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MDU: MDU Resources Group, Inc. (STOCK)
Basic Info 21.09 0.27(1.26%) June 08
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/21/1973 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 3.28% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/21/1973 |
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 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 8.8 | 29.4 | 26.8 | 14.1 | 13.0 | 9.7 | 9.8 | 7.5 | 11.8 | 68.0 | -1.9 | 2.2 | 22.4 | -7.0 | 28.4 | -8.6 | -3.9 | 62.3 | -18.9 | -21.2 | 47.6 | 2.1 | 9.2 | -11.3 | 13.3 | -20.1 | 9.9 | 80.1 | 25.8 | 15.3 | -4.9 | -5.0 | -11.4 | 68.6 | -24.0 | -16.8 | 37.5 | 15.7 | 9.9 | -13.9 | 19.4 | 7.1 | 20.1 | -9.4 | 19.1 | 8.6 | -24.7 | 19.6 | 33.5 | 1.3 | 21.7 | 29.5 | -19.3 | 16.8 | 17.4 | -8.3 | 1.1 | 37.7 | -1.9 | -24.1 | -2.8 |
| Sharpe Ratio | NA | 1.08 | 1.31 | 1.04 | 0.52 | 0.42 | NA | NA | 0.16 | 0.37 | 2.61 | -0.28 | 0.03 | 0.98 | -0.13 | 1.79 | -0.54 | -0.26 | 2.66 | -0.6 | -0.98 | 2.47 | 0.14 | 0.36 | -0.45 | 0.38 | -0.36 | 0.32 | 1.76 | 1.25 | 0.96 | -0.13 | -0.2 | -0.47 | 2.3 | -1.04 | -0.4 | 1.4 | 0.66 | 0.41 | -1.21 | 1.41 | 0.35 | 1.11 | -1.06 | 0.68 | 0.22 | -1.1 | 0.66 | 1.65 | -0.35 | 0.82 | 0.84 | -1.1 | 0.26 | 0.44 | -0.61 | -0.17 | 2.01 | -0.29 | -1.16 | -0.32 |
| Draw Down(%) | NA | 9.1 | 9.7 | 21.5 | 21.7 | 51.4 | NA | NA | 62.2 | 15.5 | 12.0 | 18.9 | 19.0 | 19.3 | 51.4 | 8.5 | 20.9 | 12.3 | 13.5 | 31.7 | 39.2 | 13.1 | 13.5 | 21.9 | 26.0 | 42.1 | 55.1 | 17.2 | 11.4 | 14.3 | 8.4 | 37.5 | 43.5 | 43.0 | 13.0 | 28.5 | 40.3 | 10.6 | 12.4 | 15.0 | 20.2 | 8.5 | 15.2 | 8.5 | 18.2 | 11.2 | 10.0 | 34.4 | 23.1 | 15.2 | 12.5 | 12.4 | 10.6 | 28.3 | 24.9 | 15.6 | 12.9 | 20.2 | 8.3 | 18.9 | 40.1 | 22.4 |
| Standard Deviation(%) | NA | 21.1 | 21.7 | 23.1 | 23.1 | 27.2 | NA | NA | 26.3 | 23.8 | 24.7 | 19.8 | 24.8 | 22.9 | 58.0 | 15.0 | 18.8 | 17.2 | 23.4 | 31.5 | 21.5 | 19.3 | 14.7 | 25.7 | 25.1 | 34.5 | 58.3 | 21.6 | 43.7 | 18.8 | 14.8 | 44.6 | 29.9 | 29.7 | 28.0 | 26.4 | 50.5 | 24.0 | 18.1 | 14.6 | 14.1 | 12.1 | 13.1 | 14.5 | 14.0 | 19.2 | 16.9 | 26.1 | 23.0 | 17.0 | 16.5 | 18.6 | 25.6 | 27.1 | 31.0 | 22.5 | 22.2 | 16.1 | 16.9 | 20.9 | 25.6 | 26.9 |
