PSPDX | STOCKSPLUS FUND D

Basic Info 10.78 0.02(0.19%)
May 10

STOCKSPLUS FUND D started on 05/13/1993

STOCKSPLUS FUND D is classified as asset class LARGE BLEND

STOCKSPLUS FUND D expense ratio is 0.90%

STOCKSPLUS FUND D rating is

(53%)

STOCKSPLUS FUND D (PSPDX) Dividend Info

STOCKSPLUS FUND D (PSPDX) dividend growth in the last 12 months is -41.37%

The trailing 12-month yield of STOCKSPLUS FUND D is 5.64%. its dividend history:

Date	Dividend
03/14/2024	0.1899
12/26/2023	0.1485
09/07/2023	0.09
06/08/2023	0.0702
12/27/2022	0.008
12/07/2022	0.8242
09/08/2022	0.008
06/09/2022	0.0102
03/10/2022	0.0191
12/28/2021	0.0737
12/08/2021	1.2823
09/09/2021	0.2026
06/10/2021	0.0704
03/11/2021	0.199
12/28/2020	0.021
12/09/2020	0.123
09/10/2020	0.155
06/11/2020	0.051
03/12/2020	0.082
12/26/2019	0.034
12/11/2019	0.913
09/12/2019	0.231
06/13/2019	0.189
03/14/2019	0.12
12/26/2018	0.048
12/12/2018	1.633
09/13/2018	0.048
06/14/2018	0.044
03/15/2018	0.0672
12/27/2017	0.036
09/14/2017	0.0151
06/15/2017	0.0338
03/16/2017	0.034
12/28/2016	0.025
09/15/2016	0.021
03/17/2016	0.025
12/29/2015	0.037
12/16/2015	0.751
09/17/2015	0.072
06/18/2015	0.042
12/10/2014	1.677
09/18/2014	0.002
06/19/2014	0.003
03/20/2014	0.037
12/27/2013	0.168
12/11/2013	0.734
09/19/2013	0.11
06/20/2013	0.124
12/27/2012	0.088
12/12/2012	0.587
09/20/2012	0.107
06/21/2012	0.059
03/22/2012	0.079
12/28/2011	0.169
12/07/2011	0.488
09/15/2011	0.05
06/16/2011	0.084
03/17/2011	0.045
12/31/2010	0.256
09/16/2010	0.197
06/17/2010	0.231
03/18/2010	0.186
12/30/2008	0.124
09/18/2008	0.264
06/19/2008	0.206
03/20/2008	0.204
12/27/2007	0.093
09/20/2007	0.151
06/21/2007	0.126
03/22/2007	0.119
12/27/2006	0.116
09/21/2006	0.114
06/22/2006	0.064
03/23/2006	0.125
09/22/2005	0.064
06/23/2005	0.046
03/24/2005	0.077
12/31/2004	0.162
09/16/2004	0.165
06/17/2004	0.088
03/18/2004	0.287
12/31/2003	0.28
09/18/2003	0.097
06/19/2003	0.039
12/30/2002	0.118
03/21/2002	0.085
12/31/2001	0.03
06/22/2001	0.104
12/12/2000	0.913
09/22/2000	0.127
06/23/2000	0.11
03/23/2000	0.088
12/31/1999	0.728
09/23/1999	0.119
06/23/1999	0.11
03/23/1999	0.032
12/31/1998	0.587
09/23/1998	0.062
06/23/1998	0.113

Dividend Growth History for STOCKSPLUS FUND D (PSPDX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.3087	3.80%	-64.50%	-
2022	$0.8695	7.57%	-52.43%	-64.50%
2021	$1.828	17.66%	323.15%	-58.91%
2020	$0.432	4.63%	-70.95%	-10.60%
2019	$1.487	17.98%	-19.19%	-32.50%
2018	$1.8402	17.28%	1,447.69%	-30.03%
2017	$0.1189	1.36%	67.46%	17.24%
2016	$0.071	0.91%	-92.13%	23.36%
2015	$0.902	10.25%	-47.53%	-12.54%
2014	$1.719	18.66%	51.32%	-17.37%
2013	$1.136	14.01%	23.48%	-12.22%
2012	$0.92	12.37%	10.05%	-9.45%
2011	$0.836	10.26%	-3.91%	-7.97%
2010	$0.87	11.17%	-	-7.66%
2008	$0.798	7.35%	63.19%	-6.14%
2007	$0.489	4.53%	16.71%	-2.83%
2006	$0.419	4.18%	124.06%	-1.78%
2005	$0.187	1.92%	-73.36%	2.82%
2004	$0.702	7.37%	68.75%	-4.23%
2003	$0.416	5.21%	104.93%	-1.48%
2002	$0.203	2.03%	51.49%	2.02%
2001	$0.134	1.19%	-89.18%	3.87%
2000	$1.238	9.02%	25.18%	-5.86%
1999	$0.989	7.21%	29.79%	-4.74%
1998	$0.762	6.09%	-	-3.55%

Dividend Growth Chart for STOCKSPLUS FUND D (PSPDX)

STOCKSPLUS FUND D (PSPDX) Historical Returns And Risk Info

From 05/13/1993 to 05/10/2024, the compound annualized total return (dividend reinvested) of STOCKSPLUS FUND D (PSPDX) is 6.991%. Its cumulative total return (dividend reinvested) is 710.762%.

