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Streets Top Ten Dividend Stocks
Streets Top Ten Dividend Stocks
(public) 0.34% November 29
Delayed
Holdings (As of 09/30/2011)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | KO (The Coca-Cola Company) | 2.16% | 10.71% |
Asset1 | JPM (JPMorgan Chase & Co) | 4.05% | 11.57% |
Asset1 | CVX (Chevron Corp) | 1.91% | 19.50% |
Asset1 | MSFT (Microsoft Corporation) | 2.20% | 7.31% |
Asset1 | UTX (Raytheon Technologies Corporation) | 2.84% | 16.07% |
Asset1 | MRK (Merck & Company Inc) | 0.12% | 5.71% |
Asset1 | KFT (KFT) | 2.61% | 6.63% |
Asset1 | WMT (Walmart Inc) | 0.06% | 6.31% |
Asset1 | IBM (International Business Machines) | 2.40% | 16.19% |
* Day change on 09/30/2011.
Performance (As of 11/29/2011)
Since 10/24/2002
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Streets Top Ten Dividend Stocks | N/A | 6.8% | 12.4% | 4.8% | N/A | |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.3% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 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(%) | 6.8 | 12.4 | 4.8 | NA | 7.5 | -0.5 | 11.3 | 27.5 | -24.6 | 15.7 | 22.6 | -0.2 | 4.4 | 19.7 | 2.2 |
Sharpe Ratio | 0.1 | 0.5 | 0.11 | NA | 0.28 | -0.16 | 0.51 | 1.0 | -0.64 | 0.81 | 1.88 | -0.24 | 0.34 | 1.11 | 0.11 |
Draw Down(%) | 15.5 | 26.0 | 44.3 | NA | 44.3 | 15.5 | 18.4 | 25.9 | 37.0 | 8.1 | 7.4 | 7.9 | 7.9 | 17.1 | 5.9 |
Standard Deviation(%) | 20.6 | 24.8 | 26.5 | NA | 21.4 | 21.5 | 22.0 | 27.3 | 40.1 | 15.7 | 10.3 | 10.0 | 10.4 | 17.2 | 18.8 |
Treynor Ratio | 0.02 | 0.14 | 0.03 | NA | 0.06 | -0.04 | 0.18 | 0.28 | -0.27 | 0.13 | 0.21 | -0.03 | 0.04 | 0.2 | 0.02 |
Alpha | 0.02 | 0.01 | 0.03 | NA | 0.02 | 0.02 | 0.02 | 0.02 | 0.07 | 0.05 | 0.04 | -0.01 | -0.01 | -0.02 | 0.05 |
Beta | 0.89 | 0.88 | 0.91 | NA | 0.91 | 0.89 | 0.61 | 0.96 | 0.95 | 0.94 | 0.92 | 0.88 | 0.82 | 0.97 | 0.86 |
RSquared | 0.93 | 0.73 | 0.83 | NA | 0.84 | 0.93 | 0.25 | 0.92 | 0.95 | 0.93 | 0.8 | 0.82 | 0.78 | 0.92 | 0.9 |
Sortino Ratio | 0.13 | 0.71 | 0.16 | NA | 0.39 | -0.2 | 0.74 | 1.5 | -0.87 | 1.11 | 2.93 | -0.32 | 0.47 | 1.67 | 0.17 |
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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