It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
T: AT&T Inc. (STOCK)
Basic Info 22.75 0.02(0.09%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/21/1983 |
| Last Dividend Date: | 04/10/2026 |
| 12-Mo. Yield | 4.06% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
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 11/21/1983 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -8.3 | -6.4 | -14.5 | 20.2 | 0.8 | -2.4 | 1.8 | 3.4 | 6.2 | 14.0 | 44.1 | -2.7 | -20.1 | -8.1 | -40.6 | 45.5 | -22.3 | -4.0 | 29.9 | 8.3 | 0.6 | 9.8 | 17.5 | 9.0 | 11.6 | 4.8 | -28.0 | 20.6 | 53.2 | 0.2 | 3.7 | 1.1 | -28.3 | -16.1 | 0.1 | -9.1 | 46.4 | 41.2 | -9.4 | 41.8 | -2.7 | 12.2 | 14.5 | 15.4 | -12.3 | 58.2 | 17.5 | -8.1 | 31.3 | 20.8 | 20.2 | -4.5 |
| Sharpe Ratio | NA | -0.63 | -0.78 | 0.74 | -0.07 | -0.15 | NA | NA | 0.15 | 0.5 | 2.0 | -0.24 | -0.64 | -0.42 | -0.9 | 2.43 | -1.0 | -0.28 | 2.04 | 0.53 | 0.04 | 0.64 | 1.27 | 0.49 | 0.77 | 0.18 | -0.64 | 0.77 | 2.96 | -0.16 | 0.15 | 0.01 | -0.68 | -0.56 | -0.09 | -0.35 | 1.28 | 1.42 | -0.61 | 1.92 | -0.25 | 0.47 | 0.7 | 0.53 | -0.76 | 2.61 | 0.62 | -0.43 | 1.43 | 1.08 | 0.8 | -4.22 |
| Draw Down(%) | NA | 21.0 | 21.0 | 21.0 | 46.8 | 67.1 | NA | NA | 67.1 | 17.9 | 9.4 | 32.0 | 44.0 | 29.5 | 48.0 | 6.2 | 27.0 | 20.0 | 15.7 | 10.9 | 11.0 | 13.5 | 12.6 | 12.4 | 12.9 | 25.1 | 43.4 | 14.4 | 11.9 | 10.3 | 14.5 | 37.4 | 48.8 | 27.3 | 26.9 | 25.2 | 19.3 | 14.0 | 22.9 | 9.1 | 12.7 | 14.2 | 13.2 | 13.3 | 26.6 | 9.2 | 12.0 | 26.8 | 11.7 | 13.9 | 16.3 | 5.5 |
| Standard Deviation(%) | NA | 26.4 | 22.0 | 23.0 | 25.5 | 26.1 | NA | NA | 25.2 | 22.3 | 20.3 | 27.1 | 33.5 | 19.3 | 45.1 | 18.1 | 23.7 | 17.0 | 14.5 | 15.7 | 14.3 | 15.2 | 13.9 | 18.2 | 15.1 | 26.3 | 44.9 | 22.6 | 16.9 | 12.9 | 19.0 | 33.7 | 43.1 | 33.8 | 44.5 | 36.0 | 33.5 | 26.3 | 21.0 | 19.7 | 23.0 | 21.2 | 17.0 | 21.4 | 23.4 | 20.0 | 20.3 | 28.8 | 18.7 | 14.2 | 16.4 | 9.8 |
| Treynor Ratio | NA | 0.43 | 0.72 | 5.21 | -0.05 | -0.07 | NA | NA | 0.05 | 0.92 | -3.29 | -0.14 | -0.38 | -0.23 | -0.49 | 0.76 | -0.36 | -0.06 | 0.62 | 0.11 | 0.01 | 0.13 | 0.29 | 0.15 | 0.19 | 0.07 | -0.31 | 0.18 | 0.61 | -0.03 | 0.03 | 0.0 | -0.28 | -0.42 | -0.07 | -0.14 | 0.64 | 0.53 | -0.14 | 0.36 | -0.06 | 0.11 | 0.15 | 0.14 | -0.19 | 0.5 | 0.15 | -0.18 | 0.41 | 0.26 | 0.27 | 1.4 |
