Sunday, March 30, 2008

Dividend Aristocrats Performance as of March 28, 2008

The first quarter of 2008 still has one trading day remaining; however, Standard and Poor's Dividend Aristocrats have held up fairly well on a relative basis. The U.S. domestic index that has out performed the Aristocrats is the Dow Jones Industrial Average (DJIA). The DJIA has achieved a year to date return of -7.9% versus the Aristocrats year to date return of -8.4% as of March 28, 2008. The Aristocrats have out performed the NASDAQ and the S&P 500 indices though. The return summary and individual performance of each Aristocrat is detailed below.

(click on tables for larger image)

dividend aristocrat performance summary March 28, 2008
individual performance dividend aristocrats March 28, 2008


Anonymous said...

I am a little late on posting a comment on this topic, but here goes. Just a thought, but what if you invested in the Dividend Aristocrats using using the same formula as the "Dogs of the Dow". Taking the ten highest yielding, low priced and putting equal amounts into each, and hold for a year. Only with the Aristocrats, it could get skewed with to many stocks in any one industry. So, you would have to separate them by industry, and then follow the formula that way. What do you think.

Jim M.

David Templeton, CFA said...

Jim M.,

Your thought is an interesting one. I will need to pull together some research on this though. It may take me a few weeks as I will need to determine the historical aristocrats data going back. Let me see what I can come up with.