Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVY (iShares Select Dividend ETF) | 10.60% | 23.13% | 15.97% | 8.69% | 10.15% | 11.44% | 8.43% | … | … |
Data as of 06/04/2026, Common starting date is 11/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVY (iShares Select Dividend ETF) | 11/07/2003 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 23.13 | 15.97 | 8.69 | 10.15 | 11.44 | 8.43 | … | … | 10.60 | 11.60 | 16.24 | 1.12 | 1.80 | 31.69 | -4.90 | 22.61 | -6.36 | 14.83 | 21.65 | -2.07 | 14.86 | 28.85 | 10.48 | 11.81 | 17.79 | 11.14 | -32.87 | -5.67 | 19.44 | 2.81 | 17.92 | 7.09 |
| Sharpe Ratio | NA | 1.81 | 0.95 | 0.42 | 0.48 | NA | NA | … | … | 2.32 | 0.55 | 1.01 | -0.17 | 0.02 | 2.08 | -0.13 | 1.91 | -0.60 | 2.05 | 1.79 | -0.15 | 1.46 | 2.63 | 1.05 | 0.60 | 1.09 | 0.39 | -0.75 | -0.52 | 1.80 | 0.05 | 1.59 | 6.21 |
| Standard Deviation(%) | NA | 11.07 | 13.85 | 15.20 | 18.06 | NA | NA | … | … | 11.02 | 15.98 | 12.53 | 14.82 | 18.96 | 15.22 | 39.70 | 11.07 | 12.97 | 6.94 | 11.95 | 13.67 | 10.19 | 10.94 | 9.99 | 19.60 | 16.21 | 28.54 | 44.82 | 17.19 | 8.96 | 10.30 | 10.66 | 9.81 |
| Draw Down(%) | NA | 6.89 | 16.00 | 17.53 | 41.59 | NA | NA | … | … | 6.89 | 13.61 | 8.78 | 16.08 | 17.32 | 7.81 | 41.59 | 7.37 | 15.34 | 3.07 | 5.83 | 11.53 | 5.57 | 6.16 | 6.96 | 15.57 | 12.04 | 37.50 | 43.61 | 14.62 | 4.30 | 7.87 | 7.92 | 1.83 |
| Yield(%) | 0.00 | 4.02 | 4.36 | 3.69 | 4.62 | 6.47 | 4.78 | … | … | 0.81 | 3.92 | 4.05 | 3.71 | 3.36 | 4.03 | 3.34 | 4.04 | 3.24 | 3.32 | 3.61 | 3.26 | 3.42 | 3.73 | 3.93 | 3.68 | 3.83 | 3.95 | 3.80 | 3.32 | 3.58 | 3.05 | 3.54 | 0.57 |
Data as of 06/04/2026, Common starting date is 11/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVY (iShares Select Dividend ETF) |
-19.32%
Feb 2006 – Feb 2009 |
-8.93%
Feb 2004 – Feb 2009 |
5.34%
Aug 2005 – Aug 2015 |
5.06%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVY (iShares Select Dividend ETF) |
28.09%
Feb 2009 – Feb 2012 |
23.97%
Feb 2009 – Feb 2014 |
16.72%
Feb 2009 – Feb 2019 |
13.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart