Div Income

The chart shows the growth of an initial investment of $10,000 in Div Income, 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.

As of Jun 27, 2026, the Div Income returned 10.75% Year-To-Date and 6.47% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Apr 11, 2007, Div Income's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, an investment would double in approximately 9.8 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2009 with a return of +20.6%, while the worst month was Oct 2008 at -19.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Div Income closed higher 54% of trading days. The best single day was Sep 18, 2008 with a return of +10.9%, while the worst single day was Mar 16, 2020 at -11.2%.

Div Income has an annualized alpha of -0.75%, beta of 0.80, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since April 11, 2007.

• This portfolio participated in 82.67% of S&P 500 Index downside but only 72.03% of its upside - more exposed to losses than it benefited from rallies.

Div Income has an expense ratio of 0.39%, 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.

Div Income ranks 39 for risk / return — below 39% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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. Learn how to interpret the Sharpe ratio.

The current Div Income Sharpe ratio is 1.51 as of Jun 27, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.32 to 2.19, 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 Div Income compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Div Income provided a 4.60% 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 Div Income. 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 Div Income was 59.62%, occurring on Mar 6, 2009. Recovery took 723 trading sessions.

The chart below shows the rolling one-month volatility.