Performance analysis of DGRO (ISHARES CORE DIVIDEND GROWTH ETF)
Annual Return
Over the past 3 years, DGRO has had an average annual return of +17.02%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, DGRO has had an average annual return of +10.57%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, DGRO has had an average annual return of +13.31%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 12, 2014, DGRO has had an average annual return of +12.29%, underperforming the benchmark SPY, which returned +13.95% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.76% | +15.70% | +16.63% | +10.49% | -7.90% | +26.64% | +9.50% | +29.88% | -2.36% | +23.01% | +15.22% | -0.68% |
| 2014 | |||||||||||
| +8.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.47% | +2.85% | -4.56% | +5% | +1.67% | +0.31% | +8.76% | ||||||
| 2025 | +3.47% | +1.02% | -3.16% | -2.65% | +3.27% | +3.48% | +1.09% | +3.54% | +2.28% | +0.01% | +2.70% | -0.09% | +15.70% |
| 2024 | +1.26% | +3.08% | +3.90% | -3.63% | +2.93% | +0.55% | +4.67% | +3.05% | +1.54% | -1.18% | +4.83% | -4.97% | +16.63% |
| 2023 | +2.64% | -2.75% | +0.79% | +1.80% | -3.54% | +5.51% | +3.36% | -2.40% | -3.97% | -2.63% | +7.11% | +4.91% | +10.49% |
| 2022 | -3.24% | -2.51% | +2.37% | -5.28% | +1.56% | -6.84% | +6.23% | -3.51% | -8.24% | +10.21% | +6.77% | -3.84% | -7.90% |
| 2021 | -1.58% | +2.70% | +7.14% | +3.39% | +1.83% | -0.40% | +2.62% | +2.24% | -4.46% | +5.75% | -1.45% | +6.74% | +26.64% |
| 2020 | -1.50% | -9.07% | -12.83% | +11.63% | +3.65% | +0.37% | +4.31% | +4.84% | -2.58% | -2.09% | +12.14% | +3.23% | +9.50% |
| 2019 | +6.24% | +3.77% | +1.07% | +3.75% | -5.77% | +6.96% | +1.42% | -1.37% | +3.09% | +1.97% | +3.38% | +2.54% | +29.88% |
| 2018 | +4.80% | -3.87% | -2.70% | -0.06% | +1.60% | +0.14% | +5.13% | +2.80% | +0.64% | -5.37% | +3.74% | -8.25% | -2.36% |
| 2017 | +1.14% | +4.75% | -0.02% | +0.95% | +1.14% | +1.34% | +1.15% | +0.38% | +2.63% | +2.16% | +4.19% | +1.20% | +23.01% |
Drawdown analysis of DGRO (ISHARES CORE DIVIDEND GROWTH ETF)
The maximum drawdown for the DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current DGRO drawdown is -0.28%.
Since Jun 12, 2014 DGRO has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.10% | Feb 12, 2020 | 27 | Mar 23, 2020 | 161 | Nov 9, 2020 | 188 |
| -19.30% | Jan 4, 2022 | 186 | Sep 30, 2022 | 303 | Dec 14, 2023 | 489 |
| -16.64% | Sep 21, 2018 | 64 | Dec 24, 2018 | 69 | Apr 4, 2019 | 133 |
| -14.02% | Nov 29, 2024 | 87 | Apr 8, 2025 | 56 | Jun 30, 2025 | 143 |
| -11.31% | May 18, 2015 | 69 | Aug 25, 2015 | 142 | Mar 18, 2016 | 211 |
| -10.57% | Jan 26, 2018 | 39 | Mar 23, 2018 | 103 | Aug 20, 2018 | 142 |
| -6.47% | Feb 11, 2026 | 31 | Mar 27, 2026 | 23 | Apr 30, 2026 | 54 |
| -6.16% | Sep 18, 2014 | 20 | Oct 16, 2014 | 11 | Oct 31, 2014 | 31 |
| -6.09% | Jul 26, 2019 | 13 | Aug 14, 2019 | 19 | Sep 11, 2019 | 32 |
| -5.77% | Apr 30, 2019 | 22 | May 31, 2019 | 12 | Jun 18, 2019 | 34 |
| -5.13% | Dec 29, 2014 | 22 | Jan 30, 2015 | 16 | Feb 24, 2015 | 38 |
| -4.97% | Jun 23, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |
| -4.92% | Aug 16, 2021 | 32 | Sep 30, 2021 | 14 | Oct 20, 2021 | 46 |
| -4.88% | Mar 28, 2024 | 12 | Apr 16, 2024 | 21 | May 15, 2024 | 33 |
| -4.56% | Aug 15, 2016 | 58 | Nov 4, 2016 | 4 | Nov 10, 2016 | 62 |
| -4.39% | Dec 3, 2014 | 9 | Dec 16, 2014 | 4 | Dec 22, 2014 | 13 |
| -4.08% | Jul 31, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
| -4.04% | Jul 3, 2014 | 24 | Aug 7, 2014 | 9 | Aug 20, 2014 | 33 |
| -3.94% | Nov 16, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
| -3.86% | May 7, 2021 | 29 | Jun 18, 2021 | 10 | Jul 2, 2021 | 39 |
| -3.79% | Jan 14, 2021 | 10 | Jan 29, 2021 | 6 | Feb 8, 2021 | 16 |
| -3.59% | Mar 2, 2015 | 7 | Mar 11, 2015 | 45 | May 14, 2015 | 52 |
| -3.58% | Sep 12, 2019 | 14 | Oct 2, 2019 | 11 | Oct 17, 2019 | 25 |
| -3.36% | Jan 17, 2020 | 9 | Jan 31, 2020 | 4 | Feb 6, 2020 | 13 |
| -3.30% | May 17, 2024 | 7 | May 29, 2024 | 28 | Jul 10, 2024 | 35 |