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WFMI: Whole Foods Market, Inc. (STOCK)
Basic Info
| Asset Class: | US EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/23/1992 |
| Last Dividend Date: | 04/08/2011 |
| 12-Mo. Yield | 0.49% |
| Expenses | - |
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Performance Analytics (As of 05/05/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/23/1992 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.0 | 48.4 | 21.0 | -2.8 | 18.2 | 18.8 | 17.2 | 18.7 | 84.3 | 190.8 | -76.4 | -11.7 | -37.2 | 63.7 | 43.1 | 27.3 | 21.0 | 42.5 | 31.8 | -4.1 | -5.4 | 127.1 | 62.3 | 35.3 | -54.5 | 54.0 | 19.2 |
| Sharpe Ratio | NA | 1.38 | 0.38 | -0.08 | 0.39 | NA | 0.27 | 1.99 | 2.32 | 2.96 | -1.23 | -0.41 | -0.97 | 2.23 | 1.84 | 0.87 | 0.55 | 0.97 | 0.57 | -0.13 | -0.15 | 1.45 | 1.08 | 0.69 | -0.93 | 1.35 | 0.26 |
| Draw Down(%) | NA | 19.6 | 75.8 | 88.2 | 88.9 | NA | 88.9 | 10.5 | 19.6 | 29.4 | 80.1 | 30.3 | 39.0 | 9.8 | 23.0 | 25.2 | 28.7 | 35.6 | 27.7 | 40.2 | 52.3 | 25.9 | 41.4 | 32.0 | 61.5 | 19.8 | 55.6 |
| Standard Deviation(%) | NA | 35.0 | 55.0 | 51.2 | 43.7 | NA | 48.1 | 32.8 | 36.3 | 64.4 | 62.5 | 35.6 | 42.0 | 27.6 | 23.0 | 30.7 | 36.4 | 42.2 | 48.8 | 54.8 | 58.0 | 49.3 | 53.7 | 45.6 | 61.8 | 38.3 | 68.8 |
| Treynor Ratio | NA | 0.44 | 0.2 | -0.04 | 0.17 | NA | 0.14 | 0.64 | 0.78 | 1.7 | -0.8 | -0.14 | -0.29 | 0.57 | 0.45 | 0.39 | 0.24 | 0.66 | 0.63 | -0.1 | -0.08 | 0.83 | 0.63 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | -0.02 | -0.13 | -0.04 | NA | 0.04 | 0.14 | 0.19 | 0.38 | -0.35 | -0.05 | -0.23 | 0.18 | 0.11 | 0.04 | 0.17 | 0.2 | 0.16 | -0.03 | -0.05 | 0.25 | 0.21 | NA | NA | NA | NA |
| Beta | NA | 1.11 | 1.04 | 1.07 | 0.99 | NA | 0.9 | 1.02 | 1.07 | 1.12 | 0.97 | 1.09 | 1.41 | 1.08 | 0.94 | 0.68 | 0.84 | 0.62 | 0.44 | 0.73 | 1.05 | 0.86 | 0.92 | NA | NA | NA | NA |
| RSquared | NA | 0.32 | 0.32 | 0.3 | 0.25 | NA | 0.12 | 0.15 | 0.3 | 0.22 | 0.4 | 0.24 | 0.14 | 0.17 | 0.22 | 0.13 | 0.32 | 0.11 | 0.05 | 0.05 | 0.13 | 0.08 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.5 | 0.4 | 0.5 | 1.0 | 1.5 | N/A | 0.4 | 0.0 | 0.0 | 1.5 | 1.6 | 3.4 | 0.5 | 0.5 | 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 | -89.9 | -40.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | -16.7 | -72.3 | 453.2 | 56.7 | 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 01/23/1992
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