SDIVX vs. OEF

In the year-to-date period, SDIVX achieves a -24.36% return, which is significantly lower than OEF's -7.05% return. Over the past 10 years, SDIVX has underperformed OEF with an annualized return of 0.76%, while OEF has yielded a comparatively higher 13.10% annualized return.

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SDIVX has a 0.85% expense ratio, which is higher than OEF's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Stock Dividend Fund (SDIVX) and iShares S&P 100 ETF (OEF). 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 current SDIVX Sharpe Ratio is -0.60, which is lower than the OEF Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of SDIVX and OEF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SDIVX's dividend yield for the trailing twelve months is around 7.22%, more than OEF's 1.05% yield.

The maximum SDIVX drawdown since its inception was -59.45%, which is greater than OEF's maximum drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for SDIVX and OEF. For additional features, visit the drawdowns tool.

Stock Dividend Fund (SDIVX) has a higher volatility of 34.64% compared to iShares S&P 100 ETF (OEF) at 14.82%. This indicates that SDIVX's price experiences larger fluctuations and is considered to be riskier than OEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.