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MBWM: Mercantile Bank Corporation (STOCK)
Basic Info 52.74 0.11(0.21%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/20/1999 |
| Last Dividend Date: | 06/05/2026 |
| 12-Mo. Yield | 3.39% |
| 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 11.3 | 26.3 | 28.6 | 14.3 | 12.0 | 16.7 | 5.3 | 8.2 | 11.7 | 14.0 | 25.8 | -0.8 | 33.8 | -22.0 | 33.3 | -15.7 | -4.0 | 59.7 | 20.0 | 9.0 | 34.0 | 70.3 | 18.9 | 167.0 | -27.1 | -71.5 | -53.6 | -0.8 | -1.5 | 9.3 | 56.1 | 33.2 | 64.8 | -6.9 | -19.4 |
| Sharpe Ratio | NA | 0.99 | 0.91 | 0.76 | 0.37 | 0.3 | NA | NA | 0.17 | 0.31 | 0.27 | 0.61 | -0.09 | 1.16 | -0.36 | 1.41 | -0.75 | -0.17 | 2.08 | 0.83 | 0.33 | 1.55 | 2.58 | 0.51 | 2.47 | -0.31 | -0.84 | -1.9 | -0.18 | -0.13 | 0.31 | 2.45 | 1.04 | 2.02 | -0.29 | -0.94 |
| Draw Down(%) | NA | 10.8 | 12.9 | 25.0 | 36.0 | 52.2 | NA | NA | 92.7 | 25.0 | 19.4 | 33.9 | 22.5 | 15.1 | 51.4 | 14.3 | 27.5 | 21.4 | 14.8 | 10.9 | 19.4 | 10.3 | 26.4 | 23.3 | 38.4 | 53.1 | 73.6 | 56.1 | 11.2 | 22.9 | 20.6 | 14.4 | 24.9 | 19.0 | 26.0 | 24.0 |
| Standard Deviation(%) | NA | 26.2 | 25.9 | 33.3 | 31.7 | 34.0 | NA | NA | 40.1 | 28.9 | 39.0 | 36.9 | 25.0 | 29.0 | 62.5 | 22.6 | 22.9 | 27.6 | 28.6 | 24.0 | 27.1 | 21.9 | 27.5 | 36.7 | 67.6 | 86.5 | 86.0 | 29.9 | 22.8 | 28.5 | 27.2 | 22.6 | 30.8 | 31.5 | 38.3 | 43.7 |
| Treynor Ratio | NA | 0.49 | 0.31 | 0.28 | 0.15 | 0.11 | NA | NA | 0.12 | 0.11 | 0.08 | 0.18 | -0.04 | 0.33 | -0.19 | 0.34 | -0.24 | -0.03 | 0.55 | 0.26 | 0.09 | 0.5 | 1.26 | 0.94 | 34.63 | -0.46 | -1.47 | -1.33 | -0.04 | -0.04 | 0.08 | 4.27 | 4.99 | 3.92 | -0.41 | -16.84 |
| Alpha | NA | 0.07 | 0.03 | 0.05 | 0.03 | 0.01 | NA | NA | 0.04 | 0.0 | -0.03 | 0.0 | 0.04 | 0.03 | -0.13 | 0.02 | -0.05 | -0.14 | 0.15 | 0.08 | 0.0 | 0.05 | 0.19 | 0.09 | 0.48 | -0.04 | -0.28 | -0.31 | -0.05 | -0.01 | 0.01 | 0.17 | 0.13 | 0.22 | 0.0 | -0.16 |
| Beta | NA | 0.53 | 0.76 | 0.91 | 0.8 | 0.96 | NA | NA | 0.59 | 0.81 | 1.25 | 1.24 | 0.52 | 1.03 | 1.18 | 0.92 | 0.72 | 1.73 | 1.09 | 0.76 | 0.95 | 0.69 | 0.56 | 0.2 | 0.05 | 0.59 | 0.49 | 0.43 | 1.01 | 0.99 | 0.98 | 0.13 | 0.06 | 0.16 | 0.27 | 0.02 |
| RSquared | NA | 0.08 | 0.13 | 0.16 | 0.18 | 0.26 | NA | NA | 0.08 | 0.28 | 0.16 | 0.19 | 0.25 | 0.22 | 0.42 | 0.26 | 0.29 | 0.18 | 0.24 | 0.24 | 0.16 | 0.12 | 0.07 | 0.02 | 0.0 | 0.03 | 0.05 | 0.05 | 0.2 | 0.13 | 0.16 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 |
| Yield(%) | N/A | 1.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 3.5 | 4.0 | 3.6 | 4.4 | 3.1 | 3.6 | 4.8 | 2.0 | 4.9 | 2.8 | 11.7 | 2.6 | 0.9 | 0.0 | 0.3 | 1.6 | 2.0 | 1.6 | 1.3 | 1.1 | 1.0 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -48.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.6 | 6.0 | 6.3 | 6.8 | 5.4 | 5.7 | -36.9 | 127.0 | -36.2 | 100.0 | -76.6 | 451.1 | 400.0 | N/A | -100.0 | -85.7 | -77.4 | -44.0 | 13.9 | 21.4 | 24.0 | 16.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/1997
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