Performance Strategic Dividend Inst (PSDFX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Performance Strategic Dividend Inst started on 06/30/2005
Performance Strategic Dividend Inst is classified as asset class LARGE VALUE
Performance Strategic Dividend Inst expense ratio is 1.03%
Performance Strategic Dividend Inst rating is
Not Rated

Dividends


Performance Strategic Dividend Inst (PSDFX) Dividend Info

Performance Strategic Dividend Inst (PSDFX) dividend growth in the last 12 months is 14.88%

The trailing 12-month yield of Performance Strategic Dividend Inst is 1.91%. its dividend history:

Pay Date Cash Amount
Aug 31, 2012 $0.025
Jul 31, 2012 $0.013
Jun 29, 2012 $0.007
May 31, 2012 $0.028
Apr 30, 2012 $0.007
Mar 30, 2012 $0.008
Feb 29, 2012 $0.028
Jan 31, 2012 $0.031
Nov 30, 2011 $0.022
Oct 31, 2011 $0.012
Sep 30, 2011 $0.012
Aug 31, 2011 $0.006
Jun 30, 2011 $0.033
May 31, 2011 $0.028
Apr 29, 2011 $0.009
Feb 28, 2011 $0.004
Jan 31, 2011 $0.037
Nov 30, 2010 $0.023
Oct 29, 2010 $0.012
Sep 30, 2010 $0.016
Aug 31, 2010 $0.017
Jun 30, 2010 $0.028
May 28, 2010 $0.036

Dividend Growth History for Performance Strategic Dividend Inst (PSDFX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2012
2012 $0.147 1.32% -9.82% -
2011 $0.163 1.53% 23.48% -9.82%
2010 $0.132 1.40% - 5.53%

Dividend Growth Chart for Performance Strategic Dividend Inst (PSDFX)

Performance Strategic Dividend Inst (PSDFX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


Performance Strategic Dividend Inst (PSDFX) Historical Returns And Risk Info

From 06/30/2005 to 09/24/2012, the compound annualized total return (dividend reinvested) of Performance Strategic Dividend Inst (PSDFX) is 2.394%. Its cumulative total return (dividend reinvested) is 18.621%.

From 06/30/2005 to 09/24/2012, the Maximum Drawdown of Performance Strategic Dividend Inst (PSDFX) is 55.6%.

From 06/30/2005 to 09/24/2012, the Sharpe Ratio of Performance Strategic Dividend Inst (PSDFX) is 0.06.

From 06/30/2005 to 09/24/2012, the Annualized Standard Deviation of Performance Strategic Dividend Inst (PSDFX) is 21.6%.

From 06/30/2005 to 09/24/2012, the Beta of Performance Strategic Dividend Inst (PSDFX) is 0.82.

The return data shown below all have the same latest date: 09/24/2012.
AR inception is since 06/30/2005.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PSDFX (Performance Strategic Dividend Inst) NA 18.72% 12.66% 0.02% NA NA NA 2.47%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 27.91% 13.70% 1.31% 7.96% 4.71% 8.51% 5.07%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 16.47% 9.31% 2.11% 7.59% 5.86% NA 5.16%

Return Calculator for Performance Strategic Dividend Inst (PSDFX)

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Performance Strategic Dividend Inst (PSDFX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for Performance Strategic Dividend Inst (PSDFX)

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Retirement Spending Calculator for Performance Strategic Dividend Inst (PSDFX)

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Rolling Returns


Performance Strategic Dividend Inst (PSDFX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/30/2005 to 09/24/2012, the worst annualized return of 3-year rolling returns for Performance Strategic Dividend Inst (PSDFX) is -16.51%.
From 06/30/2005 to 09/24/2012, the worst annualized return of 5-year rolling returns for Performance Strategic Dividend Inst (PSDFX) is -2.34%.
From 06/30/2005 to 09/24/2012, the worst annualized return of 10-year rolling returns for Performance Strategic Dividend Inst (PSDFX) is NA.
From 06/30/2005 to 09/24/2012, the worst annualized return of 20-year rolling returns for Performance Strategic Dividend Inst (PSDFX) is NA.

Drawdowns


Performance Strategic Dividend Inst (PSDFX) Maximum Drawdown




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