From 05/13/1993 to 05/10/2024, the Maximum Drawdown of STOCKSPLUS FUND D (PSPDX) is 62.8%.

From 05/13/1993 to 05/10/2024, the Sharpe Ratio of STOCKSPLUS FUND D (PSPDX) is 0.27.

From 05/13/1993 to 05/10/2024, the Annualized Standard Deviation of STOCKSPLUS FUND D (PSPDX) is 19.6%.

From 05/13/1993 to 05/10/2024, the Beta of STOCKSPLUS FUND D (PSPDX) is 0.99.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 05/13/1993	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993
Annualized Return(%)	1.9	10.2	28.2	7.5	13.2	11.9	14.8	9.8	7.0	26.0	-21.8	27.8	17.9	32.1	-5.3	21.4	12.5	-0.0	13.5	32.4	20.5	1.2	17.8	41.6	-45.6	6.0	14.3	2.7	10.1	29.0	-20.2	-12.7	-8.5	8.2	16.0	9.7	4.1	11.2	-3.1	0.3
Sharpe Ratio	NA	2.29	2.09	0.29	0.54	0.61	NA	NA	0.27	1.67	-0.94	2.12	0.52	2.41	-0.39	3.12	0.92	0.0	1.2	2.89	1.58	0.05	0.96	1.49	-1.02	0.19	1.1	0.05	0.81	1.62	-0.84	-0.71	-0.56	0.24	0.54	0.29	0.04	0.47	-0.54	-0.17
Draw Down(%)	NA	5.5	10.2	27.5	36.5	36.5	NA	NA	62.8	10.2	27.5	5.3	36.5	6.6	20.1	2.7	11.6	12.6	7.6	6.6	9.7	21.6	16.3	32.4	56.4	9.8	7.9	7.0	8.1	13.0	32.5	29.1	16.5	11.9	20.1	13.6	11.7	13.8	8.7	6.3
Standard Deviation(%)	NA	11.8	11.7	17.6	21.2	17.8	NA	NA	19.6	13.2	24.8	13.1	33.8	12.7	17.0	6.7	13.4	15.9	11.2	11.2	13.1	24.3	18.4	27.8	45.6	16.1	10.0	10.3	11.3	17.4	25.4	21.5	22.4	20.6	23.3	21.6	14.5	15.6	11.2	9.7
Treynor Ratio	NA	0.27	0.25	0.05	0.13	0.12	NA	NA	0.05	0.23	-0.24	0.29	0.2	0.32	-0.07	0.22	0.12	0.0	0.14	0.32	0.21	0.01	0.18	0.42	-0.43	0.03	0.12	0.01	0.1	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Alpha	NA	0.0	0.0	0.0	0.0	0.0	NA	NA	0.01	0.0	-0.01	0.01	0.0	0.01	0.0	0.0	0.0	0.0	0.0	0.0	0.02	0.0	0.01	0.04	-0.04	0.0	0.0	-0.01	0.01	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Beta	NA	1.0	0.98	0.96	0.93	0.94	NA	NA	0.99	0.96	0.95	0.96	0.89	0.97	0.9	0.96	1.0	1.02	0.96	1.0	0.99	1.02	1.0	0.98	1.09	1.0	0.96	0.98	0.95	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
RSquare	NA	1.0	0.96	0.93	0.88	0.89	NA	NA	0.62	0.94	0.91	0.96	0.84	0.91	0.81	0.92	0.98	0.99	0.96	0.98	0.96	0.98	0.98	0.93	0.95	0.96	0.95	0.96	0.82	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	1.9	5.6	8.7	10.5	10.1	15.7	8.8	N/A	3.8	7.6	17.6	4.6	17.9	17.3	1.4	0.8	10.2	18.7	13.9	12.5	10.2	11.3	0.0	7.3	4.5	4.1	2.0	7.3	5.3	2.0	1.2	9.0	7.2	6.1	0.0	0.0	0.0	0.0	0.0
Dividend Growth(%)	N/A	-38.7	-41.4	-23.0	5.5	59.3	113.5	N/A	N/A	-64.4	-52.2	323.3	-70.9	-19.6	1433.3	100.0	-93.3	-47.7	52.2	21.5	12.0	-5.7	N/A	-100.0	61.2	19.5	115.8	-72.9	66.7	110.0	53.8	-89.5	25.3	30.3	N/A	N/A	N/A	N/A	N/A	N/A

Return Calculator for STOCKSPLUS FUND D (PSPDX)

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STOCKSPLUS FUND D (PSPDX) Historical Return Chart

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STOCKSPLUS FUND D (PSPDX) 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 05/13/1993 to 05/10/2024, the worst annualized return of 3-year rolling returns for STOCKSPLUS FUND D (PSPDX) is -17.37%.

From 05/13/1993 to 05/10/2024, the worst annualized return of 5-year rolling returns for STOCKSPLUS FUND D (PSPDX) is -7.3%.

From 05/13/1993 to 05/10/2024, the worst annualized return of 10-year rolling returns for STOCKSPLUS FUND D (PSPDX) is -5.55%.

From 05/13/1993 to 05/10/2024, the worst annualized return of 20-year rolling returns for STOCKSPLUS FUND D (PSPDX) is 4.85%.

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