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AVGO: Broadcom Inc. (STOCK)
Basic Info 385.73 33.18(7.92%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/06/2009 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 0.95% |
| 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 | Since 08/06/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -13.7 | 11.7 | 49.6 | 71.0 | 55.1 | 40.8 | 40.2 | 41.3 | 50.6 | 110.5 | 104.2 | -13.3 | 56.5 | 44.9 | 29.1 | 2.2 | 48.2 | 23.6 | 46.0 | 93.2 | 70.7 | 11.6 | 2.9 | 55.7 | 13.0 |
| Sharpe Ratio | NA | 0.57 | 1.03 | 1.39 | 1.22 | 0.99 | NA | 1.06 | 0.9 | 2.03 | 3.21 | -0.4 | 1.98 | 0.85 | 0.93 | 0.02 | 2.0 | 0.79 | 1.15 | 2.92 | 2.37 | 0.34 | 0.06 | 1.55 | 1.05 |
| Draw Down(%) | NA | 19.9 | 28.7 | 41.1 | 41.1 | 48.3 | NA | 48.3 | 40.0 | 25.3 | 11.9 | 34.8 | 14.0 | 48.3 | 21.5 | 24.6 | 9.5 | 19.9 | 26.5 | 22.9 | 14.3 | 23.0 | 30.4 | 20.1 | 21.5 |
| Standard Deviation(%) | NA | 47.4 | 45.6 | 48.7 | 42.9 | 39.4 | NA | 38.1 | 53.1 | 52.6 | 31.6 | 37.3 | 28.5 | 52.2 | 29.7 | 35.8 | 23.9 | 29.7 | 40.0 | 31.9 | 29.9 | 33.8 | 44.0 | 35.9 | 33.6 |
| Treynor Ratio | NA | 0.14 | 0.24 | 0.34 | 0.33 | 0.28 | NA | 0.3 | 0.26 | 0.44 | 0.73 | -0.12 | 0.39 | 0.37 | 0.19 | 0.01 | 0.3 | 0.16 | 0.32 | 0.56 | 0.57 | 0.07 | 0.03 | 0.57 | 0.43 |
| Alpha | NA | 0.0 | 0.03 | 0.11 | 0.14 | 0.08 | NA | 0.09 | 0.1 | 0.16 | 0.18 | 0.07 | 0.06 | 0.08 | -0.03 | 0.05 | 0.05 | 0.03 | 0.17 | 0.2 | 0.09 | -0.03 | 0.03 | 0.13 | 0.04 |
| Beta | NA | 1.92 | 1.97 | 1.97 | 1.58 | 1.39 | NA | 1.34 | 1.85 | 2.45 | 1.39 | 1.26 | 1.46 | 1.19 | 1.42 | 1.11 | 1.6 | 1.49 | 1.45 | 1.66 | 1.23 | 1.59 | 1.12 | 0.98 | 0.82 |
| RSquared | NA | 0.34 | 0.29 | 0.37 | 0.4 | 0.42 | NA | 0.38 | 0.44 | 0.35 | 0.35 | 0.71 | 0.49 | 0.65 | 0.37 | 0.28 | 0.22 | 0.46 | 0.3 | 0.37 | 0.22 | 0.38 | 0.38 | 0.26 | 0.17 |
| Yield(%) | N/A | 0.2 | 1.0 | 1.2 | 2.7 | 6.4 | 22.0 | N/A | 1.0 | 1.1 | 3.4 | 2.5 | 3.5 | 4.1 | 4.4 | 3.0 | 2.7 | 1.8 | 1.6 | 2.3 | 2.7 | 2.1 | 1.4 | 0.4 | 0.0 |
| Dividend Growth(%) | N/A | -73.1 | -64.4 | -37.3 | 44.4 | N/A | N/A | N/A | -79.2 | -39.0 | 12.7 | 13.4 | 11.6 | 19.2 | 41.8 | 64.2 | 90.9 | 53.7 | 33.3 | 39.8 | 44.3 | 52.5 | 471.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2009
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