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WGL: WGL Holdings Inc (STOCK)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 04/09/2018 |
| 12-Mo. Yield | 2.47% |
| Expenses | - |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
2018 | 2017 | 2016 | 2015 | 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 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 1.7 | 11.2 | 12.6 | 12.7 | 10.4 | 10.2 | 4.6 | 15.4 | 24.7 | 20.1 | 42.2 | 6.3 | -7.9 | 29.9 | 11.3 | 7.4 | 4.3 | 4.8 | 13.3 | 1.7 | 16.1 | 21.9 | -13.6 | -0.0 | 16.1 | 1.9 | -12.7 | 36.7 | 10.4 | 22.4 | -18.8 | 6.8 | 12.0 | 16.9 | -6.3 | 27.3 | 10.6 | -13.1 | 15.1 | 21.8 | 18.5 | 22.2 | -20.7 | 47.1 | 15.2 |
| Sharpe Ratio | NA | 1.16 | 1.21 | 1.07 | 0.64 | NA | NA | 0.32 | 0.99 | 1.67 | 1.09 | 0.89 | 2.41 | 0.32 | -0.57 | 1.22 | 0.62 | 0.34 | 0.08 | 0.08 | 0.69 | -0.03 | 0.96 | 1.22 | -0.53 | -0.12 | 0.45 | -0.05 | -0.67 | 1.42 | 0.28 | 0.7 | -1.22 | 0.31 | 0.72 | 0.95 | -0.66 | 1.44 | 0.37 | -0.54 | 0.46 | 0.74 | 0.67 | 0.93 | -0.97 | 0.73 | 0.51 |
| Draw Down(%) | NA | 5.5 | 18.2 | 21.7 | 28.4 | NA | NA | 42.5 | 5.5 | 3.1 | 18.2 | 12.4 | 10.5 | 17.6 | 13.5 | 12.2 | 12.3 | 17.3 | 29.5 | 14.7 | 11.9 | 13.1 | 10.6 | 10.4 | 28.4 | 12.9 | 16.8 | 19.9 | 24.2 | 8.6 | 13.3 | 12.3 | 22.7 | 18.7 | 9.4 | 6.8 | 16.8 | 6.9 | 9.5 | 30.4 | 16.7 | 16.8 | 8.2 | 7.9 | 25.0 | 34.0 | 26.9 |
| Standard Deviation(%) | NA | 6.8 | 16.9 | 18.2 | 21.9 | NA | NA | 22.7 | 8.2 | 8.9 | 22.4 | 22.4 | 17.5 | 19.8 | 13.9 | 24.5 | 18.2 | 21.6 | 41.1 | 22.9 | 14.5 | 16.2 | 15.8 | 17.4 | 27.5 | 20.7 | 26.5 | 25.7 | 23.8 | 23.3 | 24.8 | 26.4 | 17.8 | 15.1 | 13.3 | 13.8 | 17.6 | 14.9 | 16.0 | 31.5 | 23.4 | 22.5 | 17.5 | 17.1 | 28.9 | 50.5 | 23.3 |
| Treynor Ratio | NA | 0.45 | 0.45 | 0.34 | 0.21 | NA | NA | 0.11 | 0.46 | 1.24 | 0.41 | 0.25 | 0.66 | 0.07 | -0.14 | 0.35 | 0.17 | 0.16 | 0.04 | 0.02 | 0.11 | 0.0 | 0.2 | 0.38 | -0.2 | -0.06 | 0.46 | -0.03 | -0.33 | 0.56 | 0.11 | 0.25 | -0.29 | 0.13 | 0.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.06 | 0.05 | 0.03 | NA | NA | 0.03 | 0.03 | 0.05 | 0.07 | 0.08 | 0.11 | -0.07 | -0.07 | 0.1 | 0.0 | -0.01 | 0.17 | 0.0 | 0.0 | -0.02 | 0.03 | 0.02 | 0.01 | 0.02 | 0.07 | -0.03 | -0.09 | 0.06 | 0.0 | 0.0 | -0.08 | 0.01 | 0.03 | 0.07 | 0.0 | 0.09 | 0.04 | 0.03 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.18 | 0.46 | 0.57 | 0.68 | NA | NA | 0.63 | 0.17 | 0.12 | 0.59 | 0.79 | 0.64 | 0.89 | 0.59 | 0.86 | 0.66 | 0.45 | 0.77 | 1.02 | 0.95 | 1.17 | 0.74 | 0.56 | 0.72 | 0.43 | 0.26 | 0.42 | 0.49 | 0.59 | 0.6 | 0.73 | 0.74 | 0.35 | 0.27 | 0.17 | 0.22 | 0.23 | 0.22 | 0.61 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.1 | 0.13 | 0.15 | 0.4 | NA | NA | 0.17 | 0.11 | 0.01 | 0.12 | 0.29 | 0.18 | 0.27 | 0.31 | 0.74 | 0.47 | 0.34 | 0.59 | 0.51 | 0.5 | 0.59 | 0.29 | 0.28 | 0.43 | 0.21 | 0.06 | 0.08 | 0.16 | 0.17 | 0.07 | 0.04 | 0.15 | 0.04 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.5 | 3.6 | 4.6 | 5.2 | 5.9 | 5.4 | N/A | 1.2 | 2.7 | 3.1 | 4.2 | 4.4 | 4.1 | 3.6 | 5.3 | 4.4 | 4.4 | 4.3 | 4.2 | 4.4 | 4.3 | 4.6 | 5.3 | 4.3 | 4.3 | 4.7 | 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 | 3.7 | 6.3 | 22.6 | 61.1 | 457.1 | N/A | N/A | -49.2 | 4.8 | -15.1 | 30.3 | 4.8 | 4.6 | -17.7 | 28.5 | 2.9 | 3.6 | 3.1 | 1.5 | 1.7 | 2.1 | 1.4 | 0.8 | 1.0 | 1.6 | 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 03/17/1980
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