Дивидендный портфель с 2021 года
Asset Allocation
Position | Category/Sector | Weight |
---|---|---|
JPM JPMorgan Chase & Co. | Financial Services | 4% |
BLK BlackRock, Inc. | Financial Services | 4% |
TROW | 4% | |
ALLY Ally Financial Inc. | Financial Services | 4% |
UPS | 4% | |
HPQ HP Inc. | Technology | 4% |
FAST Fastenal Company | Industrials | 3.8% |
HD The Home Depot, Inc. | Consumer Cyclical | 3.8% |
APD Air Products and Chemicals, Inc. | Basic Materials | 3.8% |
TXN | 3.8% | |
MFC Manulife Financial Corporation | Financial Services | 3.8% |
PKG Packaging Corporation of America | Consumer Cyclical | 3.8% |
BAH Booz Allen Hamilton Holding Corporation | Industrials | 3.8% |
GLW Corning Incorporated | Technology | 3.8% |
WSM | 3.8% | |
FITB Fifth Third Bancorp | Financial Services | 3.8% |
FNF Fidelity National Financial, Inc. | Financial Services | 3.8% |
SWKS | 3.8% | |
MDLZ Mondelez International, Inc. | Consumer Defensive | 3.8% |
PLD Prologis, Inc. | Real Estate | 3.8% |
DVN Devon Energy Corporation | Energy | 3.8% |
CNQ Canadian Natural Resources Limited | Energy | 3.8% |
TSCO | 3.8% | |
AFL Aflac Incorporated | Financial Services | 3.8% |
SNA Snap-on Incorporated | Industrials | 3.8% |
HIG The Hartford Financial Services Group, Inc. | Financial Services | 3.8% |
Performance
The chart shows the growth of an initial investment of $10,000 in Дивидендный портфель с 2021 года, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Sep 23, 2023, the Дивидендный портфель с 2021 года returned 4.13% Year-To-Date and 14.08% of annualized return in the last 10 years.
1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
Benchmark | -1.94% | 8.79% | 12.52% | 16.97% | 8.21% | 9.55% |
Дивидендный портфель с 2021 года | -2.20% | 6.18% | 4.13% | 15.03% | 13.16% | 14.08% |
Portfolio components: | ||||||
FAST Fastenal Company | -5.16% | 4.96% | 16.82% | 16.60% | 16.41% | 12.67% |
HD The Home Depot, Inc. | -4.70% | 9.50% | -1.18% | 15.90% | 10.78% | 17.84% |
JPM JPMorgan Chase & Co. | -0.90% | 18.39% | 11.09% | 37.72% | 7.84% | 13.56% |
APD Air Products and Chemicals, Inc. | -0.58% | 8.40% | -5.87% | 23.90% | 13.81% | 14.23% |
TXN | -4.47% | -9.38% | -0.84% | 2.39% | 11.38% | 17.77% |
MFC Manulife Financial Corporation | 5.93% | 10.06% | 10.84% | 26.75% | 6.15% | 4.47% |
PKG Packaging Corporation of America | 2.07% | 13.02% | 18.79% | 36.07% | 9.04% | 12.62% |
