Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HDV (iShares Core High Dividend ETF) | 2.17% | 7.98% | 6.85% | 10.93% | 7.83% | NA | NA | 9.76% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDV (iShares Core High Dividend ETF) | 04/01/2011 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 04/01/2011.
AR inception is since 04/01/2011.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 7.98 | 6.85 | 10.93 | 7.83 | NA | NA | 9.76 | 2.17 | 14.16 | 1.72 | 7.04 | 19.45 | -6.49 | 20.23 | -2.98 | 13.41 | 15.86 | -0.26 | 12.56 | 23.59 | 9.67 | 11.32 |
| Sharpe Ratio | NA | 0.28 | 0.21 | 0.63 | 0.39 | NA | NA | 0.57 | 0.33 | 0.76 | -0.21 | 0.33 | 1.67 | -0.19 | 1.76 | -0.31 | 2.13 | 1.43 | -0.02 | 1.34 | 2.37 | 1.09 | 0.88 |
| Standard Deviation(%) | NA | 13.49 | 14.01 | 14.63 | 16.11 | NA | NA | 14.92 | 18.69 | 9.92 | 11.91 | 17.15 | 11.61 | 34.55 | 10.69 | 13.99 | 6.04 | 10.95 | 14.05 | 9.34 | 9.94 | 8.87 | 17.50 |
| Draw Down(%) | NA | 10.49 | 15.39 | 15.42 | 37.04 | NA | NA | 37.04 | 10.49 | 7.72 | 9.46 | 15.42 | 4.96 | 36.99 | 6.17 | 12.86 | 3.10 | 6.41 | 12.51 | 5.79 | 5.32 | 7.27 | 12.02 |
| Yield(%) | 0.00 | 3.00 | 3.50 | 4.38 | 4.26 | 5.43 | 4.07 | 5.82 | 0.00 | 3.97 | 3.76 | 3.67 | 4.03 | 3.63 | 3.81 | 3.43 | 3.56 | 3.71 | 3.76 | 3.52 | 3.70 | 3.77 | 1.80 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDV (iShares Core High Dividend ETF) |
-1.65%
Mar 2017 - Mar 2020 |
2.71%
Mar 2015 - Mar 2020 |
7.02%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDV (iShares Core High Dividend ETF) |
18.49%
Sep 2011 - Sep 2014 |
15.16%
Mar 2020 - Mar 2025 |
10.54%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart