Performance analysis of BDVG (IMGP BERKSHIRE DIVIDEND GROWTH ETF)
Annual Return
Since Jun 30, 2023, BDVG has had an average annual return of +14.50%, underperforming the benchmark SPY, which returned +21.64% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.17% | +13.81% | +11.76% | +3.25% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.78% | +4.42% | -4.73% | +4.59% | +5.28% | +0.51% | +13.17% | ||||||
| 2025 | +3.52% | +1.86% | -2.57% | -2.74% | +2.58% | +3.42% | +1.41% | +3.09% | +1.70% | +0.02% | +0.70% | +0.26% | +13.81% |
| 2024 | +1% | +2.75% | +4.79% | -4.98% | +2.91% | -0.05% | +3.36% | +2.15% | +0.72% | -0.63% | +5.56% | -5.75% | +11.76% |
| 2023 | +0% | +2.32% | -3.09% | -3.98% | -2.36% | +5.97% | +4.81% | +3.25% |
Drawdown analysis of BDVG (IMGP BERKSHIRE DIVIDEND GROWTH ETF)
The maximum drawdown for the BDVG was -14.46%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
Since Jun 30, 2023 BDVG has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.46% | Nov 29, 2024 | 87 | Apr 8, 2025 | 57 | Jul 1, 2025 | 144 |
| -11.47% | Jul 24, 2023 | 68 | Oct 27, 2023 | 40 | Dec 26, 2023 | 108 |
| -6.70% | Feb 9, 2026 | 28 | Mar 20, 2026 | 40 | May 18, 2026 | 68 |
| -5.36% | Mar 28, 2024 | 13 | Apr 17, 2024 | 60 | Jul 15, 2024 | 73 |
| -4.60% | Jul 17, 2024 | 13 | Aug 5, 2024 | 14 | Aug 23, 2024 | 27 |
| -3.44% | Oct 27, 2025 | 18 | Nov 20, 2025 | 8 | Dec 3, 2025 | 26 |
| -3.18% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.56% | Oct 3, 2025 | 5 | Oct 10, 2025 | 11 | Oct 27, 2025 | 16 |
| -2.39% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -2.11% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -1.77% | Jul 3, 2025 | 7 | Jul 15, 2025 | 5 | Jul 22, 2025 | 12 |
| -1.76% | Dec 28, 2023 | 12 | Jan 17, 2024 | 4 | Jan 23, 2024 | 16 |
| -1.51% | Jul 3, 2023 | 3 | Jul 7, 2023 | 3 | Jul 12, 2023 | 6 |
| -1.44% | Jan 16, 2026 | 1 | Jan 20, 2026 | 5 | Jan 27, 2026 | 6 |
| -1.43% | Dec 15, 2025 | 3 | Dec 18, 2025 | 11 | Jan 6, 2026 | 14 |
| -1.42% | Nov 6, 2024 | 7 | Nov 15, 2024 | 5 | Nov 22, 2024 | 12 |
| -1.34% | Feb 7, 2024 | 4 | Feb 13, 2024 | 2 | Feb 15, 2024 | 6 |
| -1.06% | Sep 4, 2025 | 3 | Sep 9, 2025 | 2 | Sep 11, 2025 | 5 |
| -1.02% | Dec 3, 2025 | 4 | Dec 9, 2025 | 1 | Dec 10, 2025 | 5 |
| -0.94% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -0.92% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -0.90% | Jan 30, 2024 | 1 | Jan 31, 2024 | 5 | Feb 7, 2024 | 6 |
| -0.81% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -0.73% | Mar 12, 2024 | 2 | Mar 14, 2024 | 3 | Mar 19, 2024 | 5 |
| -0.59% | Sep 24, 2024 | 1 | Sep 25, 2024 | 2 | Sep 27, 2024 | 3 |