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APOG: Apogee Enterprises, Inc. (STOCK)
Basic Info 39.38 0.7(1.75%) April 25
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/03/1973 |
| Last Dividend Date: | 01/28/2025 |
| 12-Mo. Yield | 1.65% |
| Expenses | - |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/03/1973 |
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 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -13.5 | -44.6 | -34.7 | -3.4 | 18.6 | -1.3 | 9.3 | 7.5 | 9.4 | 35.8 | 22.8 | -5.7 | 55.2 | 0.6 | 10.9 | -33.8 | -13.7 | 24.6 | 3.6 | 19.4 | 51.8 | 99.7 | -6.5 | -1.2 | 38.7 | -38.1 | -10.3 | 21.1 | 23.1 | 20.7 | 29.9 | -42.4 | 200.9 | 11.2 | -55.0 | -5.3 | -40.3 | 133.8 | -1.4 | 7.8 | 45.5 | -12.0 | -26.5 | 9.7 | 27.8 | 21.2 | 17.6 | -33.3 | 43.7 | -14.5 | -38.5 | 17.4 | -0.9 | 81.3 | 127.3 | 50.0 | 94.1 | 0.0 | 100.0 | -22.7 | -35.3 |
| Sharpe Ratio | NA | -1.54 | -0.89 | -0.21 | 0.4 | -0.07 | NA | NA | 0.13 | 0.81 | 0.69 | -0.2 | 1.39 | 0.0 | 0.25 | -1.0 | -0.41 | 0.77 | 0.09 | 0.67 | 1.62 | 2.67 | -0.13 | -0.03 | 0.68 | -0.49 | -0.28 | 0.52 | 0.55 | 0.45 | 0.67 | -0.67 | 2.51 | 0.11 | -0.98 | -0.16 | -0.65 | 3.67 | -0.16 | 0.12 | 0.99 | -0.27 | -0.7 | 0.13 | 0.82 | 0.5 | 0.27 | -0.79 | 1.25 | -0.49 | -1.01 | 0.27 | -0.26 | 1.84 | 3.3 | 1.06 | 2.76 | -0.11 | 2.02 | -0.52 | -0.63 |
| Draw Down(%) | NA | 45.0 | 54.6 | 54.6 | 54.6 | 74.6 | NA | NA | 85.5 | 18.3 | 22.8 | 26.7 | 18.4 | 57.7 | 30.5 | 47.1 | 30.9 | 20.4 | 31.7 | 22.7 | 23.1 | 16.6 | 44.0 | 45.5 | 30.6 | 76.6 | 43.2 | 27.8 | 19.8 | 26.7 | 22.9 | 48.5 | 46.7 | 35.7 | 65.0 | 45.8 | 58.5 | 21.9 | 28.1 | 27.7 | 18.2 | 39.3 | 47.2 | 28.7 | 16.9 | 27.9 | 36.5 | 61.5 | 24.1 | 39.4 | 45.6 | 29.9 | 34.3 | 34.9 | 12.9 | 37.1 | 18.8 | 39.3 | 29.0 | 43.3 | 54.8 |
| Standard Deviation(%) | NA | 57.0 | 46.1 | 36.6 | 40.4 | 43.1 | NA | NA | 46.8 | 36.0 | 27.2 | 35.4 | 39.7 | 81.4 | 37.7 | 35.1 | 35.5 | 31.5 | 39.4 | 29.1 | 31.9 | 37.8 | 52.0 | 43.8 | 56.5 | 79.3 | 47.8 | 34.6 | 37.8 | 43.6 | 43.7 | 65.0 | 81.3 | 64.7 | 59.3 | 53.4 | 67.1 | 35.1 | 32.5 | 40.7 | 43.5 | 53.4 | 42.8 | 35.0 | 26.9 | 33.3 | 50.4 | 47.5 | 30.8 | 42.8 | 44.1 | 35.9 | 42.1 | 39.5 | 36.2 | 42.4 | 32.8 | 30.3 | 47.3 | 53.9 | 85.3 |
