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WTW: Willis Towers Watson Public Limited Company (STOCK)
Basic Info 302.19 4.87(1.59%) April 25
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/12/2001 |
| Last Dividend Date: | 03/31/2025 |
| 12-Mo. Yield | 1.39% |
| 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 06/12/2001 |
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(%) | -5.9 | -3.3 | 19.0 | 9.3 | 12.8 | 10.4 | 10.7 | 8.6 | 10.7 | 31.5 | 0.1 | 4.5 | 14.2 | 5.8 | 34.8 | 2.4 | 25.0 | -3.4 | 11.5 | 2.8 | 37.3 | -10.9 | 15.1 | 35.6 | 10.4 | -32.2 | -2.0 | 10.4 | -8.1 | 23.3 | 21.1 | 21.7 | 41.9 |
| Sharpe Ratio | NA | -0.49 | 0.62 | 0.22 | 0.43 | 0.37 | NA | NA | 0.36 | 1.42 | -0.18 | 0.13 | 0.56 | 0.14 | 1.71 | 0.05 | 1.84 | -0.16 | 0.68 | 0.17 | 2.63 | -0.54 | 0.58 | 1.89 | 0.27 | -0.62 | -0.28 | 0.39 | -0.53 | 0.97 | 0.86 | 0.53 | 2.38 |
| Draw Down(%) | NA | 11.5 | 11.5 | 23.1 | 28.4 | 32.9 | NA | NA | 57.1 | 9.8 | 23.1 | 21.4 | 25.1 | 32.9 | 7.7 | 16.9 | 7.8 | 16.7 | 18.1 | 10.9 | 6.7 | 14.0 | 20.2 | 16.0 | 27.9 | 45.5 | 18.9 | 15.2 | 24.3 | 16.7 | 17.6 | 25.6 | 11.8 |
| Standard Deviation(%) | NA | 26.3 | 20.4 | 22.5 | 23.8 | 23.9 | NA | NA | 26.2 | 17.5 | 23.7 | 24.9 | 25.3 | 40.6 | 19.5 | 20.4 | 13.3 | 23.4 | 16.8 | 16.4 | 14.2 | 20.5 | 26.1 | 18.8 | 38.9 | 53.0 | 17.9 | 18.1 | 19.3 | 23.0 | 23.6 | 38.7 | 37.5 |
| Treynor Ratio | NA | -0.33 | 0.38 | 0.09 | 0.16 | 0.11 | NA | NA | 0.13 | 0.87 | -0.08 | 0.04 | 0.17 | 0.06 | 0.36 | 0.02 | 0.33 | -0.03 | 0.19 | 0.04 | 0.55 | -0.17 | 0.2 | 0.54 | 0.13 | -0.43 | -0.1 | 0.12 | -0.19 | 0.39 | 0.33 | 0.4 | 103.92 |
| Alpha | NA | -0.01 | 0.05 | 0.01 | 0.01 | 0.01 | NA | NA | 0.02 | 0.07 | -0.05 | 0.08 | -0.02 | -0.02 | 0.02 | 0.02 | 0.03 | -0.06 | 0.04 | -0.02 | 0.05 | -0.08 | 0.06 | 0.09 | -0.02 | 0.02 | -0.02 | 0.01 | -0.04 | 0.07 | 0.02 | 0.15 | 0.28 |
| Beta | NA | 0.39 | 0.33 | 0.58 | 0.65 | 0.76 | NA | NA | 0.7 | 0.29 | 0.52 | 0.82 | 0.84 | 0.87 | 0.94 | 0.66 | 0.74 | 1.17 | 0.61 | 0.71 | 0.68 | 0.64 | 0.77 | 0.66 | 0.81 | 0.77 | 0.48 | 0.57 | 0.54 | 0.57 | 0.62 | 0.51 | 0.01 |
| RSquared | NA | 0.19 | 0.1 | 0.23 | 0.24 | 0.34 | NA | NA | 0.27 | 0.04 | 0.08 | 0.63 | 0.19 | 0.54 | 0.36 | 0.31 | 0.14 | 0.43 | 0.31 | 0.25 | 0.28 | 0.17 | 0.48 | 0.4 | 0.32 | 0.36 | 0.18 | 0.1 | 0.08 | 0.07 | 0.2 | 0.12 | 0.0 |
| Yield(%) | N/A | 0.3 | 1.4 | 1.4 | 1.8 | 5.5 | 6.5 | 5.4 | N/A | 1.5 | 1.4 | 1.4 | 1.5 | 1.3 | 1.7 | 1.6 | 1.7 | 4.1 | 2.8 | 2.7 | 3.3 | 2.8 | 3.0 | 3.9 | 4.1 | 2.9 | 2.5 | 2.6 | 2.1 | 2.2 | 2.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -73.9 | 4.7 | 20.1 | 51.8 | 156.5 | N/A | N/A | N/A | 4.8 | 2.4 | 8.6 | 9.8 | 5.8 | 8.3 | 13.2 | 10.4 | 54.8 | 3.3 | 7.1 | 3.7 | 3.8 | 0.0 | 0.0 | 0.0 | 4.0 | 6.4 | 9.3 | 14.7 | 30.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/12/2001
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