Dividend Growth Portfolio: Returns, Risk & Holdings | Redstone

Dividend Growth Portfolio: Returns, Risk & Holdings | Redstone

Performance

Dividend Growth +14.48%

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RETURNS	1D	YTD	1Y	5Y Ann.	Max DD	Sharpe
Dividend Growth	-0.67%	+12.14%	+15.12%	+7.20%	-5.96%	1.06

SCHD	-0.60%	+19.04%	+21.81%	+5.44%	-6.25%	1.44
VIG	-0.85%	+6.79%	+9.78%	+8.44%	-8.27%	0.54
VYM	-0.59%	+8.28%	+11.56%	+8.17%	-7.24%	0.69

Current Drawdown

-5.18%

Rolling Volatility

+0.49%

METRICS

Correlation Matrix

	SCHD	VIG	VYM
SCHD	1.00	0.61	0.69
VIG	0.61	1.00	0.93
VYM	0.69	0.93	1.00

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Portfolio

Allocation

3 Assets

SCHD

VIG

VYM

Metrics

Risk Indicators

Alpha5.15%

Beta0.47x

Sharpe1.06

Sortino1.61

Omega1.19

Calmar2.54

Martin5.50

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