Dow Dividend Strategy Annual Returns

The strategies in the table are:

For comparison purposes, the same information is shown for the Dow Jones Industrial Average (DJIA) and the Standard and Poors 500 Average (S&P 500).

ANNUAL RETURNS (CAPITAL GAINS ONLY)
BTD5 High10 High5 PPP MF4 LY 2YR DJIA S&P 500 1972 16.9% 17.9% 13.1% 28.5% 12.3% 21.6% 16.0% 14.6% 14.7% 1973 14.2% -1.5% -13.0% 69.0% 31.3% -19.0% -3.8% -16.6% -17.4% 1974 -12.5% -9.4% -9.1% -53.6% -20.1% -16.0% -14.3% -27.5% -29.7% 1975 60.8% 48.1% 61.2% 134.7% 79.8% 60.9% 52.2% 38.3% 31.5% 1976 33.4% 27.8% 28.1% 47.5% 36.5% 46.9% 41.0% 17.9% 19.1% 1977 -0.4% -4.8% -6.3% 0.0% -1.0% -11.6% -7.8% -17.3% -11.5% 1978 -5.9% -7.7% -12.8% -6.5% -0.9% -1.6% -5.4% 8.9% 1.1% 1979 1.8% 4.6% 4.8% -17.6% 2.3% 3.3% 3.1% -7.3% 12.3% 1980 31.9% 18.7% 6.6% 41.4% 35.3% 44.3% 41.0% 14.9% 25.8% 1981 -7.5% -4.1% 11.0% 18.8% -4.9% -8.7% -7.5% -9.2% -9.7% 1982 29.4% 15.3% 0.6% 86.8% 53.0% 41.7% 36.6% 19.6% 14.8% 1983 27.3% 30.6% 25.3% 25.6% 25.2% 26.6% 26.0% 20.3% 17.3% 1984 4.0% -0.1% 4.6% -9.7% 0.3% 3.8% 4.7% -3.7% 1.4% 1985 30.2% 22.5% 23.5% 20.2% 28.6% 24.6% 33.7% 27.7% 26.3% 1986 24.1% 28.2% 18.7% 19.6% 28.0% 22.0% 26.4% 22.6% 14.6% 1987 6.2% 0.9% 3.8% -3.3% -2.1% 11.0% 9.3% 2.3% 2.0% 1988 16.1% 18.8% 20.7% 19.2% 16.4% 16.4% 16.6% 11.8% 12.4% 1989 5.5% 21.0% 20.2% 7.3% 2.5% 16.1% 13.5% 27.0% 27.3% 1990 -20.6% -12.6% -10.4% -22.6% -19.2% -13.2% -16.3% -4.3% -6.6% 1991 56.4% 30.0% 60.6% 183.4% 88.4% 27.1% 40.3% 20.3% 26.3% 1992 18.5% 3.1% -8.1% 64.8% 36.6% 25.0% 22.6% 4.2% 4.5% 1993 29.8% 22.7% 18.1% 34.6% 35.6% 36.1% 36.5% 13.7% 7.1% 1994 5.0% 0.1% -9.3% -40.9% -9.4% 3.5% 0.5% 2.1% -1.5% 1995 27.3% 32.5% 36.4% 17.4% 33.4% 30.3% 32.6% 33.5% 34.1% 1996 23.0% 24.5% 23.4% 24.1% 26.4% 32.1% 28.8% 26.0% 20.3% 1997 17.1% 18.4% 13.6% 46.9% 25.2% 5.4% 12.6% 22.6% 31.0% 1998 9.4% 7.8% 11.1% 18.2% 12.3% 7.9% 8.1% 16.1% 26.7% 1999 -7.5% 0.7% 4.5% -44.4 -16.8% 0.4% -0.3% 25.2% 19.5% 2000 7.1% 2.7% 10.4% 0.5% -11.1% 14.0% 5.7% -6.2% -10.1% 2001 -5.9% -9.2% -5.4% -1.1% -1.1% -3.3% -7.0% -7.1% -13.0% 2002 -14.0% -12.2% -10.2% -34.0% -24.6% -9.8% -13.5% -16.8% -23.4% 2003 18.7% 23.6% 20.3% 46.2%* 18.7%* 12.6% 13.4% 25.3% 26.4% 2004 8.4% 0.5% -2.8% -1.2% 9.3% 4.5% 8.0% 3.1% 9.0% 2005 -4.3% -8.9% -12.2% -13.3% -6.0% 0.6% -2.0% -0.6% 3.0% 2006 35.2% 24.8% 36.0% 11.1% 25.8% 24.4% 29.1% 16.3% 13.6% 2007 0.4% -1.4% -1.7% -19.0% -1.0% 7.1% 5.9% 6.8% 4.8% 2008 -51.5% -41.5% -48.6% -87.1% -64.5% -43.9% -49.8% -33.8% -38.5% 2009 15.9% 12.9% 15.9% -6.6% 13.2% -22.8% -3.9% 18.8% 23.5% 2010 9.2% 15.5% 15.1% 8.0% 5.3% 9.9% 11.0% 11.0% 12.8% 2011 14.5% 12.2% 12.4% -8.2% 12.8% 15.4% 15.4% 5.5% 0.0% 2012 6.7% 5.7% 12.2% 15.9% 12.0% 4.9% 7.2% 7.3% 13.4% 2013 36.4% 30.3% 17.6% 25.9% 22.3% 21.5% 36.4% 26.5% 29.6% 2014 10.2% 7.0% 9.1% 39.8% 13.4% 6.8% 10.2% 7.5% 11.4% 2015 6.0% -1.2% 2.2% 3.6% 2.0% 4.4% 3.2% -2.2% -0.7% 2016 10.3% 16.1% 23.8% 0.6% 8.2% 7.5% 9.1% 13.4% 9.5% CAR 10.1% 8.3% 7.9% 5.8% 9.4% 9.1% 9.8% 7.1% 7.1% StDev 19.4% 16.2% 19.0% 45.0% 25.7% 19.7% 19.2% 15.9% 16.7% Best 60.8% 48.1% 61.2% 183.4% 88.4% 60.9% 52.2% 38.3% 34.1% Worst -51.5% -41.5% -48.6% -87.1% -64.5% -43.9% -49.8% -33.8% -38.5% * On 12/31/02, Honeywell (HON) and JP Morgan Chase (JPM) were tied for the lowest priced of the ten highest yielding Dow Stocks. The PPP return is the average of the their two returns (HON: +39.3%, JPM: +53.0%), and the MF4 is equal to the BTD5. Other interpretations of the Foolish rules for this case are possible, and since the Fools no longer track these Dow portfolios, I am not aware of a definitive way to handle this case. CAR = Compound Annual Return StDev = Standard Deviation of the Annual Returns

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