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WOR: Worthington Enterprises, Inc. (STOCK)
Basic Info 57.31 0.4(0.69%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 03/13/2026 |
| 12-Mo. Yield | 1.25% |
| 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 03/17/1980 |
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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 11.6 | -2.1 | 18.5 | 8.7 | 11.2 | 13.0 | 11.5 | 7.8 | 33.6 | -29.3 | 91.6 | -6.9 | 8.4 | 25.2 | 24.1 | -19.3 | -5.1 | 60.4 | 3.0 | -27.3 | 63.2 | 64.4 | -8.6 | 44.4 | 23.8 | -35.7 | 4.4 | -4.2 | 1.7 | 12.3 | 23.6 | 11.6 | 85.7 | -48.3 | 32.5 | -24.2 | -9.0 | -12.9 | 4.1 | -2.4 | 35.2 | -2.7 | 53.3 | -0.5 | 1.1 | 34.8 | 2.3 | -25.0 | -4.3 | -18.9 | 20.7 | 6.8 | 11.4 | 43.6 |
| Sharpe Ratio | NA | 0.9 | -0.16 | 0.43 | 0.16 | 0.24 | NA | NA | 0.13 | 0.82 | -0.94 | 2.41 | -0.18 | 0.23 | 0.37 | 0.72 | -0.67 | -0.21 | 1.67 | 0.07 | -0.95 | 2.43 | 1.96 | -0.18 | 1.03 | 0.36 | -0.48 | 0.03 | -0.2 | -0.02 | 0.41 | 0.74 | 0.26 | 1.89 | -1.08 | 0.58 | -0.68 | -0.44 | -0.57 | 0.0 | -0.16 | 1.14 | -0.19 | 1.84 | -0.26 | -0.27 | 1.19 | -0.05 | -0.61 | -0.21 | -1.09 | 0.34 | -0.03 | 0.03 | 1.53 |
| Draw Down(%) | NA | 20.5 | 29.8 | 42.4 | 42.4 | 64.4 | NA | NA | 70.9 | 21.8 | 42.4 | 22.6 | 37.8 | 33.8 | 50.9 | 18.5 | 29.8 | 24.8 | 23.6 | 28.7 | 31.5 | 11.9 | 19.6 | 43.2 | 30.9 | 40.2 | 63.0 | 30.3 | 22.7 | 26.5 | 14.8 | 24.5 | 22.8 | 29.5 | 59.8 | 21.6 | 41.2 | 28.2 | 18.6 | 28.1 | 17.7 | 22.1 | 28.4 | 16.8 | 23.6 | 14.1 | 15.7 | 41.2 | 45.9 | 42.1 | 35.7 | 26.1 | 43.2 | 24.7 | 20.8 |
| Standard Deviation(%) | NA | 29.6 | 29.3 | 35.5 | 38.1 | 39.9 | NA | NA | 38.7 | 38.1 | 35.1 | 36.9 | 47.2 | 36.6 | 67.5 | 31.3 | 30.9 | 27.3 | 36.1 | 44.0 | 28.8 | 26.0 | 33.1 | 47.5 | 42.8 | 66.4 | 75.5 | 36.0 | 38.9 | 28.3 | 27.3 | 31.1 | 40.7 | 45.0 | 48.4 | 50.1 | 40.7 | 28.3 | 29.0 | 31.7 | 35.1 | 28.9 | 27.1 | 26.7 | 23.1 | 18.2 | 25.0 | 39.4 | 47.8 | 46.8 | 23.7 | 42.0 | 30.7 | 25.3 | 32.5 |
