Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SDY (SPDR S&P Dividend ETF) | 4.10% | 10.65% | 7.36% | 11.26% | 9.60% | 11.45% | NA | 9.01% |
Data as of 06/30/2025, AR inception is 11/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDY (SPDR S&P Dividend ETF) | 11/15/2005 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 10.65 | 7.36 | 11.26 | 9.60 | 11.45 | NA | 9.01 | 4.10 | 8.45 | 2.61 | -0.54 | 25.32 | 1.71 | 23.96 | -2.74 | 15.82 | 20.29 | -0.79 | 13.80 | 30.07 | 11.61 | 7.13 | 16.40 | 19.13 | -22.82 | -6.69 | 17.71 | 1.10 |
| Sharpe Ratio | NA | 0.40 | 0.22 | 0.65 | 0.45 | NA | NA | 0.39 | 0.27 | 0.47 | -0.08 | -0.11 | 1.87 | 0.04 | 1.96 | -0.30 | 2.20 | 1.66 | -0.06 | 1.39 | 2.71 | 1.05 | 0.34 | 1.04 | 0.58 | -0.56 | -0.62 | 1.60 | 0.87 |
| Standard Deviation(%) | NA | 14.53 | 14.50 | 15.41 | 17.44 | NA | NA | 19.36 | 18.02 | 10.27 | 13.47 | 18.58 | 13.56 | 37.73 | 11.48 | 13.60 | 6.92 | 12.11 | 13.94 | 9.92 | 11.10 | 11.10 | 20.78 | 15.75 | 32.57 | 42.62 | 16.06 | 8.99 | 7.43 |
| Draw Down(%) | NA | 14.39 | 15.21 | 15.21 | 36.70 | NA | NA | 54.78 | 11.79 | 7.98 | 15.03 | 15.21 | 6.89 | 36.70 | 6.03 | 14.23 | 2.90 | 7.01 | 10.58 | 5.58 | 6.93 | 6.58 | 16.06 | 11.94 | 34.23 | 36.08 | 14.95 | 4.68 | 1.60 |
| Yield(%) | 0.69 | 2.83 | 2.83 | 3.66 | 4.54 | 6.89 | 5.22 | 5.50 | 1.33 | 2.70 | 2.63 | 2.48 | 3.24 | 2.82 | 3.57 | 2.58 | 5.16 | 3.90 | 5.79 | 5.20 | 4.83 | 3.52 | 3.32 | 3.72 | 4.18 | 4.06 | 4.46 | 3.23 | 0.57 |
Data as of 06/30/2025, AR inception is 11/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDY (SPDR S&P Dividend ETF) |
-14.81%
Feb 2006 - Feb 2009 |
0.24%
Sep 2006 - Sep 2011 |
7.07%
Jan 2006 - Jan 2016 |
8.33%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDY (SPDR S&P Dividend ETF) |
27.11%
Feb 2009 - Feb 2012 |
23.64%
Feb 2009 - Feb 2014 |
17.15%
Feb 2009 - Feb 2019 |
13.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart