Performance analysis of DIVY (SOUND EQUITY DIVIDEND INCOME ETF)
Annual Return
Over the past 3 years, DIVY has had an average annual return of +18.43%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, DIVY has had an average annual return of +18.43%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, DIVY has had an average annual return of +3.28%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 18, 2014, DIVY has had an average annual return of +3.23%, underperforming the benchmark SPY, which returned +13.87% annual.
| 2026 | 2025 | 2024 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.18% | +7.39% | +19.73% | -17.89% | +10.68% | -2.57% | +4.15% | +8.75% | +0.39% | +2.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.91% | +4.17% | -4.08% | +3.30% | +0.64% | -0.74% | +8.18% | ||||||
| 2025 | +2.78% | +1.27% | -2.64% | -6.55% | +3.25% | +4.58% | -1.00% | +4.60% | -0.42% | -1.47% | +1.91% | +1.43% | +7.39% |
| 2024 | +14.96% | +5.56% | +2.21% | +0.49% | -2.20% | +4.27% | -5.79% | +19.73% | |||||
| 2020 | -1.74% | -0.59% | -42.39% | +32.08% | -2.67% | +13.98% | +1.75% | -0.56% | -1.60% | -17.89% | |||
| 2019 | +3.49% | +0.89% | +0.36% | +1.68% | -1.20% | +1.03% | +0.30% | -1.69% | -0.42% | +2.32% | +1.59% | +1.96% | +10.68% |
| 2018 | +2.95% | +2.09% | -0.33% | -1.25% | -0.97% | +0.16% | +0.46% | +0.85% | +0.18% | -2.09% | -1.43% | -3.05% | -2.57% |
| 2017 | +1.86% | +3.51% | -2.02% | -0.60% | +0.45% | -1.86% | +0.59% | +0.70% | -0.35% | +0.97% | +1.01% | -0.06% | +4.15% |
Drawdown analysis of DIVY (SOUND EQUITY DIVIDEND INCOME ETF)
The maximum drawdown for the DIVY was -48.28%, occurring on Apr 1, 2020. Recovery took 164 trading sessions.
The current DIVY drawdown is -2.74%.
Since Dec 18, 2014 DIVY has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.28% | Jan 22, 2020 | 49 | Apr 1, 2020 | 164 | Aug 23, 2024 | 213 |
| -18.35% | Nov 29, 2024 | 87 | Apr 8, 2025 | 72 | Jul 23, 2025 | 159 |
| -9.07% | Feb 20, 2026 | 20 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -8.39% | Mar 13, 2018 | 198 | Dec 24, 2018 | 141 | Jul 18, 2019 | 339 |
| -6.04% | Jul 23, 2025 | 7 | Aug 1, 2025 | 91 | Dec 10, 2025 | 98 |
| -5.38% | Mar 2, 2017 | 80 | Jun 26, 2017 | 136 | Jan 9, 2018 | 216 |
| -5.26% | Dec 23, 2014 | 286 | Feb 12, 2016 | 91 | Jun 23, 2016 | 377 |
| -4.38% | Jul 18, 2019 | 19 | Aug 14, 2019 | 62 | Nov 11, 2019 | 81 |
| -4.34% | Oct 18, 2024 | 11 | Nov 4, 2024 | 15 | Nov 25, 2024 | 26 |
| -2.52% | Jan 12, 2018 | 19 | Feb 9, 2018 | 7 | Feb 21, 2018 | 26 |
| -2.47% | Aug 30, 2024 | 7 | Sep 11, 2024 | 3 | Sep 16, 2024 | 10 |
| -2.35% | Nov 11, 2019 | 5 | Nov 18, 2019 | 2 | Nov 20, 2019 | 7 |
| -2.17% | Dec 31, 2019 | 8 | Jan 13, 2020 | 6 | Jan 22, 2020 | 14 |
| -1.90% | Dec 6, 2019 | 2 | Dec 10, 2019 | 14 | Dec 31, 2019 | 16 |
| -1.83% | Sep 19, 2024 | 13 | Oct 8, 2024 | 6 | Oct 16, 2024 | 19 |
| -1.81% | Feb 11, 2026 | 1 | Feb 12, 2026 | 5 | Feb 20, 2026 | 6 |
| -1.78% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.77% | Jun 23, 2016 | 3 | Jun 28, 2016 | 5 | Jul 6, 2016 | 8 |
| -1.74% | Sep 23, 2016 | 1 | Sep 26, 2016 | 8 | Oct 6, 2016 | 9 |
| -1.68% | Feb 27, 2018 | 4 | Mar 5, 2018 | 6 | Mar 13, 2018 | 10 |
| -1.61% | Oct 6, 2016 | 21 | Nov 4, 2016 | 10 | Nov 18, 2016 | 31 |
| -1.27% | Nov 20, 2019 | 7 | Dec 2, 2019 | 4 | Dec 6, 2019 | 11 |
| -1.14% | Jan 6, 2026 | 1 | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 |
| -0.99% | Dec 15, 2025 | 1 | Dec 16, 2025 | 11 | Jan 2, 2026 | 12 |
| -0.98% | Jul 6, 2016 | 4 | Jul 12, 2016 | 4 | Jul 18, 2016 | 8 |