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UPS: United Parcel Service, Inc. (STOCK)
Basic Info 108.54 1.68(1.52%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/10/1999 |
| Last Dividend Date: | 05/18/2026 |
| 12-Mo. Yield | 6.69% |
| 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 11/10/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 12.8 | 19.8 | -8.6 | -8.4 | 4.4 | 6.5 | 5.0 | 4.7 | -15.9 | -15.9 | -6.0 | -16.2 | 30.0 | 48.6 | 24.2 | -15.5 | 7.1 | 22.7 | -10.9 | 8.7 | 46.5 | 3.9 | 3.8 | 30.3 | 7.8 | -19.7 | -3.5 | 1.8 | -10.5 | 16.4 | 19.9 | 17.2 | -6.0 | -13.8 | 1.1 |
| Sharpe Ratio | NA | 0.96 | 0.58 | -0.41 | -0.38 | 0.1 | NA | NA | 0.13 | -0.57 | -0.72 | -0.41 | -0.56 | 1.23 | 1.18 | 0.94 | -0.67 | 0.41 | 1.72 | -0.56 | 0.64 | 3.31 | 0.27 | 0.18 | 1.32 | 0.23 | -0.52 | -0.43 | -0.08 | -0.66 | 1.27 | 1.43 | 0.77 | -0.39 | -0.45 | 0.09 |
| Draw Down(%) | NA | 19.9 | 20.3 | 50.7 | 57.9 | 57.9 | NA | NA | 57.9 | 36.3 | 21.8 | 29.9 | 29.8 | 17.1 | 26.6 | 18.1 | 30.8 | 11.5 | 7.8 | 15.9 | 10.9 | 6.5 | 12.0 | 18.4 | 19.2 | 31.0 | 39.4 | 9.5 | 20.5 | 21.0 | 8.5 | 16.9 | 11.2 | 21.8 | 26.5 | 15.8 |
| Standard Deviation(%) | NA | 31.4 | 29.6 | 28.9 | 28.7 | 27.6 | NA | NA | 24.9 | 33.3 | 27.2 | 23.5 | 31.5 | 24.4 | 40.8 | 24.2 | 25.3 | 15.7 | 13.1 | 19.7 | 13.6 | 14.1 | 14.3 | 21.7 | 22.8 | 32.9 | 39.4 | 15.5 | 19.6 | 19.4 | 12.2 | 13.4 | 20.8 | 21.9 | 40.3 | 46.3 |
| Treynor Ratio | NA | 0.36 | 0.21 | -0.16 | -0.13 | 0.03 | NA | NA | 0.04 | -0.24 | -0.33 | -0.09 | -0.2 | 0.39 | 0.61 | 0.21 | -0.17 | 0.06 | 0.31 | -0.13 | 0.11 | 0.58 | 0.06 | 0.05 | 0.31 | 0.08 | -0.27 | -0.1 | -0.02 | -0.13 | 0.2 | 0.35 | 0.42 | -0.17 | -0.25 | -0.07 |
| Alpha | NA | 0.06 | 0.01 | -0.09 | -0.07 | -0.02 | NA | NA | 0.0 | -0.11 | -0.11 | -0.12 | 0.01 | 0.04 | 0.12 | -0.02 | -0.04 | -0.05 | 0.05 | -0.05 | -0.01 | 0.06 | -0.02 | 0.01 | 0.05 | -0.05 | 0.06 | -0.03 | -0.04 | -0.06 | 0.03 | 0.02 | 0.1 | 0.0 | -0.01 | 0.18 |
| Beta | NA | 0.83 | 0.8 | 0.77 | 0.85 | 0.85 | NA | NA | 0.77 | 0.78 | 0.59 | 1.1 | 0.9 | 0.78 | 0.79 | 1.08 | 0.99 | 1.04 | 0.72 | 0.88 | 0.82 | 0.81 | 0.69 | 0.82 | 0.98 | 0.96 | 0.77 | 0.67 | 0.88 | 1.02 | 0.78 | 0.55 | 0.38 | 0.5 | 0.71 | -0.63 |
| RSquared | NA | 0.14 | 0.11 | 0.16 | 0.26 | 0.31 | NA | NA | 0.36 | 0.2 | 0.08 | 0.38 | 0.47 | 0.17 | 0.43 | 0.31 | 0.45 | 0.2 | 0.52 | 0.48 | 0.47 | 0.41 | 0.38 | 0.77 | 0.59 | 0.63 | 0.64 | 0.48 | 0.21 | 0.29 | 0.51 | 0.48 | 0.23 | 0.24 | 0.15 | 0.03 |
| Yield(%) | N/A | 3.2 | 6.8 | 3.9 | 2.9 | 4.8 | 5.9 | 4.5 | N/A | 5.3 | 4.1 | 3.7 | 2.8 | 2.5 | 3.5 | 4.0 | 2.9 | 2.9 | 3.3 | 2.6 | 2.6 | 3.2 | 3.1 | 2.9 | 3.2 | 3.2 | 2.6 | 2.2 | 2.0 | 1.6 | 1.5 | 1.4 | 1.4 | 1.3 | 1.0 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | 0.3 | 27.1 | 67.9 | 125.4 | N/A | N/A | N/A | 0.6 | 0.6 | 6.6 | 49.0 | 1.0 | 5.2 | 5.5 | 9.6 | 6.4 | 6.8 | 9.0 | 8.1 | 8.8 | 9.6 | 10.6 | 4.4 | 0.0 | 7.1 | 10.5 | 15.2 | 17.9 | 21.7 | 21.1 | 0.0 | 11.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/10/1999
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