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SWS: SWS Group Inc (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/11/1991 |
| Last Dividend Date: | 06/13/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 01/02/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/11/1991 |
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(%) | 0.0 | 13.5 | 0.2 | -10.0 | -5.3 | -2.4 | 7.4 | 6.0 | 0.0 | 13.7 | 14.9 | -23.0 | 36.5 | -57.0 | -34.3 | 53.0 | -43.4 | 77.5 | -3.0 | 25.1 | 33.3 | -37.9 | 9.1 | 5.8 | 50.3 | -15.2 | 90.1 | 37.8 | 78.9 | -41.8 | 34.3 | 47.5 | -18.4 |
| Sharpe Ratio | NA | 0.49 | 0.0 | -0.21 | -0.11 | NA | NA | 0.04 | NA | 0.48 | 0.43 | -0.48 | 0.47 | -1.27 | -0.56 | 0.5 | -0.86 | 1.97 | -0.15 | 0.79 | 1.0 | -0.7 | 0.14 | 0.02 | 0.47 | -0.32 | 0.77 | 0.86 | 1.34 | -0.68 | 0.57 | 0.91 | -1.83 |
| Draw Down(%) | NA | 18.7 | 47.1 | 69.3 | 86.0 | NA | NA | 86.5 | 0.0 | 18.7 | 23.2 | 47.1 | 43.5 | 68.2 | 40.8 | 55.0 | 58.9 | 23.1 | 33.6 | 31.5 | 29.5 | 57.1 | 46.8 | 54.8 | 75.6 | 43.4 | 22.3 | 12.3 | 15.7 | 52.7 | 22.9 | 36.7 | 21.6 |
| Standard Deviation(%) | NA | 27.6 | 37.7 | 48.9 | 56.5 | NA | NA | 57.0 | 0.0 | 28.7 | 34.4 | 48.3 | 77.1 | 44.9 | 62.0 | 102.9 | 54.3 | 37.9 | 35.0 | 30.7 | 32.6 | 55.8 | 50.1 | 75.1 | 99.1 | 57.2 | 45.2 | 39.3 | 56.2 | 66.2 | 56.4 | 48.9 | 34.8 |
| Treynor Ratio | NA | 0.17 | 0.0 | -0.07 | -0.04 | NA | NA | 0.02 | 0.0 | 0.17 | 0.1 | -0.13 | 0.21 | -0.6 | -0.21 | 0.27 | -0.23 | 0.31 | -0.03 | 0.16 | 0.26 | -0.35 | 0.05 | 0.01 | 0.21 | -0.27 | 1.02 | 0.63 | 3.57 | -1.31 | 0.93 | 1.19 | -10.31 |
| Alpha | NA | 0.01 | -0.11 | -0.15 | -0.12 | NA | NA | 0.03 | NA | 0.02 | -0.1 | -0.17 | 0.21 | -0.35 | -0.27 | 0.67 | -0.21 | 0.13 | -0.02 | 0.05 | 0.0 | -0.03 | 0.15 | 0.19 | 0.19 | -0.07 | 0.11 | 0.11 | 0.26 | -0.14 | 0.16 | 0.19 | -0.37 |
| Beta | NA | 0.81 | 1.39 | 1.44 | 1.71 | NA | NA | 1.44 | NA | 0.81 | 1.55 | 1.74 | 1.76 | 0.95 | 1.65 | 1.9 | 2.01 | 2.38 | 1.66 | 1.46 | 1.25 | 1.11 | 1.46 | 1.59 | 2.23 | 0.68 | 0.34 | 0.54 | 0.21 | 0.34 | 0.34 | 0.38 | 0.06 |
| RSquared | NA | 0.1 | 0.19 | 0.22 | 0.38 | NA | NA | 0.21 | 0.0 | 0.09 | 0.25 | 0.21 | 0.26 | 0.15 | 0.52 | 0.56 | 0.34 | 0.39 | 0.24 | 0.28 | 0.42 | 0.27 | 0.39 | 0.22 | 0.16 | 0.05 | 0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.5 | 1.7 | 1.7 | 6.4 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 2.3 | 1.9 | 3.1 | 5.4 | 4.5 | 1.2 | 1.5 | 1.9 | 10.2 | 0.7 | 0.7 | 0.8 | 0.6 | 0.7 | 0.7 | 1.1 | 0.5 | 0.4 | 0.4 | 0.1 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -90.8 | -12.3 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -92.9 | -22.2 | 0.0 | -72.7 | 37.5 | 259.8 | 0.0 | 0.0 | -89.7 | 1378.2 | -10.9 | 24.6 | 1.3 | 55.5 | 28.6 | 19.9 | 15.6 | 30.0 | 36.5 | 341.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/1991
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