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UNFI: United Natural Foods, Inc. (STOCK)
Basic Info 55.52 2.55(4.81%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/01/1996 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| 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 | Since 11/01/1996 |
2025 | 2024 | 2023 | 2022 | 2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 8.1 | 64.9 | 102.8 | 27.6 | 7.2 | 3.7 | 1.9 | 2.6 | 7.4 | 22.3 | 65.8 | -58.1 | -21.1 | 207.3 | 82.3 | -17.3 | -78.5 | 3.2 | 21.2 | -49.1 | 2.6 | 40.7 | 33.9 | 9.1 | 37.2 | 50.1 | -43.8 | -11.7 | 36.1 | -15.1 | 73.2 | 41.7 | 1.4 | 41.8 | 46.9 | -50.3 | -7.2 | 52.9 | 25.9 |
| Sharpe Ratio | NA | 5.59 | 2.1 | 0.44 | 0.09 | 0.03 | NA | NA | 0.11 | 0.38 | 1.0 | -1.0 | -0.51 | 3.3 | 0.79 | -0.51 | -1.97 | -0.51 | -0.29 | -1.73 | -0.68 | 0.86 | 0.59 | -0.29 | 0.65 | 0.74 | -1.1 | -1.01 | 0.5 | -1.02 | 1.35 | 0.63 | -0.38 | 0.37 | -0.38 | -0.33 | 0.5 | 0.11 | 8.14 |
| Draw Down(%) | NA | 11.7 | 27.0 | 68.0 | 84.1 | 89.7 | NA | NA | 93.5 | 38.0 | 48.3 | 70.1 | 31.7 | 24.0 | 42.5 | 57.5 | 80.5 | 33.2 | 24.6 | 55.8 | 22.8 | 15.3 | 15.8 | 28.3 | 14.0 | 32.3 | 50.3 | 31.9 | 18.9 | 29.1 | 34.8 | 18.9 | 40.1 | 41.7 | 37.7 | 76.2 | 42.0 | 25.7 | 5.0 |
| Standard Deviation(%) | NA | 39.1 | 47.6 | 55.3 | 53.8 | 61.6 | NA | NA | 50.8 | 51.9 | 60.0 | 62.7 | 44.0 | 62.9 | 103.2 | 78.9 | 50.9 | 31.2 | 44.1 | 39.0 | 23.6 | 25.9 | 26.2 | 33.1 | 28.7 | 42.5 | 57.2 | 33.6 | 27.6 | 35.5 | 39.7 | 35.3 | 48.1 | 56.3 | 56.7 | 77.1 | 52.4 | 56.6 | 42.5 |
| Treynor Ratio | NA | 3.14 | 1.09 | 0.25 | 0.05 | 0.03 | NA | NA | 0.08 | 0.18 | 0.86 | -0.45 | -0.24 | 2.62 | 2.8 | -0.21 | -1.22 | -0.18 | -0.12 | -0.84 | -0.14 | 0.18 | 0.16 | -0.08 | 0.21 | 0.38 | -0.99 | -0.32 | 0.11 | -0.23 | 0.36 | 0.35 | -0.26 | 0.33 | -0.48 | 36.3 | 0.37 | 0.12 | -3.94 |
| Alpha | NA | 0.44 | 0.24 | 0.08 | 0.03 | 0.04 | NA | NA | 0.04 | 0.05 | 0.2 | -0.4 | 0.0 | 0.44 | 0.43 | -0.09 | -0.57 | -0.18 | 0.14 | -0.58 | -0.03 | 0.33 | 0.07 | 0.04 | 0.0 | 0.1 | -0.1 | -0.05 | 0.08 | 0.34 | 0.22 | 0.07 | 0.02 | 0.2 | -0.05 | -0.09 | -0.01 | 0.08 | 0.83 |
| Beta | NA | 0.7 | 0.92 | 0.97 | 0.97 | 0.76 | NA | NA | 0.75 | 1.08 | 0.7 | 1.38 | 0.95 | 0.79 | 0.29 | 1.95 | 0.82 | 0.88 | 1.07 | 0.8 | 1.13 | 1.25 | 1.0 | 1.12 | 0.89 | 0.83 | 0.64 | 1.06 | 1.3 | 1.55 | 1.47 | 0.64 | 0.71 | 0.63 | 0.45 | -0.01 | 0.7 | 0.51 | -0.88 |
| RSquared | NA | 0.06 | 0.05 | 0.07 | 0.1 | 0.05 | NA | NA | 0.08 | 0.15 | 0.02 | 0.1 | 0.28 | 0.03 | 0.01 | 0.1 | 0.09 | 0.04 | 0.11 | 0.11 | 0.3 | 0.28 | 0.24 | 0.62 | 0.31 | 0.27 | 0.22 | 0.26 | 0.22 | 0.2 | 0.17 | 0.1 | 0.15 | 0.06 | 0.03 | 0.0 | 0.08 | 0.03 | 0.06 |
| Yield(%) | N/A | 0.0 | 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 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/1996
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