INDEX
16.74 %
12 months
DVY
18.35 %
12 months
phaseinvest US-DB-PI-DY50 is designed to harvest the long-term US Large Cap Dividend Growth & Yield risk premia in a diversified portfolio.
Name | US-DB-PI-DY50 |
Stage | live |
Calculation Frequency | realtime |
Bloomberg Ticker | |
FIGI | |
Start Time | 2015-12-31 21:00:00 |
End Time | |
Created At | 2023-06-30 20:00:00 |
4.88 %
4.46 %
4.07 %
3.93 %
3.93 %
3.52 %
3.34 %
3.26 %
3.11 %
2.98 %
7d | 30d | ytd | |
---|---|---|---|
returns | 3.25% | 4.37% | 1.09% |
7d | 30d | ytd | |
---|---|---|---|
sharpe | 43.45 | 5.70 | 0.11 |
volatility | 9.87% | 11.99% | 19.50% |