BAH Booz Allen Hamilton Holding Corporation | -6.26% | 19.12% | 4.09% | 17.08% | 18.63% | 23.83% |
BLK BlackRock, Inc. | -1.64% | 3.86% | -4.80% | 14.86% | 9.51% | 11.20% |
GLW Corning Incorporated | -2.90% | -3.28% | 0.30% | 6.55% | 0.30% | 9.27% |
WSM | -0.33% | 20.66% | 24.36% | 14.66% | 19.37% | 13.09% |
FITB Fifth Third Bancorp | 1.10% | 3.41% | -19.70% | -18.02% | 1.44% | 5.21% |
FNF Fidelity National Financial, Inc. | 4.88% | 27.60% | 14.55% | 24.26% | 6.08% | 13.33% |
TROW | -2.80% | -1.68% | -0.00% | 2.65% | 2.69% | 6.35% |
ALLY Ally Financial Inc. | 3.63% | 13.33% | 13.34% | -6.17% | 2.65% | 2.30% |
SWKS | -7.92% | -15.04% | 7.75% | 4.77% | 2.91% | 14.60% |
MDLZ Mondelez International, Inc. | -1.50% | 3.12% | 6.81% | 22.28% | 12.77% | 10.09% |
PLD Prologis, Inc. | -6.35% | -1.14% | 3.38% | 8.03% | 14.34% | 15.67% |
DVN Devon Energy Corporation | -7.25% | 0.84% | -23.35% | -16.50% | 6.18% | 0.00% |
CNQ Canadian Natural Resources Limited | 2.27% | 22.70% | 15.06% | 37.77% | 20.02% | 11.53% |
TSCO | -3.98% | -8.87% | -7.56% | 12.54% | 19.60% | 13.21% |
AFL Aflac Incorporated | 2.77% | 22.83% | 8.00% | 35.23% | 12.61% | 12.43% |
SNA Snap-on Incorporated | -3.32% | 10.52% | 14.13% | 27.19% | 9.65% | 12.59% |
HIG The Hartford Financial Services Group, Inc. | 2.26% | 11.72% | -2.05% | 20.63% | 10.46% | 10.79% |
UPS | -8.94% | -15.80% | -9.09% | -2.93% | 9.15% | 8.30% |
HPQ HP Inc. | -12.42% | -1.71% | 2.33% | 9.46% | 4.26% | 10.92% |
Returns over 1 year are annualized |
Asset Correlations Table
BAH | TSCO | PLD | MDLZ | CNQ | WSM | DVN | FNF | SWKS | HD | PKG | UPS | FAST | ALLY | HPQ | APD | TXN | HIG | MFC | SNA | FITB | AFL | GLW | JPM | TROW | BLK | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAH | 1.00 | 0.29 | 0.35 | 0.34 | 0.18 | 0.22 | 0.18 | 0.30 | 0.26 | 0.34 | 0.31 | 0.32 | 0.35 | 0.25 | 0.31 | 0.34 | 0.34 | 0.34 | 0.26 | 0.33 | 0.29 | 0.36 | 0.32 | 0.32 | 0.38 | 0.38 |
TSCO | 0.29 | 1.00 | 0.28 | 0.29 | 0.21 | 0.45 | 0.24 | 0.25 | 0.33 | 0.53 | 0.31 | 0.36 | 0.44 | 0.27 | 0.34 | 0.35 | 0.37 | 0.31 | 0.29 | 0.38 | 0.31 | 0.31 | 0.34 | 0.32 | 0.40 | 0.37 |
PLD | 0.35 | 0.28 | 1.00 | 0.44 | 0.21 | 0.27 | 0.18 | 0.38 | 0.31 | 0.42 | 0.35 | 0.40 | 0.38 | 0.29 | 0.31 | 0.41 | 0.37 | 0.35 | 0.27 | 0.35 | 0.26 | 0.37 | 0.38 | 0.29 | 0.40 | 0.42 |
