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XRX: Xerox Holdings Corporation (STOCK)
Basic Info 3.32 0.17(4.87%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/03/1977 |
| Last Dividend Date: | 03/31/2026 |
| 12-Mo. Yield | 2.00% |
| 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 | Inception** | 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 | 1979 | 1978 | 1977 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 42.9 | -30.7 | -34.2 | -28.4 | -18.0 | -11.7 | -10.1 | -3.4 | -70.6 | -49.8 | 33.8 | -31.3 | 2.0 | -33.6 | 92.3 | -29.4 | -13.7 | -15.2 | -21.3 | 16.2 | 82.7 | -12.3 | -29.5 | 38.5 | 8.9 | -50.0 | -4.2 | 15.7 | -13.9 | 23.3 | 71.4 | -22.7 | 127.9 | -78.9 | -61.5 | 59.7 | 40.4 | 15.2 | 38.4 | 10.8 | 12.8 | 15.7 | 93.0 | -38.0 | -1.9 | 3.1 | -5.6 | 0.4 | 57.8 | -23.5 | 32.4 | -7.7 | -32.4 | -3.6 | 16.7 | 13.9 | -19.7 |
| Sharpe Ratio | NA | 1.21 | -0.38 | -0.58 | -0.54 | -0.25 | NA | NA | -0.13 | -1.06 | -1.13 | 0.84 | -0.66 | 0.06 | -0.51 | 2.91 | -0.96 | -0.07 | -0.53 | -0.74 | 0.66 | 3.13 | -0.43 | -0.82 | 1.17 | 0.15 | -0.96 | -0.3 | 0.61 | -0.66 | 0.84 | 1.78 | -0.32 | 1.52 | -0.95 | -1.12 | 1.54 | 1.29 | 0.35 | 1.53 | 0.34 | 0.48 | 0.62 | 3.15 | -1.63 | -0.4 | -0.08 | -0.26 | -0.16 | 2.47 | -1.14 | 1.11 | -0.47 | -1.61 | -0.4 | 0.44 | 0.32 | -1.08 |
| Draw Down(%) | NA | 54.3 | 81.0 | 92.7 | 93.4 | 98.2 | NA | NA | 99.0 | 75.3 | 55.8 | 27.5 | 42.8 | 31.7 | 60.6 | 24.6 | 43.0 | 74.9 | 20.6 | 32.4 | 17.2 | 12.7 | 27.7 | 41.8 | 30.0 | 54.2 | 67.3 | 20.7 | 13.4 | 27.0 | 17.3 | 17.5 | 62.4 | 42.0 | 84.7 | 68.8 | 30.9 | 21.3 | 22.0 | 11.7 | 18.7 | 19.5 | 17.2 | 13.6 | 50.2 | 19.1 | 18.5 | 40.9 | 31.5 | 16.3 | 33.8 | 15.8 | 33.8 | 40.7 | 26.6 | 16.4 | 20.5 | 24.5 |
| Standard Deviation(%) | NA | 105.7 | 87.4 | 64.4 | 57.1 | 79.1 | NA | NA | 48.8 | 69.1 | 47.3 | 36.4 | 49.6 | 34.4 | 66.4 | 31.2 | 32.2 | 198.3 | 29.4 | 28.7 | 24.7 | 26.4 | 29.0 | 35.9 | 32.7 | 58.0 | 53.1 | 24.4 | 20.2 | 24.4 | 26.5 | 39.8 | 73.8 | 84.4 | 87.8 | 58.2 | 36.5 | 28.3 | 32.8 | 22.5 | 22.4 | 22.1 | 21.2 | 28.1 | 26.5 | 19.7 | 23.1 | 37.4 | 24.9 | 21.2 | 26.6 | 23.5 | 33.0 | 26.5 | 29.9 | 21.0 | 27.3 | 21.8 |
