It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
SIVB: SVB Financial Group (STOCK)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/27/1987 |
| Last Dividend Date: | 02/10/1992 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/26/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/27/1987 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -36.6 | -99.9 | -85.3 | -70.3 | -38.0 | -25.5 | -16.7 | -1.8 | -99.7 | -66.1 | 74.9 | 54.5 | 32.2 | -18.8 | 36.2 | 44.4 | 2.4 | 10.7 | 87.4 | 17.4 | -10.1 | 27.3 | 58.8 | -48.0 | 8.1 | -0.5 | 4.5 | 24.3 | 97.6 | -31.5 | -22.7 | 39.6 | 190.6 | -39.4 | 74.4 | 34.4 | 77.8 | 33.3 | 22.7 | -40.0 | 29.4 | 7.6 | 60.1 | 70.1 | -1.1 |
| Sharpe Ratio | NA | -0.18 | -0.26 | -0.27 | -0.21 | NA | NA | -0.03 | -0.1 | -1.03 | 1.96 | 0.84 | 0.88 | -0.51 | 1.19 | 1.03 | 0.07 | 0.42 | 4.03 | 0.63 | -0.24 | 0.74 | 0.81 | -0.75 | 0.24 | -0.21 | 0.11 | 0.82 | 2.84 | -0.73 | -0.4 | 0.34 | 3.23 | -0.49 | 0.61 | 0.99 | 2.26 | 0.74 | 0.39 | -0.75 | 0.49 | 0.04 | 1.22 | 1.49 | -0.27 |
| Draw Down(%) | NA | 99.9 | 99.9 | 99.9 | 99.9 | NA | NA | 99.9 | 99.9 | 72.9 | 15.5 | 51.6 | 28.6 | 45.5 | 18.7 | 32.7 | 25.2 | 27.4 | 10.0 | 22.0 | 44.9 | 28.5 | 54.1 | 63.7 | 15.4 | 19.4 | 11.5 | 21.7 | 17.4 | 56.8 | 56.1 | 62.2 | 24.3 | 67.5 | 17.8 | 15.6 | 11.6 | 15.1 | 32.7 | 60.7 | 37.3 | 56.9 | 40.9 | 14.1 | 9.1 |
| Standard Deviation(%) | NA | 580.8 | 336.9 | 263.1 | 187.4 | NA | NA | 108.3 | 1030.6 | 65.4 | 38.1 | 64.3 | 34.9 | 39.2 | 30.0 | 42.6 | 33.0 | 25.3 | 21.7 | 27.6 | 42.2 | 36.7 | 72.7 | 65.2 | 20.8 | 18.0 | 20.9 | 28.4 | 34.1 | 44.7 | 63.8 | 104.5 | 58.0 | 86.7 | 31.1 | 30.9 | 32.8 | 41.0 | 53.1 | 56.1 | 51.8 | 60.2 | 44.4 | 43.8 | 38.1 |
| Treynor Ratio | NA | -0.44 | -0.44 | -0.42 | -0.23 | NA | NA | -0.02 | -0.16 | -0.41 | 0.44 | 0.37 | 0.17 | -0.14 | 0.14 | 0.2 | 0.02 | 0.08 | 0.78 | 0.12 | -0.07 | 0.19 | 0.32 | -0.47 | 0.06 | -0.04 | 0.02 | 0.16 | 0.8 | -0.27 | -0.14 | 0.15 | 4.64 | -0.26 | 0.35 | 0.77 | 1.87 | 1.1 | 0.39 | -4.32 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.35 | -0.07 | -0.06 | -0.01 | NA | NA | 0.05 | -0.66 | -0.23 | 0.09 | 0.11 | -0.06 | -0.03 | -0.05 | 0.07 | 0.02 | -0.01 | 0.13 | -0.01 | -0.03 | 0.02 | 0.07 | -0.02 | 0.02 | -0.06 | 0.0 | 0.03 | 0.16 | -0.01 | 0.05 | 0.44 | 0.45 | -0.2 | 0.08 | 0.1 | 0.19 | 0.14 | 0.11 | -0.15 | NA | NA | NA | NA | NA |
| Beta | NA | 2.33 | 1.94 | 1.72 | 1.69 | NA | NA | 1.42 | 6.41 | 1.65 | 1.71 | 1.45 | 1.82 | 1.44 | 2.57 | 2.2 | 1.47 | 1.29 | 1.13 | 1.45 | 1.45 | 1.47 | 1.85 | 1.05 | 0.86 | 1.08 | 1.16 | 1.45 | 1.22 | 1.21 | 1.75 | 2.32 | 0.4 | 1.66 | 0.54 | 0.4 | 0.4 | 0.28 | 0.53 | 0.1 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.07 | 0.09 | 0.14 | 0.16 | NA | NA | 0.18 | 0.08 | 0.42 | 0.38 | 0.62 | 0.44 | 0.38 | 0.36 | 0.49 | 0.46 | 0.36 | 0.34 | 0.47 | 0.7 | 0.55 | 0.51 | 0.44 | 0.43 | 0.41 | 0.35 | 0.35 | 0.34 | 0.46 | 0.37 | 0.3 | 0.01 | 0.18 | 0.08 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 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 | 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 | 0.2 | 0.5 | 0.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | 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 | 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 | N/A | N/A | N/A | N/A | -100.0 | -46.3 | 116.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/1987
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to SIVB
Related 401K Plans
| 1. SVB FINANCIAL GROUP 401(k) AND EMPLOYEE STOCK OWNERSHIP PLAN | (0%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
