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BRO: Brown & Brown, Inc. (STOCK)
Basic Info 114.88 0.44(0.38%) April 28
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/11/1981 |
| Last Dividend Date: | 02/05/2025 |
| 12-Mo. Yield | 0.68% |
| Expenses | - |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/11/1981 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 12.8 | 40.4 | 20.1 | 28.0 | 22.9 | 19.0 | 13.8 | 16.0 | 44.3 | 25.8 | -18.4 | 49.3 | 21.1 | 44.7 | 8.3 | 16.2 | 41.8 | -1.1 | 6.2 | 24.8 | 14.1 | -4.1 | 35.3 | -12.6 | -9.8 | -15.9 | -7.0 | 41.3 | 34.5 | 1.7 | 19.2 | 57.1 | 84.8 | 9.7 | -21.7 | 68.4 | 6.5 | 14.4 | 21.7 | 6.7 | 39.6 | 134.4 | -37.3 | 54.5 | 17.9 | -41.7 | 32.1 | 127.1 | 20.0 | -28.6 | 7.7 | -18.8 |
| Sharpe Ratio | NA | 1.71 | 1.64 | 0.63 | 1.07 | 0.94 | NA | NA | 0.43 | 2.09 | 1.07 | -0.6 | 2.47 | 0.55 | 2.51 | 0.43 | 1.25 | 2.37 | -0.07 | 0.37 | 1.47 | 0.8 | -0.14 | 1.76 | -0.44 | -0.23 | -0.84 | -0.44 | 2.11 | 1.58 | 0.04 | 0.49 | 1.55 | 2.54 | 0.22 | -0.57 | 2.0 | 0.11 | 0.32 | 0.5 | 0.1 | 0.81 | 1.97 | -0.71 | 3.13 | 0.93 | -2.44 | 1.02 | 4.99 | 0.76 | -0.59 | 0.01 | -1.57 |
| Draw Down(%) | NA | 9.7 | 11.4 | 22.0 | 27.3 | 34.7 | NA | NA | 54.1 | 11.0 | 13.6 | 27.3 | 10.5 | 34.7 | 6.6 | 16.6 | 9.0 | 10.1 | 10.8 | 13.5 | 12.5 | 9.8 | 36.4 | 8.0 | 26.5 | 28.9 | 19.6 | 22.0 | 11.6 | 15.1 | 20.4 | 31.5 | 21.3 | 21.7 | 21.0 | 38.8 | 12.8 | 10.8 | 6.9 | 14.3 | 13.4 | 29.1 | 15.8 | 40.4 | 8.6 | 10.8 | 47.2 | 22.4 | 3.6 | 8.7 | 50.0 | 20.5 | 18.8 |
| Standard Deviation(%) | NA | 24.6 | 20.5 | 24.0 | 23.5 | 22.5 | NA | NA | 31.0 | 18.0 | 20.4 | 33.0 | 20.0 | 37.9 | 17.3 | 16.2 | 12.5 | 17.6 | 15.9 | 16.9 | 16.8 | 17.7 | 30.0 | 20.0 | 29.1 | 47.0 | 22.4 | 23.5 | 18.5 | 21.3 | 26.0 | 36.9 | 36.0 | 31.8 | 28.7 | 44.0 | 32.3 | 26.2 | 32.7 | 37.6 | 45.2 | 45.4 | 66.0 | 59.5 | 15.6 | 14.1 | 18.7 | 27.3 | 24.4 | 17.4 | 59.0 | 27.0 | 19.6 |
| Treynor Ratio | NA | 1.05 | 0.79 | 0.22 | 0.34 | 0.27 | NA | NA | 0.2 | 0.7 | 0.3 | -0.22 | 0.57 | 0.24 | 0.54 | 0.11 | 0.21 | 0.49 | -0.01 | 0.09 | 0.28 | 0.21 | -0.05 | 0.53 | -0.19 | -0.14 | -0.27 | -0.1 | 0.69 | 0.48 | 0.01 | 0.23 | 1.44 | 2.14 | 0.32 | -0.94 | 2.61 | -1.05 | -12.01 | 0.59 | 0.17 | -1.34 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.18 | 0.11 | 0.05 | 0.06 | 0.05 | NA | NA | 0.05 | 0.09 | 0.03 | 0.01 | 0.09 | 0.02 | 0.06 | 0.05 | 0.0 | 0.1 | 0.0 | 0.0 | -0.01 | 0.02 | -0.01 | 0.08 | -0.12 | 0.11 | -0.08 | -0.08 | 0.13 | 0.09 | -0.09 | 0.16 | 0.22 | 0.27 | 0.02 | -0.09 | 0.19 | 0.03 | 0.06 | 0.1 | 0.05 | 0.17 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.4 | 0.42 | 0.68 | 0.75 | 0.79 | NA | NA | 0.67 | 0.54 | 0.73 | 0.89 | 0.87 | 0.86 | 0.8 | 0.67 | 0.75 | 0.85 | 0.8 | 0.7 | 0.88 | 0.66 | 0.92 | 0.66 | 0.69 | 0.75 | 0.7 | 1.08 | 0.57 | 0.7 | 0.97 | 0.78 | 0.39 | 0.38 | 0.2 | 0.27 | 0.25 | -0.03 | -0.01 | 0.32 | 0.27 | -0.28 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.23 | 0.17 | 0.3 | 0.35 | 0.43 | NA | NA | 0.12 | 0.15 | 0.24 | 0.47 | 0.35 | 0.62 | 0.35 | 0.48 | 0.18 | 0.43 | 0.6 | 0.24 | 0.35 | 0.24 | 0.56 | 0.38 | 0.44 | 0.44 | 0.25 | 0.24 | 0.1 | 0.14 | 0.38 | 0.28 | 0.06 | 0.08 | 0.01 | 0.02 | 0.02 | 0.0 | 0.0 | 0.01 | 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 |
| Yield(%) | N/A | 0.1 | 0.7 | 0.8 | 1.3 | 2.3 | 3.1 | 2.4 | N/A | 0.8 | 0.8 | 0.6 | 0.8 | 0.9 | 1.2 | 1.2 | 1.2 | 1.6 | 1.4 | 1.3 | 1.4 | 1.5 | 1.3 | 1.7 | 1.5 | 1.2 | 0.9 | 0.7 | 0.8 | 0.9 | 0.7 | 0.7 | 1.0 | 1.4 | 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 | -72.2 | 14.3 | 38.1 | 57.5 | 138.9 | 401.7 | 1761.8 | N/A | 13.7 | 12.4 | 11.2 | 9.4 | 6.9 | 6.6 | 9.9 | 10.1 | 11.3 | 10.5 | 10.8 | 7.2 | 6.2 | 3.5 | 3.6 | 6.3 | 14.0 | 19.0 | 23.5 | 17.2 | 18.9 | 20.8 | 25.9 | 19.0 | 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 02/11/1981
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