DV
Dividend Vision

XYZ — Block Inc.

Block Inc. (XYZ)

Total return is 534.1% over the past 10.7 years, 189.9 points ahead of SPY at 344.2%. Its deepest 1-year drawdown was 39.5%.

Block Inc. is an equity fund that holds a single stock position, focusing on a major financial services and digital payments company. The fund distributes income on a quarterly basis, though specific yield and expense ratio data are not currently available. This fund structure appeals primarily to investors seeking direct exposure to Block Inc.'s business operations and any dividends the company may pay, rather than broad diversification across multiple holdings.

XYZ key facts

Asset type
Stock
Asset class
Equity
Inception date
11/19/2015
Distribution frequency
None
Last close
$82.88
Market cap
$49,793,888,256
Average volume
4281636.0
Beta
2.526
Payout ratio
0.0
P/E ratio
148.0
Forward P/E
20.3666
EPS
$0.56