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WRI: Weingarten Realty Investors (STOCK)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/16/1985 |
| Last Dividend Date: | 07/27/2021 |
| 12-Mo. Yield | 11.38% |
| Expenses | - |
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Performance Analytics (As of 08/03/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/16/1985 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 99.1 | 8.9 | 1.2 | 8.9 | 4.5 | 8.3 | 7.4 | 50.9 | -26.4 | 33.1 | -15.9 | -1.4 | 8.5 | 3.2 | 33.4 | 6.7 | 28.2 | -3.8 | 26.1 | 5.2 | -28.3 | -28.5 | 27.5 | -1.2 | -5.1 | 27.2 | 83.8 | 17.6 | 21.1 | -12.7 | -0.4 | 10.3 | 6.9 | 0.3 | 1.0 | 2.4 | 11.4 | 32.8 | -21.7 | 23.4 | 13.9 | 5.3 | 7.5 | 1.9 |
| Sharpe Ratio | NA | 2.37 | 0.17 | 0.01 | 0.27 | NA | NA | 0.16 | 3.18 | -0.36 | 1.87 | -0.79 | -0.11 | 0.44 | 0.15 | 2.21 | 0.35 | 1.62 | -0.11 | 0.79 | 0.06 | -0.34 | -1.25 | 1.46 | -0.18 | -0.13 | 1.74 | 1.88 | 1.01 | 1.24 | -1.07 | -0.25 | 0.49 | 0.24 | -0.33 | -0.14 | 0.01 | 0.57 | 1.84 | -1.57 | 1.33 | 0.6 | 0.03 | 0.13 | 0.0 |
| Draw Down(%) | NA | 18.1 | 59.7 | 61.0 | 61.8 | NA | NA | 80.6 | 10.6 | 59.1 | 10.9 | 20.4 | 18.0 | 20.0 | 18.3 | 8.5 | 21.6 | 11.5 | 27.5 | 22.3 | 57.2 | 74.8 | 36.8 | 10.1 | 15.5 | 46.2 | 7.5 | 16.4 | 10.3 | 14.0 | 18.1 | 19.6 | 13.5 | 10.6 | 12.1 | 18.8 | 19.1 | 14.2 | 8.3 | 28.5 | 10.7 | 12.1 | 31.9 | 14.8 | 5.6 |
| Standard Deviation(%) | NA | 41.8 | 47.2 | 38.8 | 31.7 | NA | NA | 31.9 | 32.2 | 74.6 | 16.9 | 22.0 | 20.0 | 19.0 | 20.6 | 15.1 | 19.0 | 17.6 | 35.1 | 33.0 | 83.0 | 86.8 | 25.3 | 16.6 | 19.5 | 46.4 | 15.2 | 44.0 | 15.3 | 13.6 | 15.1 | 15.5 | 13.6 | 13.4 | 11.1 | 14.8 | 16.2 | 15.4 | 15.7 | 17.3 | 13.1 | 15.0 | 40.0 | 23.6 | 12.7 |
| Treynor Ratio | NA | 0.86 | 0.07 | 0.0 | 0.08 | NA | NA | 0.05 | 1.0 | -0.19 | 0.66 | -0.31 | -0.07 | 0.12 | 0.04 | 0.52 | 0.06 | 0.33 | -0.03 | 0.18 | 0.02 | -0.18 | -0.29 | 0.27 | -0.03 | -0.09 | 0.74 | 1.44 | 0.6 | 1.08 | -0.81 | -0.14 | 0.33 | 0.14 | -0.25 | -0.12 | 0.01 | 0.34 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.16 | -0.01 | -0.04 | -0.01 | NA | NA | 0.01 | 0.18 | -0.15 | 0.06 | -0.05 | -0.02 | 0.0 | 0.02 | 0.09 | -0.09 | 0.05 | -0.01 | 0.01 | -0.12 | 0.26 | -0.15 | 0.05 | -0.02 | -0.02 | 0.06 | 0.33 | 0.07 | 0.07 | -0.08 | -0.03 | 0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.03 | 0.1 | -0.07 | 0.07 | 0.06 | NA | NA | NA |
| Beta | NA | 1.15 | 1.18 | 1.11 | 1.06 | NA | NA | 1.01 | 1.02 | 1.36 | 0.48 | 0.56 | 0.3 | 0.7 | 0.82 | 0.65 | 1.08 | 0.85 | 1.22 | 1.43 | 2.39 | 1.61 | 1.1 | 0.88 | 1.09 | 0.68 | 0.36 | 0.57 | 0.26 | 0.16 | 0.2 | 0.28 | 0.2 | 0.24 | 0.15 | 0.17 | 0.16 | 0.26 | 0.32 | 0.21 | 0.25 | 0.1 | NA | NA | NA |
| RSquared | NA | 0.17 | 0.36 | 0.32 | 0.36 | NA | NA | 0.27 | 0.19 | 0.43 | 0.13 | 0.19 | 0.01 | 0.25 | 0.37 | 0.25 | 0.42 | 0.41 | 0.72 | 0.65 | 0.64 | 0.56 | 0.49 | 0.32 | 0.35 | 0.04 | 0.15 | 0.08 | 0.14 | 0.08 | 0.05 | 0.12 | 0.06 | 0.04 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 11.4 | 6.8 | 4.9 | 7.1 | 4.2 | 8.1 | N/A | 5.9 | 4.3 | 6.5 | 9.1 | 6.4 | 5.3 | 3.9 | 5.6 | 4.5 | 5.2 | 4.6 | 5.2 | 6.4 | 6.6 | 4.3 | 4.8 | 4.4 | 5.6 | 6.3 | 6.9 | 7.3 | 7.8 | 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 | 42.1 | 12.3 | 58.7 | 6.8 | 146.1 | N/A | N/A | -5.8 | -18.0 | -47.0 | 30.1 | 25.5 | 32.2 | -11.0 | 27.0 | 5.2 | 5.5 | 5.8 | -18.4 | -39.3 | 6.1 | 6.5 | 5.7 | 6.0 | 6.4 | 5.4 | 5.4 | 5.3 | 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 08/16/1985
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