Dividend bros

The chart shows the growth of an initial investment of $10,000 in Dividend bros , 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 Every 3 months.

Based on dividend-adjusted daily data since Jun 7, 2017, Dividend bros 's average daily return is +0.42%, while the average monthly return is +0.28%. At this rate, your investment would double in approximately 20.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +11.9%, while the worst month was Mar 2020 at -23.2%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Dividend bros closed higher 52% of trading days. The best single day was Jan 17, 2025 with a return of +587.7%, while the worst single day was Jan 21, 2025 at -85.4%.

Dividend bros has an annualized alpha of 165.96%, beta of 0.86, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 07, 2017.

• This portfolio participated in 94.39% of S&P 500 Index downside but only 56.36% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.00 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Dividend bros has an expense ratio of 0.34%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Dividend bros ranks 42 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Dividend bros Sharpe ratios as of Apr 8, 2026 (values are recalculated daily):

• 1-Year: 2.11
• 5-Year: 0.01
• All Time: 0.01

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.91 to 2.75, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Dividend bros compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Dividend bros provided a 7.02% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Dividend bros . A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dividend bros was 86.28%, occurring on Apr 7, 2025. The portfolio has not yet recovered.

The current Dividend bros drawdown is 82.20%.

The chart below shows the rolling one-month volatility.