Lyn Alden 2025-06 - Dividend Stocks

Asset Allocation

Position	Category/Sector	Target Weight
AFL Aflac Incorporated	Financial Services	3.23%
AMGN Amgen Inc.	Healthcare	3.23%
APD Air Products and Chemicals, Inc.	Basic Materials	3.23%
ATO Atmos Energy Corporation	Utilities	3.23%
AXP American Express Company	Financial Services	3.23%
BN Brookfield Corp	Financial Services	3.23%
BTI British American Tobacco p.l.c.	Consumer Defensive	3.23%
CAKE The Cheesecake Factory Incorporated	Consumer Cyclical	3.23%
CI Cigna Corporation	Healthcare	3.23%
CIB Bancolombia S.A.	Financial Services	3.23%
COR Cencora Inc.	Healthcare	3.23%
CSCO Cisco Systems, Inc.	Technology	3.23%
CVS CVS Health Corporation	Healthcare	3.23%
ELV Elevance Health Inc	Healthcare	3.23%
ENB Enbridge Inc.	Energy	3.23%
FDX FedEx Corporation	Industrials	3.23%
HAL Halliburton Company	Energy	3.23%
ICE Intercontinental Exchange, Inc.	Financial Services	3.23%
ITUB Itaú Unibanco Holding S.A.	Financial Services	3.23%
MO Altria Group, Inc.	Consumer Defensive	3.23%
NEE NextEra Energy, Inc.	Utilities	3.23%
NVS Novartis AG	Healthcare	3.23%
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.	Industrials	3.23%
OZK Bank OZK	Financial Services	3.23%
PEP PepsiCo, Inc.	Consumer Defensive	3.23%
PRU Prudential Financial, Inc.	Financial Services	3.23%
TRV The Travelers Companies, Inc.	Financial Services	3.23%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	3.23%
UNP Union Pacific Corporation	Industrials	3.23%
USB U.S. Bancorp	Financial Services	3.23%
V Visa Inc.	Financial Services	3.23%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Lyn Alden 2025-06 - Dividend Stocks, 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.

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The earliest data available for this chart is Mar 19, 2008, corresponding to the inception date of V

Returns By Period

As of Apr 2, 2026, the Lyn Alden 2025-06 - Dividend Stocks returned 5.23% Year-To-Date and 14.45% of annualized return in the last 10 years.

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.72%	-4.45%	-3.95%	-2.02%	16.73%	16.96%	10.34%	12.24%
Portfolio Lyn Alden 2025-06 - Dividend Stocks	0.26%	-3.79%	5.23%	10.11%	22.60%	20.13%	14.56%	14.45%
Portfolio components:
PEP PepsiCo, Inc.	-0.41%	-6.72%	8.72%	10.07%	7.46%	-2.09%	5.03%	7.27%
BTI British American Tobacco p.l.c.	-0.99%	-5.45%	3.73%	15.49%	49.23%	27.67%	17.28%	6.86%
TRV The Travelers Companies, Inc.	-0.39%	-6.14%	0.53%	5.59%	11.57%	21.45%	16.31%	11.89%
FDX FedEx Corporation	0.88%	-6.84%	24.89%	51.37%	51.79%	18.76%	6.92%	9.89%
V Visa Inc.	-1.23%	-6.86%	-14.71%	-13.83%	-13.17%	10.64%	7.39%	15.23%
MO Altria Group, Inc.	-0.77%	-3.08%	15.47%	2.27%	19.22%	22.88%	13.63%	7.39%
UNP Union Pacific Corporation	0.21%	-8.93%	5.65%	4.72%	4.93%	8.97%	4.32%	14.42%
OZK Bank OZK	0.61%	-3.17%	1.30%	-7.28%	10.62%	14.79%	6.22%	4.04%
USB U.S. Bancorp	1.42%	-2.44%	-0.12%	12.38%	31.64%	18.94%	3.26%	6.45%
BN Brookfield Corp	0.67%	-7.16%	-11.06%	-9.69%	14.26%	24.18%	12.21%	14.02%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 20, 2008, Lyn Alden 2025-06 - Dividend Stocks's average daily return is +0.06%, while the average monthly return is +1.24%. At this rate, your investment would double in approximately 4.7 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2009 with a return of +18.7%, while the worst month was Oct 2008 at -17.9%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Lyn Alden 2025-06 - Dividend Stocks closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +13.2%, while the worst single day was Mar 16, 2020 at -12.9%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	5.46%	4.17%	-4.47%	0.26%									5.23%
2025	7.43%	1.35%	0.10%	-1.45%	3.30%	4.28%	-1.25%	5.06%	1.02%	-0.88%	5.46%	0.46%	27.33%
2024	0.27%	1.41%	5.46%	-2.96%	3.08%	-1.13%	5.85%	2.88%	0.32%	-0.90%	5.88%	-6.98%	13.10%
2023	5.35%	-4.13%	-1.53%	1.42%	-4.56%	7.92%	4.85%	-3.59%	-2.56%	-2.28%	6.83%	6.53%	13.78%
2022	2.80%	0.90%	4.46%	-6.54%	3.43%	-9.20%	3.85%	-0.47%	-8.50%	11.75%	7.38%	-4.12%	3.48%
2021	-1.22%	3.11%	7.89%	1.99%	3.13%	-0.71%	-0.57%	1.20%	-3.77%	5.79%	-4.73%	9.07%	22.15%

