Dividend Growth Portfolio: Returns, Risk & Holdings | Redstone

Dividend Growth Portfolio: Returns, Risk & Holdings | Redstone

Performance

Dividend Growth +18.17%

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RETURNS	1D	YTD	1Y	5Y Ann.	Max DD	Sharpe
Dividend Growth	+0.17%	+13.07%	+18.17%	+7.08%	-6.30%	1.35

SCHD	-0.33%	+19.15%	+24.49%	+5.19%	-7.61%	1.65
VIG	+0.70%	+8.36%	+12.45%	+8.34%	-8.27%	0.78
VYM	+0.32%	+9.66%	+15.48%	+8.19%	-7.24%	1.04

Current Drawdown

-4.40%

Rolling Volatility

+0.55%

METRICS

Correlation Matrix

	SCHD	VIG	VYM
SCHD	1.00	0.59	0.68
VIG	0.59	1.00	0.92
VYM	0.68	0.92	1.00

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Portfolio

Allocation

3 Assets

SCHD

VIG

VYM

Metrics

Risk Indicators

Alpha6.41%

Beta0.46x

Sharpe1.35

Sortino2.10

Omega1.24

Calmar2.89

Martin6.13

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