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WTNY: Whitney Holding Corp (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/05/1992 |
| Last Dividend Date: | 03/11/2011 |
| 12-Mo. Yield | 0.39% |
| Expenses | - |
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Performance Analytics (As of 06/06/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/05/1992 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 28.6 | -12.8 | -16.0 | -1.3 | 3.3 | 9.0 | -5.6 | 55.8 | -42.8 | -35.4 | -16.5 | 22.1 | -5.3 | 12.1 | 25.9 | 16.2 | 22.3 | 5.0 | 7.2 | -30.9 | 67.3 | 21.8 | 51.9 | 0.7 | 44.6 | 41.9 |
| Sharpe Ratio | NA | 0.59 | -0.21 | -0.33 | -0.07 | NA | 0.18 | -0.49 | 1.03 | -0.61 | -0.53 | -0.72 | 0.97 | -0.36 | 0.64 | 1.33 | 0.49 | 0.55 | 0.02 | 0.13 | -0.78 | 2.41 | 0.89 | 1.9 | -0.08 | 1.46 | 1.76 |
| Draw Down(%) | NA | 31.6 | 75.5 | 78.2 | 78.2 | NA | 78.2 | 12.2 | 53.0 | 51.0 | 50.5 | 29.2 | 14.2 | 25.6 | 11.1 | 8.0 | 27.0 | 19.6 | 16.2 | 17.5 | 42.0 | 12.4 | 6.3 | 11.9 | 23.9 | 18.4 | 17.4 |
| Standard Deviation(%) | NA | 48.2 | 63.1 | 52.5 | 41.0 | NA | 37.0 | 25.9 | 53.9 | 70.5 | 68.3 | 27.3 | 19.4 | 20.9 | 17.4 | 19.0 | 31.0 | 37.0 | 44.2 | 29.9 | 43.9 | 26.2 | 20.3 | 25.2 | 31.2 | 29.0 | 28.5 |
| Treynor Ratio | NA | 0.19 | -0.1 | -0.13 | -0.02 | NA | 0.07 | -0.11 | 0.41 | -0.22 | -0.33 | -0.18 | 0.22 | -0.1 | 0.13 | 0.43 | 0.24 | 0.26 | 0.01 | 0.1 | -0.38 | 2.22 | 0.83 | -2.69 | 0.47 | 0.98 | -10.89 |
| Alpha | NA | 0.02 | 0.0 | -0.04 | 0.01 | NA | 0.03 | -0.08 | 0.15 | -0.33 | 0.08 | -0.08 | 0.03 | -0.03 | 0.01 | 0.04 | 0.13 | 0.14 | 0.08 | 0.01 | -0.21 | 0.17 | 0.06 | 0.18 | 0.01 | 0.14 | 0.18 |
| Beta | NA | 1.51 | 1.35 | 1.32 | 1.12 | NA | 0.92 | 1.19 | 1.37 | 1.96 | 1.09 | 1.1 | 0.84 | 0.78 | 0.88 | 0.58 | 0.62 | 0.77 | 0.82 | 0.37 | 0.89 | 0.29 | 0.22 | -0.18 | -0.05 | 0.43 | -0.05 |
| RSquared | NA | 0.21 | 0.39 | 0.39 | 0.34 | NA | 0.22 | 0.33 | 0.2 | 0.56 | 0.42 | 0.41 | 0.19 | 0.15 | 0.31 | 0.28 | 0.27 | 0.2 | 0.17 | 0.05 | 0.17 | 0.04 | 0.02 | 0.0 | 0.0 | 0.02 | 0.0 |
| Yield(%) | N/A | 0.4 | 1.4 | 1.8 | 1.7 | 2.4 | N/A | 0.1 | 0.4 | 0.2 | 4.5 | 3.5 | 3.8 | 2.2 | 2.2 | 2.4 | 1.5 | 1.4 | 1.8 | 1.6 | 1.0 | 1.5 | 1.6 | 1.9 | 1.5 | 0.4 | 0.1 |
| Dividend Growth(%) | N/A | 0.0 | -72.4 | -20.1 | N/A | N/A | N/A | -75.0 | 0.0 | -96.5 | -2.6 | 7.4 | 9.8 | 10.1 | 8.9 | 20.6 | 31.9 | -19.4 | 9.1 | 10.1 | 7.2 | 15.4 | 18.3 | 28.1 | 140.0 | 300.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/1992
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