Benchmark Metrics

Lyn Alden 2025-06 - Dividend Stocks has an annualized alpha of 5.38%, beta of 0.94, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since March 20, 2008.

This portfolio captured 107.73% of S&P 500 Index gains but only 86.17% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 5.38% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
With beta of 0.94 and R² of 0.87, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha: 5.38%

Beta: 0.94

R²: 0.87

Upside Capture: 107.73%

Downside Capture: 86.17%

Expense Ratio

Lyn Alden 2025-06 - Dividend Stocks has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Risk / Return Rank

Lyn Alden 2025-06 - Dividend Stocks ranks 68 for risk / return — better than 68% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	1.57	0.92	+0.65
Sortino ratio Return per unit of downside risk	2.16	1.41	+0.75
Omega ratio Gain probability vs. loss probability	1.32	1.21	+0.10
Calmar ratio Return relative to maximum drawdown	2.17	1.41	+0.76
Martin ratio Return relative to average drawdown	9.20	6.61	+2.58
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
PEP PepsiCo, Inc.	49	0.33	0.68	1.08	0.48	0.98
BTI British American Tobacco p.l.c.	89	2.24	2.88	1.37	3.51	8.85
TRV The Travelers Companies, Inc.	59	0.54	0.88	1.12	1.00	3.02
FDX FedEx Corporation	83	1.65	2.24	1.31	2.64	7.43
V Visa Inc.	15	-0.56	-0.64	0.91	-0.70	-1.52
MO Altria Group, Inc.	65	0.92	1.29	1.18	1.02	2.64
UNP Union Pacific Corporation	46	0.22	0.47	1.06	0.42	0.90
OZK Bank OZK	51	0.35	0.67	1.09	0.55	1.20
USB U.S. Bancorp	75	1.19	1.66	1.24	1.87	4.83
BN Brookfield Corp	55	0.43	0.81	1.11	0.78	2.31

Sharpe Ratio

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.

Lyn Alden 2025-06 - Dividend Stocks Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 1.57
5-Year: 1.01
10-Year: 0.81
All Time: 0.72

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 1.00 to 1.70, 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 Lyn Alden 2025-06 - Dividend Stocks compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

Lyn Alden 2025-06 - Dividend Stocks provided a 2.84% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	2.84%	3.16%	3.54%	3.36%	3.40%	3.46%	2.91%	2.97%	3.07%	2.15%	2.69%	2.38%
Portfolio components:
PEP PepsiCo, Inc.	3.68%	3.92%	3.51%	2.91%	2.50%	2.45%	2.71%	2.77%	3.25%	2.64%	2.83%	2.76%
BTI British American Tobacco p.l.c.	5.32%	5.29%	8.18%	9.72%	7.23%	7.98%	7.22%	6.35%	8.53%	4.27%	3.85%	4.11%
TRV The Travelers Companies, Inc.	1.51%	1.50%	1.72%	2.06%	1.96%	2.23%	2.40%	2.36%	2.53%	2.09%	2.14%	2.11%
FDX FedEx Corporation	1.61%	1.98%	1.92%	1.95%	2.42%	1.12%	1.00%	1.72%	1.52%	0.76%	0.78%	0.64%
V Visa Inc.	0.84%	0.70%	0.68%	0.72%	0.76%	0.62%	0.56%	0.56%	0.67%	0.61%	0.75%	0.64%
MO Altria Group, Inc.	6.41%	7.21%	7.65%	9.52%	8.05%	7.43%	8.29%	6.57%	6.07%	3.56%	3.48%	3.73%
UNP Union Pacific Corporation	2.25%	2.35%	2.32%	2.12%	2.45%	1.70%	1.86%	2.05%	2.21%	1.85%	2.17%	2.81%
OZK Bank OZK	3.86%	3.78%	3.55%	2.85%	3.15%	2.43%	3.45%	3.08%	3.48%	1.47%	1.20%	1.11%
USB U.S. Bancorp	3.91%	3.82%	4.14%	4.46%	4.31%	3.13%	3.61%	2.66%	2.93%	2.16%	2.08%	2.37%
BN Brookfield Corp	0.61%	0.52%	0.56%	0.70%	1.44%	1.12%	1.55%	1.11%	1.56%	1.29%	1.58%	1.50%

