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Retirement dividends US

Last updated Mar 21, 2023

2 ETF SPLIT 60/40

Expense Ratio

0.35%

Dividend Yield

12.50%

Asset Allocation


Performance

The chart shows the growth of $10,000 invested in Retirement dividends US in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,719 for a total return of roughly -2.81%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
8.33%
7.42%
Retirement dividends US
Benchmark (^GSPC)
Portfolio components

Returns

As of Mar 21, 2023, the Retirement dividends US returned 2.87% Year-To-Date and **** of annualized return in the last 10 years.


1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark-3.13%2.92%2.02%-8.11%N/AN/A
Retirement dividends US -0.76%2.87%4.43%-2.81%N/AN/A
JEPI
JPMorgan Equity Premium Income ETF
-2.70%-1.18%3.61%-1.60%N/AN/A
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
2.15%9.07%5.31%-4.99%N/AN/A

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The chart below displays rolling 12-month Sharpe Ratio.


Chart placeholderNot enough data

Dividends

Retirement dividends US granted a 12.50% dividend yield in the last twelve months.


PeriodTTM202220212020

Dividend yield

12.50%10.97%4.49%4.24%

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2023FebruaryMarch
-2.97%
-8.21%
Retirement dividends US
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Retirement dividends US . A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Retirement dividends US is 12.80%, recorded on Oct 12, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-12.8%Aug 17, 202240Oct 12, 2022
-11.31%May 5, 202230Jun 16, 202240Aug 15, 202270

Volatility Chart

Current Retirement dividends US volatility is 16.39%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2023FebruaryMarch
16.52%
20.82%
Retirement dividends US
Benchmark (^GSPC)
Portfolio components