Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DVY (iShares Select Dividend ETF) | -4.15% | 10.91% | 2.62% | 14.04% | 8.40% | 10.45% | 7.69% | 8.27% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVY (iShares Select Dividend ETF) | 11/07/2003 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 11/07/2003.
AR inception is since 11/07/2003.
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.31 | 10.91 | 2.62 | 14.04 | 8.40 | 10.45 | 7.69 | 8.27 | -4.15 | 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 | 5.43 | -11.69 | 55.48 | 36.39 | NA | NA | 35.51 | -92.58 | 77.04 | -21.27 | 2.23 | 208.11 | -12.89 | 191.51 | -59.33 | 205.45 | 179.44 | -15.33 | 145.66 | 263.35 | 105.24 | 60.10 | 109.19 | 38.72 | -75.15 | -50.60 | 181.29 | 6.25 | 159.27 | 621.11 |
| Standard Deviation(%) | NA | 16.04 | 16.58 | 18.21 | 18.20 | NA | NA | 19.04 | 23.15 | 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 | 16.66 | 17.53 | 17.53 | 41.59 | NA | NA | 62.57 | 14.29 | 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 | 3.25 | 3.23 | 5.11 | 4.44 | 6.39 | 4.83 | 5.54 | 0.00 | 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 |
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