Дивидендный портфель с 2021 года
Распределение активов
Позиция | Категория/Сектор | Вес |
---|---|---|
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% |
Доходность
График показывает рост $10,000 инвестированных в Дивидендный портфель с 2021 года и сравнивает его с ростом индекса S&P 500 или другим бенчмарком. Цены представлены с поправкой на сплиты и дивиденды. Портфель ребалансируется раз в квартал
Доходность по периодам
Дивидендный портфель с 2021 года на 21 сент. 2023 г. показал доходность в 6.25% с начала года и доходность в 14.33% в годовом выражении за последние 10 лет.
1 месяц | 6 месяцев | С начала года | 1 год | 5 лет (среднегодовая) | 10 лет (среднегодовая) | |
---|---|---|---|---|---|---|
Бенчмарк | 0.33% | 11.48% | 14.66% | 16.16% | 8.51% | 9.77% |
Дивидендный портфель с 2021 года | 1.03% | 8.68% | 6.25% | 13.16% | 13.35% | 14.33% |
Активы портфеля: | ||||||
FAST Fastenal Company | -4.52% | 6.23% | 16.97% | 17.57% | 16.08% | 12.70% |
HD The Home Depot, Inc. | -3.59% | 10.98% | 0.48% | 17.58% | 10.63% | 18.06% |
JPM JPMorgan Chase & Co. | 1.31% | 18.65% | 13.05% | 35.98% | 7.95% | 13.78% |
APD Air Products and Chemicals, Inc. | 3.42% | 11.80% | -3.18% | 25.12% | 14.21% | 14.57% |
TXN | -3.00% | -8.76% | 0.27% | 2.26% | 11.12% | 17.93% |
MFC Manulife Financial Corporation | 10.53% | 12.66% | 13.64% | 22.82% | 6.21% | 4.74% |
PKG Packaging Corporation of America | 3.48% | 15.62% | 19.63% | 32.25% | 8.50% | 12.71% |
BAH Booz Allen Hamilton Holding Corporation | -1.20% | 24.92% | 8.18% | 19.36% | 19.67% | 24.35% |
BLK BlackRock, Inc. | 3.39% | 6.40% | -1.43% | 15.66% | 9.89% | 11.61% |
GLW Corning Incorporated | -0.21% | -1.47% | 1.58% | 5.31% | 0.32% | 9.42% |
WSM | 14.08% | 21.79% | 26.81% | 11.10% | 19.65% | 13.33% |
FITB Fifth Third Bancorp | 7.76% | 8.47% | -16.23% | -18.13% | 1.94% | 5.68% |
FNF Fidelity National Financial, Inc. | 7.73% | 30.86% | 16.45% | 16.26% | 6.29% | 13.54% |
TROW | 2.33% | 2.09% | 3.07% | 3.19% | 3.04% | 6.69% |
ALLY Ally Financial Inc. | 6.15% | 17.51% | 16.50% | -8.69% | 3.00% | 2.60% |
SWKS | -7.90% | -16.16% | 7.65% | 1.01% | 2.80% | 14.60% |
MDLZ Mondelez International, Inc. | 2.04% | 7.76% | 8.65% | 22.71% | 12.80% | 10.29% |
PLD Prologis, Inc. | 0.61% | 7.43% | 9.58% | 14.56% | 15.30% | 16.38% |
DVN Devon Energy Corporation | -3.36% | 3.30% | -21.22% | -23.22% | 7.21% | 0.29% |
CNQ Canadian Natural Resources Limited | 3.55% | 24.81% | 17.26% | 27.39% | 20.72% | 11.76% |
TSCO | -2.99% | -7.52% | -6.43% | 11.29% | 20.00% | 13.36% |
AFL Aflac Incorporated | 5.12% | 24.87% | 9.19% | 32.14% | 12.70% | 12.57% |
SNA Snap-on Incorporated | -3.48% | 10.77% | 14.07% | 21.62% | 9.10% | 12.60% |
HIG The Hartford Financial Services Group, Inc. | 4.73% | 13.77% | -0.75% | 20.01% | 10.42% | 10.95% |
UPS | -5.53% | -13.33% | -6.80% | -5.93% | 9.28% | 8.59% |
HPQ HP Inc. | -11.98% | -0.65% | 3.44% | 7.88% | 4.27% | 11.05% |
Доходность выше одного года показана в среднегодовом выражении |
Таблица корреляции активов
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 | 0.28 | 0.35 | 0.34 | 0.18 | 0.22 | 0.18 | 0.29 | 0.26 | 0.34 | 0.30 | 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 | 0.28 | 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 | 0.20 | 0.27 | 0.18 | 0.38 | 0.31 | 0.42 | 0.35 | 0.40 | 0.38 | 0.29 | 0.30 | 0.41 | 0.37 | 0.35 | 0.27 | 0.35 | 0.26 | 0.37 | 0.37 | 0.29 | 0.40 | 0.42 |
