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Performance

^GSPTXDV Performance Chart

S&P/TSX Dividend Aristocrats (^GSPTXDV) is up 13.1% since the beginning of the year. ^GSPTXDV is currently trading at $466 per share. Investors who bought $1,000 worth of ^GSPTXDV shares 5 years ago would now be looking at an investment worth $1,486.


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S&P 500 Index

Returns By Period

S&P/TSX Dividend Aristocrats (^GSPTXDV) has returned 13.12% so far this year and 24.50% over the past 12 months. Over the last ten years, ^GSPTXDV has returned 6.28% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


S&P/TSX Dividend Aristocrats

1D
0.74%
1M
0.63%
YTD
13.12%
6M
13.21%
1Y
24.50%
3Y*
15.24%
5Y*
8.25%
10Y*
6.28%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^GSPTXDV Monthly Returns History

Based on dividend-adjusted daily data since May 15, 2008, ^GSPTXDV's average daily return is +0.02%, while the average monthly return is +0.49%. At this rate, an investment would double in approximately 11.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2009 with a return of +13.6%, while the worst month was Mar 2020 at -25.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ^GSPTXDV closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +10.2%, while the worst single day was Mar 12, 2020 at -13.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.65%6.23%-2.14%3.15%2.33%1.40%13.12%
2025-0.70%-0.14%-0.04%-0.07%4.24%1.53%1.02%3.29%2.33%-0.78%2.02%0.64%14.03%
20240.70%0.47%1.83%-3.19%1.34%-0.28%6.94%1.55%5.04%1.02%3.52%-3.93%15.52%
20236.17%-1.49%-1.46%1.57%-3.70%1.05%0.70%-2.30%-3.86%-3.57%6.69%6.00%5.07%
20221.56%-0.42%3.40%-4.01%0.05%-7.63%4.56%-2.67%-6.83%3.12%4.85%-3.11%-7.83%
20210.66%3.46%5.49%3.38%2.32%1.04%1.84%0.87%-2.06%2.50%-3.93%3.96%20.93%

Benchmark Metrics

S&P/TSX Dividend Aristocrats has an annualized alpha of 0.43%, beta of 0.57, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since May 15, 2008.

  • This index participated in 64.72% of S&P 500 Index downside but only 54.97% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.57 indicates this index moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
0.43%
Beta
0.57
0.54
Upside Capture
54.97%
Downside Capture
64.72%

Return for Risk

Risk / Return Rank

^GSPTXDV ranks 97 for risk / return — in the top 97% of indices on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


^GSPTXDV Risk / Return Rank: 9797
Overall Rank
^GSPTXDV Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
^GSPTXDV Sortino Ratio Rank: 9999
Sortino Ratio Rank
^GSPTXDV Omega Ratio Rank: 9898
Omega Ratio Rank
^GSPTXDV Calmar Ratio Rank: 9595
Calmar Ratio Rank
^GSPTXDV Martin Ratio Rank: 9696
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

The table below present risk-adjusted performance metrics for S&P/TSX Dividend Aristocrats (^GSPTXDV) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


^GSPTXDVBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.46

Sortino ratioReturn per unit of downside risk

+2.40

Omega ratioGain probability vs. loss probability

1.68

1.37

+0.31

Calmar ratioReturn relative to maximum drawdown

5.65

2.78

+2.87

Martin ratioReturn relative to average drawdown

21.97

12.44

+9.53

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 S&P/TSX Dividend Aristocrats. 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 S&P/TSX Dividend Aristocrats was 46.09%, occurring on Mar 23, 2020. Recovery took 279 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-46.09%Mar 2020
1mo 1d1y 1mo
1y 2moFeb 2020 - May 2021
Financial crisis2007–2009
-45.70%Mar 2009
9mo 6d1y 6mo
2y 3moJun 2008 - Sep 2010
2016 bear market2016
-24.54%Feb 2016
1y 5mo3y 7mo
5y 13dSep 2014 - Sep 2019
2023 bear market2023
-20.09%Oct 2023
1y 6mo10mo 4d
2y 4moApr 2022 - Aug 2024
2025 selloff2025
-12.84%Apr 2025
4mo 3d2mo 23d
6mo 26dDec 2024 - Jun 2025

Drawdown Indicators


^GSPTXDVBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-46.09%

-56.78%

+10.69%

Max Drawdown (1Y)

Largest decline over 1 year

-4.39%

-9.10%

+4.71%

Max Drawdown (3Y)

Largest decline over 3 years

-12.84%

-18.90%

+6.06%

Max Drawdown (5Y)

Largest decline over 5 years

-20.09%

-25.43%

+5.34%

Max Drawdown (10Y)

Largest decline over 10 years

-46.09%

-33.92%

-12.17%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-7.07%

-10.71%

+3.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.13%

2.03%

-0.90%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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Add S&P/TSX Dividend Aristocrats to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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