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AlphaSimplex Tactical U.S. Market Fund Class A · NASDAQ
Price: $11.59 · Annual div: $2.00/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in USMAX → $69261.54M in 10 years · $5,467,101,700.02/month
This fund aims for significant capital growth over the long term, with a strong emphasis on safeguarding investments during adverse market conditions. It commits at least 80% of its total assets, including any funds borrowed for investment, to securities and instruments that are economically linked to the United States. To achieve its objective, the fund primarily invests in a broad spectrum of U.S. equity securities representing the domestic stock market, derivative products tied to the U.S. equities market, and a variety of fixed-income assets. These fixed-income holdings include money market instruments, other high-quality short-term or variable-rate securities, and related exchange-traded funds (ETFs).
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold USMAX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 17.26% | 14.46% | $1,726 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 14.67% | 11.87% | $1,467 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 13.81% | 11.01% | $1,381 / yr |
| 🇬🇧 UK ISA | 0% | 17.26% | 14.46% | $1,726 / yr |
| 🇬🇧 UK Taxable | 8.75% | 15.75% | 12.95% | $1,575 / yr |
| 🇨🇦 TFSA | 0% | 17.26% | 14.46% | $1,726 / yr |
| 🇨🇦 CA Taxable | 25% | 12.95% | 10.14% | $1,295 / yr |
| 🇦🇺 Super (pension) | 15% | 14.67% | 11.87% | $1,467 / yr |
| 🇦🇺 AU Taxable | 30% | 12.08% | 9.28% | $1,208 / yr |
| 🇩🇪 DE Taxable | 26.375% | 12.71% | 9.91% | $1,271 / yr |
| 🇫🇷 FR Taxable | 30% | 12.08% | 9.28% | $1,208 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $2.00/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
USMAX pays quarterly — 4 times per year. Next ex-div: TBD.
How USMAX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for USMAX sourced from FMP /financial-growth endpoint — real data, not estimates.
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the USMAX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
AlphaSimplex Tactical U.S. Market Fund Class A (USMAX) is a financial services stock currently trading at $11.59 with a dividend yield of 17.26%. The company pays an annual dividend of $2.00 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, USMAX has grown its dividend at a compound annual rate of 100.0%.
Auto-generated from live market data. For educational purposes only — not financial advice.
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