MDLZ | 0.34 | 0.29 | 0.44 | 1.00 | 0.20 | 0.24 | 0.19 | 0.33 | 0.29 | 0.41 | 0.34 | 0.40 | 0.36 | 0.25 | 0.31 | 0.43 | 0.36 | 0.38 | 0.29 | 0.37 | 0.28 | 0.43 | 0.36 | 0.34 | 0.41 | 0.42 |
CNQ | 0.18 | 0.21 | 0.21 | 0.20 | 1.00 | 0.26 | 0.72 | 0.28 | 0.27 | 0.24 | 0.34 | 0.29 | 0.30 | 0.40 | 0.38 | 0.34 | 0.33 | 0.34 | 0.52 | 0.36 | 0.40 | 0.38 | 0.39 | 0.42 | 0.38 | 0.39 |
WSM | 0.22 | 0.45 | 0.27 | 0.24 | 0.26 | 1.00 | 0.27 | 0.30 | 0.35 | 0.48 | 0.31 | 0.37 | 0.40 | 0.36 | 0.38 | 0.32 | 0.37 | 0.31 | 0.33 | 0.41 | 0.36 | 0.32 | 0.37 | 0.35 | 0.44 | 0.41 |
DVN | 0.18 | 0.24 | 0.18 | 0.19 | 0.72 | 0.27 | 1.00 | 0.28 | 0.30 | 0.24 | 0.35 | 0.30 | 0.31 | 0.44 | 0.40 | 0.33 | 0.33 | 0.37 | 0.48 | 0.38 | 0.45 | 0.40 | 0.41 | 0.45 | 0.39 | 0.39 |
FNF | 0.30 | 0.25 | 0.38 | 0.33 | 0.28 | 0.30 | 0.28 | 1.00 | 0.34 | 0.37 | 0.40 | 0.36 | 0.34 | 0.44 | 0.41 | 0.41 | 0.38 | 0.48 | 0.41 | 0.42 | 0.42 | 0.49 | 0.42 | 0.42 | 0.44 | 0.44 |
SWKS | 0.26 | 0.33 | 0.31 | 0.29 | 0.27 | 0.35 | 0.30 | 0.34 | 1.00 | 0.41 | 0.37 | 0.40 | 0.43 | 0.41 | 0.47 | 0.42 | 0.72 | 0.35 | 0.41 | 0.43 | 0.40 | 0.36 | 0.53 | 0.43 | 0.51 | 0.51 |
HD | 0.34 | 0.53 | 0.42 | 0.41 | 0.24 | 0.48 | 0.24 | 0.37 | 0.41 | 1.00 | 0.39 | 0.50 | 0.51 | 0.37 | 0.43 | 0.47 | 0.48 | 0.40 | 0.37 | 0.49 | 0.39 | 0.42 | 0.46 | 0.43 | 0.52 | 0.52 |
PKG | 0.31 | 0.31 | 0.35 | 0.34 | 0.34 | 0.31 | 0.35 | 0.40 | 0.37 | 0.39 | 1.00 | 0.46 | 0.44 | 0.46 | 0.44 | 0.49 | 0.41 | 0.47 | 0.47 | 0.53 | 0.48 | 0.49 | 0.52 | 0.51 | 0.50 | 0.50 |
UPS | 0.32 | 0.36 | 0.40 | 0.40 | 0.29 | 0.37 | 0.30 | 0.36 | 0.40 | 0.50 | 0.46 | 1.00 | 0.53 | 0.38 | 0.45 | 0.49 | 0.47 | 0.44 | 0.42 | 0.49 | 0.45 | 0.45 | 0.51 | 0.48 | 0.56 | 0.54 |
FAST | 0.35 | 0.44 | 0.38 | 0.36 | 0.30 | 0.40 | 0.31 | 0.34 | 0.43 | 0.51 | 0.44 | 0.53 | 1.00 | 0.38 | 0.43 | 0.49 | 0.50 | 0.39 | 0.43 | 0.55 | 0.42 | 0.43 | 0.50 | 0.46 | 0.55 | 0.54 |
ALLY | 0.25 | 0.27 | 0.29 | 0.25 | 0.40 | 0.36 | 0.44 | 0.44 | 0.41 | 0.37 | 0.46 | 0.38 | 0.38 | 1.00 | 0.47 | 0.41 | 0.43 | 0.50 | 0.55 | 0.49 | 0.65 | 0.51 | 0.50 | 0.62 | 0.55 | 0.55 |
HPQ | 0.31 | 0.34 | 0.31 | 0.31 | 0.38 | 0.38 | 0.40 | 0.41 | 0.47 | 0.43 | 0.44 | 0.45 | 0.43 | 0.47 | 1.00 | 0.45 | 0.55 | 0.43 | 0.50 | 0.51 | 0.49 | 0.46 | 0.56 | 0.51 | 0.54 | 0.53 |
APD | 0.34 | 0.35 | 0.41 | 0.43 | 0.34 | 0.32 | 0.33 | 0.41 | 0.42 | 0.47 | 0.49 | 0.49 | 0.49 | 0.41 | 0.45 | 1.00 | 0.50 | 0.47 | 0.48 | 0.51 | 0.43 | 0.50 | 0.51 | 0.50 | 0.53 | 0.57 |
