BX US Dividend Yield Plus Momentum
INDEX
21.83 %
12 months
SPY
14.40 %
12 months
2025-06-27 20:00:00 UTC
1598.93
-0.03%
Differentiated approach to US Large Cap Core exposure. 50 Stock Portfolio that is a blend of the BX US Dividend Growth and Yield Index and the BX US Large Cap Momentum index, holding stocks from each index and avoiding overlap.
| Name | BX US Dividend Yield Plus Momentum |
| Stage | live |
| Calculation Frequency | realtime |
| Bloomberg Ticker | |
| FIGI | |
| Start Time | 2015-12-31 21:00:00 |
| End Time | |
| Created At | 2023-06-30 00:00:00 |
3.58 %
3.43 %
3.09 %
2.93 %
2.86 %
2.49 %
2.46 %
2.41 %
2.33 %
2.23 %
Top 10 Constituents
Top 10 Industries
Returns
| 7d | 30d | ytd | |
|---|---|---|---|
| returns | 2.11% | 3.34% | 5.86% |
Risk
| 7d | 30d | ytd | |
|---|---|---|---|
| sharpe | 11.44 | 4.39 | 0.48 |
| volatility | 17.28% | 11.21% | 25.55% |
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