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UCBI: United Community Banks Inc (STOCK)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/18/2002 |
| Last Dividend Date: | 06/14/2024 |
| 12-Mo. Yield | 3.05% |
| Expenses | - |
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Performance Analytics (As of 08/07/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/18/2002 |
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(%) | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -10.4 | -3.5 | 29.4 | -4.6 | 47.4 | -22.2 | -3.7 | 54.1 | 4.1 | 7.7 | 88.0 | 35.1 | -85.7 | -42.5 | -74.5 | -12.7 | -50.4 | 22.6 | 0.1 | -17.2 | 36.4 | 12.0 |
| Sharpe Ratio | NA | -0.03 | 0.02 | 0.06 | 0.21 | NA | NA | -0.21 | -0.12 | -0.39 | -0.17 | 0.95 | -0.07 | 1.86 | -0.94 | -0.18 | 2.1 | 0.17 | 0.28 | 3.61 | 0.87 | -0.49 | -0.63 | -0.82 | -0.14 | -1.37 | 0.78 | -0.07 | -0.36 | 1.1 | 0.4 |
| Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 100.0 | NA | NA | 100.0 | 100.0 | 39.4 | 27.5 | 22.7 | 48.3 | 19.9 | 38.6 | 17.0 | 17.7 | 15.5 | 23.4 | 10.1 | 37.2 | 90.7 | 79.5 | 82.3 | 61.0 | 55.1 | 10.9 | 19.0 | 42.0 | 15.5 | 26.5 |
| Standard Deviation(%) | NA | 31.8 | 32.4 | 41.5 | 34.3 | NA | NA | 57.8 | 29.8 | 38.4 | 29.4 | 31.0 | 67.7 | 24.7 | 25.0 | 24.6 | 25.7 | 23.6 | 27.3 | 24.4 | 40.5 | 175.0 | 67.6 | 90.8 | 96.1 | 39.1 | 24.9 | 29.7 | 50.3 | 32.6 | 35.9 |
| Treynor Ratio | NA | -0.56 | -0.97 | -0.84 | -0.86 | NA | NA | -0.74 | -0.55 | -0.08 | -0.07 | 0.29 | -0.04 | 0.43 | -0.27 | -0.02 | 0.4 | 0.04 | 0.06 | 0.79 | 0.25 | -0.62 | -0.24 | -0.36 | -0.08 | -0.38 | 0.12 | -0.01 | -0.09 | 0.39 | 0.3 |
| Alpha | NA | -0.49 | -0.14 | -0.1 | -0.04 | NA | NA | -0.06 | -0.75 | -0.17 | 0.06 | 0.03 | -0.06 | 0.05 | -0.07 | -0.16 | 0.12 | 0.02 | -0.01 | 0.13 | 0.06 | -0.37 | -0.25 | -0.62 | 0.37 | -0.28 | 0.01 | -0.02 | -0.13 | 0.04 | 0.13 |
| Beta | NA | 1.84 | 1.05 | 1.22 | 1.18 | NA | NA | 1.37 | 1.88 | 1.77 | 0.75 | 1.02 | 1.35 | 1.08 | 0.87 | 2.09 | 1.34 | 0.97 | 1.19 | 1.11 | 1.39 | 1.38 | 1.77 | 2.08 | 1.6 | 1.41 | 1.6 | 1.87 | 2.13 | 0.91 | 0.48 |
| RSquared | NA | 0.05 | 0.08 | 0.19 | 0.21 | NA | NA | 0.24 | 0.03 | 0.39 | 0.4 | 0.2 | 0.48 | 0.31 | 0.35 | 0.36 | 0.5 | 0.39 | 0.26 | 0.26 | 0.21 | 0.1 | 0.24 | 0.42 | 0.47 | 0.34 | 0.47 | 0.45 | 0.29 | 0.21 | 0.13 |
| Yield(%) | N/A | 3.1 | 2.9 | 3.1 | 3.8 | 1.1 | 0.6 | N/A | 1.6 | 2.7 | 2.4 | 2.8 | 2.3 | 3.1 | 2.1 | 1.3 | 1.6 | 1.2 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.2 | 1.1 | 1.2 | 1.1 | 1.1 | 1.2 | 1.3 |
| Dividend Growth(%) | N/A | 2.2 | 26.3 | 110.8 | -4.3 | N/A | N/A | N/A | -50.0 | 7.0 | 10.3 | 8.3 | 5.9 | 17.2 | 52.6 | 26.7 | 36.4 | 37.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | -49.0 | 12.5 | 14.3 | 16.7 | 20.0 | 5.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/2002
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| 1. United Community Banks, Inc. Profit Sharing Plan | (0%) |
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