Performance analysis of DIVZ (POLEN DIVIDEND INCOME ETF)
Annual Return
Over the past 3 years, DIVZ has had an average annual return of +15.15%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, DIVZ has had an average annual return of +8.49%, underperforming the benchmark SPY, which returned +14% annual.
Since Jan 28, 2021, DIVZ has had an average annual return of +11.17%, underperforming the benchmark SPY, which returned +15.51% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.37% | +16.72% | +18.42% | -0.52% | +3.48% | +19.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.83% | +3.97% | -4.56% | +1.78% | -1.01% | -0.42% | +3.37% | ||||||
| 2025 | +3.75% | +3.18% | -0.27% | -1.65% | +3.28% | +2.31% | +1.22% | +2.24% | +0.97% | -3.42% | +4.41% | -0.16% | +16.72% |
| 2024 | +0.07% | +1.13% | +6.52% | -1.65% | +4.29% | -0.60% | +5.16% | +2.90% | +1.62% | -0.48% | +4.82% | -6.07% | +18.42% |
| 2023 | +1.49% | -3.24% | -1.68% | +1.48% | -6.71% | +5.40% | +3.25% | -2.89% | -3.14% | -2.16% | +5.28% | +3.22% | -0.52% |
| 2022 | +2.80% | +0.87% | +2.13% | -5.09% | +6.20% | -7.95% | +3.93% | -1.48% | -8.97% | +12.38% | +3.17% | -2.53% | +3.48% |
| 2021 | -1.62% | +3.01% | +8.07% | +2.14% | +4% | -1.78% | +0.14% | +2.43% | -4.24% | +3.70% | -3.14% | +6.21% | +19.73% |
Drawdown analysis of DIVZ (POLEN DIVIDEND INCOME ETF)
The maximum drawdown for the DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 368 trading sessions.
The current DIVZ drawdown is -4.25%.
Since Jan 28, 2021 DIVZ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.44% | Jun 7, 2022 | 80 | Sep 30, 2022 | 368 | Mar 20, 2024 | 448 |
| -8.98% | Mar 3, 2025 | 26 | Apr 8, 2025 | 27 | May 16, 2025 | 53 |
| -7.25% | Nov 29, 2024 | 27 | Jan 10, 2025 | 23 | Feb 13, 2025 | 50 |
| -6.78% | Apr 20, 2022 | 7 | Apr 29, 2022 | 26 | Jun 7, 2022 | 33 |
| -5.97% | Oct 22, 2021 | 27 | Dec 1, 2021 | 17 | Dec 27, 2021 | 44 |
| -5.83% | Feb 27, 2026 | 32 | Apr 15, 2026 | Ongoing | Ongoing | Ongoing |
| -5.13% | Jun 10, 2021 | 26 | Jul 19, 2021 | 66 | Oct 20, 2021 | 92 |
| -4.58% | Feb 9, 2022 | 10 | Feb 24, 2022 | 18 | Mar 22, 2022 | 28 |
| -4.55% | Jul 31, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
| -4.08% | Sep 11, 2025 | 37 | Nov 3, 2025 | 18 | Nov 28, 2025 | 55 |
| -3.94% | Apr 3, 2024 | 9 | Apr 16, 2024 | 14 | May 6, 2024 | 23 |
| -3.83% | Jan 14, 2022 | 4 | Jan 21, 2022 | 8 | Feb 2, 2022 | 12 |
| -3.05% | Oct 18, 2024 | 11 | Nov 4, 2024 | 5 | Nov 11, 2024 | 16 |
| -2.95% | Feb 24, 2021 | 2 | Feb 26, 2021 | 6 | Mar 8, 2021 | 8 |
| -2.92% | May 15, 2024 | 18 | Jun 11, 2024 | 20 | Jul 11, 2024 | 38 |
| -2.29% | Mar 25, 2022 | 7 | Apr 5, 2022 | 10 | Apr 20, 2022 | 17 |
| -2.26% | May 20, 2025 | 2 | May 22, 2025 | 6 | Jun 2, 2025 | 8 |
| -2.09% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -2.02% | Aug 22, 2025 | 10 | Sep 8, 2025 | 3 | Sep 11, 2025 | 13 |
| -1.76% | Dec 15, 2025 | 15 | Jan 7, 2026 | 3 | Jan 12, 2026 | 18 |
| -1.71% | Mar 15, 2021 | 7 | Mar 24, 2021 | 2 | Mar 26, 2021 | 9 |
| -1.71% | Jun 12, 2025 | 5 | Jun 20, 2025 | 6 | Jun 30, 2025 | 11 |
| -1.65% | Nov 28, 2025 | 7 | Dec 9, 2025 | 2 | Dec 11, 2025 | 9 |
| -1.62% | Jan 28, 2021 | 1 | Jan 29, 2021 | 3 | Feb 3, 2021 | 4 |
| -1.44% | May 17, 2021 | 2 | May 19, 2021 | 3 | May 24, 2021 | 5 |