TXN | 0.34 | 0.37 | 0.37 | 0.36 | 0.33 | 0.37 | 0.33 | 0.38 | 0.72 | 0.48 | 0.41 | 0.47 | 0.50 | 0.43 | 0.55 | 0.50 | 1.00 | 0.38 | 0.45 | 0.46 | 0.43 | 0.43 | 0.59 | 0.47 | 0.58 | 0.57 |
HIG | 0.34 | 0.31 | 0.35 | 0.38 | 0.34 | 0.31 | 0.37 | 0.48 | 0.35 | 0.40 | 0.47 | 0.44 | 0.39 | 0.50 | 0.43 | 0.47 | 0.38 | 1.00 | 0.55 | 0.49 | 0.63 | 0.69 | 0.46 | 0.65 | 0.54 | 0.54 |
MFC | 0.26 | 0.29 | 0.27 | 0.29 | 0.52 | 0.33 | 0.48 | 0.41 | 0.41 | 0.37 | 0.47 | 0.42 | 0.43 | 0.55 | 0.50 | 0.48 | 0.45 | 0.55 | 1.00 | 0.51 | 0.62 | 0.59 | 0.53 | 0.65 | 0.55 | 0.58 |
SNA | 0.33 | 0.38 | 0.35 | 0.37 | 0.36 | 0.41 | 0.38 | 0.42 | 0.43 | 0.49 | 0.53 | 0.49 | 0.55 | 0.49 | 0.51 | 0.51 | 0.46 | 0.49 | 0.51 | 1.00 | 0.53 | 0.54 | 0.55 | 0.56 | 0.56 | 0.53 |
FITB | 0.29 | 0.31 | 0.26 | 0.28 | 0.40 | 0.36 | 0.45 | 0.42 | 0.40 | 0.39 | 0.48 | 0.45 | 0.42 | 0.65 | 0.49 | 0.43 | 0.43 | 0.63 | 0.62 | 0.53 | 1.00 | 0.63 | 0.52 | 0.79 | 0.60 | 0.60 |
AFL | 0.36 | 0.31 | 0.37 | 0.43 | 0.38 | 0.32 | 0.40 | 0.49 | 0.36 | 0.42 | 0.49 | 0.45 | 0.43 | 0.51 | 0.46 | 0.50 | 0.43 | 0.69 | 0.59 | 0.54 | 0.63 | 1.00 | 0.51 | 0.67 | 0.58 | 0.59 |
GLW | 0.32 | 0.34 | 0.38 | 0.36 | 0.39 | 0.37 | 0.41 | 0.42 | 0.53 | 0.46 | 0.52 | 0.51 | 0.50 | 0.50 | 0.56 | 0.51 | 0.59 | 0.46 | 0.53 | 0.55 | 0.52 | 0.51 | 1.00 | 0.56 | 0.59 | 0.60 |
JPM | 0.32 | 0.32 | 0.29 | 0.34 | 0.42 | 0.35 | 0.45 | 0.42 | 0.43 | 0.43 | 0.51 | 0.48 | 0.46 | 0.62 | 0.51 | 0.50 | 0.47 | 0.65 | 0.65 | 0.56 | 0.79 | 0.67 | 0.56 | 1.00 | 0.62 | 0.66 |
TROW | 0.38 | 0.40 | 0.40 | 0.41 | 0.38 | 0.44 | 0.39 | 0.44 | 0.51 | 0.52 | 0.50 | 0.56 | 0.55 | 0.55 | 0.54 | 0.53 | 0.58 | 0.54 | 0.55 | 0.56 | 0.60 | 0.58 | 0.59 | 0.62 | 1.00 | 0.77 |
BLK | 0.38 | 0.37 | 0.42 | 0.42 | 0.39 | 0.41 | 0.39 | 0.44 | 0.51 | 0.52 | 0.50 | 0.54 | 0.54 | 0.55 | 0.53 | 0.57 | 0.57 | 0.54 | 0.58 | 0.53 | 0.60 | 0.59 | 0.60 | 0.66 | 0.77 | 1.00 |
Dividend yield
Дивидендный портфель с 2021 года granted a 3.30% dividend yield in the last twelve months.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Дивидендный портфель с 2021 года | 3.30% | 3.50% | 2.36% | 2.86% | 2.76% | 3.29% | 2.40% | 2.67% | 3.08% | 2.74% | 2.68% | 6.23% |
Portfolio components: | ||||||||||||
FAST Fastenal Company | 2.51% | 2.67% | 1.83% | 3.04% | 2.58% | 3.31% | 2.70% | 3.03% | 3.35% | 2.64% | 2.16% | 3.44% |
HD The Home Depot, Inc. | 2.67% | 2.46% | 1.66% | 2.41% | 2.72% | 2.69% | 2.16% | 2.42% | 2.14% | 2.19% | 2.37% | 2.40% |
