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Streets Bottom 10 Dividend Stocks
Streets Bottom 10 Dividend Stocks
(public) 0.28% November 29
Delayed
Holdings (As of 09/30/2011)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | TRV (The Travelers Companies Inc) | 1.93% | 10.45% |
| Asset1 | VZ (Verizon Communications Inc) | 0.94% | 8.99% |
| Asset1 | XOM (Exxon Mobil Corp) | 1.69% | 14.60% |
| Asset1 | CAT (Caterpillar Inc) | 2.06% | 24.34% |
| Asset1 | AA (Alcoa Corp) | 4.87% | 2.90% |
| Asset1 | DIS (Walt Disney Company) | 1.60% | 10.90% |
| Asset1 | HD (Home Depot Inc) | 2.72% | 7.53% |
| Asset1 | JNJ (Johnson & Johnson) | 0.33% | 7.86% |
| Asset1 | GE (General Electric Company) | 4.04% | 4.43% |
| Asset1 | MMM (3M Company) | 3.68% | 8.00% |
* Day change on 09/30/2011.
Previous
Performance (As of 11/29/2011)
Since 10/24/2002
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Streets Bottom 10 Dividend Stocks | N/A | 4.8% | 12.8% | 2.4% | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 5.6% | 22.1% | 7.5% | 13.0% | 12.3% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/24/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.8 | 12.8 | 2.4 | NA | 7.6 | -2.8 | 23.3 | 18.2 | -29.2 | 9.0 | 17.1 | 1.6 | 12.0 | 35.4 | -1.6 |
| Sharpe Ratio | 0.02 | 0.52 | 0.03 | NA | 0.26 | -0.24 | 1.24 | 0.63 | -0.72 | 0.36 | 1.11 | -0.05 | 0.83 | 1.86 | -0.07 |
| Draw Down(%) | 26.8 | 32.4 | 54.4 | NA | 54.4 | 26.8 | 15.4 | 32.4 | 45.0 | 12.3 | 10.4 | 9.0 | 8.8 | 12.7 | 9.0 |
| Standard Deviation(%) | 24.4 | 25.7 | 27.5 | NA | 22.8 | 25.5 | 18.6 | 28.6 | 42.0 | 16.5 | 12.3 | 12.2 | 13.4 | 18.7 | 24.0 |
| Treynor Ratio | 0.0 | 0.13 | 0.01 | NA | 0.06 | -0.06 | 0.23 | 0.18 | -0.3 | 0.06 | 0.13 | -0.01 | 0.1 | 0.34 | -0.02 |
| Alpha | 0.02 | 0.01 | 0.02 | NA | 0.02 | 0.01 | 0.04 | -0.02 | 0.06 | 0.02 | 0.01 | -0.01 | 0.01 | 0.03 | -0.03 |
| Beta | 1.05 | 1.02 | 1.0 | NA | 1.01 | 1.05 | 0.99 | 1.01 | 1.0 | 0.97 | 1.06 | 1.08 | 1.08 | 1.03 | 1.12 |
| RSquared | 0.91 | 0.92 | 0.93 | NA | 0.91 | 0.91 | 0.92 | 0.92 | 0.94 | 0.89 | 0.74 | 0.82 | 0.81 | 0.88 | 0.92 |
| Sortino Ratio | 0.02 | 0.73 | 0.04 | NA | 0.36 | -0.31 | 1.8 | 0.92 | -0.99 | 0.48 | 1.63 | -0.06 | 1.23 | 2.87 | -0.11 |
| Yield(%) | 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 |
| Dividend Growth(%) | 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 10/24/2002
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