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V: Visa Inc. (STOCK)
Basic Info 323.57 3.39(1.06%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/19/2008 |
| Last Dividend Date: | 05/12/2026 |
| 12-Mo. Yield | 0.72% |
| 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 03/19/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | -7.4 | -11.1 | 13.4 | 7.9 | 15.8 | 21.4 | 19.6 | 11.8 | 22.3 | 26.3 | -3.4 | -0.3 | 17.1 | 43.3 | 16.5 | 47.2 | 1.6 | 19.1 | 18.6 | 48.1 | 50.5 | 45.4 | -19.0 | 67.9 | -6.8 |
| Sharpe Ratio | NA | -0.76 | -0.62 | 0.52 | 0.23 | 0.58 | NA | 0.66 | 0.39 | 1.1 | 1.47 | -0.16 | -0.01 | 0.39 | 2.32 | 0.6 | 3.6 | 0.06 | 0.87 | 0.88 | 2.25 | 2.44 | 1.46 | -0.58 | 1.69 | -0.15 |
| Draw Down(%) | NA | 17.2 | 20.4 | 20.4 | 28.6 | 36.4 | NA | 51.9 | 15.0 | 12.5 | 7.8 | 24.1 | 24.0 | 36.4 | 8.6 | 19.1 | 5.2 | 12.6 | 12.2 | 15.5 | 10.9 | 9.0 | 12.1 | 32.0 | 26.4 | 47.4 |
| Standard Deviation(%) | NA | 24.8 | 22.3 | 19.7 | 22.7 | 24.4 | NA | 28.4 | 22.6 | 16.9 | 15.5 | 30.8 | 24.2 | 42.6 | 18.0 | 25.3 | 13.0 | 21.5 | 22.1 | 21.1 | 21.4 | 20.9 | 31.2 | 33.0 | 40.2 | 61.1 |
| Treynor Ratio | NA | -0.46 | -0.26 | 0.15 | 0.06 | 0.14 | NA | 0.19 | 0.12 | 0.31 | 0.3 | -0.05 | 0.0 | 0.15 | 0.39 | 0.12 | 0.43 | 0.01 | 0.18 | 0.15 | 0.44 | 0.54 | 0.48 | -0.21 | 0.79 | -0.1 |
| Alpha | NA | -0.1 | -0.09 | 0.0 | -0.01 | 0.01 | NA | 0.04 | 0.0 | 0.03 | 0.02 | 0.07 | -0.1 | 0.0 | 0.03 | 0.09 | 0.07 | -0.04 | 0.07 | 0.01 | 0.04 | 0.11 | 0.15 | -0.12 | 0.14 | 0.17 |
| Beta | NA | 0.41 | 0.53 | 0.68 | 0.83 | 1.0 | NA | 0.98 | 0.77 | 0.6 | 0.76 | 0.98 | 1.07 | 1.12 | 1.06 | 1.26 | 1.08 | 1.19 | 1.05 | 1.2 | 1.09 | 0.94 | 0.94 | 0.89 | 0.86 | 0.97 |
| RSquared | NA | 0.05 | 0.09 | 0.26 | 0.38 | 0.55 | NA | 0.47 | 0.41 | 0.2 | 0.41 | 0.58 | 0.34 | 0.82 | 0.54 | 0.73 | 0.31 | 0.53 | 0.54 | 0.41 | 0.32 | 0.33 | 0.48 | 0.25 | 0.34 | 0.49 |
| Yield(%) | N/A | 0.4 | 0.7 | 1.0 | 0.9 | 1.8 | 5.8 | N/A | 0.8 | 0.8 | 0.9 | 0.7 | 0.6 | 0.6 | 0.8 | 0.8 | 0.9 | 1.0 | 0.8 | 0.8 | 0.9 | 1.0 | 1.0 | 0.6 | 0.8 | 0.4 |
| Dividend Growth(%) | N/A | -45.1 | 13.5 | 55.8 | 110.4 | N/A | N/A | N/A | 13.5 | 15.0 | 18.7 | 18.0 | 9.4 | 16.2 | 19.3 | 27.5 | -4.8 | 45.0 | 19.0 | 20.9 | 40.4 | 47.8 | 27.8 | 19.4 | 109.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/19/2008
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