Drawdowns

Drawdowns Chart

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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Lyn Alden 2025-06 - Dividend Stocks. 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 Lyn Alden 2025-06 - Dividend Stocks was 48.26%, occurring on Mar 9, 2009. Recovery took 183 trading sessions.

The current Lyn Alden 2025-06 - Dividend Stocks drawdown is 5.05%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-48.26%	Jun 6, 2008	190	Mar 9, 2009	183	Nov 25, 2009	373
-40.04%	Feb 18, 2020	25	Mar 23, 2020	162	Nov 10, 2020	187
-17.99%	Jan 29, 2018	229	Dec 24, 2018	121	Jun 19, 2019	350
-17.97%	Jul 8, 2011	61	Oct 3, 2011	83	Feb 1, 2012	144
-17.82%	Mar 31, 2022	127	Sep 30, 2022	195	Jul 13, 2023	322

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 31 assets, with an effective number of assets of 31.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	OMAB	NEE	CIB	MO	CAKE	BTI	TSM	ATO	COR	AMGN	NVS	PEP	HAL	ITUB	ELV	ENB	CI	ICE	CVS	OZK	V	TRV	CSCO	FDX	UNP	APD	BN	USB	AXP	AFL	PRU	Portfolio
Benchmark	1.00	0.38	0.41	0.43	0.38	0.48	0.42	0.60	0.41	0.43	0.49	0.47	0.46	0.50	0.48	0.46	0.48	0.47	0.56	0.48	0.53	0.64	0.54	0.69	0.63	0.63	0.65	0.69	0.64	0.70	0.63	0.68	0.87
OMAB	0.38	1.00	0.19	0.34	0.19	0.22	0.25	0.28	0.18	0.21	0.20	0.23	0.22	0.26	0.35	0.22	0.28	0.22	0.21	0.21	0.23	0.25	0.24	0.27	0.29	0.29	0.29	0.33	0.28	0.30	0.29	0.29	0.45
NEE	0.41	0.19	1.00	0.19	0.34	0.20	0.28	0.21	0.57	0.24	0.29	0.32	0.44	0.17	0.23	0.26	0.31	0.26	0.31	0.28	0.16	0.27	0.33	0.30	0.27	0.31	0.35	0.34	0.25	0.26	0.32	0.24	0.44
CIB	0.43	0.34	0.19	1.00	0.21	0.24	0.29	0.35	0.21	0.19	0.20	0.26	0.22	0.37	0.46	0.22	0.36	0.22	0.27	0.24	0.29	0.30	0.27	0.32	0.32	0.32	0.33	0.40	0.34	0.36	0.35	0.37	0.52
MO	0.38	0.19	0.34	0.21	1.00	0.26	0.49	0.17	0.37	0.32	0.30	0.31	0.45	0.23	0.25	0.29	0.30	0.30	0.26	0.37	0.24	0.26	0.37	0.31	0.29	0.31	0.32	0.28	0.31	0.30	0.35	0.32	0.49
CAKE	0.48	0.22	0.20	0.24	0.26	1.00	0.23	0.29	0.25	0.25	0.24	0.21	0.23	0.29	0.28	0.27	0.25	0.28	0.30	0.29	0.40	0.31	0.32	0.36	0.42	0.38	0.34	0.39	0.41	0.42	0.37	0.43	0.54
BTI	0.42	0.25	0.28	0.29	0.49	0.23	1.00	0.25	0.32	0.28	0.30	0.38	0.36	0.25	0.33	0.27	0.35	0.29	0.25	0.31	0.25	0.30	0.34	0.32	0.28	0.30	0.34	0.36	0.31	0.31	0.36	0.32	0.50
