Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDIVX (Stock Dividend Fd Inc) | NA | 38.80% | 10.16% | 11.77% | 8.08% | 9.50% | NA | … | … |
Data as of 05/23/2025, Common starting date is 06/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDIVX (Stock Dividend Fd Inc) | 06/13/2005 | 05/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 38.80 | 10.16 | 11.77 | 8.08 | 9.50 | NA | … | … | 31.21 | 12.56 | -5.62 | 0.59 | 3.63 | -1.53 | 16.24 | -5.87 | 23.02 | 36.29 | -17.27 | -2.66 | 28.25 | 13.92 | 5.01 | 18.43 | 15.30 | -38.62 | 1.93 | 17.81 | 2.03 |
| Sharpe Ratio | NA | 0.53 | 0.17 | 0.31 | 0.23 | NA | NA | … | … | 0.91 | 0.81 | -0.60 | -0.05 | 0.17 | -0.05 | 1.08 | -0.44 | 2.26 | 1.89 | -0.93 | -0.21 | 2.25 | 1.12 | 0.24 | 1.11 | 0.55 | -0.93 | -0.07 | 1.80 | 0.13 |
| Standard Deviation(%) | NA | 66.60 | 40.48 | 34.04 | 28.32 | NA | NA | … | … | 105.71 | 11.03 | 15.68 | 17.80 | 21.14 | 37.30 | 13.62 | 16.42 | 9.96 | 19.04 | 18.54 | 13.00 | 12.56 | 12.43 | 21.05 | 16.55 | 27.41 | 42.62 | 16.59 | 8.05 | 9.14 |
| Draw Down(%) | NA | 30.22 | 30.22 | 30.96 | 38.27 | NA | NA | … | … | 30.22 | 6.55 | 19.03 | 20.22 | 15.22 | 38.27 | 10.78 | 18.53 | 5.04 | 11.31 | 25.06 | 14.41 | 7.09 | 9.55 | 15.51 | 14.18 | 33.17 | 48.69 | 13.79 | 6.01 | 4.80 |
| Yield(%) | 0.00 | 37.89 | 14.25 | 12.00 | 8.78 | 10.43 | 6.68 | … | … | 32.83 | 4.81 | 5.97 | 5.03 | 3.22 | 2.96 | 4.78 | 7.02 | 10.46 | 5.35 | 2.34 | 2.25 | 7.06 | 12.91 | 0.00 | 2.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/23/2025, Common starting date is 06/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDIVX (Stock Dividend Fd Inc) |
-18.49%
Feb 2006 – Feb 2009 |
-4.21%
May 2007 – May 2012 |
1.69%
Jan 2006 – Jan 2016 |
3.04%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDIVX (Stock Dividend Fd Inc) |
25.99%
Feb 2009 – Feb 2012 |
21.91%
Feb 2009 – Feb 2014 |
14.14%
Feb 2009 – Feb 2019 |
9.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart