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SAP: SAP SE (STOCK)
Basic Info 178.92 3(1.65%) June 09
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/18/1995 |
| Last Dividend Date: | 05/05/2026 |
| 12-Mo. Yield | 0.95% |
| Expenses | - |
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Performance Analytics (As of 06/09/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/18/1995 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.2 | -25.1 | -40.4 | 12.2 | 6.8 | 10.0 | 9.3 | 8.5 | 10.2 | -0.4 | 61.3 | 52.3 | -24.2 | 9.2 | -1.3 | 36.4 | -10.0 | 31.7 | 11.1 | 15.4 | -17.5 | 10.0 | 55.7 | 6.0 | 9.8 | 31.5 | -28.0 | -2.6 | 18.7 | 2.8 | 7.0 | 114.4 | -38.7 | -4.9 | -35.1 | 44.4 | 35.8 | 128.5 | -9.0 | -3.5 |
| Sharpe Ratio | NA | -1.04 | -1.22 | 0.35 | 0.17 | 0.3 | NA | NA | 0.23 | -0.12 | 2.31 | 2.27 | -0.77 | 0.4 | -0.03 | 1.38 | -0.47 | 2.35 | 0.5 | 0.71 | -0.92 | 0.46 | 2.38 | 0.17 | 0.42 | 0.92 | -0.6 | -0.21 | 0.62 | 0.03 | 0.23 | 2.67 | -0.64 | -0.1 | -0.54 | 0.73 | 0.56 | 3.35 | -0.3 | -0.37 |
| Draw Down(%) | NA | 34.5 | 47.7 | 47.7 | 47.7 | 51.0 | NA | NA | 87.9 | 25.0 | 10.8 | 12.3 | 42.4 | 14.5 | 37.4 | 19.5 | 25.0 | 5.5 | 12.1 | 16.7 | 24.0 | 15.7 | 21.6 | 28.2 | 17.9 | 17.9 | 49.6 | 20.2 | 23.0 | 16.4 | 21.1 | 26.2 | 74.0 | 51.6 | 62.1 | 35.6 | 49.6 | 14.0 | 32.0 | 14.3 |
| Standard Deviation(%) | NA | 45.9 | 34.4 | 29.1 | 28.7 | 28.6 | NA | NA | 38.0 | 27.4 | 24.9 | 21.6 | 33.2 | 22.8 | 46.3 | 25.3 | 24.3 | 13.3 | 21.9 | 21.5 | 19.0 | 21.9 | 23.6 | 36.0 | 23.2 | 34.2 | 48.5 | 27.8 | 24.9 | 17.7 | 26.4 | 42.6 | 62.7 | 72.1 | 72.7 | 56.5 | 57.4 | 37.0 | 41.9 | 41.8 |
| Treynor Ratio | NA | -0.54 | -0.5 | 0.11 | 0.05 | 0.09 | NA | NA | 0.08 | -0.04 | 0.51 | 0.54 | -0.25 | 0.1 | -0.02 | 0.33 | -0.12 | 0.34 | 0.1 | 0.19 | -0.2 | 0.1 | 0.42 | 0.05 | 0.11 | 0.36 | -0.32 | -0.06 | 0.1 | 0.01 | 0.04 | 0.83 | -0.26 | -0.03 | -0.25 | 0.34 | 0.19 | 2.57 | -0.17 | -0.12 |
| Alpha | NA | -0.27 | -0.25 | -0.01 | -0.01 | -0.01 | NA | NA | 0.02 | -0.05 | 0.1 | 0.09 | -0.02 | -0.05 | -0.05 | 0.02 | -0.02 | 0.04 | 0.0 | 0.06 | -0.12 | -0.07 | 0.11 | 0.03 | -0.01 | 0.04 | 0.05 | -0.02 | 0.0 | 0.0 | -0.02 | 0.2 | 0.02 | 0.19 | -0.01 | 0.11 | 0.01 | 0.29 | -0.07 | -0.13 |
| Beta | NA | 0.88 | 0.83 | 0.95 | 0.96 | 0.96 | NA | NA | 1.11 | 0.86 | 1.12 | 0.91 | 1.02 | 0.92 | 0.94 | 1.07 | 0.93 | 0.93 | 1.14 | 0.82 | 0.89 | 1.03 | 1.32 | 1.23 | 0.88 | 0.86 | 0.9 | 0.91 | 1.5 | 0.99 | 1.55 | 1.37 | 1.55 | 2.22 | 1.59 | 1.21 | 1.7 | 0.48 | 0.73 | 1.34 |
| RSquared | NA | 0.07 | 0.09 | 0.24 | 0.32 | 0.38 | NA | NA | 0.31 | 0.34 | 0.32 | 0.3 | 0.54 | 0.28 | 0.53 | 0.27 | 0.43 | 0.22 | 0.47 | 0.35 | 0.29 | 0.27 | 0.51 | 0.64 | 0.47 | 0.48 | 0.58 | 0.28 | 0.36 | 0.33 | 0.43 | 0.29 | 0.4 | 0.42 | 0.22 | 0.14 | 0.36 | 0.05 | 0.04 | 0.07 |
| Yield(%) | N/A | 1.2 | 1.0 | 2.0 | 1.8 | 2.7 | 3.1 | 3.3 | N/A | 1.1 | 1.6 | 2.1 | 1.9 | 1.7 | 1.3 | 1.7 | 1.5 | 1.5 | 1.7 | 1.7 | 2.8 | 1.4 | 2.7 | 1.6 | 1.4 | 1.8 | 1.5 | 1.2 | 0.9 | 0.8 | 0.6 | 0.8 | 0.4 | 0.4 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 11.4 | 11.4 | 12.9 | 47.8 | 94.6 | 461.6 | N/A | N/A | 10.3 | 9.1 | -17.8 | 21.5 | 27.9 | 0.9 | -1.8 | 29.8 | 1.6 | 10.3 | -49.7 | 111.8 | -24.6 | 79.2 | 22.2 | 0.0 | -13.4 | 26.9 | 41.5 | 21.6 | 46.3 | 53.5 | 24.2 | 0.0 | 0.8 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/18/1995
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