JPM JPMorgan Chase & Co. | 2.74% | 3.05% | 2.46% | 3.06% | 2.65% | 2.93% | 2.25% | 2.58% | 3.17% | 3.19% | 3.05% | 3.53% |
APD Air Products and Chemicals, Inc. | 2.35% | 2.13% | 2.05% | 2.08% | 2.14% | 3.04% | 2.64% | 2.69% | 2.98% | 2.62% | 3.18% | 3.93% |
TXN | 3.09% | 2.90% | 2.35% | 2.44% | 2.77% | 3.17% | 2.37% | 2.69% | 3.14% | 2.93% | 3.16% | 3.11% |
MFC Manulife Financial Corporation | 5.56% | 5.93% | 5.40% | 5.43% | 4.53% | 6.33% | 3.99% | 4.28% | 4.95% | 3.97% | 3.87% | 5.96% |
PKG Packaging Corporation of America | 4.19% | 3.79% | 3.10% | 2.66% | 3.17% | 4.16% | 2.49% | 3.39% | 4.39% | 2.67% | 3.18% | 3.56% |
BAH Booz Allen Hamilton Holding Corporation | 1.71% | 1.67% | 1.80% | 1.50% | 1.44% | 1.83% | 1.96% | 1.87% | 1.93% | 10.68% | 9.57% | 85.59% |
BLK BlackRock, Inc. | 3.01% | 2.82% | 1.90% | 2.16% | 2.89% | 3.47% | 2.26% | 2.86% | 3.12% | 2.70% | 2.72% | 3.81% |
GLW Corning Incorporated | 3.56% | 3.47% | 2.73% | 2.65% | 3.07% | 2.74% | 2.28% | 2.67% | 3.24% | 2.20% | 2.82% | 3.30% |
WSM | 2.40% | 2.71% | 1.49% | 2.05% | 2.77% | 3.74% | 3.45% | 3.60% | 2.90% | 2.15% | 2.52% | 2.62% |
FITB Fifth Third Bancorp | 5.14% | 3.94% | 2.78% | 4.28% | 3.52% | 3.75% | 2.42% | 2.46% | 3.33% | 3.31% | 3.02% | 3.29% |
FNF Fidelity National Financial, Inc. | 4.34% | 4.74% | 3.24% | 3.87% | 4.13% | 4.63% | 2.59% | 3.33% | 3.04% | 2.60% | 2.81% | 3.49% |
TROW | 4.61% | 4.55% | 3.98% | 2.66% | 2.88% | 3.59% | 2.60% | 3.53% | 7.30% | 2.78% | 2.51% | 5.12% |
ALLY Ally Financial Inc. | 4.47% | 5.06% | 1.97% | 2.32% | 2.50% | 2.84% | 1.61% | 1.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWKS | 2.63% | 2.64% | 1.42% | 1.30% | 1.45% | 2.28% | 1.40% | 1.62% | 1.16% | 0.55% | 0.00% | 0.00% |
MDLZ Mondelez International, Inc. | 2.19% | 2.23% | 2.09% | 2.17% | 2.14% | 2.65% | 2.16% | 1.87% | 1.67% | 1.90% | 1.85% | 3.38% |
PLD Prologis, Inc. | 2.98% | 2.86% | 1.57% | 2.49% | 2.61% | 3.68% | 3.17% | 3.80% | 4.38% | 3.94% | 4.03% | 4.20% |
DVN Devon Energy Corporation | 4.19% | 8.51% | 1.10% | 4.77% | 1.59% | 1.54% | 0.59% | 1.04% | 3.69% | 1.93% | 1.77% | 1.99% |
CNQ Canadian Natural Resources Limited | 4.26% | 6.52% | 4.07% | 5.91% | 4.27% | 5.88% | 3.16% | 3.03% | 4.54% | 3.77% | 2.39% | 2.18% |
TSCO | 1.96% | 1.66% | 0.91% | 1.11% | 1.54% | 1.54% | 1.53% | 1.34% | 1.00% | 0.87% | 0.72% | 0.94% |
