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QCOM: Qualcomm Incorporated (STOCK)
Basic Info 217.77 1.83(0.85%) June 08
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/13/1991 |
| Last Dividend Date: | 06/04/2026 |
| 12-Mo. Yield | 3.04% |
| 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 12/13/1991 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.5 | 28.6 | 49.0 | 27.3 | 13.0 | 18.0 | 12.3 | 10.8 | 20.6 | 13.8 | 8.3 | 35.1 | -38.6 | 22.3 | 77.1 | 60.7 | -7.6 | 2.0 | 35.1 | -30.6 | 2.3 | 22.4 | 14.9 | 12.3 | 9.0 | 31.2 | -7.6 | 5.5 | -11.3 | 2.5 | 58.2 | 49.1 | -27.9 | -38.6 | -53.3 | 2619.4 | 2.6 | 26.6 | -7.3 | 79.2 | -9.4 | 118.6 | -2.0 | 37.5 |
| Sharpe Ratio | NA | 1.19 | 0.99 | 0.58 | 0.24 | 0.42 | NA | NA | 0.39 | 0.29 | 0.12 | 1.01 | -0.86 | 0.65 | 1.45 | 1.54 | -0.3 | 0.05 | 1.24 | -0.96 | 0.11 | 1.24 | 0.65 | 0.38 | 0.3 | 0.99 | -0.16 | 0.09 | -0.48 | 0.01 | 1.97 | 1.31 | -0.45 | -0.52 | -0.63 | 32.79 | -0.02 | 0.42 | -0.2 | 1.13 | -0.22 | 1.94 | -0.07 | 1543.69 |
| Draw Down(%) | NA | 31.6 | 33.1 | 44.2 | 44.3 | 44.3 | NA | NA | 86.8 | 28.7 | 33.1 | 25.1 | 44.1 | 24.9 | 36.0 | 26.8 | 28.2 | 23.5 | 14.3 | 35.2 | 14.7 | 11.8 | 21.6 | 21.8 | 34.8 | 15.7 | 48.0 | 21.9 | 36.7 | 24.6 | 13.6 | 23.0 | 54.4 | 55.7 | 70.4 | 26.6 | 41.7 | 35.5 | 37.3 | 34.1 | 47.0 | 40.3 | 53.1 | 4.1 |
| Standard Deviation(%) | NA | 61.8 | 47.0 | 41.0 | 40.7 | 38.9 | NA | NA | 47.9 | 38.2 | 38.5 | 31.5 | 46.9 | 34.0 | 52.6 | 38.5 | 30.0 | 27.4 | 28.1 | 32.1 | 20.3 | 18.1 | 23.0 | 32.3 | 30.2 | 31.5 | 55.0 | 27.5 | 31.0 | 29.1 | 29.0 | 36.8 | 64.2 | 79.7 | 91.1 | 79.8 | 55.6 | 54.4 | 55.1 | 66.8 | 57.7 | 59.6 | 65.6 | 95.4 |
| Treynor Ratio | NA | 0.4 | 0.26 | 0.14 | 0.06 | 0.12 | NA | NA | 0.14 | 0.07 | 0.02 | 0.21 | -0.26 | 0.14 | 0.66 | 0.48 | -0.08 | 0.01 | 0.27 | -0.35 | 0.02 | 0.28 | 0.13 | 0.11 | 0.11 | 0.36 | -0.09 | 0.02 | -0.08 | 0.0 | 0.41 | 0.4 | -0.19 | -0.17 | -0.29 | 12.92 | -0.01 | 0.19 | -0.08 | 0.29 | -0.07 | 0.59 | -0.03 | 897.71 |
| Alpha | NA | 0.17 | 0.04 | 0.0 | 0.0 | 0.01 | NA | NA | 0.06 | -0.02 | -0.1 | 0.0 | -0.04 | -0.06 | 0.17 | 0.08 | 0.0 | -0.09 | 0.07 | -0.13 | -0.04 | 0.0 | -0.01 | 0.05 | 0.0 | 0.04 | 0.17 | 0.01 | -0.13 | 0.0 | 0.14 | 0.06 | 0.09 | 0.05 | -0.07 | 1.3 | -0.06 | 0.01 | -0.08 | 0.02 | 0.02 | 0.31 | 0.03 | 1.62 |
| Beta | NA | 1.85 | 1.8 | 1.66 | 1.58 | 1.36 | NA | NA | 1.33 | 1.52 | 1.96 | 1.48 | 1.52 | 1.56 | 1.16 | 1.24 | 1.13 | 1.44 | 1.29 | 0.87 | 1.01 | 0.8 | 1.19 | 1.12 | 0.83 | 0.85 | 0.97 | 0.97 | 1.97 | 1.23 | 1.41 | 1.22 | 1.56 | 2.46 | 1.98 | 2.02 | 1.27 | 1.23 | 1.36 | 2.56 | 1.68 | 1.95 | 1.74 | 1.64 |
| RSquared | NA | 0.17 | 0.21 | 0.36 | 0.43 | 0.4 | NA | NA | 0.25 | 0.55 | 0.42 | 0.38 | 0.62 | 0.36 | 0.57 | 0.15 | 0.42 | 0.12 | 0.36 | 0.19 | 0.33 | 0.24 | 0.44 | 0.65 | 0.26 | 0.54 | 0.52 | 0.32 | 0.41 | 0.19 | 0.29 | 0.32 | 0.4 | 0.43 | 0.24 | 0.19 | 0.21 | 0.17 | 0.08 | 0.09 | 0.08 | 0.08 | 0.07 | 0.14 |
| Yield(%) | N/A | 1.0 | 2.3 | 2.9 | 2.4 | 5.1 | 4.2 | 4.3 | N/A | 2.3 | 2.4 | 2.9 | 1.6 | 1.8 | 2.9 | 4.3 | 3.7 | 3.4 | 4.1 | 2.5 | 2.2 | 2.0 | 1.7 | 1.7 | 1.6 | 1.8 | 1.6 | 1.4 | 1.0 | 0.8 | 0.8 | 0.6 | 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 | -48.6 | 4.4 | 21.4 | 33.1 | 171.7 | 761.4 | N/A | N/A | 5.1 | 6.3 | 7.5 | 8.9 | 4.7 | 3.6 | 2.1 | 8.5 | 8.2 | 11.3 | 15.5 | 23.8 | 34.7 | 15.6 | 12.8 | 10.4 | 8.1 | 14.8 | 20.0 | 32.4 | 51.1 | 87.5 | 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 12/13/1991
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