Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGRO (iShares Core Dividend Growth ETF) | 9.64% | 23.89% | 17.46% | 10.72% | 13.34% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGRO (iShares Core Dividend Growth ETF) | 06/13/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 23.89 | 17.46 | 10.72 | 13.34 | NA | NA | … | … | 9.64 | 15.69 | 16.62 | 10.48 | -7.92 | 26.64 | 9.50 | 29.88 | -2.35 | 23.01 | 15.22 | -0.68 | 8.24 |
| Sharpe Ratio | NA | 2.20 | 1.21 | 0.58 | 0.70 | NA | NA | … | … | 1.92 | 0.88 | 1.32 | 0.59 | -0.47 | 2.30 | 0.26 | 2.43 | -0.24 | 3.51 | 1.24 | -0.05 | 1.43 |
| Standard Deviation(%) | NA | 9.45 | 11.78 | 13.81 | 16.65 | NA | NA | … | … | 10.10 | 14.70 | 9.84 | 11.60 | 19.92 | 11.58 | 35.63 | 11.71 | 15.55 | 6.39 | 12.13 | 14.45 | 10.81 |
| Draw Down(%) | NA | 6.47 | 14.03 | 19.33 | 35.10 | NA | NA | … | … | 6.47 | 13.85 | 5.92 | 10.42 | 19.33 | 4.93 | 35.10 | 6.08 | 16.64 | 2.87 | 7.71 | 11.31 | 6.16 |
| Yield(%) | 0.00 | 2.35 | 2.78 | 2.53 | 3.91 | 3.17 | 2.38 | … | … | 0.47 | 2.37 | 2.57 | 2.64 | 2.10 | 2.43 | 2.43 | 2.81 | 2.32 | 2.43 | 2.59 | 2.44 | 1.04 |
Data as of 06/04/2026, Common starting date is 06/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGRO (iShares Core Dividend Growth ETF) |
4.77%
Mar 2017 – Mar 2020 |
6.91%
Mar 2015 – Mar 2020 |
11.22%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGRO (iShares Core Dividend Growth ETF) |
21.67%
Dec 2018 – Dec 2021 |
17.03%
Oct 2016 – Oct 2021 |
14.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart