Performance analysis of SMDV (PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF)
Annual Return
Over the past 3 years, SMDV has had an average annual return of +9.74%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SMDV has had an average annual return of +4.23%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, SMDV has had an average annual return of +7.26%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 5, 2015, SMDV has had an average annual return of +7.79%, underperforming the benchmark SPY, which returned +14.09% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.55% | +0.27% | +7.03% | +9.03% | -5.88% | +18.98% | -4.72% | +17.23% | -0.61% | +4.63% | +35.67% | +2.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.66% | +1.94% | -3.75% | +5.87% | -0.34% | +0.12% | +10.55% | ||||||
| 2025 | +1.67% | +0.01% | -4.12% | -3.86% | +1.98% | +1.76% | -0.52% | +5.63% | -1.88% | -2.33% | +2.73% | -0.37% | +0.27% |
| 2024 | -5.14% | +0.67% | +3.63% | -4.91% | +4.42% | -1.41% | +14.17% | -1.49% | -0.25% | -1.69% | +9.99% | -8.92% | +7.03% |
| 2023 | +5.74% | -0.29% | -5.16% | -3.38% | -3.78% | +4.87% | +5.29% | -2.96% | -5.68% | -4.19% | +7.79% | +12.37% | +9.03% |
| 2022 | -4.50% | +1.16% | +0.44% | -5.82% | +2.48% | -5.25% | +6.51% | -2.73% | -8.24% | +12.56% | +4.80% | -5.42% | -5.88% |
| 2021 | -0.02% | +7.99% | +5.89% | +1.16% | +1.34% | -4.65% | -1.31% | +2.11% | -3.29% | +4% | -1.94% | +7.10% | +18.98% |
| 2020 | -2.62% | -10.32% | -13.78% | +4.84% | +2.50% | -1.80% | -0.63% | +3.45% | -4.94% | +4.57% | +11.62% | +5.13% | -4.72% |
| 2019 | +6.83% | +3.51% | -1.81% | +2.47% | -4.22% | +4.31% | +1.09% | -4.09% | +3.81% | +2.80% | -0.48% | +2.42% | +17.23% |
| 2018 | +0.07% | -4.85% | +2.35% | +1.25% | +3.67% | +2.05% | +2.25% | +1.61% | -0.45% | -5.52% | +5.82% | -7.93% | -0.61% |
| 2017 | -1.99% | +1.48% | -0.30% | +2.07% | -1.66% | +2.61% | +1.53% | -2.24% | +4.21% | +0.02% | +3.23% | -4.07% | +4.63% |
Drawdown analysis of SMDV (PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF)
The maximum drawdown for the SMDV was -34.13%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current SMDV drawdown is -1.20%.
Since Feb 5, 2015 SMDV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.13% | Jan 16, 2020 | 45 | Mar 23, 2020 | 206 | Jan 14, 2021 | 251 |
| -21.23% | Nov 25, 2024 | 90 | Apr 8, 2025 | 209 | Feb 6, 2026 | 299 |
| -18.49% | Feb 3, 2023 | 184 | Oct 27, 2023 | 36 | Dec 19, 2023 | 220 |
| -16.64% | Jan 4, 2022 | 186 | Sep 30, 2022 | 85 | Feb 2, 2023 | 271 |
| -13.52% | Sep 21, 2018 | 64 | Dec 24, 2018 | 37 | Feb 19, 2019 | 101 |
| -11.19% | Mar 12, 2021 | 133 | Sep 21, 2021 | 33 | Nov 5, 2021 | 166 |
| -10.58% | Nov 29, 2017 | 48 | Feb 8, 2018 | 88 | Jun 15, 2018 | 136 |
| -9.96% | Dec 26, 2023 | 77 | Apr 17, 2024 | 60 | Jul 15, 2024 | 137 |
| -9.79% | Feb 13, 2026 | 24 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -8.76% | Nov 27, 2015 | 36 | Jan 21, 2016 | 29 | Mar 3, 2016 | 65 |
| -8.60% | Jun 23, 2015 | 50 | Sep 2, 2015 | 39 | Oct 28, 2015 | 89 |
| -8.59% | Jul 26, 2024 | 11 | Aug 12, 2024 | 61 | Nov 6, 2024 | 72 |
| -7.65% | Nov 11, 2021 | 13 | Dec 1, 2021 | 23 | Jan 4, 2022 | 36 |
| -6.58% | Jul 30, 2019 | 18 | Aug 23, 2019 | 12 | Sep 11, 2019 | 30 |
| -5.84% | Apr 26, 2017 | 16 | May 18, 2017 | 17 | Jun 13, 2017 | 33 |
| -5.70% | Jan 14, 2021 | 10 | Jan 29, 2021 | 6 | Feb 8, 2021 | 16 |
| -5.51% | Sep 22, 2016 | 30 | Nov 3, 2016 | 6 | Nov 11, 2016 | 36 |
| -5.43% | May 6, 2019 | 18 | May 31, 2019 | 41 | Jul 30, 2019 | 59 |
| -5.13% | Sep 13, 2019 | 17 | Oct 8, 2019 | 13 | Oct 25, 2019 | 30 |
| -5.02% | Feb 22, 2019 | 20 | Mar 22, 2019 | 29 | May 3, 2019 | 49 |
| -4.97% | Jul 25, 2017 | 18 | Aug 18, 2017 | 27 | Sep 27, 2017 | 45 |
| -4.53% | Mar 23, 2015 | 31 | May 6, 2015 | 33 | Jun 23, 2015 | 64 |
| -4.33% | Dec 20, 2016 | 33 | Feb 8, 2017 | 51 | Apr 24, 2017 | 84 |
| -4.30% | Sep 7, 2016 | 5 | Sep 14, 2016 | 6 | Sep 22, 2016 | 11 |
| -4.06% | Oct 11, 2017 | 22 | Nov 10, 2017 | 11 | Nov 28, 2017 | 33 |