| Treynor Ratio | NA | 0.54 | -0.13 | -0.24 | -0.23 | -0.15 | NA | NA | -0.06 | -0.42 | -0.51 | 0.28 | -0.28 | 0.02 | -0.25 | 0.68 | -0.31 | -1.42 | -0.12 | -0.18 | 0.12 | 0.61 | -0.09 | -0.23 | 0.28 | 0.06 | -0.52 | -0.07 | 0.12 | -0.17 | 0.19 | 0.62 | -0.22 | 1.26 | -0.89 | -0.63 | 0.53 | 0.45 | 0.16 | 0.28 | 0.08 | 0.15 | 0.19 | 0.9 | -0.52 | -0.11 | -0.02 | -0.1 | -0.05 | 0.6 | -0.31 | 0.32 | -0.15 | -0.43 | -0.1 | -0.27 | 0.0 | 0.0 |
| Alpha | NA | 0.39 | -0.22 | -0.21 | -0.14 | -0.02 | NA | NA | -0.01 | -0.51 | -0.32 | 0.04 | -0.02 | -0.08 | -0.2 | 0.13 | -0.11 | 0.83 | -0.11 | -0.09 | 0.0 | 0.1 | -0.12 | -0.14 | 0.07 | -0.06 | -0.07 | -0.03 | 0.01 | -0.07 | 0.05 | 0.13 | 0.1 | 0.52 | -0.44 | -0.4 | 0.1 | 0.05 | 0.01 | -0.02 | 0.04 | 0.03 | 0.04 | 0.16 | -0.17 | -0.08 | -0.04 | -0.03 | -0.02 | 0.11 | -0.11 | 0.06 | -0.09 | -0.11 | -0.12 | 0.03 | NA | NA |
| Beta | NA | 2.36 | 2.62 | 1.59 | 1.37 | 1.29 | NA | NA | 1.11 | 1.76 | 1.04 | 1.08 | 1.19 | 1.12 | 1.33 | 1.34 | 0.98 | 0.1 | 1.33 | 1.22 | 1.34 | 1.35 | 1.37 | 1.29 | 1.38 | 1.5 | 0.98 | 1.0 | 1.0 | 0.97 | 1.19 | 1.13 | 1.08 | 1.02 | 0.93 | 1.03 | 1.05 | 0.82 | 0.72 | 1.24 | 0.91 | 0.72 | 0.7 | 0.98 | 0.84 | 0.7 | 0.93 | 0.94 | 0.81 | 0.87 | 0.99 | 0.81 | 1.03 | 0.99 | 1.24 | -0.34 | NA | NA |
| RSquared | NA | 0.08 | 0.12 | 0.13 | 0.16 | 0.05 | NA | NA | 0.11 | 0.23 | 0.08 | 0.15 | 0.35 | 0.19 | 0.49 | 0.28 | 0.28 | 0.0 | 0.36 | 0.44 | 0.38 | 0.33 | 0.37 | 0.72 | 0.58 | 0.51 | 0.55 | 0.44 | 0.25 | 0.16 | 0.25 | 0.23 | 0.15 | 0.06 | 0.06 | 0.11 | 0.34 | 0.27 | 0.07 | 0.18 | 0.16 | 0.08 | 0.11 | 0.26 | 0.26 | 0.22 | 0.47 | 0.7 | 0.29 | 0.22 | 0.23 | 0.22 | 0.32 | 0.3 | 0.47 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 5.5 | 6.6 | 4.4 | 4.5 | 2.7 | 5.0 | 3.4 | 3.6 | 3.0 | 2.0 | 2.1 | 3.2 | 2.1 | 1.5 | 2.0 | 2.1 | 1.1 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.3 | 2.7 | 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 | -87.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -80.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.2 | 21.9 | 11.4 | 11.1 | 8.6 | 34.9 | 0.0 | 0.0 | 0.0 | 0.0 | 300.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | -89.4 | 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 01/02/1962
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