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PNR: Pentair PLC (STOCK)
Basic Info 73.15 0.3(0.41%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/03/1973 |
| Last Dividend Date: | 04/17/2026 |
| 12-Mo. Yield | 1.04% |
| Expenses | - |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/03/1973 |
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(%) | 3.3 | -29.4 | -25.9 | 9.0 | 2.0 | 7.8 | 9.1 | 8.0 | 10.3 | 4.5 | 40.0 | 64.2 | -37.4 | 39.2 | 17.9 | 23.7 | -18.9 | 28.7 | 16.0 | -23.8 | -13.2 | 60.7 | 50.9 | -6.9 | 15.6 | 40.1 | -30.5 | 12.9 | -7.5 | -19.7 | 93.4 | 35.2 | -3.4 | 54.5 | -35.8 | -1.8 | 12.5 | 13.3 | 32.2 | 18.4 | 32.0 | 27.9 | 0.6 | 67.2 | 4.5 | 0.1 | 50.6 | -19.0 | -22.3 | 6.9 | 0.0 | 65.8 | -2.0 | 4.1 | 9.0 | 0.0 | 22.9 | 29.8 | 171.0 | -27.9 | -31.8 | -14.9 |
| Sharpe Ratio | NA | -1.76 | -1.12 | 0.19 | -0.02 | 0.2 | NA | NA | 0.21 | 0.06 | 1.46 | 2.19 | -1.17 | 1.61 | 0.36 | 0.83 | -0.91 | 1.65 | 0.58 | -0.86 | -0.55 | 3.03 | 1.81 | -0.21 | 0.55 | 0.94 | -0.64 | 0.4 | -0.44 | -0.72 | 3.57 | 1.26 | -0.12 | 1.26 | -0.78 | -0.14 | 0.26 | 0.36 | 0.92 | 0.74 | 1.15 | 0.92 | -0.07 | 2.03 | -0.03 | -0.22 | 1.49 | -0.65 | -0.79 | 0.04 | -0.26 | 1.92 | -0.29 | -0.22 | 0.02 | -0.26 | 0.34 | 0.72 | 3.72 | -0.83 | -0.68 | -0.44 |
| Draw Down(%) | NA | 34.2 | 36.6 | 36.6 | 50.5 | 52.3 | NA | NA | 77.7 | 27.5 | 12.8 | 19.7 | 45.7 | 13.8 | 51.5 | 23.1 | 27.0 | 9.9 | 18.8 | 29.1 | 26.9 | 7.4 | 21.7 | 28.4 | 22.3 | 32.4 | 51.2 | 17.9 | 36.8 | 32.9 | 7.9 | 15.3 | 40.2 | 24.1 | 51.7 | 33.1 | 38.8 | 14.3 | 20.2 | 11.1 | 12.9 | 22.6 | 25.9 | 20.1 | 29.4 | 21.6 | 16.1 | 46.3 | 38.0 | 24.2 | 24.7 | 28.1 | 39.4 | 28.6 | 29.9 | 35.7 | 45.0 | 23.1 | 18.7 | 38.6 | 65.1 | 53.7 |
| Standard Deviation(%) | NA | 35.7 | 27.6 | 27.5 | 28.8 | 29.4 | NA | NA | 33.3 | 27.5 | 24.9 | 28.0 | 33.3 | 24.4 | 48.7 | 26.9 | 22.3 | 17.1 | 27.2 | 27.6 | 23.9 | 20.0 | 28.4 | 33.5 | 28.2 | 42.5 | 49.0 | 24.6 | 24.8 | 30.5 | 25.9 | 27.3 | 37.6 | 42.2 | 51.2 | 36.9 | 35.6 | 26.7 | 30.7 | 19.6 | 25.1 | 27.9 | 27.3 | 31.0 | 29.0 | 27.4 | 30.6 | 35.4 | 33.7 | 34.6 | 27.2 | 30.8 | 33.4 | 28.8 | 22.7 | 28.4 | 52.4 | 36.1 | 44.7 | 38.4 | 54.6 | 61.8 |
