Performance analysis of DVY (ISHARES SELECT DIVIDEND ETF)
Annual Return
Over the past 3 years, DVY has had an average annual return of +15.54%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, DVY has had an average annual return of +11.06%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, DVY has had an average annual return of +10.17%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 7, 2003, DVY has had an average annual return of +9.05%, underperforming the benchmark SPY, which returned +10.98% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.76% | +11.61% | +16.26% | +1.16% | +1.82% | +31.68% | -4.91% | +22.62% | -6.32% | +14.83% | +21.65% | -2.07% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +14.86% | +28.85% | +10.48% | +11.81% | +17.79% | +11.14% | -32.86% | -5.67% | +19.44% | +2.81% | +17.93% | +7.09% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.60% | +3.87% | -2.38% | +2.68% | -0.32% | +1.67% | +2.92% | +15.76% | |||||
| 2025 | +2.63% | +2.49% | -1.99% | -4.40% | +2.17% | +2.21% | +1.69% | +5.04% | +1.07% | -2.06% | +3.15% | -0.56% | +11.61% |
| 2024 | -1.79% | +1.16% | +6.64% | -3.07% | +4.25% | -2.05% | +7.54% | +3.05% | +1.92% | -0.24% | +6.43% | -7.55% | +16.26% |
| 2023 | +4.20% | -3.67% | -2.32% | +0.35% | -7.73% | +5.18% | +4.20% | -3.85% | -3.89% | -2.79% | +7.01% | +5.76% | +1.16% |
| 2022 | +1.21% | -0.21% | +4.21% | -3.60% | +5.34% | -8.94% | +3.90% | -1.76% | -9.64% | +10.19% | +6.21% | -3.09% | +1.82% |
| 2021 | +0.56% | +8.64% | +9.50% | +3.67% | +2.33% | -2.86% | -0.84% | +2.79% | -2.63% | +2.88% | -2.47% | +7.26% | +31.68% |
| 2020 | -1.80% | -11.18% | -19.13% | +9.65% | +2.37% | -1.27% | +2.92% | +1.94% | -2.57% | +1.79% | +13.10% | +3.36% | -4.91% |
| 2019 | +6.81% | +2.89% | +0.93% | +2.93% | -7.37% | +7.32% | +0.73% | -2.32% | +5.07% | +0.14% | +1.61% | +2.72% | +22.62% |
| 2018 | +2.13% | -4.25% | -0.49% | +1.26% | +1.39% | +0.90% | +2.27% | +1.05% | -0.38% | -3.90% | +2.06% | -7.97% | -6.32% |
| 2017 | +1.34% | +2.82% | -0.52% | +0.44% | +0.78% | +0.79% | +0.61% | -0.78% | +2.53% | +1.17% | +4.05% | +0.78% | +14.83% |
Drawdown analysis of DVY (ISHARES SELECT DIVIDEND ETF)
The maximum drawdown for the DVY was -62.57%, occurring on Mar 9, 2009. Recovery took 980 trading sessions.
The current DVY drawdown is -0.98%.
Since Nov 7, 2003 DVY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.57% | May 22, 2007 | 452 | Mar 9, 2009 | 980 | Jan 29, 2013 | 1432 |
| -41.59% | Jan 17, 2020 | 44 | Mar 23, 2020 | 223 | Feb 9, 2021 | 267 |
| -17.49% | Apr 20, 2022 | 383 | Oct 27, 2023 | 104 | Mar 28, 2024 | 487 |
| -15.99% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -15.32% | Sep 18, 2018 | 67 | Dec 24, 2018 | 70 | Apr 5, 2019 | 137 |
| -12.03% | Dec 29, 2014 | 165 | Aug 25, 2015 | 132 | Mar 4, 2016 | 297 |
| -9.19% | Jan 26, 2018 | 9 | Feb 8, 2018 | 131 | Aug 16, 2018 | 140 |
| -7.93% | Mar 5, 2004 | 45 | May 10, 2004 | 74 | Aug 25, 2004 | 119 |
| -7.87% | Aug 3, 2005 | 50 | Oct 13, 2005 | 89 | Feb 22, 2006 | 139 |
| -7.80% | May 10, 2021 | 48 | Jul 19, 2021 | 84 | Nov 15, 2021 | 132 |
| -7.37% | Apr 30, 2019 | 22 | May 31, 2019 | 23 | Jul 3, 2019 | 45 |
| -6.90% | Feb 13, 2026 | 24 | Mar 20, 2026 | 57 | Jun 11, 2026 | 81 |
| -6.19% | Jul 24, 2019 | 15 | Aug 14, 2019 | 18 | Sep 10, 2019 | 33 |
| -6.16% | May 17, 2013 | 23 | Jun 20, 2013 | 14 | Jul 11, 2013 | 37 |
| -6.05% | Mar 7, 2005 | 28 | Apr 15, 2005 | 32 | Jun 1, 2005 | 60 |
| -6.05% | Mar 28, 2024 | 12 | Apr 16, 2024 | 17 | May 9, 2024 | 29 |
| -6.05% | Jan 14, 2022 | 27 | Feb 24, 2022 | 20 | Mar 24, 2022 | 47 |
| -5.92% | Aug 2, 2013 | 21 | Sep 3, 2013 | 32 | Oct 17, 2013 | 53 |
| -5.74% | Nov 15, 2021 | 11 | Dec 1, 2021 | 11 | Dec 16, 2021 | 22 |
| -5.63% | Sep 22, 2016 | 31 | Nov 4, 2016 | 11 | Nov 21, 2016 | 42 |
| -5.58% | Jul 1, 2014 | 74 | Oct 15, 2014 | 9 | Oct 28, 2014 | 83 |
| -5.52% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -5.13% | Dec 31, 2013 | 24 | Feb 5, 2014 | 12 | Feb 24, 2014 | 36 |
| -4.74% | Jul 30, 2024 | 4 | Aug 5, 2024 | 10 | Aug 19, 2024 | 14 |
| -4.65% | May 17, 2024 | 19 | Jun 14, 2024 | 18 | Jul 12, 2024 | 37 |