Performance analysis of HDV (ISHARES CORE HIGH DIVIDEND ETF)
Annual Return
Over the past 3 years, HDV has had an average annual return of +14.85%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, HDV has had an average annual return of +10.37%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, HDV has had an average annual return of +9.24%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Mar 31, 2011, HDV has had an average annual return of +10.47%, underperforming the benchmark SPY, which returned +14.17% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.28% | +11.91% | +14.17% | +1.73% | +7.07% | +19.44% | -6.47% | +20.23% | -2.98% | +13.41% | +15.86% | -0.26% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +12.57% | +23.59% | +9.67% | +11.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.70% | +6% | -2.54% | +1.20% | -0.98% | -0.22% | +12.28% | ||||||
| 2025 | +2.10% | +5.32% | +1% | -4.97% | +1.03% | +1.54% | +0.95% | +4.31% | +0.02% | -2.61% | +4% | -0.92% | +11.91% |
| 2024 | +1.57% | +1.82% | +5.29% | -2.11% | +2.02% | -0.39% | +5.64% | +3.13% | +0.38% | +0.10% | +3.01% | -6.52% | +14.17% |
| 2023 | +1.05% | -4.57% | +2.22% | +1.08% | -4.70% | +3.74% | +3.51% | -1.18% | -3.04% | -3.45% | +4.38% | +3.33% | +1.73% |
| 2022 | +2.32% | -0.20% | +4.40% | -3.02% | +4.96% | -7.20% | +3.43% | -2.88% | -8.31% | +12.84% | +5.03% | -2.61% | +7.07% |
| 2021 | -1.13% | +3.33% | +6.94% | +0.73% | +2.64% | -0.79% | +0.75% | +0.06% | -2.36% | +4.37% | -3.76% | +7.81% | +19.44% |
| 2020 | -4.13% | -9.92% | -14.38% | +14.27% | +2.63% | -2.25% | +2.56% | +1.80% | -3.99% | -3.28% | +11.42% | +2.14% | -6.47% |
| 2019 | +4.83% | +4.32% | +2% | +2.26% | -6.17% | +6.42% | -0.21% | -1.74% | +2.54% | +0.61% | +1.43% | +2.88% | +20.23% |
| 2018 | +2.32% | -6.62% | -0.98% | -0.02% | +0.31% | +1.26% | +3.93% | +1.23% | +2.14% | -2.21% | +4.26% | -7.84% | -2.98% |
| 2017 | -0.73% | +3.73% | -0.14% | -0.71% | +1.37% | -0.66% | +1.66% | -0.44% | +3.02% | -0.31% | +3.73% | +2.31% | +13.41% |
Drawdown analysis of HDV (ISHARES CORE HIGH DIVIDEND ETF)
The maximum drawdown for the HDV was -37.04%, occurring on Mar 23, 2020. Recovery took 241 trading sessions.
The current HDV drawdown is -2.90%.
Since Mar 31, 2011 HDV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.04% | Dec 23, 2019 | 61 | Mar 23, 2020 | 241 | Mar 8, 2021 | 302 |
| -15.39% | Apr 20, 2022 | 113 | Sep 30, 2022 | 42 | Nov 30, 2022 | 155 |
| -12.86% | Dec 3, 2018 | 14 | Dec 24, 2018 | 40 | Feb 22, 2019 | 54 |
| -12.50% | Apr 23, 2015 | 86 | Aug 25, 2015 | 130 | Mar 2, 2016 | 216 |
| -12.02% | May 19, 2011 | 57 | Aug 10, 2011 | 55 | Oct 27, 2011 | 112 |
| -11.86% | Jan 26, 2018 | 39 | Mar 23, 2018 | 126 | Sep 21, 2018 | 165 |
| -10.50% | Mar 31, 2025 | 6 | Apr 8, 2025 | 63 | Jul 10, 2025 | 69 |
| -9.78% | Nov 30, 2022 | 228 | Oct 27, 2023 | 44 | Jan 2, 2024 | 272 |
| -7.72% | Nov 29, 2024 | 14 | Dec 19, 2024 | 42 | Feb 24, 2025 | 56 |
| -7.28% | Oct 18, 2012 | 18 | Nov 15, 2012 | 47 | Jan 25, 2013 | 65 |
| -6.41% | Jul 22, 2016 | 74 | Nov 4, 2016 | 26 | Dec 13, 2016 | 100 |
| -6.17% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -6.04% | Nov 15, 2013 | 52 | Feb 3, 2014 | 29 | Mar 17, 2014 | 81 |
| -5.71% | Sep 19, 2014 | 19 | Oct 16, 2014 | 11 | Oct 31, 2014 | 30 |
| -5.54% | Nov 11, 2011 | 8 | Nov 23, 2011 | 4 | Nov 30, 2011 | 12 |
| -5.54% | Oct 9, 2018 | 13 | Oct 26, 2018 | 24 | Nov 30, 2018 | 37 |
| -5.50% | Jul 3, 2019 | 29 | Aug 14, 2019 | 56 | Nov 1, 2019 | 85 |
| -5.32% | May 15, 2013 | 25 | Jun 20, 2013 | 16 | Jul 15, 2013 | 41 |
| -5.19% | Aug 2, 2013 | 21 | Sep 3, 2013 | 35 | Oct 22, 2013 | 56 |
| -5.18% | Mar 2, 2026 | 14 | Mar 20, 2026 | 44 | May 22, 2026 | 58 |
| -4.96% | Nov 15, 2021 | 11 | Dec 1, 2021 | 10 | Dec 15, 2021 | 21 |
| -4.94% | Feb 13, 2015 | 17 | Mar 11, 2015 | 24 | Apr 15, 2015 | 41 |
| -4.75% | Dec 2, 2014 | 10 | Dec 16, 2014 | 5 | Dec 23, 2014 | 15 |
| -4.66% | May 17, 2021 | 88 | Sep 21, 2021 | 25 | Oct 26, 2021 | 113 |
| -4.52% | Feb 2, 2022 | 15 | Feb 24, 2022 | 6 | Mar 4, 2022 | 21 |