Return vs Sharp - Efficiency of Return

 This chart shows that Dividend Angels doesn’t just generate returns — it does so efficiently, delivering more return for the level of risk taken compared to many traditional and faith-based strategies.

This efficiency is measured by the Sharpe Ratio, a widely used metric that helps investors assess how much return they receive for each unit of risk. In simple terms, it answers the question: how well is a strategy rewarding you for the ups and downs you experience along the way.

A higher Sharpe Ratio indicates that a strategy is delivering stronger returns relative to its volatility, meaning investors are being better compensated for the risk they take. A lower Sharpe Ratio suggests that returns are less efficient, requiring more risk to achieve similar outcomes.

In this context, Dividend Angels demonstrates the ability not only to participate in market growth but also to do so in a more disciplined and balanced way. It reflects a strategy that seeks to generate meaningful returns while maintaining a thoughtful approach to risk, aligning performance with both financial objectives and long-term stewardship.

  This chart highlights how Dividend Angels has performed during periods when the market is falling. It compares the strategy to the S&P 500 Equal Weight Index during some of the most challenging months in recent years.

Dividend Angels has generally experienced smaller declines than the broader market in many of these periods. While no equity strategy is immune to losses, this pattern suggests a more measured response during downturns, helping to reduce the impact of market stress on investor portfolios.

To understand this more clearly, it is helpful to define down capture. Down capture measures how much an investment declines relative to the broader market during negative periods. A value near 100 percent means the strategy moves in line with the market. A value below 100 percent indicates that it declines less than the market, reflecting a level of downside protection.

This is important because limiting losses can have a meaningful impact on long-term results. Recovering from a smaller decline requires less time and less gain to return to prior levels. In practical terms, this can help investors stay invested with greater confidence during periods of uncertainty.

In simple terms, Dividend Angels is designed not only to grow in strong markets, but to better withstand difficult ones. By focusing on disciplined, dividend-paying companies with resilient characteristics, the strategy seeks to provide a more balanced experience across full market cycles.

 This table highlights the most challenging periods experienced by Dividend Angels across different time horizons, ranging from one month to five years. It shows how the strategy has performed during its most difficult stretches, providing a clear view of potential downside over time.

The numbers represent the worst returns observed over each time period. For example, the largest one-month decline was approximately 14 percent, while the worst one-year period was a decline of about 6 percent. Over longer timeframes, the data shows that even after difficult periods, returns have historically recovered and turned positive.

To better understand this, it is helpful to define a few key ideas. A worst period reflects the most negative return experienced over a specific timeframe. Short-term periods, such as one or three months, tend to show more volatility, while longer-term periods often smooth out those fluctuations. This is because markets move in cycles, with periods of decline followed by recovery and growth.

This information is helpful because it sets expectations. All equity investments experience downturns, but understanding the magnitude and duration of those declines can help investors stay disciplined during difficult periods. It reinforces the importance of maintaining a long-term perspective rather than reacting to short-term market movements.

In simple terms, Dividend Angels is built to navigate through challenging periods while maintaining a focus on long-term growth. By understanding how the strategy has performed in its worst moments, investors can gain confidence in staying invested through full market cycles.

 This chart shows how Dividend Angels performs during periods when the market is rising. It compares the strategy to the S&P 500 Equal Weight Index in some of the strongest months over recent years.

Dividend Angels has consistently participated in market advances, often capturing a meaningful portion of the upside alongside the broader market. While it may not always lead in every strong month, it remains closely aligned with market gains, reflecting a balanced and disciplined approach to growth.

To better understand this, it is helpful to define up capture. Up capture measures how much an investment participates in market gains during positive periods. A value near or above 100 percent means the strategy captures most, or even more than, the market’s upside. A lower value suggests less participation during strong market moves.

This is important because long-term investing depends not only on managing risk, but also on participating in growth. Missing strong market periods can significantly reduce overall returns over time. A strategy that captures a large portion of market upside, while also managing downside, creates a more complete and balanced investment experience.

In simple terms, Dividend Angels is designed to stay engaged when markets rise, while maintaining discipline in how that growth is achieved. It reflects an approach that seeks to participate in opportunity without abandoning the principles of stewardship and long-term consistency.

 Dividend Angels delivers strong returns while maintaining a level of risk similar to the broader market. Over the past year, it has outperformed many traditional dividend strategies and several well-known faith-based investment approaches. At the same time, it has shown the ability to hold up better during market downturns, experiencing smaller losses than many peers.

To help put this in perspective, a few key terms are worth understanding. Return refers to how much an investment grows over time. Risk reflects how much the investment moves up and down along the way. Max drawdown represents the largest decline experienced during a market downturn, showing how much an investor might lose in a difficult period.

In simple terms, Dividend Angels offers a balanced approach. It seeks to generate meaningful growth, manage risk responsibly, and provide income through dividends, all while remaining aligned with values rooted in stewardship and long-term discipline. Investors are able to participate in market opportunities without taking on additional risk or sacrificing performance.

 Dividend Angels is designed to navigate both rising and challenging market environments with discipline and balance. While markets can be unpredictable, the strategy focuses on participating in long-term growth while managing the impact of downturns.

Over time, Dividend Angels has demonstrated the ability to remain resilient during periods of market stress. It seeks to limit losses relative to many traditional and faith-based strategies, while still maintaining exposure to upside opportunities when markets recover.

To better understand this, it is helpful to define a few key concepts. Market cycles refer to the natural rise and fall of investment markets over time. Drawdown measures how much an investment declines during these difficult periods. Recovery reflects how quickly an investment is able to regain its value after a decline.

In simple terms, Dividend Angels is built to endure. It aims to participate in growth when markets are strong, while maintaining a level of discipline that helps investors stay the course during periods of uncertainty. This balanced approach supports long-term investing with both resilience and purpose.