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PCAR: PACCAR Inc (STOCK)
Basic Info 116.68 1.39(1.18%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 05/13/2026 |
| 12-Mo. Yield | 2.96% |
| 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 | Since 03/17/1980 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.7 | 7.2 | 29.4 | 21.1 | 17.3 | 16.4 | 13.1 | 16.9 | 15.7 | 8.0 | 10.8 | 55.0 | 17.0 | 5.6 | 11.7 | 45.0 | -15.3 | 14.8 | 38.4 | -27.1 | 18.3 | 35.0 | 25.2 | -32.5 | 60.4 | 29.0 | -46.4 | 94.7 | 120.4 | -10.4 | -1.8 | 89.8 | 63.6 | 36.8 | 16.9 | 7.8 | -21.7 | 54.4 | 61.4 | -4.8 | -27.8 | 7.0 | 18.0 | 50.4 | -24.6 | 4.3 | 43.9 | 21.9 | 0.5 | 4.2 | -22.7 | 40.4 | 22.9 | 14.5 | 26.9 |
| Sharpe Ratio | NA | 0.54 | 1.02 | 0.68 | 0.57 | 0.57 | NA | NA | 0.38 | 0.18 | 0.28 | 2.24 | 0.6 | 0.23 | 0.32 | 1.97 | -0.65 | 0.71 | 1.49 | -1.09 | 0.91 | 1.83 | 0.97 | -0.86 | 1.89 | 0.56 | -0.72 | 1.71 | 2.56 | -0.58 | -0.06 | 3.11 | 1.06 | 0.84 | 0.27 | 0.09 | -0.57 | 1.06 | 1.84 | -0.32 | -1.02 | 0.19 | 0.59 | 1.53 | -0.83 | -0.07 | 1.55 | 0.42 | -0.19 | -0.07 | -1.08 | 2.12 | 0.64 | 0.2 | 0.89 |
| Draw Down(%) | NA | 15.3 | 15.3 | 27.7 | 27.7 | 37.8 | NA | NA | 62.5 | 23.0 | 26.2 | 10.2 | 17.4 | 20.3 | 37.0 | 13.4 | 29.6 | 10.7 | 18.5 | 30.7 | 18.0 | 7.2 | 24.4 | 43.1 | 19.0 | 34.4 | 58.7 | 23.3 | 8.7 | 19.7 | 43.6 | 15.1 | 32.1 | 29.4 | 28.8 | 34.9 | 44.1 | 25.7 | 15.1 | 24.1 | 35.0 | 17.8 | 19.2 | 15.1 | 41.5 | 26.1 | 15.1 | 43.3 | 28.9 | 24.2 | 34.5 | 13.4 | 25.0 | 19.2 | 25.6 |
| Standard Deviation(%) | NA | 27.6 | 26.2 | 26.2 | 25.7 | 26.2 | NA | NA | 34.1 | 28.8 | 26.1 | 23.2 | 26.2 | 24.5 | 35.9 | 22.1 | 25.8 | 19.9 | 25.7 | 24.8 | 20.0 | 19.1 | 26.0 | 37.9 | 31.9 | 51.5 | 65.4 | 54.0 | 45.9 | 21.9 | 46.6 | 28.6 | 59.0 | 41.5 | 47.3 | 49.9 | 43.8 | 47.8 | 31.2 | 27.7 | 30.1 | 24.8 | 25.9 | 30.3 | 36.0 | 23.1 | 25.0 | 42.0 | 20.0 | 18.8 | 27.5 | 16.0 | 23.2 | 19.4 | 30.1 |