| Treynor Ratio | NA | -1.29 | -0.44 | -0.08 | 0.14 | -0.02 | NA | NA | 0.07 | 0.21 | 0.17 | -0.07 | 0.37 | 0.0 | 0.08 | -0.41 | -0.08 | 0.17 | 0.03 | 0.15 | 0.36 | 0.91 | -0.04 | -0.01 | 0.27 | -0.31 | -0.09 | 0.11 | 0.11 | 0.11 | 0.3 | -0.47 | 4.74 | -0.52 | -2.48 | -0.12 | -0.61 | 3.31 | -0.42 | 0.24 | -1.48 | -2.36 | -1.1 | 0.09 | 0.9 | 0.35 | 0.16 | -0.66 | 0.71 | -0.35 | -1.77 | 0.16 | -0.21 | 1.97 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.66 | -0.18 | -0.03 | 0.03 | -0.03 | NA | NA | 0.04 | 0.03 | -0.01 | 0.07 | 0.05 | -0.02 | -0.06 | -0.13 | -0.18 | 0.04 | 0.03 | 0.02 | 0.02 | 0.24 | 0.0 | -0.05 | 0.04 | 0.12 | -0.03 | 0.01 | 0.08 | 0.04 | 0.04 | -0.06 | 0.59 | 0.1 | -0.28 | -0.05 | -0.21 | 0.32 | -0.01 | 0.05 | 0.19 | 0.0 | -0.13 | 0.06 | 0.07 | 0.06 | 0.08 | -0.15 | 0.11 | -0.05 | -0.19 | 0.03 | 0.03 | 0.21 | 0.32 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.68 | 0.94 | 1.03 | 1.14 | 1.3 | NA | NA | 0.96 | 1.38 | 1.08 | 1.01 | 1.5 | 1.65 | 1.18 | 0.86 | 1.81 | 1.45 | 1.34 | 1.32 | 1.43 | 1.1 | 1.73 | 1.37 | 1.42 | 1.24 | 1.55 | 1.61 | 1.92 | 1.83 | 0.96 | 0.92 | 0.43 | -0.14 | 0.24 | 0.71 | 0.72 | 0.39 | 0.12 | 0.2 | -0.29 | 0.06 | 0.27 | 0.51 | 0.25 | 0.47 | 0.83 | 0.56 | 0.54 | 0.61 | 0.25 | 0.62 | 0.53 | 0.37 | 0.0 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.13 | 0.16 | 0.27 | 0.26 | 0.32 | NA | NA | 0.12 | 0.22 | 0.27 | 0.48 | 0.24 | 0.51 | 0.16 | 0.18 | 0.13 | 0.36 | 0.28 | 0.26 | 0.25 | 0.14 | 0.58 | 0.32 | 0.47 | 0.42 | 0.27 | 0.22 | 0.27 | 0.21 | 0.15 | 0.13 | 0.01 | 0.0 | 0.01 | 0.07 | 0.04 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.06 | 0.01 | 0.06 | 0.28 | 0.04 | 0.04 | 0.03 | 0.01 | 0.1 | 0.04 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.4 | 1.6 | 2.1 | 4.5 | 1.4 | 4.5 | 4.0 | N/A | 1.9 | 2.2 | 1.8 | 2.6 | 2.3 | 2.3 | 1.4 | 1.0 | 1.2 | 1.1 | 1.1 | 1.5 | 2.8 | 2.3 | 2.3 | 3.1 | 1.8 | 1.4 | 1.6 | 2.0 | 2.2 | 2.5 | 1.5 | 3.9 | 3.8 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -74.0 | 4.1 | 25.5 | 53.4 | 127.4 | 247.9 | 792.7 | N/A | 4.2 | 9.1 | 10.0 | 6.7 | 7.1 | 10.8 | 12.9 | 12.0 | 13.6 | 10.0 | 11.1 | 2.3 | 7.3 | 0.0 | 0.0 | 7.9 | 9.4 | 5.7 | 3.5 | 4.5 | 3.8 | 4.9 | 4.2 | 0.9 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/1973
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| 1. APOGEE ENTERPRISES, INC. 401(k) RETIREMENT PLAN | (0%) |
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