MDLZ | 0.34 | 0.29 | 0.44 | 1.00 | 0.20 | 0.23 | 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 | 0.20 | 0.20 | 1.00 | 0.26 | 0.72 | 0.28 | 0.27 | 0.23 | 0.34 | 0.28 | 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 | 0.23 | 0.26 | 1.00 | 0.27 | 0.30 | 0.35 | 0.48 | 0.31 | 0.37 | 0.40 | 0.36 | 0.38 | 0.32 | 0.36 | 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 | 0.23 | 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 | 0.38 | 0.39 |
FNF | 0.29 | 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 | 0.52 | 0.51 |
HD | 0.34 | 0.53 | 0.42 | 0.41 | 0.23 | 0.48 | 0.23 | 0.37 | 0.41 | 1.00 | 0.39 | 0.50 | 0.51 | 0.37 | 0.42 | 0.47 | 0.48 | 0.40 | 0.36 | 0.49 | 0.39 | 0.42 | 0.46 | 0.42 | 0.52 | 0.52 |
PKG | 0.30 | 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 | 0.28 | 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 | 0.30 | 0.31 | 0.38 | 0.38 | 0.40 | 0.41 | 0.47 | 0.42 | 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 | 0.36 | 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 | 0.57 | 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 | 0.36 | 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 | 0.37 | 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 | 0.42 | 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 | 0.38 | 0.44 | 0.52 | 0.52 | 0.50 | 0.56 | 0.55 | 0.55 | 0.54 | 0.53 | 0.57 | 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 |
Дивидендный доход
Дивидендная доходность Дивидендный портфель с 2021 года за предыдущие двенадцать месяцев составила 3.20%.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Дивидендный портфель с 2021 года | 3.20% | 3.50% | 2.36% | 2.86% | 2.76% | 3.29% | 2.40% | 2.67% | 3.08% | 2.74% | 2.68% | 6.23% |
Активы портфеля: | ||||||||||||
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. | 2.63% | 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. | 2.70% | 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. | 2.29% | 2.13% | 2.05% | 2.08% | 2.14% | 3.04% | 2.64% | 2.69% | 2.98% | 2.62% | 3.18% | 3.93% |
TXN | 3.06% | 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 | 5.43% | 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 | 3.33% | 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 | 1.65% | 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. | 2.91% | 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 | 3.51% | 3.47% | 2.73% | 2.65% | 3.07% | 2.74% | 2.28% | 2.67% | 3.24% | 2.20% | 2.82% | 3.30% |
WSM | 2.35% | 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 | 4.92% | 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. | 4.26% | 4.74% | 3.24% | 3.87% | 4.13% | 4.63% | 2.59% | 3.33% | 3.04% | 2.60% | 2.81% | 3.49% |
TROW | 4.47% | 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. | 4.35% | 5.06% | 1.97% | 2.32% | 2.50% | 2.84% | 1.61% | 1.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWKS | 2.64% | 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. | 2.15% | 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. | 2.81% | 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 | 4.07% | 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 | 4.18% | 6.52% | 4.07% | 5.91% | 4.27% | 5.88% | 3.16% | 3.03% | 4.54% | 3.77% | 2.39% | 2.18% |
TSCO | 1.93% | 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 | 2.15% | 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. | 2.30% | 2.12% | 2.16% | 2.83% | 2.17% | 2.77% | 1.91% | 2.11% | 2.14% | 1.92% | 1.70% | 2.24% |
UPS | 4.05% | 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. | 3.88% | 3.87% | 2.34% | 3.20% | 3.61% | 3.30% | 3.06% | 4.19% | 3.85% | 2.04% | 2.71% | 4.95% |
Комиссия
Комиссия Дивидендный портфель с 2021 года составляет 0.00%. Ниже вы найдете коэффициенты расходов позиций портфеля для легкого сравнения их относительной стоимости.
