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SUN: Sunoco LP (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/07/1983 |
| Last Dividend Date: | 02/12/2015 |
| 12-Mo. Yield | 6.17% |
| Expenses | - |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/07/1983 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 53.4 | 24.5 | 21.3 | 5.4 | 13.5 | 10.4 | 10.7 | 4.6 | 57.6 | 39.5 | -21.6 | 3.4 | 57.4 | -37.6 | -38.3 | 18.0 | -19.6 | 93.7 | 61.2 | 56.3 | -9.8 | 12.4 | 47.5 | -33.1 | -13.2 | 77.1 | -7.4 | -0.6 | 4.9 | 12.6 | -1.2 | 17.3 | -27.2 | 35.6 | 35.0 | -0.2 | 10.8 | 18.1 | 10.9 | 32.6 |
| Sharpe Ratio | NA | 1.58 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 1.16 | 0.04 | 0.01 | -0.02 | 0.09 | 1.67 | -0.8 | -0.5 | 0.46 | -0.65 | 2.63 | 2.25 | 2.73 | -0.39 | 0.31 | 1.18 | -1.1 | -0.46 | 2.52 | -0.47 | -0.22 | 0.07 | 0.39 | -0.16 | 0.44 | -1.36 | 1.3 | 1.1 | -0.09 | 0.23 | 0.59 | 0.12 | 1.29 |
| Draw Down(%) | NA | 25.8 | 100.0 | 100.0 | 100.0 | NA | NA | 100.0 | 5.3 | 100.0 | 100.0 | 99.9 | 34.9 | 15.1 | 53.1 | 66.1 | 26.4 | 38.7 | 17.2 | 15.6 | 13.3 | 34.3 | 23.2 | 28.0 | 40.4 | 32.2 | 17.5 | 31.7 | 23.3 | 25.6 | 24.2 | 19.6 | 22.6 | 34.5 | 16.4 | 12.4 | 48.9 | 15.2 | 11.8 | 21.8 | 10.8 |
| Standard Deviation(%) | NA | 33.8 | 2170.5 | 1685.8 | 1195.1 | NA | NA | 669.3 | 18.0 | 1619.4 | 3071.9 | 1394.2 | 36.7 | 34.2 | 47.0 | 78.6 | 32.1 | 35.6 | 34.8 | 26.8 | 20.4 | 28.4 | 32.1 | 36.5 | 33.2 | 35.9 | 28.9 | 23.2 | 20.7 | 25.7 | 27.0 | 23.6 | 30.1 | 24.0 | 22.9 | 27.1 | 50.5 | 27.6 | 21.5 | 32.1 | 31.3 |
| Treynor Ratio | NA | 1.05 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.48 | 0.0 | 0.0 | 0.0 | 0.03 | 0.45 | -0.35 | -0.29 | 0.12 | -0.15 | 0.62 | 0.82 | 1.51 | -0.16 | 0.25 | 2.03 | -0.85 | -0.26 | 1.25 | -0.14 | -0.12 | 0.03 | 0.18 | -0.05 | 0.14 | -0.43 | 0.3 | 0.36 | -0.04 | 0.06 | 0.18 | 0.04 | 0.36 |
| Alpha | NA | 0.16 | 3337.97 | 2033.79 | 1028.62 | NA | NA | 321.93 | 0.07 | 2702.3 | 6554.4 | 351.86 | 0.02 | 0.12 | -0.26 | 0.13 | 0.06 | -0.15 | 0.26 | 0.17 | 0.15 | 0.03 | 0.08 | 0.17 | -0.18 | -0.1 | 0.17 | -0.09 | -0.05 | 0.02 | 0.03 | -0.02 | -0.03 | -0.11 | 0.03 | 0.08 | 0.01 | 0.01 | 0.01 | 0.04 | 0.13 |
| Beta | NA | 0.51 | 1141.41 | 399.14 | 134.56 | NA | NA | 52.54 | 0.44 | -1759.93 | 5341.87 | -61.02 | 1.18 | 1.29 | 1.08 | 1.33 | 1.2 | 1.56 | 1.48 | 0.73 | 0.37 | 0.67 | 0.4 | 0.21 | 0.43 | 0.64 | 0.58 | 0.76 | 0.39 | 0.67 | 0.59 | 0.81 | 0.95 | 0.76 | 0.98 | 0.84 | 1.25 | 1.01 | 0.69 | 0.89 | 1.13 |
| RSquared | NA | 0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.12 | 0.0 | 0.01 | 0.0 | 0.57 | 0.46 | 0.39 | 0.48 | 0.36 | 0.19 | 0.19 | 0.09 | 0.09 | 0.37 | 0.07 | 0.02 | 0.05 | 0.13 | 0.13 | 0.15 | 0.02 | 0.07 | 0.04 | 0.12 | 0.22 | 0.26 | 0.31 | 0.27 | 0.69 | 0.36 | 0.14 | 0.13 | 0.21 |
| Yield(%) | N/A | 6.2 | 4.3 | 4.2 | 1.1 | 3.3 | 2.8 | N/A | 1.2 | 20530.0 | 3596.0 | 1.5 | 1.5 | 2.2 | 2.7 | 1.6 | 1.8 | 0.9 | 1.0 | 1.1 | 1.5 | 1.3 | 1.5 | 2.2 | 1.4 | 1.2 | 2.1 | 1.8 | 2.4 | 3.0 | 3.2 | 3.0 | 3.2 | 2.2 | 2.9 | 1.9 | 1.4 | 1.5 | 1.3 | 1.3 | 0.8 |
| Dividend Growth(%) | N/A | 17.5 | 112.2 | 23.8 | 112.6 | 22.6 | N/A | N/A | -70.8 | 14.2 | 185.9 | 4.8 | 0.0 | -50.0 | 2.1 | 9.3 | 43.3 | 0.0 | 30.4 | 12.2 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -28.6 | -22.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -11.1 | 35.0 | 0.0 | 30.4 | 0.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/1983
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