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TRI: Thomson Reuters Corporation (STOCK)
Basic Info 86.04 0.3(0.35%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/13/2002 |
| Last Dividend Date: | 05/20/2026 |
| 12-Mo. Yield | 1.97% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | -32.8 | -54.3 | -9.5 | -0.4 | 9.0 | 8.1 | 6.4 | 7.0 | -16.6 | 11.1 | 32.7 | -3.0 | 48.4 | 16.7 | 51.6 | 4.0 | 2.7 | 19.7 | -3.0 | 10.6 | 35.2 | 14.1 | -25.8 | 19.3 | 15.1 | -25.1 | 0.7 | 22.4 | 0.3 | -0.4 | 39.0 | -13.2 |
| Sharpe Ratio | NA | -1.09 | -1.32 | -0.43 | -0.11 | 0.31 | NA | NA | 0.23 | -0.74 | 0.42 | 1.55 | -0.21 | 2.47 | 0.52 | 3.09 | 0.12 | 0.14 | 1.1 | -0.16 | 0.72 | 2.45 | 0.74 | -1.0 | 0.92 | 0.39 | -0.51 | -0.11 | 1.1 | -0.14 | -0.07 | 1.9 | -0.69 |
| Draw Down(%) | NA | 38.7 | 62.0 | 62.0 | 62.0 | 62.0 | NA | NA | 62.0 | 39.5 | 12.0 | 14.3 | 22.3 | 8.4 | 35.4 | 7.8 | 18.4 | 9.6 | 9.7 | 11.2 | 11.0 | 10.0 | 10.5 | 37.3 | 11.7 | 24.7 | 50.1 | 21.1 | 10.4 | 13.2 | 18.3 | 12.5 | 26.7 |
| Standard Deviation(%) | NA | 57.5 | 43.1 | 29.4 | 26.1 | 23.8 | NA | NA | 24.7 | 26.3 | 17.8 | 18.9 | 21.6 | 19.6 | 31.3 | 16.2 | 21.6 | 14.2 | 17.8 | 18.3 | 14.7 | 14.4 | 19.0 | 25.8 | 20.9 | 38.0 | 50.9 | 22.7 | 17.3 | 14.8 | 19.5 | 20.1 | 34.5 |
| Treynor Ratio | NA | -2.14 | -1.76 | -0.26 | -0.05 | 0.12 | NA | NA | 0.08 | -0.44 | 0.12 | 0.5 | -0.07 | 0.78 | 0.24 | 0.86 | 0.06 | 0.05 | 0.2 | -0.04 | 0.2 | 0.51 | 0.15 | -0.29 | 0.24 | 0.16 | -0.3 | -0.03 | 0.64 | -0.07 | -0.03 | 0.88 | -0.39 |
| Alpha | NA | -0.34 | -0.31 | -0.07 | -0.02 | 0.01 | NA | NA | 0.0 | -0.1 | -0.01 | 0.06 | 0.04 | 0.11 | 0.01 | 0.1 | 0.03 | -0.02 | 0.03 | -0.01 | 0.02 | 0.04 | 0.0 | -0.12 | 0.02 | -0.03 | 0.07 | -0.01 | 0.06 | -0.01 | -0.02 | 0.09 | -0.03 |
| Beta | NA | 0.29 | 0.32 | 0.49 | 0.56 | 0.6 | NA | NA | 0.72 | 0.44 | 0.61 | 0.59 | 0.63 | 0.62 | 0.68 | 0.58 | 0.44 | 0.44 | 0.97 | 0.84 | 0.54 | 0.69 | 0.97 | 0.88 | 0.81 | 0.95 | 0.87 | 0.79 | 0.3 | 0.29 | 0.5 | 0.43 | 0.61 |
| RSquared | NA | 0.01 | 0.01 | 0.06 | 0.14 | 0.22 | NA | NA | 0.32 | 0.11 | 0.2 | 0.18 | 0.52 | 0.18 | 0.58 | 0.21 | 0.12 | 0.05 | 0.55 | 0.49 | 0.18 | 0.29 | 0.45 | 0.69 | 0.53 | 0.49 | 0.49 | 0.31 | 0.03 | 0.04 | 0.09 | 0.12 | 0.27 |
| Yield(%) | N/A | 2.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.5 | 1.5 | 5.7 | 1.5 | 2.0 | 2.1 | 3.0 | 3.2 | 3.1 | 3.7 | 3.4 | 3.5 | 4.4 | 4.7 | 3.2 | 3.6 | 3.9 | 3.3 | 2.3 | 2.5 | 2.2 | 2.0 | 2.6 | 1.2 |
| Dividend Growth(%) | N/A | 12.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.2 | -67.4 | 266.7 | 9.9 | 6.6 | 5.6 | 4.0 | 0.4 | 1.5 | 1.5 | 1.5 | 1.5 | 1.6 | 3.2 | 6.9 | 3.6 | -17.0 | 37.8 | 11.4 | 11.4 | 4.6 | 4.1 | 101.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/12/2002
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