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AMTD: AMTD IDEA Group (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/04/1997 |
| Last Dividend Date: | 08/06/2020 |
| 12-Mo. Yield | 3.65% |
| Expenses | - |
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Performance Analytics (As of 10/06/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/04/1997 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.2 | 22.4 | -3.9 | 7.2 | 11.9 | 8.0 | 7.9 | 17.0 | -17.7 | 4.1 | -2.6 | 19.3 | 28.5 | -1.3 | 18.6 | 88.6 | 12.4 | -16.7 | -1.7 | 36.0 | -29.0 | 24.0 | -11.7 | 68.8 | 0.8 | 149.3 | -4.4 | -15.4 | -67.7 | 313.1 | 115.4 | 50.0 |
| Sharpe Ratio | NA | 0.39 | -0.12 | 0.17 | 0.35 | NA | NA | 0.27 | -0.37 | 0.06 | -0.15 | 0.71 | 0.92 | -0.05 | 0.8 | 3.63 | 0.51 | -0.46 | -0.06 | 0.72 | -0.4 | 0.65 | -0.38 | 1.79 | 0.0 | 2.77 | -0.08 | -0.21 | -0.86 | 2.24 | 1.19 | 0.84 |
| Draw Down(%) | NA | 46.0 | 52.4 | 52.4 | 52.4 | NA | NA | 94.6 | 43.8 | 42.1 | 26.2 | 22.1 | 25.6 | 20.0 | 16.1 | 11.0 | 25.7 | 38.5 | 28.6 | 25.4 | 58.6 | 26.6 | 40.4 | 28.5 | 45.6 | 36.1 | 54.9 | 68.1 | 71.1 | 72.1 | 42.3 | 42.9 |
| Standard Deviation(%) | NA | 56.8 | 42.9 | 38.0 | 32.9 | NA | NA | 58.1 | 60.8 | 43.0 | 27.3 | 26.1 | 30.7 | 25.8 | 23.2 | 24.4 | 24.6 | 36.3 | 28.0 | 49.9 | 75.5 | 32.0 | 40.3 | 37.2 | 43.2 | 53.7 | 66.6 | 87.1 | 84.1 | 138.6 | 93.9 | 70.2 |
| Treynor Ratio | NA | 0.19 | -0.04 | 0.05 | 0.09 | NA | NA | 0.1 | -0.19 | 0.02 | -0.04 | 0.1 | 0.18 | -0.01 | 0.14 | 0.68 | 0.1 | -0.13 | -0.02 | 0.26 | -0.2 | 0.18 | -0.07 | 0.54 | 0.0 | 0.81 | -0.03 | -0.08 | -0.37 | 1.03 | 0.81 | 0.39 |
| Alpha | NA | 0.05 | -0.04 | -0.01 | 0.0 | NA | NA | 0.07 | -0.1 | -0.1 | 0.02 | -0.06 | 0.04 | 0.0 | 0.01 | 0.12 | -0.02 | -0.07 | -0.06 | 0.02 | 0.2 | 0.08 | -0.13 | 0.21 | -0.06 | 0.23 | 0.22 | 0.2 | -0.24 | 0.73 | 0.34 | 0.13 |
| Beta | NA | 1.18 | 1.18 | 1.24 | 1.26 | NA | NA | 1.54 | 1.17 | 1.36 | 1.12 | 1.91 | 1.56 | 1.21 | 1.34 | 1.31 | 1.27 | 1.31 | 1.09 | 1.37 | 1.48 | 1.16 | 2.09 | 1.24 | 2.39 | 1.83 | 1.67 | 2.35 | 1.96 | 3.01 | 1.39 | 1.52 |
| RSquared | NA | 0.48 | 0.41 | 0.4 | 0.45 | NA | NA | 0.26 | 0.55 | 0.17 | 0.49 | 0.24 | 0.45 | 0.53 | 0.44 | 0.35 | 0.43 | 0.71 | 0.49 | 0.55 | 0.66 | 0.34 | 0.27 | 0.11 | 0.37 | 0.33 | 0.43 | 0.33 | 0.26 | 0.14 | 0.08 | 0.17 |
| Yield(%) | N/A | 3.7 | 2.3 | 3.0 | 4.6 | 4.3 | 4.7 | N/A | 1.8 | 2.5 | 1.8 | 1.7 | 2.1 | 1.7 | 1.7 | 5.1 | 4.8 | 1.1 | 0.2 | 0.0 | 0.0 | 0.0 | 24.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 3.3 | 64.0 | 62.5 | 26.0 | N/A | N/A | N/A | -23.1 | 30.1 | 24.0 | 8.7 | 11.3 | 21.6 | -42.7 | 15.6 | 266.7 | 320.0 | N/A | N/A | N/A | -100.0 | 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 03/04/1997
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