Category Archives: Performance

Dividend Aristocrat Performance in the 3rd Quarter of 2014

Now that we’re a few days into October, I thought I’d take a look at how well the Dividend Aristocrats did in the 3rd quarter of 2014. I’ll use the S&P 500 ETF ‘SPY’ as a proxy for comparison. From June 1st to September 30th SPY was flat, being up just 0.46% during those 3 months. The 54 Dividend Aristocrats were split evenly in comparison, with 27 of the Aristocrats beating the S&P 500 index and 27 of them trailing the performance of the S&P 500. Not surprisingly, the two Read more [...]

2013 Returns for the Dividend Aristocrats

As we stand at the beginning of 2014, it’s useful to take a look back at the previous year and see how the 54 Dividend Aristocrat (DA) stocks did in 2013.  A couple of quick facts: 53 of the 54 Dividend Aristocrats ended up for the year 28 of the 54 Dividend Aristocrats beat the S&P 500 index 32 of them now have a higher dividend yield than the S&P 500 index Of course, all of the 54 Dividend Aristocrats increased their payouts this year; 4 of them increased their dividends by Read more [...]