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WSM: Williams-Sonoma, Inc. (STOCK)
Basic Info 204.98 3.11(1.49%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/07/1983 |
| Last Dividend Date: | 04/17/2026 |
| 12-Mo. Yield | 1.67% |
| 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 07/07/1983 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 15.6 | 31.7 | 54.2 | 22.0 | 25.6 | 19.9 | 15.4 | 11.9 | -2.1 | 86.6 | 80.2 | -30.5 | 68.6 | 42.4 | 50.1 | 0.6 | 10.2 | -14.8 | -21.4 | 32.6 | 36.1 | 16.4 | 9.8 | 75.3 | 175.3 | -68.8 | -16.5 | -26.5 | 23.1 | 0.8 | 28.1 | 26.6 | 114.5 | -56.5 | 14.1 | 92.5 | 15.1 | 96.6 | -38.5 | -27.1 | 217.3 | -22.4 | -16.2 | -28.6 | 116.8 | 7.6 | -1.4 | -3.9 | 81.0 | -23.6 | -56.3 |
| Sharpe Ratio | NA | 1.04 | 0.86 | 1.18 | 0.44 | 0.54 | NA | NA | 0.19 | -0.12 | 1.68 | 2.12 | -0.59 | 1.57 | 0.63 | 1.54 | -0.02 | 0.3 | -0.45 | -0.94 | 1.23 | 1.53 | 0.52 | 0.25 | 1.81 | 2.69 | -0.82 | -0.55 | -1.04 | 0.92 | -0.01 | 0.73 | 0.45 | 1.66 | -0.63 | 0.21 | 1.72 | 0.22 | 1.37 | -0.78 | -0.42 | 4.41 | -0.41 | -0.38 | -0.6 | 3.03 | 0.07 | -0.13 | -0.17 | 2.05 | -0.53 | -0.98 |
| Draw Down(%) | NA | 23.3 | 23.3 | 36.8 | 51.9 | 59.7 | NA | NA | 89.0 | 36.8 | 20.9 | 22.0 | 37.0 | 26.7 | 59.7 | 14.4 | 37.1 | 21.7 | 23.8 | 33.9 | 15.8 | 15.0 | 17.2 | 36.0 | 23.6 | 27.8 | 82.7 | 28.3 | 36.3 | 18.7 | 18.9 | 27.9 | 39.1 | 44.3 | 64.8 | 36.4 | 51.9 | 31.0 | 37.8 | 47.4 | 41.0 | 26.3 | 51.4 | 54.4 | 66.7 | 15.4 | 17.8 | 47.3 | 37.0 | 8.6 | 39.7 | 60.1 |
| Standard Deviation(%) | NA | 36.3 | 33.5 | 43.1 | 44.2 | 43.9 | NA | NA | 50.2 | 41.6 | 49.5 | 36.6 | 53.9 | 43.5 | 66.4 | 31.6 | 37.2 | 32.5 | 33.5 | 22.8 | 26.4 | 23.5 | 31.5 | 38.7 | 41.7 | 65.0 | 85.2 | 35.6 | 28.9 | 22.6 | 28.8 | 37.7 | 56.1 | 69.2 | 96.5 | 52.3 | 51.7 | 52.1 | 67.1 | 54.1 | 72.0 | 48.4 | 60.7 | 53.2 | 56.8 | 36.6 | 36.8 | 44.5 | 49.6 | 36.9 | 57.9 | 90.0 |
| Treynor Ratio | NA | 0.27 | 0.22 | 0.36 | 0.14 | 0.19 | NA | NA | 0.09 | -0.03 | 0.62 | 0.57 | -0.22 | 0.9 | 0.33 | 0.56 | -0.01 | 0.1 | -0.13 | -0.31 | 0.41 | 0.34 | 0.15 | 0.09 | 0.6 | 1.09 | -0.53 | -0.17 | -0.24 | 0.17 | 0.0 | 0.22 | 0.2 | 0.77 | -0.45 | 0.16 | 0.88 | 0.12 | 0.46 | -0.31 | -0.14 | 3.34 | -0.21 | -0.18 | -0.37 | 3.58 | -0.81 | -1.77 | -0.42 | 3.94 | -2.48 | -1.59 |
| Alpha | NA | 0.05 | 0.01 | 0.1 | 0.04 | 0.05 | NA | NA | 0.04 | -0.07 | 0.18 | 0.14 | 0.01 | 0.17 | 0.11 | 0.08 | 0.04 | -0.02 | -0.1 | -0.09 | 0.08 | 0.01 | 0.01 | 0.05 | 0.18 | 0.31 | -0.12 | -0.07 | -0.18 | 0.07 | -0.04 | 0.0 | 0.27 | 0.47 | -0.11 | 0.05 | 0.2 | -0.01 | 0.2 | -0.3 | -0.03 | 0.48 | -0.06 | -0.14 | -0.07 | 0.29 | 0.04 | 0.02 | 0.01 | 0.23 | -0.07 | -0.53 |
| Beta | NA | 1.41 | 1.32 | 1.41 | 1.41 | 1.25 | NA | NA | 1.06 | 1.43 | 1.33 | 1.36 | 1.45 | 0.76 | 1.26 | 0.86 | 0.98 | 0.95 | 1.18 | 0.69 | 0.8 | 1.07 | 1.12 | 1.07 | 1.24 | 1.61 | 1.31 | 1.13 | 1.26 | 1.2 | 1.47 | 1.23 | 1.28 | 1.49 | 1.35 | 0.67 | 1.01 | 0.98 | 2.01 | 1.37 | 2.14 | 0.64 | 1.19 | 1.09 | 0.91 | 0.31 | -0.03 | 0.03 | 0.2 | 0.19 | 0.12 | 0.55 |
| RSquared | NA | 0.29 | 0.23 | 0.23 | 0.29 | 0.26 | NA | NA | 0.15 | 0.42 | 0.11 | 0.23 | 0.43 | 0.05 | 0.42 | 0.11 | 0.2 | 0.04 | 0.21 | 0.22 | 0.12 | 0.25 | 0.21 | 0.41 | 0.29 | 0.45 | 0.38 | 0.25 | 0.2 | 0.3 | 0.32 | 0.31 | 0.35 | 0.21 | 0.11 | 0.06 | 0.16 | 0.12 | 0.12 | 0.04 | 0.1 | 0.01 | 0.04 | 0.09 | 0.07 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Yield(%) | N/A | 0.8 | 1.7 | 2.5 | 1.8 | 4.4 | 5.3 | 4.4 | N/A | 1.4 | 1.6 | 3.1 | 1.8 | 2.4 | 2.7 | 3.7 | 3.2 | 3.1 | 2.5 | 1.8 | 2.2 | 2.5 | 2.4 | 1.8 | 2.6 | 5.8 | 1.9 | 1.4 | 0.7 | 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 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -44.3 | 15.6 | 9.6 | 67.8 | 189.9 | 1054.1 | 32030.0 | N/A | -19.6 | -8.9 | 14.1 | 26.0 | 22.8 | 5.3 | 11.3 | 9.1 | 5.5 | 5.8 | 6.2 | 13.0 | 30.7 | 33.3 | 20.0 | 14.6 | 1.1 | 6.7 | 48.3 | 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 | 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 07/07/1983
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