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Top 200 dividenders

Last updated Mar 21, 2023

Expense Ratio


Dividend Yield


Asset Allocation


The chart shows the growth of $10,000 invested in Top 200 dividenders in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,923 for a total return of roughly -0.77%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly

Top 200 dividenders
Benchmark (^GSPC)
Portfolio components


As of Mar 21, 2023, the Top 200 dividenders returned -1.81% Year-To-Date and -0.41% of annualized return in the last 10 years.

1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Top 200 dividenders-5.06%-1.81%5.61%-6.48%-0.41%-0.41%
Schwab US Dividend Equity ETF
Schwab International Dividend Equity ETF

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 current Top 200 dividenders Sharpe ratio is -0.37. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

Top 200 dividenders
Benchmark (^GSPC)
Portfolio components


Top 200 dividenders granted a 3.59% dividend yield in the last twelve months.


Dividend yield


Drawdowns Chart

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

Top 200 dividenders
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Top 200 dividenders. 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 Top 200 dividenders is 19.92%, recorded on Sep 27, 2022. The portfolio has not recovered from it yet.



To Bottom


To Recover



-19.92%Jan 13, 2022177Sep 27, 2022
-4.97%Aug 17, 202132Sep 30, 202154Dec 16, 202186
-3.67%Jun 15, 20214Jun 18, 202137Aug 11, 202141
-2.56%May 11, 20212May 12, 202113Jun 1, 202115
-1.2%Dec 17, 20212Dec 20, 20212Dec 22, 20214
-0.77%Apr 30, 20211Apr 30, 20211May 3, 20212
-0.56%Jan 5, 20221Jan 5, 20222Jan 7, 20223
-0.32%Jun 3, 20211Jun 3, 20211Jun 4, 20212
-0.22%Jun 8, 20212Jun 9, 20211Jun 10, 20213
-0.13%Dec 30, 20211Dec 30, 20212Jan 3, 20223

Volatility Chart

Current Top 200 dividenders volatility is 17.63%. 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.

Top 200 dividenders
Benchmark (^GSPC)
Portfolio components