Риск-скорректированная доходность
В таблице представлено сравнение показателей доходности скорректированной на риск для позиций. Риск-скорректированные показатели оценивают доходность инвестиций с учетом их рискованности, что позволяет более точно сравнивать различные активы между собой.
Коэффициент Шарпа | Коэффициент Сортино | Коэффициент Омега | Коэффициент Кальмара | Индекс Язвы | |
---|---|---|---|---|---|
FAST Fastenal Company | 0.73 | ||||
HD The Home Depot, Inc. | 0.55 | ||||
JPM JPMorgan Chase & Co. | 1.19 | ||||
APD Air Products and Chemicals, Inc. | 0.84 | ||||
TXN | N/A | ||||
MFC Manulife Financial Corporation | 0.79 | ||||
PKG Packaging Corporation of America | 1.00 | ||||
BAH Booz Allen Hamilton Holding Corporation | 0.76 | ||||
BLK BlackRock, Inc. | 0.38 | ||||
GLW Corning Incorporated | 0.04 | ||||
WSM | N/A | ||||
FITB Fifth Third Bancorp | -0.55 | ||||
FNF Fidelity National Financial, Inc. | 0.49 | ||||
TROW | N/A | ||||
ALLY Ally Financial Inc. | -0.27 | ||||
SWKS | N/A | ||||
MDLZ Mondelez International, Inc. | 1.24 | ||||
PLD Prologis, Inc. | 0.37 | ||||
DVN Devon Energy Corporation | -0.62 | ||||
CNQ Canadian Natural Resources Limited | 0.67 | ||||
TSCO | N/A | ||||
AFL Aflac Incorporated | 1.42 | ||||
SNA Snap-on Incorporated | 0.80 | ||||
HIG The Hartford Financial Services Group, Inc. | 0.63 | ||||
UPS | N/A | ||||
HPQ HP Inc. | 0.14 |
График просадок
На графике просадок отображаются убытки портфеля с любого максимума на всем периоде.
Максимальные просадки
Дивидендный портфель с 2021 года с января 2010 показал максимальную просадку в 40.65%, зарегистрированную 23 мар. 2020 г.. Портфель полностью восстановился за 97 торговых сессий.
В таблице ниже показаны максимальные просадки. Максимальная просадка - показатель риска. Он показывает снижение стоимости портфеля от максимума после серии убыточных торгов.
Глубина | Начало | Падение | Дно | Восстановление | Окончание | Всего |
---|---|---|---|---|---|---|
-40.65% | 21 янв. 2020 г. | 44 | 23 мар. 2020 г. | 97 | 10 авг. 2020 г. | 141 |
-22.77% | 24 сент. 2018 г. | 64 | 24 дек. 2018 г. | 75 | 12 апр. 2019 г. | 139 |
-21.54% | 5 янв. 2022 г. | 186 | 30 сент. 2022 г. | — | — | — |
-20.85% | 21 мая 2015 г. | 184 | 11 февр. 2016 г. | 104 | 12 июл. 2016 г. | 288 |
-11.85% | 29 янв. 2018 г. | 44 | 2 апр. 2018 г. | 102 | 24 авг. 2018 г. | 146 |
График волатильности
Текущая волатильность Дивидендный портфель с 2021 года составляет 3.27%, что отражает среднее процентное изменение стоимости инвестиций вверх или вниз за последний месяц. Ниже представлен график, показывающий скользящую волатильность за один месяц.