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KWR: Quaker Chemical Corporation (STOCK)
Basic Info 140.69 0(0.0%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/26/1990 |
| Last Dividend Date: | 04/16/2026 |
| 12-Mo. Yield | 1.84% |
| 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 3.2 | 33.6 | -10.2 | -9.2 | 6.1 | 9.9 | 13.0 | 9.6 | -0.8 | -33.4 | 29.1 | -26.9 | -8.3 | 55.4 | -6.7 | 18.9 | 19.0 | 68.1 | -14.8 | 21.2 | 45.3 | 41.7 | -4.3 | 108.6 | 34.2 | -22.1 | 3.4 | 19.9 | -19.1 | -16.5 | 37.3 | 17.0 | 14.5 | 38.5 | -16.9 | -0.9 | 20.5 | 28.2 | -25.0 | 21.5 | -21.4 | 4.4 | 13.9 | 30.5 |
| Sharpe Ratio | NA | 0.26 | 0.76 | -0.33 | -0.29 | 0.12 | NA | NA | 0.19 | -0.09 | -1.27 | 0.73 | -0.56 | -0.29 | 0.97 | -0.27 | 0.6 | 0.87 | 2.75 | -0.51 | 0.88 | 1.8 | 1.22 | -0.08 | 2.02 | 0.39 | -0.28 | 0.01 | 0.63 | -0.96 | -0.76 | 1.19 | 0.5 | 0.45 | 1.25 | -0.68 | -0.16 | 0.68 | 0.43 | -0.51 | 0.44 | -0.55 | 0.04 | 0.23 | 0.74 |
| Draw Down(%) | NA | 36.5 | 36.5 | 55.3 | 63.2 | 66.1 | NA | NA | 85.4 | 33.1 | 34.9 | 34.9 | 44.6 | 25.8 | 40.4 | 35.4 | 19.2 | 13.5 | 10.0 | 18.7 | 14.1 | 12.7 | 23.8 | 45.6 | 34.3 | 71.1 | 67.6 | 18.5 | 21.6 | 33.3 | 25.7 | 20.2 | 26.2 | 21.1 | 12.0 | 23.8 | 37.2 | 10.8 | 17.2 | 34.2 | 17.2 | 37.3 | 23.6 | 19.9 | 34.4 |
| Standard Deviation(%) | NA | 41.6 | 40.6 | 36.2 | 38.9 | 37.1 | NA | NA | 41.3 | 42.2 | 29.2 | 35.1 | 51.1 | 29.0 | 56.5 | 30.5 | 29.5 | 21.1 | 24.7 | 29.0 | 24.1 | 25.1 | 34.5 | 55.9 | 53.7 | 86.5 | 81.0 | 39.0 | 26.4 | 22.1 | 23.1 | 30.8 | 31.6 | 27.1 | 27.4 | 30.0 | 27.9 | 24.5 | 56.3 | 56.9 | 41.9 | 42.3 | 43.9 | 43.6 | 48.3 |
| Treynor Ratio | NA | 0.09 | 0.23 | -0.1 | -0.09 | 0.04 | NA | NA | 0.08 | -0.03 | -0.35 | 0.17 | -0.2 | -0.09 | 0.47 | -0.06 | 0.18 | 0.12 | 0.62 | -0.16 | 0.17 | 0.31 | 0.29 | -0.02 | 0.51 | 0.17 | -0.18 | 0.0 | 0.29 | -0.28 | -0.22 | 0.6 | 0.32 | 0.47 | 2.46 | -1.58 | -0.12 | 0.67 | 1.11 | 0.56 | -11.33 | -17.95 | 0.12 | 0.14 | 0.8 |
| Alpha | NA | -0.04 | 0.01 | -0.11 | -0.08 | -0.03 | NA | NA | 0.02 | -0.06 | -0.24 | -0.01 | 0.03 | -0.12 | 0.13 | -0.16 | 0.1 | -0.05 | 0.17 | -0.06 | 0.02 | 0.0 | 0.07 | 0.01 | 0.22 | 0.05 | 0.23 | 0.02 | 0.05 | -0.09 | -0.1 | 0.08 | 0.12 | 0.07 | 0.13 | -0.08 | -0.04 | 0.05 | 0.13 | -0.01 | 0.1 | -0.07 | 0.04 | 0.0 | 0.17 |
| Beta | NA | 1.16 | 1.33 | 1.22 | 1.31 | 1.22 | NA | NA | 1.02 | 1.29 | 1.07 | 1.48 | 1.39 | 0.97 | 1.16 | 1.41 | 0.95 | 1.58 | 1.09 | 0.94 | 1.21 | 1.46 | 1.45 | 2.0 | 2.11 | 2.02 | 1.31 | 0.82 | 0.58 | 0.77 | 0.81 | 0.61 | 0.5 | 0.26 | 0.14 | 0.13 | 0.37 | 0.25 | 0.22 | -0.52 | -0.02 | 0.01 | 0.15 | 0.73 | 0.45 |
| RSquared | NA | 0.14 | 0.15 | 0.25 | 0.32 | 0.35 | NA | NA | 0.2 | 0.32 | 0.21 | 0.3 | 0.42 | 0.19 | 0.5 | 0.34 | 0.3 | 0.25 | 0.34 | 0.25 | 0.33 | 0.41 | 0.29 | 0.68 | 0.5 | 0.39 | 0.44 | 0.11 | 0.05 | 0.13 | 0.15 | 0.12 | 0.17 | 0.04 | 0.01 | 0.01 | 0.07 | 0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.06 | 0.02 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 0.9 | 1.1 | 0.7 | 0.6 | 0.9 | 0.8 | 1.0 | 1.1 | 1.8 | 1.4 | 1.4 | 1.7 | 2.4 | 2.2 | 4.3 | 6.0 | 4.3 | 4.0 | 4.5 | 3.6 | 2.8 | 3.7 | 4.0 | 4.4 | 5.3 | 4.3 | 3.9 | 4.4 | 5.5 | 3.7 | 3.9 | 2.9 | 2.1 | 2.9 | 2.1 |
| Dividend Growth(%) | N/A | -48.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.1 | 5.1 | 4.8 | 5.0 | 3.2 | 2.6 | 4.1 | 3.6 | 5.3 | 7.3 | 12.7 | 11.1 | 2.1 | 2.1 | 2.2 | 1.1 | 1.7 | 5.2 | 0.0 | 0.0 | 0.6 | 1.8 | 0.6 | 1.8 | 3.8 | 3.3 | 4.8 | 3.5 | -6.4 | 10.7 | 9.7 | 3.3 | 42.9 | -19.2 | 13.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1984
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