Monday, June 30, 2008

Aristocrats Performance Through June 30, 2008

Below is the estimated performance for the Dividend Aristocrats for the first six months of the year. The Aristocrats did manage to out perform the Dow Jones Industrial Average and the NASDAQ Composite Index; however, the Aristocrats slightly under performed the S&P 500 Index.

dividend aristocrats year to date performance summary June 30, 2008Not surprisingly, the financial sector was a major contributor to the weak performance this year. The only financial stock in the top ten is Aflac (AFL). As the below spreadsheet shows, most of the banks fall in the bottom third of the table from a year to date performance perspective. The full spreadsheet can be seen at this link.

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