| Alpha | NA | -0.03 | -0.04 | 0.07 | -0.01 | -0.03 | NA | NA | 0.0 | 0.04 | 0.15 | -0.05 | -0.03 | -0.06 | -0.24 | 0.09 | -0.08 | -0.07 | 0.08 | 0.03 | -0.02 | -0.05 | 0.03 | 0.03 | 0.01 | -0.04 | 0.05 | 0.06 | 0.12 | -0.01 | -0.02 | -0.09 | -0.01 | -0.03 | 0.05 | -0.09 | 0.1 | 0.06 | -0.11 | 0.01 | -0.01 | 0.02 | 0.03 | -0.03 | -0.04 | 0.08 | 0.02 | -0.05 | 0.08 | 0.02 | 0.06 | -0.24 |
| Beta | NA | -0.39 | -0.24 | 0.03 | 0.31 | 0.56 | NA | NA | 0.72 | 0.12 | -0.12 | 0.46 | 0.57 | 0.36 | 0.84 | 0.58 | 0.67 | 0.74 | 0.48 | 0.72 | 0.58 | 0.77 | 0.6 | 0.6 | 0.59 | 0.67 | 0.93 | 0.95 | 0.82 | 0.67 | 0.85 | 1.16 | 1.05 | 0.45 | 0.63 | 0.88 | 0.67 | 0.7 | 0.93 | 1.05 | 1.03 | 0.89 | 0.78 | 0.8 | 0.92 | 1.05 | 0.85 | 0.67 | 0.66 | 0.59 | 0.48 | -0.29 |
| RSquared | NA | 0.04 | 0.02 | 0.0 | 0.04 | 0.16 | NA | NA | 0.27 | 0.01 | 0.01 | 0.05 | 0.18 | 0.06 | 0.45 | 0.16 | 0.24 | 0.08 | 0.19 | 0.51 | 0.21 | 0.32 | 0.31 | 0.59 | 0.51 | 0.48 | 0.7 | 0.45 | 0.24 | 0.29 | 0.25 | 0.34 | 0.4 | 0.08 | 0.1 | 0.2 | 0.17 | 0.23 | 0.27 | 0.17 | 0.2 | 0.14 | 0.21 | 0.3 | 0.4 | 0.47 | 0.5 | 0.56 | 0.33 | 0.23 | 0.14 | 0.14 |
| Yield(%) | N/A | 2.3 | 4.0 | 7.2 | 5.4 | 3.9 | 5.4 | 6.1 | N/A | 4.9 | 6.4 | 5.9 | 6.4 | 7.1 | 4.4 | 6.9 | 5.2 | 4.6 | 5.6 | 5.6 | 5.3 | 5.1 | 5.8 | 5.8 | 5.9 | 5.6 | 3.9 | 4.1 | 5.4 | 5.0 | 4.8 | 4.2 | 2.7 | 2.0 | 2.1 | 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 |
| Dividend Growth(%) | N/A | -50.0 | 0.0 | -19.4 | -37.5 | -9.5 | 58.9 | 329.8 | N/A | 0.0 | 0.0 | -9.3 | -22.0 | -7.5 | -16.8 | 2.0 | 2.0 | 2.1 | 2.1 | 2.2 | 2.2 | 2.3 | 2.3 | 2.4 | 2.4 | 2.5 | 12.7 | 6.7 | 3.2 | 3.2 | 2.6 | 14.2 | 4.3 | 1.7 | 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 11/21/1983
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to T
Related 401K Plans
| 1. AT&T SAVINGS AND SECURITY PLAN | (94%) |
| 2. AT&T LONG TERM SAVINGS AND SECURITY PLAN | (92%) |
| 3. AT T PUERTO RICO SAVINGS PLAN | (0%) |
| 4. AT T SAVINGS PLAN | (0%) |
| 5. AT T PUERTO RICO RETIREMENT SAVINGS PLAN | (0%) |
| 6. AT T OF PUERTO RICO, INC. LONG TERM SAVINGS AND SECURITY PLAN | (0%) |
| 7. AT and T Long Term Savings and Security Plan new | (50%) |
| 8. ATT Savings Master Trust | (50%) |
| 9. ATT Interactive 401(k) Success Sharing Plan | (0%) |
| 10. ATT Alascom Savings Plan for Teamsters Represented Employees | (50%) |
| 11. ATT 401k Plan | (0%) |
| 12. AT&T Retirement Savings Plan | (0%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
