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MBI: MBIA Inc. (STOCK)
Basic Info 6.13 0.41(7.17%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/01/1987 |
| Last Dividend Date: | 12/26/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/01/1987 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.4 | -14.4 | 39.3 | 20.5 | 7.4 | 7.2 | 3.3 | -6.5 | 1.0 | 10.2 | -0.3 | 9.2 | -18.6 | 140.0 | -29.2 | 4.3 | 21.9 | -31.6 | 65.1 | -32.1 | -20.1 | 52.1 | -32.3 | -3.3 | 201.3 | -2.2 | -78.2 | -73.8 | 23.9 | -3.1 | 8.6 | 37.2 | -17.0 | -26.7 | 42.4 | -19.4 | -1.9 | 32.0 | 35.0 | 33.6 | -10.7 | -1.0 | 31.6 | 70.8 | -12.4 | 63.3 | 53.4 | -41.5 |
| Sharpe Ratio | NA | -0.73 | 0.77 | 0.27 | 0.08 | 0.1 | NA | NA | -0.02 | 0.13 | -0.13 | 0.07 | -0.33 | 2.44 | -0.45 | 0.11 | 0.5 | -0.68 | 1.56 | -0.59 | -0.63 | 0.84 | -0.64 | -0.06 | 3.01 | -0.02 | -0.48 | -1.1 | 1.2 | -0.21 | 0.42 | 1.41 | -0.5 | -0.54 | 1.0 | -0.78 | -0.15 | 1.14 | 1.61 | 1.76 | -0.65 | -0.14 | 1.38 | 1.92 | -0.42 | 2.35 | 1.61 | -0.83 |
| Draw Down(%) | NA | 26.7 | 31.5 | 51.9 | 63.6 | 63.6 | NA | NA | 96.9 | 46.5 | 51.9 | 55.8 | 45.1 | 29.8 | 40.1 | 19.1 | 29.9 | 45.9 | 31.7 | 44.9 | 42.8 | 38.7 | 48.9 | 55.7 | 47.8 | 60.6 | 80.0 | 73.8 | 10.7 | 19.8 | 19.4 | 26.7 | 40.2 | 52.3 | 30.7 | 36.3 | 40.8 | 12.4 | 10.6 | 6.8 | 23.1 | 21.7 | 9.2 | 21.4 | 56.4 | 14.7 | 15.1 | 48.3 |
| Standard Deviation(%) | NA | 45.3 | 47.8 | 62.5 | 60.4 | 54.6 | NA | NA | 54.7 | 58.6 | 54.9 | 76.4 | 61.0 | 57.3 | 65.8 | 26.8 | 41.5 | 47.8 | 41.7 | 54.8 | 31.8 | 62.1 | 51.2 | 59.8 | 66.9 | 123.4 | 162.9 | 70.2 | 17.2 | 25.4 | 18.3 | 25.9 | 36.5 | 54.3 | 38.3 | 29.2 | 34.9 | 24.8 | 19.3 | 16.9 | 21.2 | 21.2 | 21.0 | 34.7 | 42.3 | 24.5 | 30.1 | 83.8 |
| Treynor Ratio | NA | -0.7 | 0.95 | 0.19 | 0.05 | 0.05 | NA | NA | -0.01 | 0.09 | -0.05 | 0.05 | -0.16 | 1.27 | -0.24 | 0.04 | 0.24 | -0.21 | 0.4 | -0.3 | -0.15 | 0.27 | -0.18 | -0.02 | 0.93 | -0.01 | -0.38 | -0.43 | 0.22 | -0.04 | 0.08 | 0.32 | -0.19 | -0.33 | 0.51 | -0.28 | -0.05 | 0.33 | 0.53 | 0.57 | -0.26 | -0.04 | 0.58 | 0.9 | -0.21 | 1.64 | 0.83 | -0.48 |
| Alpha | NA | -0.15 | 0.14 | 0.08 | 0.04 | 0.02 | NA | NA | 0.0 | 0.04 | -0.07 | 0.07 | 0.08 | 0.3 | -0.16 | -0.06 | 0.12 | -0.22 | 0.16 | -0.11 | -0.14 | 0.03 | -0.22 | 0.03 | 0.39 | -0.02 | 0.24 | -0.47 | 0.03 | -0.02 | 0.0 | 0.02 | 0.03 | -0.03 | 0.19 | -0.14 | -0.09 | 0.02 | 0.07 | 0.05 | -0.05 | -0.03 | 0.1 | 0.15 | -0.01 | 0.16 | 0.14 | -0.11 |
| Beta | NA | 0.47 | 0.38 | 0.91 | 1.09 | 1.11 | NA | NA | 1.34 | 0.81 | 1.46 | 1.01 | 1.26 | 1.1 | 1.22 | 0.8 | 0.87 | 1.53 | 1.62 | 1.08 | 1.32 | 1.94 | 1.84 | 1.59 | 2.17 | 2.87 | 2.09 | 1.78 | 0.92 | 1.35 | 0.98 | 1.14 | 0.93 | 0.88 | 0.74 | 0.81 | 1.02 | 0.85 | 0.59 | 0.52 | 0.52 | 0.75 | 0.5 | 0.74 | 0.83 | 0.35 | 0.59 | 1.46 |
| RSquared | NA | 0.02 | 0.01 | 0.04 | 0.08 | 0.12 | NA | NA | 0.2 | 0.07 | 0.11 | 0.02 | 0.26 | 0.06 | 0.41 | 0.14 | 0.13 | 0.04 | 0.26 | 0.1 | 0.22 | 0.1 | 0.21 | 0.38 | 0.33 | 0.39 | 0.27 | 0.17 | 0.29 | 0.3 | 0.36 | 0.56 | 0.44 | 0.15 | 0.18 | 0.25 | 0.36 | 0.39 | 0.13 | 0.06 | 0.06 | 0.1 | 0.05 | 0.1 | 0.1 | 0.03 | 0.11 | 0.67 |
| Yield(%) | N/A | 0.0 | 0.0 | 33.2 | 16.1 | 11.5 | 6.5 | 0.9 | N/A | 0.0 | 0.0 | 63.6 | 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 | 1.9 | 2.0 | 1.8 | 1.6 | 1.8 | 1.3 | 1.3 | 1.6 | 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 | N/A | N/A | N/A | N/A | 249.3 | 9.5 | N/A | N/A | N/A | -100.0 | 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 | -100.0 | 9.7 | 10.7 | 16.7 | 20.0 | 17.6 | 13.3 | 9.7 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1987
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