It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
UNS: UNS Energy Corp (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/03/1985 |
| Last Dividend Date: | 06/04/2014 |
| 12-Mo. Yield | 3.83% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/15/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/03/1985 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 31.0 | 22.6 | 20.3 | 13.4 | 14.9 | 9.1 | 4.4 | 2.9 | 46.2 | 20.1 | 7.8 | 16.7 | 14.4 | -3.7 | -11.3 | 20.1 | 32.6 | 0.4 | 47.1 | -2.2 | -1.3 | 72.8 | -17.1 | -25.5 | 9.9 | 1.5 | 8.4 | -17.2 | 44.6 | -44.3 | -25.0 | -66.7 | -38.5 | 54.0 | 34.4 | 107.5 | 23.5 |
| Sharpe Ratio | NA | 1.34 | 1.23 | 1.11 | 0.53 | NA | NA | 0.01 | 2.14 | 1.5 | 1.59 | 0.4 | 0.83 | 0.6 | -0.1 | -0.74 | 1.29 | 1.36 | -0.07 | 1.56 | -0.11 | -0.1 | 2.38 | -0.91 | -0.97 | -2.05 | -0.05 | 0.11 | -0.45 | 0.77 | -0.45 | -0.41 | -1.4 | -1.03 | 2.16 | 1.16 | 4.19 | 3.59 |
| Draw Down(%) | NA | 8.3 | 14.1 | 14.1 | 44.0 | NA | NA | 95.6 | 0.9 | 14.1 | 7.7 | 11.0 | 12.6 | 20.4 | 33.5 | 28.9 | 8.7 | 17.0 | 5.8 | 10.7 | 31.4 | 45.5 | 16.8 | 22.6 | 34.1 | 16.4 | 26.8 | 23.3 | 25.7 | 26.8 | 84.7 | 61.0 | 69.5 | 54.7 | 12.4 | 15.8 | 14.3 | 6.9 |
| Standard Deviation(%) | NA | 23.1 | 18.3 | 18.2 | 23.4 | NA | NA | 41.7 | 2.2 | 30.7 | 12.7 | 19.4 | 20.0 | 23.9 | 47.6 | 19.5 | 13.1 | 22.3 | 8.1 | 29.8 | 30.0 | 36.7 | 28.9 | 22.4 | 29.7 | 22.0 | 35.7 | 40.7 | 44.4 | 54.7 | 102.8 | 70.2 | 51.4 | 43.0 | 22.7 | 26.0 | 24.5 | 24.1 |
| Treynor Ratio | NA | 1.1 | 0.37 | 0.3 | 0.17 | NA | NA | 0.01 | 0.96 | 0.51 | 0.46 | 0.11 | 0.2 | 0.31 | -0.05 | -0.2 | 0.31 | 0.44 | -0.04 | 0.67 | -0.06 | -0.15 | 4.27 | -3.31 | -0.95 | -1.56 | -0.03 | 0.19 | -1.13 | 2.77 | -1.39 | -2.29 | -1.1 | -1.16 | 2.55 | 0.7 | 0.0 | 0.0 |
| Alpha | NA | 0.07 | 0.02 | 0.02 | 0.0 | NA | NA | -0.01 | 0.02 | 0.07 | 0.05 | 0.02 | 0.02 | 0.01 | 0.16 | -0.06 | 0.04 | 0.1 | -0.01 | 0.1 | 0.06 | 0.02 | 0.23 | -0.08 | -0.14 | -0.14 | -0.02 | 0.02 | -0.05 | 0.19 | -0.05 | -0.04 | -0.38 | -0.21 | 0.15 | 0.14 | NA | NA |
| Beta | NA | 0.28 | 0.61 | 0.67 | 0.71 | NA | NA | 0.51 | 0.05 | 0.9 | 0.44 | 0.68 | 0.81 | 0.47 | 0.87 | 0.71 | 0.54 | 0.69 | 0.15 | 0.7 | 0.6 | 0.24 | 0.16 | 0.06 | 0.3 | 0.29 | 0.61 | 0.24 | 0.18 | 0.15 | 0.33 | 0.13 | 0.66 | 0.38 | 0.19 | 0.43 | NA | NA |
| RSquared | NA | 0.01 | 0.22 | 0.34 | 0.38 | NA | NA | 0.06 | 0.06 | 0.09 | 0.2 | 0.67 | 0.54 | 0.28 | 0.56 | 0.34 | 0.17 | 0.1 | 0.04 | 0.14 | 0.28 | 0.02 | 0.02 | 0.0 | 0.04 | 0.06 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | 0.01 | 0.02 | 0.26 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.8 | 4.7 | 5.6 | 5.1 | 8.2 | 21.9 | N/A | 1.6 | 4.0 | 4.7 | 4.7 | 4.7 | 3.9 | 3.1 | 2.4 | 2.7 | 3.1 | 2.6 | 3.4 | 2.7 | 2.1 | 2.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 30.3 | 45.1 | 38.1 | 51.2 | 25.8 |
| Dividend Growth(%) | N/A | 5.8 | 30.2 | 89.0 | 488.8 | N/A | N/A | N/A | -44.8 | 1.2 | 2.4 | 7.7 | 34.5 | 20.8 | 6.7 | 7.1 | 10.5 | 18.8 | 6.7 | 20.0 | 25.0 | 25.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -29.5 | 8.3 | 9.1 | 120.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/03/1985
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to UNS
Related 401K Plans
| 1. Tucson Electric Power Company 401(k) Plan | (0%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
