Dividend EFTs Performance Guide: Compare Returns of S&P 500 and FlexShares Quality Dividend Index Fund (QDF)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and QDF | ||
|---|---|---|
| S&P 500 | QDF | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $26.00 |
| End Date | Jul-01-2024 | Jul-02-2024 |
| End Price | $5,475.09 | $66.80 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $26.00 |
| Max Date | Jul-01-2024 | Jul-02-2024 |
| Max Price | $5,475.09 | $66.80 |
| Total Return | 112.06% | 156.94% |
| Annualized Return | 7.74% | 9.81% |
| Current Value of $1,000 Purchase | $2,121 | $2,569 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 39.33% |
| Minimum Return | -25.54% | -25.22% |
| Maximum Return | 118.66% | 156.94% |
| Number Profitable Returns | 6,509 | 6,724 |
| Percent Profitable Returns | 89.66% | 92.62% |
| Number Unprofitable Returns | 751 | 536 |
| Percent Unprofitable Returns | 10.34% | 7.38% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 12.54 |
QDF Performance Table and Chart
QDF Dividend Chart
QDF Dollar-cost Average
QDF Trendline Chart
QDF Moving Average Chart
QDF Stock Return Map - See Patterns of Gains and Losses
QDF Stock Returns/Purchase Dates