| Treynor Ratio | NA | -0.48 | -0.27 | 0.05 | -0.01 | 0.05 | NA | NA | 0.08 | 0.01 | 0.36 | 0.45 | -0.36 | 0.37 | 0.16 | 0.16 | -0.24 | 0.2 | 0.11 | -0.21 | -0.09 | 0.49 | 0.44 | -0.05 | 0.12 | 0.33 | -0.33 | 0.12 | -0.12 | -0.2 | 0.89 | 0.39 | -0.06 | 0.56 | -0.49 | -0.26 | 0.14 | 0.21 | 0.75 | 0.68 | 0.44 | 1.05 | -0.08 | 1.45 | -0.04 | -0.12 | 0.72 | -0.54 | -0.63 | 0.05 | -0.14 | 4.14 | -0.3 | -0.1 | 0.01 | -0.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.49 | -0.24 | -0.05 | -0.04 | -0.02 | NA | NA | 0.02 | -0.05 | 0.05 | 0.09 | -0.09 | 0.03 | 0.01 | -0.05 | -0.06 | 0.0 | 0.01 | -0.1 | -0.12 | 0.06 | 0.11 | -0.03 | 0.0 | 0.04 | 0.04 | 0.04 | -0.07 | -0.09 | 0.23 | 0.04 | 0.07 | 0.25 | -0.11 | -0.01 | 0.0 | 0.0 | 0.09 | 0.04 | 0.11 | 0.1 | 0.0 | 0.16 | 0.02 | -0.05 | 0.14 | -0.08 | -0.1 | 0.01 | -0.01 | 0.19 | -0.03 | 0.04 | -0.02 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.32 | 1.16 | 1.11 | 1.14 | 1.11 | NA | NA | 0.84 | 1.11 | 1.0 | 1.36 | 1.07 | 1.05 | 1.11 | 1.37 | 0.86 | 1.39 | 1.4 | 1.13 | 1.44 | 1.24 | 1.15 | 1.29 | 1.25 | 1.23 | 0.95 | 0.83 | 0.9 | 1.1 | 1.04 | 0.87 | 0.72 | 0.95 | 0.82 | 0.2 | 0.66 | 0.46 | 0.38 | 0.21 | 0.66 | 0.24 | 0.24 | 0.44 | 0.26 | 0.49 | 0.63 | 0.43 | 0.42 | 0.27 | 0.5 | 0.14 | 0.32 | 0.66 | 0.4 | 0.2 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.26 | 0.26 | 0.36 | 0.44 | 0.47 | NA | NA | 0.18 | 0.56 | 0.26 | 0.4 | 0.6 | 0.32 | 0.62 | 0.42 | 0.43 | 0.3 | 0.46 | 0.4 | 0.48 | 0.46 | 0.26 | 0.81 | 0.65 | 0.62 | 0.64 | 0.29 | 0.14 | 0.14 | 0.19 | 0.3 | 0.25 | 0.24 | 0.14 | 0.01 | 0.15 | 0.1 | 0.02 | 0.01 | 0.07 | 0.01 | 0.01 | 0.04 | 0.02 | 0.05 | 0.12 | 0.15 | 0.04 | 0.01 | 0.06 | 0.0 | 0.03 | 0.11 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.5 | 1.0 | 1.7 | 1.3 | 1.6 | 2.6 | 2.7 | N/A | 1.0 | 1.3 | 1.9 | 1.2 | 1.6 | 1.6 | 1.9 | 1.5 | 2.4 | 2.7 | 1.9 | 1.4 | 1.9 | 2.6 | 2.2 | 2.3 | 2.9 | 2.0 | 2.0 | 1.6 | 1.2 | 1.4 | 2.3 | 2.0 | 3.1 | 1.8 | 1.5 | 1.7 | 1.7 | 1.2 | 1.9 | 2.2 | 2.1 | 2.3 | 3.7 | 15.3 | 11.4 | 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 |
| Dividend Growth(%) | N/A | -46.0 | 8.3 | 17.9 | -8.2 | 9.7 | 51.2 | -3.6 | N/A | 8.7 | 4.5 | 4.8 | 5.0 | 5.3 | 5.6 | -31.4 | -23.9 | 3.0 | 4.7 | 16.4 | 14.6 | 9.1 | 10.0 | 5.3 | 5.6 | 5.9 | 13.3 | 7.1 | 7.7 | -18.8 | -22.0 | 10.8 | 5.7 | 7.7 | 1.6 | 6.7 | 11.1 | -13.6 | -21.9 | 11.1 | -15.3 | -13.3 | 6.5 | -79.0 | 22.3 | 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 05/03/1973
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