Dividend Aristocrats Handily Outperforming Main Indexes in 2008

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 |  Includes: ABT, ADM, ADP, AFL, AHBIF, APD, AVY, BBT, BCR, BDX, CB, CLX, CTL, DIA, DOV, ED, FDO, GCI, GE, GWW, JCI, JNJ, KMB, KO, LEG, LLY, LOW, MCD, MMM, MTB, NUE, PBI, PEP, PFE, PG, PGR, PPG, QQQ, ROH, SHW, SIAL, SPGI, SPY, STR, SWK, TEG, TGT, USB, VFC, WBA, WMT, WWY, XOM
by: David I. Templeton, CFA
Three of the major U.S. domestic indexes (Dow Jones Industrial Average, S&P 500 Index & Nasdaq Composite Index) had a positive return for the month of August. However, the S&P's Dividend Aristocrats did outperform the three aforementioned benchmarks in August and YTD through August 29, 2008.
  • Nasdaq YTD= -10.70%
  • S&P 500 Index YTD = -12.60%
  • Dow Jones Industrial Average YTD = -13.00%
  • Dividend Aristocrats YTD = -4.70%
Detail on the performance of the aristocrats is contained in the below spreadsheet. A full copy of the spreadsheet can be accessed by clicking this link.