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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 (2.00%)
$470.00
50.08
AbbVie
2.56 (2.65%)
$256.00
37.78
Cardinal Health
1.85 (3.02%)
$185.00
33.15
Clorox
3.36 (2.26%)
$336.00
44.27
Ecolab
1.48 (1.10%)
$148.00
90.66
Franklin Resources
0.92 (2.12%)
$92.00
47.10
Kimberly-Clark
3.88 (3.22%)
$388.00
31.10
PepsiCo
3.22 (2.69%)
$322.00
37.24
Procter & Gamble
2.76 (3.00%)
$276.00
33.29
VF Corp
1.84 (2.49%)
$184.00
40.22
W.W. Grainger
5.12 (2.17%)
$512.00
46.14
Sum Dividends
$3,169.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Jan-01-2018.


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 2008.


Socially Responsible Dividend Aristocrats - Return Results
Portfolio:
Socially Responsible Dividend Aristocrats
Start date:
Jan-16-2008
Start value:
$10,000
End date:
Jan-16-2018
End value:
$19,317
Number prices
61
Minimum value occurred on Jan-31-2013
$10,000
Maximum value occurred on Jan-31-2018
$19,317
Total gain or loss (Start date to End date)
93.17%
Annualized gain or loss (Start date to End date)
6.81%
Total dollar value on End date of a $10,000 purchase made on Start date
$19,317
Average percent return for all possible buy/sell combinations
17.16%
Number returns
1,830
Number profitable returns (Winners)
1,602
Percent profitable returns
87.54%
Number unprofitable returns (Losers)
228
Percent unprofitable returns
12.46%
Winners to losers ratio
7.03
Stock Return Calculator


Click chart to enlarge it.



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