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OXPS: optionsXpress Holdings Inc (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/27/2005 |
| Last Dividend Date: | 12/28/2010 |
| 12-Mo. Yield | 30.45% |
| Expenses | - |
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Performance Analytics (As of 09/01/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/27/2005 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.6 | -14.7 | -17.8 | -13.3 | -6.3 | -19.6 | 1.4 | 16.5 | -59.8 | 50.5 | -6.9 | 21.8 |
| Sharpe Ratio | NA | -0.29 | -0.31 | -0.26 | -0.16 | -0.72 | 0.03 | 0.32 | -0.9 | 1.38 | -0.21 | 0.57 |
| Draw Down(%) | NA | 45.9 | 62.8 | 74.0 | 74.0 | 39.8 | 25.4 | 37.5 | 66.0 | 22.7 | 36.9 | 37.4 |
| Standard Deviation(%) | NA | 50.5 | 58.6 | 55.6 | 47.8 | 38.5 | 39.6 | 52.0 | 67.3 | 34.6 | 47.9 | 37.6 |
| Treynor Ratio | NA | -0.12 | -0.15 | -0.11 | -0.06 | -0.22 | 0.01 | 0.12 | -0.54 | 0.36 | -0.04 | 0.34 |
| Alpha | NA | -0.18 | -0.17 | -0.17 | -0.05 | -0.09 | -0.03 | -0.04 | -0.1 | 0.16 | -0.11 | 0.09 |
| Beta | NA | 1.28 | 1.19 | 1.25 | 1.23 | 1.27 | 1.03 | 1.39 | 1.12 | 1.33 | 2.43 | 0.63 |
| RSquared | NA | 0.26 | 0.42 | 0.39 | 0.36 | 0.47 | 0.25 | 0.54 | 0.47 | 0.37 | 0.27 | 0.03 |
| Yield(%) | N/A | 30.4 | 6.7 | 3.9 | N/A | 0.0 | 28.0 | 0.6 | 1.0 | 1.1 | 0.8 | 0.6 |
| Dividend Growth(%) | N/A | N/A | 585.0 | N/A | N/A | -100.0 | 5525.0 | -75.0 | 27.0 | 26.0 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2005
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| 1. OptionsXpress Inc. 401(k) Plan | (0%) |
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