INDEX
-0.70 %
12 months
DVY
5.21 %
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 |
5.36 %
4.56 %
4.53 %
4.44 %
3.49 %
3.36 %
3.29 %
3.10 %
2.66 %
2.54 %
| 7d | 30d | ytd | |
|---|---|---|---|
| returns | -0.35% | -0.86% | 1.53% |
| 7d | 30d | ytd | |
|---|---|---|---|
| sharpe | -2.19 | -1.14 | 0.11 |
| volatility | 12.65% | 9.36% | 16.38% |