TSM	0.60	0.28	0.21	0.35	0.17	0.29	0.25	1.00	0.16	0.20	0.26	0.27	0.22	0.32	0.37	0.23	0.30	0.23	0.31	0.24	0.32	0.39	0.26	0.45	0.39	0.37	0.38	0.45	0.36	0.42	0.33	0.38	0.53
ATO	0.41	0.18	0.57	0.21	0.37	0.25	0.32	0.16	1.00	0.31	0.31	0.31	0.43	0.24	0.26	0.32	0.35	0.29	0.29	0.30	0.26	0.28	0.40	0.31	0.29	0.33	0.37	0.35	0.31	0.30	0.40	0.30	0.49
COR	0.43	0.21	0.24	0.19	0.32	0.25	0.28	0.20	0.31	1.00	0.40	0.37	0.32	0.25	0.24	0.41	0.27	0.43	0.29	0.46	0.26	0.31	0.37	0.34	0.33	0.33	0.34	0.29	0.30	0.33	0.38	0.36	0.50
AMGN	0.49	0.20	0.29	0.20	0.30	0.24	0.30	0.26	0.31	0.40	1.00	0.43	0.39	0.22	0.23	0.37	0.26	0.35	0.31	0.37	0.28	0.35	0.34	0.38	0.33	0.34	0.37	0.31	0.34	0.33	0.34	0.34	0.51
NVS	0.47	0.23	0.32	0.26	0.31	0.21	0.38	0.27	0.31	0.37	0.43	1.00	0.37	0.24	0.30	0.32	0.37	0.32	0.32	0.31	0.23	0.36	0.34	0.36	0.31	0.34	0.38	0.37	0.30	0.33	0.37	0.32	0.51
PEP	0.46	0.22	0.44	0.22	0.45	0.23	0.36	0.22	0.43	0.32	0.39	0.37	1.00	0.19	0.27	0.32	0.29	0.30	0.34	0.37	0.20	0.34	0.41	0.38	0.33	0.33	0.39	0.33	0.30	0.30	0.38	0.31	0.50
HAL	0.50	0.26	0.17	0.37	0.23	0.29	0.25	0.32	0.24	0.25	0.22	0.24	0.19	1.00	0.37	0.26	0.46	0.30	0.26	0.29	0.37	0.31	0.32	0.35	0.40	0.44	0.42	0.41	0.42	0.41	0.44	0.48	0.58
ITUB	0.48	0.35	0.23	0.46	0.25	0.28	0.33	0.37	0.26	0.24	0.23	0.30	0.27	0.37	1.00	0.26	0.36	0.27	0.28	0.28	0.31	0.33	0.33	0.34	0.35	0.35	0.37	0.44	0.38	0.39	0.40	0.40	0.58
ELV	0.46	0.22	0.26	0.22	0.29	0.27	0.27	0.23	0.32	0.41	0.37	0.32	0.32	0.26	0.26	1.00	0.25	0.67	0.29	0.44	0.27	0.33	0.36	0.34	0.35	0.36	0.35	0.33	0.36	0.36	0.39	0.40	0.55
ENB	0.48	0.28	0.31	0.36	0.30	0.25	0.35	0.30	0.35	0.27	0.26	0.37	0.29	0.46	0.36	0.25	1.00	0.28	0.30	0.28	0.29	0.33	0.33	0.34	0.33	0.40	0.40	0.49	0.35	0.35	0.40	0.38	0.56
CI	0.47	0.22	0.26	0.22	0.30	0.28	0.29	0.23	0.29	0.43	0.35	0.32	0.30	0.30	0.27	0.67	0.28	1.00	0.30	0.46	0.30	0.32	0.38	0.36	0.35	0.36	0.36	0.34	0.39	0.39	0.42	0.44	0.58
ICE	0.56	0.21	0.31	0.27	0.26	0.30	0.25	0.31	0.29	0.29	0.31	0.32	0.34	0.26	0.28	0.29	0.30	0.30	1.00	0.31	0.33	0.45	0.42	0.39	0.37	0.40	0.42	0.42	0.44	0.45	0.45	0.45	0.55
CVS	0.48	0.21	0.28	0.24	0.37	0.29	0.31	0.24	0.30	0.46	0.37	0.31	0.37	0.29	0.28	0.44	0.28	0.46	0.31	1.00	0.33	0.33	0.40	0.38	0.38	0.37	0.38	0.36	0.41	0.39	0.41	0.43	0.57
OZK	0.53	0.23	0.16	0.29	0.24	0.40	0.25	0.32	0.26	0.26	0.28	0.23	0.20	0.37	0.31	0.27	0.29	0.30	0.33	0.33	1.00	0.34	0.42	0.38	0.46	0.43	0.38	0.43	0.64	0.52	0.48	0.60	0.61
