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UTR: Unitrin Inc (STOCK)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/19/1991 |
| Last Dividend Date: | 08/10/2011 |
| 12-Mo. Yield | 4.10% |
| Expenses | - |
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Performance Analytics (As of 08/24/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/19/1991 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 14.6 | 6.3 | -5.8 | 0.3 | 6.0 | 8.1 | 7.2 | 12.4 | 48.2 | -64.4 | -0.3 | 15.6 | 2.8 | 14.1 | 50.1 | -22.5 | 1.4 | 14.4 | 14.1 | 20.2 | 27.4 | 29.8 | 24.3 | 6.7 | 10.2 | 28.4 | -4.1 |
| Sharpe Ratio | NA | 0.46 | 0.11 | -0.14 | -0.03 | NA | 0.12 | 0.33 | 0.36 | 0.8 | -0.93 | -0.13 | 0.65 | 0.03 | 0.51 | 1.98 | -0.86 | -0.03 | 0.27 | 0.36 | 0.58 | -1.36 | 1.51 | 1.11 | 0.13 | 0.34 | 1.24 | -0.72 |
| Draw Down(%) | NA | 24.9 | 70.8 | 82.5 | 82.5 | NA | 82.5 | 24.9 | 26.1 | 49.5 | 69.3 | 20.7 | 18.9 | 17.6 | 16.5 | 25.8 | 32.4 | 14.0 | 29.3 | 18.4 | 21.7 | 11.6 | 9.8 | 9.0 | 16.7 | 10.0 | 9.2 | 16.6 |
| Standard Deviation(%) | NA | 31.6 | 56.9 | 49.2 | 39.9 | NA | 32.5 | 34.6 | 34.4 | 60.3 | 70.0 | 26.3 | 19.1 | 18.5 | 25.8 | 25.0 | 27.5 | 31.4 | 38.4 | 29.8 | 28.8 | 20.3 | 17.3 | 18.4 | 28.1 | 23.6 | 20.8 | 23.5 |
| Treynor Ratio | NA | 0.11 | 0.04 | -0.05 | -0.01 | NA | 0.04 | 0.09 | 0.09 | 0.29 | -0.5 | -0.03 | 0.14 | 0.01 | 0.12 | 0.51 | -0.33 | -0.02 | 0.24 | 0.28 | 0.24 | -0.73 | 0.56 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.05 | -0.07 | -0.13 | -0.1 | NA | 0.01 | 0.11 | -0.03 | 0.04 | -0.12 | -0.02 | 0.01 | -0.01 | 0.01 | 0.06 | -0.03 | 0.04 | 0.09 | 0.03 | 0.02 | -0.07 | 0.08 | NA | NA | NA | NA | NA |
| Beta | NA | 1.33 | 1.44 | 1.39 | 1.25 | NA | 1.01 | 1.31 | 1.43 | 1.67 | 1.29 | 1.09 | 0.9 | 0.93 | 1.11 | 0.97 | 0.72 | 0.6 | 0.44 | 0.38 | 0.7 | 0.38 | 0.47 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.67 | 0.62 | 0.57 | 0.49 | NA | 0.33 | 0.68 | 0.61 | 0.6 | 0.57 | 0.43 | 0.25 | 0.28 | 0.24 | 0.4 | 0.43 | 0.18 | 0.07 | 0.05 | 0.23 | 0.09 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 4.1 | 4.5 | 3.2 | 3.9 | 3.5 | N/A | 2.8 | 3.9 | 6.6 | 4.0 | 3.5 | 3.8 | 3.8 | 3.9 | 5.6 | 4.2 | 4.0 | 4.1 | 2.0 | 2.2 | 2.5 | 2.8 | 2.8 | 2.2 | 2.0 | 2.1 | 0.5 |
| Dividend Growth(%) | N/A | 9.3 | -42.0 | -18.9 | N/A | N/A | N/A | -18.2 | -17.8 | -43.1 | 3.3 | 3.4 | 3.5 | 2.4 | 0.0 | 0.0 | 3.7 | 6.7 | 7.1 | 7.7 | 8.3 | 9.1 | 10.0 | 33.3 | 15.4 | 18.2 | 340.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/1991
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