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UN: Unilever PLC (STOCK)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 11/27/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
2020 | 2019 | 2018 | 2017 | 2016 | 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 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.6 | 2.8 | 1.6 | 6.3 | 7.5 | 6.9 | 5.9 | 11.0 | 5.3 | 6.8 | -4.5 | 37.2 | -5.2 | 11.0 | -3.0 | 5.0 | 11.4 | 9.5 | -2.9 | 31.7 | -32.7 | 33.8 | 19.1 | 2.9 | 2.8 | 5.2 | 7.1 | -8.5 | 15.6 | -34.4 | 32.8 | 42.5 | 24.5 | 20.8 | 0.9 | 10.8 | -1.9 | 17.4 | 6.8 | 45.5 | 2.2 | 19.8 | 61.5 | 67.3 | 7.3 | 11.9 | 23.1 | 2.4 | 10.7 |
| Sharpe Ratio | NA | 0.08 | 0.02 | 0.25 | 0.34 | NA | NA | 0.33 | 0.17 | -1.04 | -1.46 | 0.82 | -1.96 | -0.36 | -1.36 | -0.86 | -0.4 | -0.4 | -0.88 | 0.43 | -1.27 | 0.56 | -0.21 | -1.27 | -0.93 | -0.53 | -0.5 | -1.29 | -1.36 | -0.29 | 1.78 | -0.15 | 1.76 | -3.01 | 0.16 | 0.69 | -0.12 | 0.94 | 0.37 | 2.94 | 0.08 | 0.31 | 3.07 | 3.95 | 0.39 | 0.67 | 0.98 | 0.09 | 0.71 |
| Draw Down(%) | NA | 30.2 | 32.7 | 32.7 | 32.7 | NA | NA | 54.8 | 28.6 | 11.1 | 11.2 | 9.2 | 19.3 | 17.4 | 16.2 | 12.9 | 12.0 | 11.2 | 20.7 | 32.3 | 41.9 | 13.1 | 14.9 | 7.7 | 23.6 | 15.8 | 25.1 | 22.2 | 32.7 | 43.7 | 29.7 | 16.0 | 11.0 | 11.2 | 16.4 | 18.9 | 13.4 | 18.5 | 15.6 | 7.9 | 19.0 | 46.7 | 10.4 | 8.6 | 14.2 | 18.5 | 18.5 | 18.5 | 12.7 |
| Standard Deviation(%) | NA | 32.2 | 22.7 | 22.2 | 20.6 | NA | NA | 24.8 | 32.6 | 15.8 | 17.8 | 22.1 | 20.0 | 21.2 | 15.8 | 15.6 | 18.1 | 22.7 | 24.4 | 30.4 | 41.0 | 21.3 | 15.6 | 14.3 | 18.1 | 26.6 | 25.1 | 23.4 | 39.0 | 32.5 | 37.1 | 27.7 | 15.0 | 13.7 | 16.3 | 15.6 | 15.6 | 18.5 | 18.5 | 15.5 | 28.2 | 63.7 | 20.0 | 17.1 | 18.9 | 17.7 | 23.4 | 25.6 | 19.1 |
| Treynor Ratio | NA | 0.04 | 0.01 | 0.09 | 0.11 | NA | NA | 0.13 | 0.09 | -0.6 | -0.53 | 0.36 | -0.45 | -0.09 | -0.33 | -0.16 | -0.08 | -0.13 | -0.22 | 0.2 | -0.74 | 0.16 | -0.04 | -0.31 | -0.24 | -0.24 | -0.26 | -1.42 | -3.6 | -0.12 | 0.58 | -0.04 | 0.43 | -1.5 | 0.03 | 0.17 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | 0.0 | 0.0 | NA | NA | 0.03 | -0.01 | -0.06 | -0.05 | -0.48 | -0.19 | -0.18 | -0.06 | -0.28 | -0.01 | 0.01 | -0.1 | 0.03 | -0.04 | 0.08 | 0.01 | -0.32 | -0.04 | -0.06 | -0.09 | -0.08 | -0.33 | -0.21 | 0.02 | 0.05 | 0.04 | -0.1 | 0.01 | 0.01 | -0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.62 | 0.57 | 0.6 | 0.66 | NA | NA | 0.65 | 0.62 | 0.28 | 0.5 | 0.5 | 0.88 | 0.87 | 0.65 | 0.84 | 0.86 | 0.67 | 0.96 | 0.66 | 0.7 | 0.75 | 0.73 | 0.58 | 0.71 | 0.59 | 0.49 | 0.21 | 0.15 | 0.79 | 1.13 | 1.16 | 0.61 | 0.27 | 0.82 | 0.62 | 0.64 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.46 | 0.35 | 0.28 | 0.32 | NA | NA | 0.17 | 0.49 | 0.05 | 0.22 | 0.02 | 0.36 | 0.39 | 0.23 | 0.37 | 0.39 | 0.53 | 0.54 | 0.37 | 0.49 | 0.31 | 0.25 | 0.18 | 0.2 | 0.14 | 0.23 | 0.04 | 0.01 | 0.18 | 0.36 | 0.45 | 0.2 | 0.02 | 0.22 | 0.11 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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