| Treynor Ratio | NA | 0.31 | -0.05 | 0.17 | 0.06 | 0.08 | NA | NA | 0.05 | 0.38 | -0.34 | 0.7 | -0.07 | 0.07 | 0.17 | 0.14 | -0.19 | -0.04 | 0.39 | 0.02 | -0.22 | 0.41 | 0.36 | -0.05 | 0.27 | 0.12 | -0.26 | 0.01 | -0.03 | 0.0 | 0.09 | 0.26 | 0.13 | 1.11 | -0.66 | 0.37 | -0.48 | -0.32 | -0.27 | 0.0 | -0.05 | 0.72 | -0.1 | 0.8 | -0.1 | -0.11 | 0.52 | -0.03 | -0.98 | -0.17 | -0.43 | 0.18 | -0.02 | 0.02 | 0.98 |
| Alpha | NA | 0.05 | -0.08 | 0.02 | 0.0 | 0.0 | NA | NA | 0.01 | 0.08 | -0.2 | 0.17 | 0.1 | -0.06 | 0.04 | -0.08 | -0.05 | -0.13 | 0.14 | 0.04 | -0.18 | 0.04 | 0.11 | -0.02 | 0.08 | -0.04 | 0.15 | 0.01 | -0.12 | 0.0 | 0.01 | 0.01 | 0.14 | 0.32 | -0.2 | 0.09 | -0.15 | -0.08 | -0.09 | -0.12 | 0.01 | 0.11 | -0.02 | 0.11 | 0.01 | -0.05 | 0.09 | 0.01 | -0.1 | -0.03 | -0.09 | 0.05 | -0.01 | 0.04 | 0.11 |
| Beta | NA | 0.86 | 0.93 | 0.88 | 1.08 | 1.27 | NA | NA | 1.07 | 0.83 | 0.96 | 1.27 | 1.22 | 1.15 | 1.48 | 1.65 | 1.09 | 1.56 | 1.53 | 1.29 | 1.25 | 1.52 | 1.81 | 1.74 | 1.63 | 1.93 | 1.42 | 1.38 | 2.53 | 1.47 | 1.26 | 0.9 | 0.78 | 0.77 | 0.8 | 0.8 | 0.58 | 0.4 | 0.62 | 1.26 | 1.1 | 0.46 | 0.5 | 0.61 | 0.63 | 0.43 | 0.57 | 0.57 | 0.3 | 0.56 | 0.61 | 0.8 | 0.59 | 0.36 | 0.51 |
| RSquared | NA | 0.16 | 0.15 | 0.13 | 0.23 | 0.33 | NA | NA | 0.25 | 0.16 | 0.12 | 0.2 | 0.41 | 0.17 | 0.57 | 0.44 | 0.37 | 0.15 | 0.31 | 0.2 | 0.25 | 0.42 | 0.48 | 0.73 | 0.46 | 0.62 | 0.6 | 0.37 | 0.42 | 0.29 | 0.26 | 0.24 | 0.25 | 0.14 | 0.13 | 0.08 | 0.08 | 0.07 | 0.06 | 0.09 | 0.1 | 0.02 | 0.03 | 0.11 | 0.19 | 0.1 | 0.15 | 0.22 | 0.01 | 0.03 | 0.11 | 0.07 | 0.12 | 0.04 | 0.06 |
| Yield(%) | N/A | 0.4 | 1.2 | 1.4 | 1.5 | 2.4 | 4.1 | 4.4 | N/A | 1.8 | 1.2 | 2.6 | 2.1 | 2.1 | 2.3 | 2.7 | 1.9 | 2.2 | 2.6 | 2.5 | 1.6 | 1.1 | 4.4 | 2.3 | 2.9 | 4.1 | 3.8 | 4.0 | 3.4 | 3.6 | 3.6 | 4.1 | 4.6 | 7.8 | 4.0 | 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 | 0.0 |
| Dividend Growth(%) | N/A | -73.6 | 10.4 | -24.1 | 3.9 | 63.3 | 81.8 | 280.0 | N/A | 9.1 | -47.6 | 6.8 | 8.3 | 11.2 | 4.3 | 6.8 | -14.6 | 32.1 | 5.4 | 12.1 | 120.0 | -60.5 | 72.7 | 10.0 | -14.9 | -30.9 | 0.0 | 0.0 | 0.0 | 6.2 | 0.0 | 0.0 | 0.0 | 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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| 1. WORTHINGTON INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | (0%) |
| 2. WORTHINGTON INDUSTRIES INC. DEFERRED PROFIT SHARING PLAN | (0%) |