| Treynor Ratio | NA | 0.89 | 0.77 | 0.42 | 0.19 | 0.14 | NA | NA | 0.07 | 0.19 | 0.75 | -0.07 | 0.01 | 0.31 | -0.06 | 0.55 | -0.3 | -0.05 | 0.6 | -0.16 | -0.21 | 0.41 | 0.03 | 0.1 | -0.12 | 0.13 | -0.19 | 0.07 | 1.02 | 0.22 | 0.23 | -0.09 | -0.12 | -0.3 | 3.3 | -2.64 | -0.5 | 0.83 | 0.4 | 0.32 | -0.49 | 0.72 | 1.57 | 1.29 | -1.25 | 6.51 | 0.14 | -1.65 | 0.31 | 1.37 | -0.38 | 0.75 | 0.54 | -1.77 | 0.24 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.07 | 0.08 | 0.05 | 0.03 | 0.01 | NA | NA | 0.01 | 0.02 | 0.14 | -0.08 | 0.06 | 0.02 | -0.07 | 0.05 | -0.03 | -0.08 | 0.15 | -0.07 | -0.14 | 0.03 | -0.03 | 0.03 | -0.09 | -0.04 | 0.14 | 0.02 | 0.23 | 0.08 | 0.03 | -0.05 | 0.04 | -0.02 | 0.22 | -0.11 | -0.08 | 0.08 | 0.03 | 0.01 | -0.07 | 0.06 | 0.02 | 0.05 | -0.05 | 0.05 | 0.01 | -0.12 | 0.05 | 0.09 | -0.01 | 0.05 | 0.07 | -0.1 | 0.02 | 0.08 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.26 | 0.37 | 0.58 | 0.63 | 0.81 | NA | NA | 0.63 | 0.48 | 0.86 | 0.78 | 0.65 | 0.72 | 1.17 | 0.49 | 0.34 | 0.83 | 1.03 | 1.16 | 1.03 | 1.16 | 0.76 | 0.95 | 0.96 | 1.03 | 1.1 | 0.92 | 0.75 | 1.09 | 0.61 | 0.59 | 0.53 | 0.47 | 0.19 | 0.1 | 0.4 | 0.4 | 0.3 | 0.18 | 0.35 | 0.24 | 0.03 | 0.13 | 0.12 | 0.02 | 0.26 | 0.17 | 0.49 | 0.2 | 0.15 | 0.2 | 0.4 | 0.17 | 0.35 | 0.9 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.03 | 0.04 | 0.14 | 0.22 | 0.29 | NA | NA | 0.16 | 0.15 | 0.19 | 0.27 | 0.4 | 0.17 | 0.49 | 0.16 | 0.09 | 0.1 | 0.33 | 0.33 | 0.3 | 0.44 | 0.43 | 0.74 | 0.48 | 0.66 | 0.59 | 0.46 | 0.02 | 0.36 | 0.21 | 0.07 | 0.21 | 0.12 | 0.02 | 0.01 | 0.03 | 0.09 | 0.04 | 0.01 | 0.06 | 0.03 | 0.0 | 0.02 | 0.02 | 0.0 | 0.07 | 0.05 | 0.12 | 0.02 | 0.01 | 0.02 | 0.08 | 0.01 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.7 | 3.3 | 2.7 | 2.4 | 3.5 | 3.5 | 3.1 | N/A | 3.0 | 2.6 | 2.3 | 3.4 | 5.4 | 4.0 | 3.5 | 3.0 | 2.7 | 4.2 | 3.1 | 2.4 | 3.2 | 3.1 | 3.2 | 2.7 | 2.8 | 2.2 | 2.2 | 2.3 | 2.8 | 2.9 | 3.8 | 3.4 | 2.1 | 4.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | -74.1 | 6.8 | -54.0 | -1.3 | 26.1 | 104.4 | 438.1 | N/A | 5.9 | -26.7 | -33.9 | -23.5 | 17.4 | 43.4 | 2.5 | 2.6 | 2.6 | 2.9 | 2.6 | 3.2 | 2.8 | 2.9 | 3.1 | 2.2 | 3.8 | 7.1 | 7.0 | 6.1 | 5.7 | 6.0 | 5.3 | 40.3 | -22.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 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 02/21/1973
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