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Stock Dividend (SDIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.06+0.13 (+0.52%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.32%
5-year average return9.44%
Number of years up14
Number of years down5
Best 1-yr total return (17 June 2024)36.29%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return36.29%
Worst 3-yr total return1.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDIVXCategory
YTD7.17%4.44%
1-month2.47%-4.04%
3-month6.63%4.09%
1-year21.10%14.37%
3-year6.78%6.04%
5-year10.85%9.20%
10-year7.51%8.57%
Last bull market21.21%22.97%
Last bear market-6.50%-11.27%

Annual total return (%) history

Year
SDIVXCategory
2024
N/AN/A
2023
7.45%11.63%
2022
2.73%-5.90%
2021
22.78%26.22%
2020
-1.51%2.91%
2019
16.21%25.04%
2018
-5.77%-8.53%
2017
23.03%15.94%
2016
36.29%14.81%
2015
-17.27%-4.05%
2014
-2.66%10.21%
2013
28.25%31.21%
2012
13.92%14.57%
2011
8.00%-0.75%
2010
18.44%13.66%
2009
18.47%24.13%
2008
-35.96%-37.09%
2007
5.14%1.42%
2006
20.84%18.15%
2005
6.78%5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.34%N/AN/AN/A
20231.80%-4.12%0.43%9.62%
20226.95%-6.50%-11.96%16.69%
202114.24%3.35%-4.38%8.75%
2020-28.26%16.31%2.85%14.76%
20197.27%-0.65%0.47%8.53%
2018-1.94%4.33%5.36%-12.58%
20170.56%-1.38%10.95%11.81%
201610.44%6.02%6.77%9.02%
2015-1.54%-2.94%-16.24%3.35%
2014-0.23%5.02%-5.32%-1.88%
20138.01%1.22%2.87%14.02%
20127.06%1.71%5.90%-1.21%
20116.98%-1.04%-10.24%13.64%
20105.69%-10.55%14.39%9.52%
2009-16.45%13.00%16.95%7.30%
2008-2.45%-7.08%-2.65%-27.43%
20074.38%8.82%-2.34%-5.23%
20062.56%1.06%5.16%10.86%
20050.49%2.36%2.88%0.89%

Rank in category (by total return)

YTD60
1-month74
3-month8
1-year63
3-year42
5-year62

Load adjusted returns

1-year21.10%
3-year6.78%
5-year10.85%
10-year7.51%