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ELV: Elevance Health, Inc. (STOCK)
Basic Info 421.68 7.11(1.66%) April 25
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/30/2001 |
| Last Dividend Date: | 03/10/2025 |
| 12-Mo. Yield | 1.22% |
| 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 10/30/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 14.8 | -20.7 | -4.8 | 11.2 | 12.1 | 15.7 | 11.4 | 14.8 | -20.7 | -6.9 | 11.8 | 46.1 | 7.7 | 16.3 | 18.1 | 58.7 | 5.1 | 12.9 | 38.2 | 54.6 | -6.3 | 18.2 | -2.5 | 38.4 | -52.0 | 11.5 | -1.4 | 38.8 | 53.3 | 19.2 | 27.1 | 21.0 |
| Sharpe Ratio | NA | 1.79 | -0.99 | -0.36 | 0.32 | 0.35 | NA | NA | 0.44 | -1.16 | -0.46 | 0.38 | 1.87 | 0.14 | 0.52 | 0.72 | 3.25 | 0.19 | 0.52 | 1.78 | 2.74 | -0.23 | 0.6 | -0.09 | 0.88 | -0.91 | 0.5 | -0.23 | 1.57 | 1.82 | 0.69 | 0.62 | 6.61 |
| Draw Down(%) | NA | 10.2 | 34.5 | 34.5 | 34.5 | 44.1 | NA | NA | 67.2 | 34.5 | 18.7 | 15.9 | 15.1 | 43.0 | 25.4 | 16.2 | 7.8 | 19.6 | 24.9 | 10.6 | 7.8 | 28.0 | 30.1 | 30.3 | 34.7 | 67.0 | 12.5 | 15.4 | 9.1 | 23.0 | 20.5 | 26.3 | 11.5 |
| Standard Deviation(%) | NA | 29.2 | 27.5 | 25.4 | 26.8 | 29.4 | NA | NA | 30.7 | 23.6 | 24.3 | 27.6 | 24.7 | 54.7 | 29.0 | 23.6 | 18.0 | 26.0 | 24.6 | 21.5 | 19.9 | 28.0 | 30.3 | 27.9 | 43.5 | 58.1 | 17.2 | 20.1 | 23.3 | 28.8 | 26.9 | 41.6 | 32.2 |
| Treynor Ratio | NA | 5.25 | -1.36 | -0.24 | 0.16 | 0.13 | NA | NA | 0.17 | -0.76 | -0.22 | 0.19 | 0.67 | 0.06 | 0.17 | 0.2 | 0.63 | 0.05 | 0.16 | 0.39 | 0.65 | -0.07 | 0.18 | -0.03 | 0.39 | -0.76 | 0.18 | -0.07 | 0.33 | 0.48 | 0.28 | 0.42 | -12.45 |
| Alpha | NA | 0.19 | -0.11 | -0.03 | 0.02 | 0.02 | NA | NA | 0.04 | -0.13 | -0.07 | 0.1 | 0.09 | -0.02 | -0.02 | 0.09 | 0.12 | -0.02 | 0.05 | 0.09 | 0.09 | -0.06 | 0.07 | -0.05 | 0.06 | -0.12 | 0.03 | -0.04 | 0.12 | 0.14 | 0.01 | 0.18 | 0.5 |
| Beta | NA | 0.1 | 0.2 | 0.38 | 0.54 | 0.82 | NA | NA | 0.8 | 0.36 | 0.51 | 0.56 | 0.69 | 1.2 | 0.88 | 0.84 | 0.92 | 1.04 | 0.81 | 0.97 | 0.85 | 0.87 | 1.01 | 0.83 | 0.99 | 0.7 | 0.47 | 0.64 | 1.12 | 1.1 | 0.66 | 0.61 | -0.17 |
| RSquared | NA | 0.01 | 0.02 | 0.08 | 0.13 | 0.27 | NA | NA | 0.26 | 0.04 | 0.08 | 0.24 | 0.13 | 0.57 | 0.14 | 0.37 | 0.12 | 0.28 | 0.26 | 0.26 | 0.22 | 0.16 | 0.61 | 0.29 | 0.39 | 0.26 | 0.19 | 0.1 | 0.24 | 0.18 | 0.18 | 0.15 | 0.01 |
| Yield(%) | N/A | 0.5 | 1.2 | 1.2 | 2.0 | 2.7 | 5.5 | 2.0 | N/A | 1.4 | 1.2 | 1.1 | 1.4 | 1.3 | 1.3 | 1.3 | 1.9 | 1.9 | 2.0 | 1.9 | 2.5 | 1.7 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -73.8 | 8.7 | 49.9 | 86.0 | 579.9 | N/A | N/A | N/A | 10.1 | 15.6 | 13.3 | 18.9 | 18.7 | 6.7 | 11.1 | 3.8 | 4.0 | 42.9 | 16.7 | 30.4 | 15.0 | 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 10/30/2001
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