The chart shows the growth of an initial investment of $10,000 in Div, 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
|1 month||6 months||Year-To-Date||1 year||5 years (annualized)||10 years (annualized)|
|JPMorgan Nasdaq Equity Premium Income ETF||0.12%||11.69%||23.69%||24.28%||14.71%||N/A|
|JPMorgan Equity Premium Income ETF||0.00%||5.89%||5.14%||13.73%||7.89%||N/A|
|NEOS S&P 500 High Income ETF||-0.44%||8.30%||12.41%||16.48%||9.10%||N/A|
|Returns over 1 year are annualized|
Asset Correlations Table
Div granted a 11.29% dividend yield in the last twelve months.
The Div has a high expense ratio of 0.46%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
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.
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the Div. 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 Div is 10.70%, recorded on Oct 12, 2022. It took 77 trading sessions for the portfolio to recover.
|-10.7%||Sep 13, 2022||22||Oct 12, 2022||77||Feb 2, 2023||99|
|-4.43%||Feb 16, 2023||16||Mar 10, 2023||13||Mar 29, 2023||29|
|-3.66%||Sep 15, 2023||6||Sep 22, 2023||—||—||—|
|-3.35%||Aug 1, 2023||14||Aug 18, 2023||18||Sep 14, 2023||32|
|-1.59%||Aug 31, 2022||4||Sep 6, 2022||2||Sep 8, 2022||6|
The current Div volatility is 3.11%, 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.