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ANCX: Access National Corporation (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/19/2004 |
| Last Dividend Date: | 08/08/2018 |
| 12-Mo. Yield | 1.58% |
| Expenses | - |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/19/2004 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -2.0 | 4.9 | 17.6 | 10.9 | 10.7 | -22.1 | 2.5 | 39.6 | 24.6 | 21.8 | 21.5 | 50.7 | 38.5 | 10.2 | 24.0 | -20.2 | -36.5 | -32.8 | 101.6 | 1.0 |
| Sharpe Ratio | NA | -0.79 | 0.4 | 0.45 | 0.71 | 0.29 | 10.21 | -1.01 | 0.09 | 1.43 | 0.96 | 0.97 | 0.51 | 1.76 | 1.43 | 0.37 | 0.45 | -0.32 | -1.34 | -0.94 | 3.09 | 0.03 |
| Draw Down(%) | NA | 31.4 | 31.4 | 31.4 | 34.8 | 72.9 | 3.0 | 31.4 | 18.6 | 18.5 | 18.2 | 19.3 | 34.8 | 15.1 | 14.9 | 14.3 | 22.8 | 43.9 | 41.7 | 40.6 | 10.2 | 13.0 |
| Standard Deviation(%) | NA | 23.8 | 24.2 | 24.2 | 30.4 | 35.3 | 23.2 | 23.1 | 22.4 | 27.5 | 25.7 | 22.5 | 41.9 | 29.1 | 26.9 | 27.4 | 53.6 | 66.2 | 29.6 | 38.6 | 32.1 | 27.8 |
| Treynor Ratio | NA | -0.32 | 0.13 | 0.17 | 0.49 | 0.31 | 9.28 | -0.38 | 0.02 | 0.41 | 0.75 | 0.32 | 0.15 | 0.8 | 1.52 | 10.63 | 0.67 | -1.63 | -1.63 | -0.67 | 2.57 | -0.96 |
| Alpha | NA | -0.06 | 0.01 | 0.03 | 0.07 | 0.05 | 0.39 | -0.08 | -0.08 | 0.1 | 0.1 | 0.05 | -0.05 | 0.14 | 0.14 | 0.05 | 0.1 | 0.01 | -0.18 | -0.17 | 0.29 | 0.02 |
| Beta | NA | 0.59 | 0.74 | 0.63 | 0.44 | 0.33 | 0.26 | 0.61 | 1.22 | 0.95 | 0.33 | 0.69 | 1.45 | 0.64 | 0.25 | 0.01 | 0.36 | 0.13 | 0.24 | 0.54 | 0.39 | -0.01 |
| RSquared | NA | 0.19 | 0.15 | 0.12 | 0.06 | 0.03 | 0.04 | 0.2 | 0.13 | 0.21 | 0.04 | 0.12 | 0.16 | 0.08 | 0.05 | 0.0 | 0.03 | 0.01 | 0.02 | 0.02 | 0.01 | 0.0 |
| Yield(%) | N/A | 1.6 | 3.0 | 3.9 | 10.1 | N/A | 0.0 | 1.6 | 2.1 | 3.0 | 3.5 | 5.9 | 7.9 | 2.8 | 2.0 | 0.7 | 0.8 | 0.7 | 0.4 | 0.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -23.3 | -34.9 | 97.5 | N/A | N/A | -100.0 | -23.3 | 0.0 | 1.7 | -30.6 | -23.4 | 344.0 | 92.3 | 225.0 | 0.0 | 0.0 | 0.0 | 100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/2004
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| 1. Access National Corporation 401(k) Profit Sharing Plan | (69%) |
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