | -0.11 | 0.2 | 1.43 | -0.4 |
| Draw Down(%) | NA | 16.9 | 16.9 | 35.7 | 48.4 | 48.4 | NA | NA | 84.3 | 17.2 | 30.9 | 28.3 | 48.4 | 25.8 | 31.4 | 13.1 | 34.2 | 14.2 | 22.0 | 20.8 | 33.0 | 28.4 | 28.1 | 56.2 | 53.5 | 45.7 | 57.0 | 54.9 | 37.9 | 29.2 | 14.5 | 13.8 | 25.4 | 21.8 | 13.5 | 26.7 | 48.3 | 21.0 | 10.7 | 20.8 | 13.8 | 13.2 | 18.7 |
| Standard Deviation(%) | NA | 31.1 | 30.8 | 30.3 | 32.1 | 32.3 | NA | NA | 32.6 | 30.0 | 27.2 | 30.8 | 39.6 | 36.7 | 51.1 | 24.8 | 22.3 | 20.6 | 27.1 | 25.2 | 26.1 | 28.6 | 33.8 | 50.7 | 43.7 | 55.9 | 62.8 | 33.4 | 34.9 | 26.3 | 20.1 | 16.2 | 24.7 | 23.0 | 26.5 | 25.4 | 35.1 | 36.5 | 17.9 | 21.4 | 22.2 | 22.3 | 18.0 |
| Treynor Ratio | NA | 0.36 | 0.7 | 0.12 | 0.05 | 0.14 | NA | NA | 0.06 | 0.46 | -0.24 | 0.51 | -0.23 | 0.16 | 1.19 | 0.55 | -0.52 | -0.08 | 0.02 | 0.01 | -0.08 | -0.22 | 0.51 | -0.24 | -0.17 | 0.12 | -0.29 | -0.34 | -0.14 | 0.02 | 1.06 | 0.6 | 0.14 | 0.54 | 1.25 | 0.01 | -0.35 | 0.91 | 0.59 | -0.07 | 0.09 | 0.82 | -0.17 |
| Alpha | NA | 0.05 | 0.11 | 0.0 | -0.01 | 0.01 | NA | NA | 0.0 | 0.08 | -0.2 | 0.1 | 0.0 | -0.04 | 0.27 | 0.08 | -0.11 | -0.07 | -0.03 | 0.01 | -0.03 | -0.14 | 0.13 | -0.13 | -0.16 | -0.04 | 0.1 | -0.16 | -0.15 | 0.01 | 0.2 | 0.05 | 0.09 | 0.12 | 0.13 | -0.01 | -0.16 | 0.13 | 0.04 | -0.03 | 0.03 | 0.11 | -0.04 |
| Beta | NA | 0.58 | 0.6 | 0.82 | 1.02 | 0.96 | NA | NA | 0.9 | 0.67 | 1.15 | 1.06 | 1.17 | 1.5 | 0.96 | 0.89 | 0.55 | 0.69 | 1.09 | 0.66 | 0.5 | 0.75 | 1.14 | 1.39 | 1.43 | 1.55 | 1.12 | 1.08 | 1.67 | 1.36 | 0.69 | 0.42 | 0.5 | 0.46 | 0.26 | 0.33 | 0.74 | 0.61 | 0.25 | 0.31 | 0.52 | 0.39 | 0.42 |
| RSquared | NA | 0.07 | 0.06 | 0.16 | 0.29 | 0.29 | NA | NA | 0.25 | 0.17 | 0.29 | 0.19 | 0.51 | 0.29 | 0.41 | 0.2 | 0.18 | 0.05 | 0.28 | 0.16 | 0.05 | 0.08 | 0.18 | 0.41 | 0.35 | 0.56 | 0.53 | 0.27 | 0.23 | 0.28 | 0.14 | 0.19 | 0.28 | 0.18 | 0.05 | 0.06 | 0.19 | 0.09 | 0.03 | 0.01 | 0.05 | 0.02 | 0.05 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.3 | 0.9 | 1.1 | 0.8 | 0.8 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.9 | 0.9 | 0.9 | 1.4 | 1.1 | 0.3 | 0.4 | 39.0 | 0.1 | 0.1 | 17.2 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 |
| Dividend Growth(%) | N/A | -44.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.5 | 18.2 | 10.0 | 25.0 | 357.1 | 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 | -25.0 | 6.7 | 15.4 | 62.5 | 300.0 | 0.0 | -99.2 | 47230.0 | -75.0 | -99.3 | 5460.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/23/1990
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