Retirement dividends US
2 ETF SPLIT 60/40
Expense Ratio
- 0.35%
Dividend Yield
- 12.50%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
JEPI JPMorgan Equity Premium Income ETF | Large Cap Blend Equities, Actively Managed, Dividend | 60% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | Actively Managed, Large Cap Growth Equities, Dividend | 40% |
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
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 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -3.13% | 2.92% | 2.02% | -8.11% | N/A | N/A |
| Retirement dividends US | -0.76% | 2.87% | 4.43% | -2.81% | N/A | N/A |
| Portfolio components: | ||||||
JEPI JPMorgan Equity Premium Income ETF | -2.70% | -1.18% | 3.61% | -1.60% | N/A | N/A |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 2.15% | 9.07% | 5.31% | -4.99% | N/A | N/A |
| Returns over 1 year are annualized | ||||||
Not enough data
Dividends
Retirement dividends US granted a 12.50% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 |
|---|---|---|---|---|
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.
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, 2022 | 40 | Oct 12, 2022 | — | — | — |
| -11.31% | May 5, 2022 | 30 | Jun 16, 2022 | 40 | Aug 15, 2022 | 70 |
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.