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MER: MERRILL LYNCH & CO. INC. (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/31/1997 |
| Last Dividend Date: | 11/10/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/07/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1997 |
2019 | 2018 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 3240.2 | 222.1 | 101.7 | 42.0 | 14.3 | 13.4 | 12.5 | 2.3 | 3164.6 | -41.3 | 39.3 | 14.8 | 3.1 | 56.8 | -26.0 | -22.7 | 65.5 | 24.8 | -8.5 | 0.0 |
| Sharpe Ratio | NA | 8.16 | 0.56 | 0.26 | 0.11 | NA | NA | 0.1 | 0.18 | 0.07 | -1.24 | 1.83 | 0.74 | 0.1 | 1.92 | -0.61 | -0.51 | 1.19 | 0.43 | -0.21 | NA |
| Draw Down(%) | NA | 13.8 | 13.8 | 13.8 | 13.8 | NA | NA | 91.3 | 10.8 | 13.8 | 46.5 | 18.3 | 14.7 | 25.6 | 26.2 | 50.7 | 54.6 | 24.1 | 36.3 | 65.0 | 0.0 |
| Standard Deviation(%) | NA | 397.0 | 397.0 | 397.0 | 397.0 | NA | NA | 113.9 | 20.6 | 597.4 | 36.1 | 19.7 | 17.0 | 20.7 | 29.3 | 44.2 | 50.5 | 51.5 | 50.2 | 56.3 | 0.0 |
| Treynor Ratio | NA | 2.97 | 0.2 | 0.09 | 0.04 | NA | NA | 0.01 | -0.12 | 0.04 | -0.25 | 0.26 | 0.1 | 0.02 | 0.39 | -0.2 | -0.15 | 0.43 | 0.12 | -0.06 | 1.0 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | NA | NA | -0.01 | 0.06 | 1.78 | -0.22 | 0.06 | 0.04 | -0.04 | 0.04 | 0.04 | 0.03 | 0.3 | 0.0 | -0.16 | NA |
| Beta | NA | 10.92 | 10.92 | 10.92 | 10.92 | NA | NA | 10.42 | -0.31 | 10.93 | 1.77 | 1.37 | 1.25 | 1.34 | 1.45 | 1.38 | 1.76 | 1.41 | 1.84 | 1.87 | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.96 | 0.04 | 1.0 | 0.61 | 0.49 | 0.58 | 0.51 | 0.71 | 0.66 | 0.56 | 0.37 | 0.44 | 0.46 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | 0.0 | 0.6 | 0.6 | N/A | 0.0 | 0.0 | 1.5 | 1.5 | 1.3 | 1.1 | 1.6 | 1.2 | 1.0 | 1.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 40.0 | 31.6 | 18.8 | 0.0 | 0.0 | 0.0 | -39.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1997
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