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PFBX: Peoples Financial Corp (STOCK)
Basic Info 21.25 0(0.0%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/19/1999 |
| Last Dividend Date: | 12/08/2025 |
| 12-Mo. Yield | 1.85% |
| Expenses | - |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/19/1999 |
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(%) | -0.0 | 4.4 | 10.4 | 24.1 | 6.8 | 8.7 | 3.7 | 1.3 | 0.0 | 8.9 | 12.0 | 14.5 | -12.4 | 24.1 | 23.3 | -4.5 | -11.4 | -19.4 | 79.4 | -27.7 | -3.9 | 38.2 | -5.6 | -31.1 | -24.2 | 17.3 | -17.1 | -16.7 | 63.6 | -4.3 | 9.8 | 13.2 | 2.4 | -12.3 | -43.1 | 0.8 |
| Sharpe Ratio | NA | 0.91 | 0.48 | 0.73 | 0.17 | 0.24 | NA | NA | -0.04 | 0.45 | 0.32 | 0.24 | -0.51 | 1.14 | 0.61 | -0.22 | -0.64 | -0.65 | 2.17 | -0.77 | -0.2 | 1.17 | -0.14 | -0.89 | -0.58 | 0.4 | -0.37 | -0.76 | 2.33 | -0.23 | 0.25 | 0.31 | 0.03 | -0.27 | -0.81 | -0.19 |
| Draw Down(%) | NA | 2.3 | 9.6 | 15.3 | 34.2 | 50.2 | NA | NA | 67.0 | 6.0 | 10.1 | 24.3 | 18.7 | 13.3 | 33.9 | 17.6 | 19.5 | 25.0 | 8.2 | 28.5 | 8.9 | 16.9 | 31.0 | 43.6 | 52.1 | 26.9 | 27.7 | 31.9 | 10.6 | 13.1 | 13.5 | 14.6 | 19.7 | 33.0 | 47.6 | 3.2 |
| Standard Deviation(%) | NA | 9.3 | 17.3 | 28.6 | 28.7 | 29.5 | NA | NA | 35.5 | 14.9 | 26.2 | 45.3 | 27.5 | 21.1 | 37.7 | 27.5 | 20.1 | 31.1 | 36.6 | 35.9 | 19.2 | 32.6 | 40.5 | 34.8 | 42.0 | 43.4 | 49.2 | 26.1 | 26.0 | 28.4 | 35.7 | 40.9 | 37.3 | 54.9 | 58.2 | 9.2 |
| Treynor Ratio | NA | -1.12 | 18.61 | -11.31 | -18.6 | 1.37 | NA | NA | -0.2 | 7.86 | -0.41 | 0.33 | 1.43 | 15.89 | 2.48 | -0.27 | -0.72 | -2.12 | -42.3 | -1.19 | -0.27 | 3.15 | -0.13 | -10.98 | -0.42 | 0.79 | -7.4 | 1.37 | 6.42 | 0.29 | -2.63 | -1.04 | -0.51 | -3.6 | 78.51 | 0.28 |
| Alpha | NA | 0.04 | 0.04 | 0.09 | 0.03 | 0.04 | NA | NA | 0.02 | 0.03 | 0.06 | 0.05 | -0.05 | 0.09 | 0.1 | -0.03 | -0.04 | -0.08 | 0.26 | -0.11 | -0.02 | 0.14 | -0.02 | -0.12 | -0.11 | 0.08 | -0.03 | -0.07 | 0.19 | -0.01 | 0.06 | 0.09 | 0.03 | 0.0 | -0.17 | 0.0 |
| Beta | NA | -0.08 | 0.0 | -0.02 | 0.0 | 0.05 | NA | NA | 0.07 | 0.01 | -0.21 | 0.33 | -0.1 | 0.02 | 0.09 | 0.22 | 0.18 | 0.1 | -0.02 | 0.23 | 0.14 | 0.12 | 0.45 | 0.03 | 0.58 | 0.22 | 0.02 | -0.15 | 0.09 | -0.23 | -0.03 | -0.12 | -0.02 | 0.04 | -0.01 | -0.06 |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.06 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Yield(%) | N/A | 0.0 | 1.8 | 3.4 | 1.8 | 1.7 | 1.0 | 1.0 | N/A | 1.9 | 2.7 | 3.7 | 1.1 | 0.7 | 0.0 | 0.3 | 0.2 | 0.1 | 0.0 | 0.0 | 0.8 | 0.0 | 2.9 | 1.2 | 1.1 | 2.8 | 2.6 | 1.8 | 2.4 | 2.1 | 1.9 | 1.8 | 1.8 | 1.3 | 1.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -18.2 | 195.1 | 850.0 | -33.9 | N/A | N/A | N/A | -18.2 | -17.0 | 178.9 | 90.0 | N/A | -100.0 | 50.0 | 100.0 | N/A | N/A | -100.0 | N/A | -100.0 | 66.7 | -14.3 | -58.0 | -10.7 | 16.7 | 17.1 | 7.9 | 18.8 | 23.1 | 8.3 | 4.3 | -28.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/1999
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