Performance analysis of UDIV (FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF)
Annual Return
Over the past 3 years, UDIV has had an average annual return of +25%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, UDIV has had an average annual return of +14.39%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, UDIV has had an average annual return of +12.11%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 3, 2016, UDIV has had an average annual return of +12.10%, underperforming the benchmark SPY, which returned +15.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.80% | +19% | +25.61% | +25.22% | -14.98% | +19.66% | +5.59% | +24.58% | -8.83% | +17.44% | +0.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.31% | -0.27% | -4.46% | +11.44% | +5.90% | +0.65% | +15.80% | ||||||
| 2025 | +2.64% | -0.33% | -5.53% | -1.74% | +6.61% | +5.70% | +2.35% | +2.36% | +4.10% | +1.87% | -0.26% | +0.36% | +19% |
| 2024 | +1.32% | +4.67% | +3.44% | -3.93% | +4.92% | +4.03% | +1.88% | +2.43% | +2.27% | -0.14% | +5.12% | -2.54% | +25.61% |
| 2023 | +6.52% | -2.30% | +3.12% | +0.66% | +0.44% | +6.33% | +3.42% | -1.82% | -4.88% | -2.36% | +9.63% | +5% | +25.22% |
| 2022 | -0.68% | -2.07% | +1.98% | -3.38% | -0.02% | -8.05% | +4.15% | -4.20% | -9.75% | +7.37% | +5.57% | -5.45% | -14.98% |
| 2021 | -1.62% | +2.12% | +5.51% | +1.78% | +3.87% | -0.16% | +0.75% | +2.43% | -3.61% | +3.86% | -3.36% | +7.14% | +19.66% |
| 2020 | -1.60% | -9.09% | -14.97% | +9.57% | +0.07% | +3.81% | +3.39% | +5.18% | -1.68% | -3.15% | +13.20% | +4.04% | +5.59% |
| 2019 | +6.77% | +2.54% | +0.95% | +2.59% | -3.96% | +6.05% | -0.34% | -2.06% | +3.32% | +2.69% | +0.77% | +3.38% | +24.58% |
| 2018 | +3.15% | -4.53% | -0.48% | -1.30% | -1.57% | -0.19% | +4.17% | -0.81% | +0.57% | -5.42% | +4.07% | -6.20% | -8.83% |
| 2017 | +2.06% | +4.20% | +1.18% | +0.17% | +2% | -0.27% | +1.58% | +0.18% | +1.36% | -0.39% | +1.35% | +2.84% | +17.44% |
Drawdown analysis of UDIV (FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF)
The maximum drawdown for the UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
Since Jun 3, 2016 UDIV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.20% | Jan 17, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -23.18% | Jan 12, 2022 | 188 | Oct 12, 2022 | 291 | Dec 8, 2023 | 479 |
| -19.19% | Feb 19, 2025 | 34 | Apr 8, 2025 | 52 | Jun 24, 2025 | 86 |
| -16.11% | Jan 26, 2018 | 229 | Dec 24, 2018 | 122 | Jun 20, 2019 | 351 |
| -8.43% | Feb 9, 2026 | 34 | Mar 30, 2026 | 10 | Apr 14, 2026 | 44 |
| -8.16% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -6.47% | Jul 24, 2019 | 15 | Aug 14, 2019 | 43 | Oct 15, 2019 | 58 |
| -6.27% | Aug 11, 2016 | 60 | Nov 4, 2016 | 61 | Feb 3, 2017 | 121 |
| -5.53% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -5.52% | Jun 23, 2016 | 2 | Jun 27, 2016 | 13 | Jul 15, 2016 | 15 |
| -5.33% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |
| -5.29% | Nov 16, 2021 | 9 | Nov 30, 2021 | 17 | Dec 23, 2021 | 26 |
| -4.72% | Sep 3, 2021 | 20 | Oct 4, 2021 | 22 | Nov 3, 2021 | 42 |
| -4.44% | Jun 8, 2016 | 4 | Jun 14, 2016 | 7 | Jun 23, 2016 | 11 |
| -4.21% | Dec 6, 2024 | 22 | Jan 10, 2025 | 7 | Jan 22, 2025 | 29 |
| -4.15% | Jan 14, 2021 | 10 | Jan 29, 2021 | 17 | Feb 24, 2021 | 27 |
| -4.03% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -3.22% | Jun 10, 2021 | 26 | Jul 19, 2021 | 15 | Aug 9, 2021 | 41 |
| -2.98% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -2.80% | Oct 16, 2017 | 22 | Nov 15, 2017 | 19 | Dec 13, 2017 | 41 |
| -2.77% | May 7, 2021 | 3 | May 12, 2021 | 2 | May 14, 2021 | 5 |
| -2.68% | Feb 24, 2021 | 2 | Feb 26, 2021 | 7 | Mar 9, 2021 | 9 |
| -2.58% | Dec 10, 2025 | 5 | Dec 17, 2025 | 5 | Dec 24, 2025 | 10 |
| -2.40% | Jul 25, 2025 | 5 | Aug 1, 2025 | 5 | Aug 8, 2025 | 10 |
| -2.33% | Oct 14, 2024 | 15 | Nov 4, 2024 | 2 | Nov 6, 2024 | 17 |