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SCBT: First Financial Holdings Inc (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/29/1997 |
| Last Dividend Date: | 05/14/2014 |
| 12-Mo. Yield | 1.54% |
| Expenses | - |
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Performance Analytics (As of 06/27/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/29/1997 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 22.8 | 31.9 | 23.3 | 10.4 | 9.5 | 11.9 | -8.2 | 67.9 | 41.3 | -9.4 | 20.7 | -17.5 | 11.2 | -18.7 | 27.8 | 1.7 | 20.1 | 28.2 | 40.2 | 51.9 | -39.4 | -18.5 | 33.2 | 42.4 |
| Sharpe Ratio | NA | 1.07 | 1.04 | 0.74 | 0.24 | NA | 0.27 | -0.72 | 3.41 | 1.74 | -0.21 | 0.61 | -0.29 | 0.16 | -0.58 | 0.91 | -0.02 | 0.54 | 0.82 | 1.1 | 1.53 | -1.37 | -0.53 | 0.85 | 1.13 |
| Draw Down(%) | NA | 18.1 | 21.6 | 39.3 | 56.9 | NA | 58.1 | 16.7 | 8.5 | 11.4 | 31.5 | 30.3 | 51.2 | 26.9 | 27.5 | 8.4 | 14.5 | 18.7 | 14.0 | 26.8 | 23.5 | 43.0 | 28.3 | 16.2 | 18.6 |
| Standard Deviation(%) | NA | 21.2 | 30.7 | 31.6 | 39.7 | NA | 37.9 | 22.3 | 19.9 | 23.9 | 45.4 | 33.6 | 60.4 | 63.5 | 37.5 | 27.1 | 27.2 | 35.7 | 33.6 | 35.4 | 33.1 | 31.7 | 41.2 | 35.0 | 38.1 |
| Treynor Ratio | NA | 0.23 | 0.26 | 0.2 | 0.08 | NA | 0.12 | -0.15 | 0.84 | 0.42 | -0.07 | 0.2 | -0.12 | 0.11 | -0.16 | 0.15 | 0.0 | 0.14 | 0.35 | 0.63 | 2.08 | -2.54 | -7.22 | 3.91 | 0.95 |
| Alpha | NA | -0.01 | 0.0 | -0.03 | -0.05 | NA | 0.01 | -0.12 | 0.12 | 0.09 | -0.02 | 0.03 | -0.17 | 0.26 | -0.09 | 0.02 | 0.0 | 0.04 | 0.04 | 0.21 | 0.19 | -0.19 | -0.06 | 0.12 | 0.12 |
| Beta | NA | 1.0 | 1.22 | 1.14 | 1.17 | NA | 0.83 | 1.09 | 0.81 | 0.99 | 1.39 | 1.05 | 1.52 | 0.94 | 1.35 | 1.65 | 1.15 | 1.33 | 0.79 | 0.62 | 0.24 | 0.17 | 0.03 | 0.08 | 0.45 |
| RSquared | NA | 0.23 | 0.42 | 0.35 | 0.37 | NA | 0.2 | 0.28 | 0.2 | 0.28 | 0.5 | 0.31 | 0.47 | 0.37 | 0.33 | 0.37 | 0.19 | 0.17 | 0.16 | 0.21 | 0.02 | 0.01 | 0.0 | 0.0 | 0.05 |
| Yield(%) | N/A | 1.5 | 2.6 | 3.0 | 2.4 | 2.5 | N/A | 0.6 | 1.8 | 2.3 | 2.0 | 2.4 | 2.0 | 2.2 | 1.6 | 2.5 | 2.0 | 2.3 | 2.7 | 3.2 | 4.3 | 2.5 | 2.0 | 2.0 | 1.2 |
| Dividend Growth(%) | N/A | 8.5 | 5.9 | -1.4 | N/A | N/A | N/A | -47.3 | 7.2 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | -20.0 | 25.0 | 0.0 | 3.0 | 4.8 | 10.5 | 5.6 | 3.8 | 8.3 | 20.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/1997
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