V	0.64	0.25	0.27	0.30	0.26	0.31	0.30	0.39	0.28	0.31	0.35	0.36	0.34	0.31	0.33	0.33	0.33	0.32	0.45	0.33	0.34	1.00	0.42	0.47	0.43	0.45	0.46	0.47	0.44	0.56	0.47	0.47	0.61
TRV	0.54	0.24	0.33	0.27	0.37	0.32	0.34	0.26	0.40	0.37	0.34	0.34	0.41	0.32	0.33	0.36	0.33	0.38	0.42	0.40	0.42	0.42	1.00	0.40	0.41	0.43	0.44	0.43	0.54	0.51	0.61	0.58	0.63
CSCO	0.69	0.27	0.30	0.32	0.31	0.36	0.32	0.45	0.31	0.34	0.38	0.36	0.38	0.35	0.34	0.34	0.34	0.36	0.39	0.38	0.38	0.47	0.40	1.00	0.47	0.47	0.47	0.48	0.46	0.49	0.46	0.48	0.64
FDX	0.63	0.29	0.27	0.32	0.29	0.42	0.28	0.39	0.29	0.33	0.33	0.31	0.33	0.40	0.35	0.35	0.33	0.35	0.37	0.38	0.46	0.43	0.41	0.47	1.00	0.57	0.47	0.48	0.52	0.51	0.50	0.55	0.66
UNP	0.63	0.29	0.31	0.32	0.31	0.38	0.30	0.37	0.33	0.33	0.34	0.34	0.33	0.44	0.35	0.36	0.40	0.36	0.40	0.37	0.43	0.45	0.43	0.47	0.57	1.00	0.52	0.49	0.51	0.51	0.50	0.54	0.67
APD	0.65	0.29	0.35	0.33	0.32	0.34	0.34	0.38	0.37	0.34	0.37	0.38	0.39	0.42	0.37	0.35	0.40	0.36	0.42	0.38	0.38	0.46	0.44	0.47	0.47	0.52	1.00	0.51	0.46	0.48	0.50	0.52	0.67
BN	0.69	0.33	0.34	0.40	0.28	0.39	0.36	0.45	0.35	0.29	0.31	0.37	0.33	0.41	0.44	0.33	0.49	0.34	0.42	0.36	0.43	0.47	0.43	0.48	0.48	0.49	0.51	1.00	0.52	0.55	0.50	0.55	0.70
USB	0.64	0.28	0.25	0.34	0.31	0.41	0.31	0.36	0.31	0.30	0.34	0.30	0.30	0.42	0.38	0.36	0.35	0.39	0.44	0.41	0.64	0.44	0.54	0.46	0.52	0.51	0.46	0.52	1.00	0.67	0.61	0.71	0.72
AXP	0.70	0.30	0.26	0.36	0.30	0.42	0.31	0.42	0.30	0.33	0.33	0.33	0.30	0.41	0.39	0.36	0.35	0.39	0.45	0.39	0.52	0.56	0.51	0.49	0.51	0.51	0.48	0.55	0.67	1.00	0.59	0.66	0.73
AFL	0.63	0.29	0.32	0.35	0.35	0.37	0.36	0.33	0.40	0.38	0.34	0.37	0.38	0.44	0.40	0.39	0.40	0.42	0.45	0.41	0.48	0.47	0.61	0.46	0.50	0.50	0.50	0.50	0.61	0.59	1.00	0.71	0.73
PRU	0.68	0.29	0.24	0.37	0.32	0.43	0.32	0.38	0.30	0.36	0.34	0.32	0.31	0.48	0.40	0.40	0.38	0.44	0.45	0.43	0.60	0.47	0.58	0.48	0.55	0.54	0.52	0.55	0.71	0.66	0.71	1.00	0.76
Portfolio	0.87	0.45	0.44	0.52	0.49	0.54	0.50	0.53	0.49	0.50	0.51	0.51	0.50	0.58	0.58	0.55	0.56	0.58	0.55	0.57	0.61	0.61	0.63	0.64	0.66	0.67	0.67	0.70	0.72	0.73	0.73	0.76	1.00

The correlation results are calculated based on daily price changes starting from Mar 20, 2008

Lyn Alden 2025-06 - Dividend Stocks

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table