AFL Aflac Incorporated | 2.18% | 2.26% | 2.35% | 2.70% | 2.25% | 2.56% | 2.28% | 2.80% | 3.18% | 3.03% | 2.69% | 3.28% |
SNA Snap-on Incorporated | 2.53% | 2.62% | 2.50% | 2.80% | 2.56% | 2.65% | 1.95% | 1.74% | 1.53% | 1.64% | 1.78% | 2.22% |
HIG The Hartford Financial Services Group, Inc. | 2.33% | 2.12% | 2.16% | 2.83% | 2.17% | 2.77% | 1.91% | 2.11% | 2.14% | 1.92% | 1.70% | 2.24% |
UPS | 4.15% | 3.59% | 2.02% | 2.60% | 3.68% | 4.33% | 3.34% | 3.36% | 3.86% | 3.16% | 3.17% | 4.27% |
HPQ HP Inc. | 3.92% | 3.87% | 2.34% | 3.20% | 3.61% | 3.30% | 3.06% | 4.19% | 3.85% | 2.04% | 2.71% | 4.95% |
Expense Ratio
The Дивидендный портфель с 2021 года has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
FAST Fastenal Company | 0.72 | ||||
HD The Home Depot, Inc. | 0.63 | ||||
JPM JPMorgan Chase & Co. | 1.38 | ||||
APD Air Products and Chemicals, Inc. | 0.86 | ||||
TXN | N/A | ||||
MFC Manulife Financial Corporation | 0.88 | ||||
PKG Packaging Corporation of America | 1.22 | ||||
BAH Booz Allen Hamilton Holding Corporation | 0.62 | ||||
BLK BlackRock, Inc. | 0.41 | ||||
GLW Corning Incorporated | 0.16 | ||||
WSM | N/A | ||||
FITB Fifth Third Bancorp | -0.56 | ||||
FNF Fidelity National Financial, Inc. | 0.52 | ||||
TROW | N/A | ||||
ALLY Ally Financial Inc. | -0.24 | ||||
SWKS | N/A | ||||
MDLZ Mondelez International, Inc. | 1.18 | ||||
PLD Prologis, Inc. | 0.28 | ||||
DVN Devon Energy Corporation | -0.62 | ||||
CNQ Canadian Natural Resources Limited | 0.75 | ||||
TSCO | N/A | ||||
AFL Aflac Incorporated | 1.41 | ||||
SNA Snap-on Incorporated | 0.92 | ||||
HIG The Hartford Financial Services Group, Inc. | 0.78 | ||||
UPS | N/A | ||||
HPQ HP Inc. | 0.23 |
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 Дивидендный портфель с 2021 года. 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 Дивидендный портфель с 2021 года is 40.65%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-40.65% | Jan 21, 2020 | 44 | Mar 23, 2020 | 97 | Aug 10, 2020 | 141 |
-22.77% | Sep 24, 2018 | 64 | Dec 24, 2018 | 75 | Apr 12, 2019 | 139 |
-21.54% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
-20.85% | May 21, 2015 | 184 | Feb 11, 2016 | 104 | Jul 12, 2016 | 288 |
-11.85% | Jan 29, 2018 | 44 | Apr 2, 2018 | 102 | Aug 24, 2018 | 146 |
Volatility Chart
The current Дивидендный портфель с 2021 года volatility is 3.35%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.