Performance analysis of BGDV (BAHL & GAYNOR DIVIDEND ETF)
Annual Return
Since Dec 12, 2024, BGDV has had an average annual return of +16.26%, outperforming the benchmark SPY, which returned +15.69% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.10% | +13.75% | -1.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.91% | +3.88% | -6.18% | +9.80% | +0.78% | +2.45% | +0.35% | +14.10% | |||||
| 2025 | +3.70% | -1.59% | -3.13% | -0.33% | +2.39% | +3.43% | +0.79% | +2.10% | +3.64% | -1.16% | +3.94% | -0.52% | +13.75% |
| 2024 | -1.86% | -1.86% |
Drawdown analysis of BGDV (BAHL & GAYNOR DIVIDEND ETF)
The maximum drawdown for the BGDV was -14.79%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current BGDV drawdown is -0.16%.
Since Dec 12, 2024 BGDV has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.79% | Jan 24, 2025 | 51 | Apr 8, 2025 | 57 | Jul 1, 2025 | 108 |
| -8.41% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -4.50% | Dec 16, 2024 | 3 | Dec 19, 2024 | 19 | Jan 21, 2025 | 22 |
| -3.14% | Oct 8, 2025 | 2 | Oct 10, 2025 | 32 | Nov 25, 2025 | 34 |
| -2.86% | Jul 25, 2025 | 5 | Aug 1, 2025 | 8 | Aug 13, 2025 | 13 |
| -2.74% | Dec 11, 2025 | 4 | Dec 17, 2025 | 12 | Jan 6, 2026 | 16 |
| -1.68% | Jan 16, 2026 | 1 | Jan 20, 2026 | 2 | Jan 22, 2026 | 3 |
| -1.65% | Sep 11, 2025 | 10 | Sep 25, 2025 | 4 | Oct 1, 2025 | 14 |
| -1.62% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.61% | Jun 4, 2026 | 2 | Jun 8, 2026 | 5 | Jun 15, 2026 | 7 |
| -1.56% | Jul 3, 2025 | 7 | Jul 15, 2025 | 2 | Jul 17, 2025 | 9 |
| -1.42% | May 6, 2026 | 2 | May 8, 2026 | 4 | May 14, 2026 | 6 |
| -1.35% | Jun 18, 2026 | 2 | Jun 23, 2026 | 8 | Jul 6, 2026 | 10 |
| -1.14% | Nov 28, 2025 | 2 | Dec 2, 2025 | 6 | Dec 10, 2025 | 8 |
| -1.05% | Jul 10, 2026 | 6 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.81% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -0.75% | Aug 22, 2025 | 1 | Aug 25, 2025 | 7 | Sep 4, 2025 | 8 |
| -0.73% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -0.70% | Feb 20, 2026 | 1 | Feb 23, 2026 | 2 | Feb 25, 2026 | 3 |
| -0.67% | Jan 29, 2026 | 1 | Jan 30, 2026 | 3 | Feb 4, 2026 | 4 |
| -0.64% | Jun 15, 2026 | 2 | Jun 17, 2026 | 1 | Jun 18, 2026 | 3 |
| -0.63% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.63% | May 28, 2026 | 2 | Jun 1, 2026 | 2 | Jun 3, 2026 | 4 |
| -0.61% | Apr 23, 2026 | 3 | Apr 28, 2026 | 2 | Apr 30, 2026 | 5 |
| -0.54% | Jul 6, 2026 | 2 | Jul 8, 2026 | 2 | Jul 10, 2026 | 4 |