| Treynor Ratio | NA | 0.15 | 0.29 | 0.2 | 0.18 | 0.17 | NA | NA | 0.12 | 0.06 | 0.08 | 0.56 | 0.21 | 0.06 | 0.14 | 0.36 | -0.16 | 0.1 | 0.28 | -0.23 | 0.14 | 0.25 | 0.17 | -0.25 | 0.39 | 0.19 | -0.35 | 0.55 | 0.91 | -0.08 | -0.02 | 0.69 | 0.51 | 0.27 | 0.13 | 0.04 | -0.25 | 0.35 | 0.95 | -0.06 | -0.32 | 0.06 | 0.18 | 0.66 | -0.24 | -0.03 | 0.66 | 0.27 | -0.2 | -0.03 | -0.41 | 2.47 | 0.54 | 0.13 | 0.61 |
| Alpha | NA | 0.0 | 0.03 | 0.02 | 0.03 | 0.02 | NA | NA | 0.03 | -0.02 | -0.03 | 0.1 | 0.13 | -0.06 | -0.01 | 0.03 | -0.04 | -0.05 | 0.08 | -0.12 | 0.01 | -0.03 | 0.01 | -0.15 | 0.11 | -0.01 | 0.04 | 0.29 | 0.29 | -0.06 | -0.02 | 0.14 | 0.37 | 0.22 | 0.13 | -0.02 | -0.17 | 0.05 | 0.15 | -0.18 | -0.12 | 0.01 | 0.05 | 0.1 | -0.07 | -0.04 | 0.11 | 0.08 | -0.01 | -0.02 | -0.11 | 0.11 | 0.05 | 0.04 | 0.05 |
| Beta | NA | 1.0 | 0.94 | 0.89 | 0.83 | 0.9 | NA | NA | 1.03 | 0.85 | 0.93 | 0.92 | 0.73 | 0.89 | 0.85 | 1.2 | 1.02 | 1.47 | 1.36 | 1.16 | 1.27 | 1.37 | 1.47 | 1.3 | 1.53 | 1.53 | 1.35 | 1.68 | 1.29 | 1.55 | 1.23 | 1.29 | 1.22 | 1.29 | 1.01 | 1.22 | 1.01 | 1.42 | 0.6 | 1.4 | 0.95 | 0.76 | 0.84 | 0.7 | 1.25 | 0.59 | 0.58 | 0.66 | 0.19 | 0.43 | 0.72 | 0.14 | 0.28 | 0.29 | 0.44 |
| RSquared | NA | 0.25 | 0.19 | 0.26 | 0.3 | 0.38 | NA | NA | 0.28 | 0.3 | 0.21 | 0.27 | 0.46 | 0.22 | 0.65 | 0.45 | 0.47 | 0.24 | 0.48 | 0.53 | 0.52 | 0.63 | 0.51 | 0.65 | 0.74 | 0.65 | 0.72 | 0.2 | 0.06 | 0.53 | 0.11 | 0.58 | 0.24 | 0.45 | 0.22 | 0.2 | 0.22 | 0.29 | 0.05 | 0.16 | 0.1 | 0.07 | 0.1 | 0.11 | 0.32 | 0.11 | 0.16 | 0.26 | 0.03 | 0.07 | 0.11 | 0.01 | 0.05 | 0.05 | 0.06 |
| Yield(%) | N/A | 0.6 | 3.0 | 5.1 | 3.9 | 5.5 | 5.6 | 6.7 | N/A | 2.6 | 4.3 | 4.3 | 4.7 | 3.4 | 2.5 | 6.2 | 4.2 | 3.4 | 3.3 | 3.4 | 3.2 | 3.7 | 4.1 | 2.2 | 1.9 | 1.7 | 1.5 | 3.8 | 5.9 | 3.6 | 4.9 | 4.3 | 3.4 | 2.9 | 5.1 | 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 | -75.0 | -35.7 | 27.5 | 44.5 | 111.6 | 295.4 | 902.4 | N/A | -34.8 | -1.7 | 1.2 | 47.5 | 43.4 | -44.7 | 15.9 | 41.1 | 40.4 | -32.8 | 24.7 | 9.4 | 7.6 | 21.5 | 88.4 | 27.8 | -34.1 | -50.2 | -10.7 | 44.6 | 4.4 | 100.2 | 37.3 | 55.1 | -34.1 | 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 03/17/1980
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