Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Dow Jones Dividend Leaders | 0.25% | 5.94% | 3.69% | 6.86% | 5.46% | 8.23% | 6.47% | 5.19% |
Data as of 01/08/2025, AR inception is 08/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Dow Jones Dividend Leaders | 08/05/2001 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.16 | 5.94 | 3.69 | 6.86 | 5.46 | 8.23 | 6.47 | 5.19 | 0.25 | 7.57 | 7.27 | -0.46 | 22.62 | -2.40 | 21.86 | -6.03 | -0.55 | 9.62 | 0.47 | 9.89 | 21.86 | 11.68 | 11.01 | 15.24 | 14.33 | -27.23 | 7.85 | 20.68 | -4.16 | 1.38 | 9.49 | -15.84 | -0.09 |
| Sharpe Ratio | NA | -0.05 | -0.04 | 0.24 | 0.25 | NA | NA | 0.23 | 0.04 | 0.08 | 0.27 | -0.12 | 1.35 | -0.09 | 1.50 | -0.53 | -0.11 | 0.90 | 0.03 | 1.08 | 2.32 | 1.12 | 0.58 | 1.03 | 0.62 | -0.76 | 0.34 | 1.77 | -0.63 | 0.04 | 0.51 | -0.67 | -0.04 |
| Standard Deviation(%) | NA | 12.46 | 13.26 | 17.95 | 15.40 | NA | NA | 16.96 | 5.35 | 12.48 | 11.19 | 15.83 | 16.69 | 28.32 | 13.62 | 13.83 | 10.62 | 10.43 | 12.95 | 9.18 | 9.39 | 10.39 | 18.93 | 14.68 | 22.97 | 37.14 | 14.34 | 9.84 | 9.97 | 11.39 | 17.36 | 25.35 | 17.33 |
| Draw Down(%) | NA | 10.38 | 19.20 | 27.73 | 27.73 | NA | NA | 47.29 | 0.43 | 10.38 | 7.86 | 19.20 | 6.43 | 27.73 | 7.29 | 15.04 | 10.13 | 8.06 | 14.25 | 6.83 | 5.44 | 7.80 | 14.54 | 11.27 | 27.26 | 38.95 | 6.99 | 5.03 | 10.53 | 11.47 | 18.13 | 33.67 | 12.66 |
| Yield(%) | NA | 2.75 | 2.65 | 1.88 | 1.25 | NA | NA | 2.29 | NA | 1.01 | 2.61 | 2.49 | 2.77 | 0.16 | 0.16 | 1.01 | 0.88 | 0.54 | 0.46 | 1.06 | 0.33 | 2.65 | 3.99 | 4.13 | 4.37 | 3.39 | 3.15 | 3.69 | 2.87 | 2.70 | 3.16 | 2.03 | 0.79 |
Data as of 01/08/2025, AR inception is 08/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Dow Jones Dividend Leaders |
-8.93%
Feb 2006 - Feb 2009 |
-6.31%
Feb 2004 - Feb 2009 |
1.16%
Sep 2001 - Sep 2011 |
4.48%
Nov 2001 - Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Dow Jones Dividend Leaders |
23.16%
Feb 2009 - Feb 2012 |
19.70%
Feb 2009 - Feb 2014 |
11.63%
Feb 2009 - Feb 2019 |
10.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart