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Portfolio of Socially Responsible Investing (SRI) Dividend Aristocrats

Here are 11 S&P 500 Dividend Aristocrats that are included in the iShares MSCI USA ESG Select ETF (SUSA), a socially responsible exchange-traded fund (ETF).

Socially Responsible Dividend Aristocrats
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
3M
4.70 (2.07%)
$470.00
48.39
AbbVie
2.56 (2.68%)
$256.00
37.28
Cardinal Health
1.85 (3.16%)
$185.00
31.68
Clorox
3.36 (2.54%)
$336.00
39.30
Ecolab
1.48 (1.14%)
$148.00
88.04
Franklin Resources
0.80 (1.95%)
$80.00
51.41
Kimberly-Clark
3.88 (3.40%)
$388.00
29.42
PepsiCo
3.22 (2.86%)
$322.00
35.02
Procter & Gamble
2.76 (3.13%)
$276.00
31.94
VF Corp
1.68 (2.41%)
$168.00
41.45
W.W. Grainger
5.12 (2.52%)
$512.00
39.74
Sum Dividends
$3,141.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Nov-12-2017.


To inspect the performance of the Socially Responsible Dividend Aristocrats portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

All 11 are included in the portfolio computations. The current value of the portfolio assumes that $909.09 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007.


Socially Responsible Dividend Aristocrats - Return Results
Portfolio:
Socially Responsible Dividend Aristocrats
Start date:
Nov-19-2007
Start value:
$10,000
End date:
Nov-19-2017
End value:
$16,499
Number prices
20
Minimum value occurred on Mar-31-2013
$10,000
Maximum value occurred on Dec-31-2017
$16,499
Total gain or loss (Start date to End date)
64.99%
Annualized gain or loss (Start date to End date)
267.63%
Total dollar value on End date of a $10,000 purchase made on Start date
$16,499
Average percent return for all possible buy/sell combinations
15.15%
Number returns
190
Number profitable returns (Winners)
158
Percent profitable returns
83.16%
Number unprofitable returns (Losers)
32
Percent unprofitable returns
16.84%
Winners to losers ratio
4.94
Stock Return Calculator


Click chart to enlarge it.



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