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SNHY: Helios Technologies Inc. (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/09/1997 |
| Last Dividend Date: | 04/04/2019 |
| 12-Mo. Yield | 0.74% |
| Expenses | - |
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Performance Analytics (As of 06/28/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/09/1997 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | NA | NA | 27037.9 | 2631.9 | 497.8 | 250.1 | 168.4 | 139.7 | NA | -48.4 | 63.0 | 27.7 | -18.2 | 3.4 | 53.4 | 13.4 | -5.6 | 48.1 | 43.0 | -24.1 | 86.8 | 8.3 | 84.0 | 124.1 | 13.6 | 6.7 | 18.0 | 4.0 | -20.0 | -29.7 | 17.0 |
| Sharpe Ratio | NA | NA | 28.51 | 3.59 | 0.96 | NA | NA | 0.4 | NA | -1.11 | 2.45 | 0.83 | -0.71 | 0.1 | 1.8 | 0.33 | -0.09 | 1.06 | 0.71 | -0.31 | 1.39 | 0.11 | 1.12 | 2.19 | 0.25 | 0.26 | 0.41 | 0.0 | -0.4 | -0.63 | 0.35 |
| Draw Down(%) | NA | 46.2 | 55.5 | 55.5 | 55.5 | NA | NA | 74.6 | 21.1 | 55.5 | 13.8 | 22.2 | 34.1 | 19.1 | 13.4 | 36.4 | 44.2 | 29.2 | 46.0 | 72.7 | 40.7 | 33.9 | 45.4 | 38.7 | 30.6 | 11.2 | 15.9 | 42.4 | 36.2 | 54.2 | 17.2 |
| Standard Deviation(%) | NA | 1662.5 | 948.5 | 733.2 | 518.5 | NA | NA | 348.2 | 2405.2 | 44.9 | 25.5 | 33.3 | 25.8 | 32.9 | 29.6 | 40.3 | 59.5 | 45.4 | 60.4 | 81.6 | 60.5 | 44.0 | 72.8 | 56.4 | 51.5 | 21.3 | 38.3 | 52.8 | 58.3 | 52.7 | 40.0 |
| Treynor Ratio | NA | 2.74 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | NA | -0.41 | 0.49 | 0.2 | -0.21 | 0.02 | 0.31 | 0.06 | -0.03 | 0.27 | 0.25 | -0.18 | 0.41 | 0.03 | 0.55 | 206.12 | -1.92 | -1.19 | 0.63 | -0.01 | -3.21 | 2.72 | -1.11 |
| Alpha | NA | NA | NA | 930645.6 | 461844.81 | NA | NA | 212275.03 | NA | -0.21 | 0.11 | 0.06 | -0.07 | -0.05 | -0.01 | -0.05 | 0.01 | 0.09 | 0.03 | 0.23 | 0.28 | -0.02 | 0.32 | 0.38 | 0.11 | 0.03 | 0.1 | 0.06 | -0.04 | -0.09 | 0.09 |
| Beta | NA | NA | NA | NA | NA | NA | NA | NA | NA | 1.21 | 1.27 | 1.34 | 0.85 | 1.64 | 1.73 | 2.13 | 2.07 | 1.76 | 1.72 | 1.36 | 2.06 | 1.72 | 1.48 | 0.01 | -0.07 | -0.05 | 0.25 | 0.19 | 0.07 | -0.12 | -0.13 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.24 | 0.11 | 0.28 | 0.26 | 0.32 | 0.42 | 0.45 | 0.65 | 0.48 | 0.6 | 0.47 | 0.29 | 0.16 | 0.04 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.7 | 1.3 | 1.5 | 3.3 | 3.0 | 5.9 | N/A | 0.5 | 0.6 | 0.7 | 1.3 | 1.2 | 3.7 | 1.6 | 2.0 | 1.3 | 3.1 | 2.4 | 1.9 | 1.8 | 2.0 | 2.1 | 2.9 | 27.1 | 2.1 | 2.4 | 2.7 | 1.9 | 1.3 | 1.3 |
| Dividend Growth(%) | N/A | 0.0 | -50.2 | 3.8 | 18.2 | N/A | N/A | N/A | -50.0 | 24.1 | -27.5 | -11.1 | -69.0 | 222.2 | -6.3 | -6.8 | -40.1 | 91.1 | 0.0 | 21.6 | -7.5 | 23.1 | 51.2 | -90.0 | 1250.0 | 0.0 | 0.0 | 0.0 | 0.0 | 14.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/1997
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