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Rockwell Automation, Inc. (ROK)

Equity · Currency in USD
Sector
Industrials
Industry
Specialty Industrial Machinery
ISIN
US7739031091
CUSIP
773903109

ROKPrice Chart


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ROKPerformance

The chart shows the growth of $10,000 invested in Rockwell Automation, Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $88,764 for a total return of roughly 787.64%. All prices are adjusted for splits and dividends.


ROK (Rockwell Automation, Inc.)
Benchmark (S&P 500)

ROKReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-6.01%-1.87%
1M-6.52%-0.21%
6M14.82%8.24%
1Y28.74%24.78%
5Y21.13%15.48%
10Y18.71%13.85%

ROKMonthly Returns Heatmap


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ROKSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Rockwell Automation, Inc. Sharpe ratio is 1.21. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


ROK (Rockwell Automation, Inc.)
Benchmark (S&P 500)

ROKDividends

Rockwell Automation, Inc. granted a 1.32% dividend yield in the last twelve months, as of Jan 8, 2022. The annual payout for that period amounted to $4.33 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$4.33$4.33$4.13$3.93$3.65$3.12$2.94$2.68$2.39$2.09$1.79$1.55$1.28

Dividend yield

1.32%1.24%1.67%2.01%2.57%1.72%2.41%2.95%2.49%2.09%2.57%2.61%2.25%

ROKDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


ROK (Rockwell Automation, Inc.)
Benchmark (S&P 500)

ROKWorst Drawdowns

The table below shows the maximum drawdowns of the Rockwell Automation, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Rockwell Automation, Inc. is 46.71%, recorded on Sep 22, 2011. It took 456 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.71%Apr 27, 2011104Sep 22, 2011456Jul 18, 2013560
-42.36%Feb 24, 202021Mar 23, 202044May 26, 202065
-30.42%Jan 16, 2018238Dec 24, 2018226Nov 15, 2019464
-28.41%Jun 12, 2015153Jan 20, 2016192Oct 21, 2016345
-22.46%Jun 10, 201488Oct 13, 2014149May 18, 2015237
-21.52%Apr 27, 201047Jul 1, 201061Sep 28, 2010108
-11.89%Sep 3, 202012Sep 21, 202013Oct 8, 202025
-10.51%Sep 3, 202121Oct 4, 202121Nov 2, 202142
-9.96%Jan 22, 20214Jan 27, 202141Mar 26, 202145
-9.83%Jun 8, 202013Jun 24, 202022Jul 27, 202035

ROKVolatility Chart

Current Rockwell Automation, Inc. volatility is 20.17%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


ROK (Rockwell Automation, Inc.)
Benchmark (S&P 500)

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