DGRO
ISHARES CORE DIVIDEND GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
DGRO Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 17.96% | 23.88% | 7.54% | 10.20% | 11.24% | 13.15% | 11.36% | 13.02% |
| Sharpe Ratio | 1.91 | 2.14 | 0.76 | 0.70 | 0.97 | 0.74 | 0.97 | 0.73 |
| Max Drawdown | -6.47% | -6.47% | -12.96% | -19.31% | -14.33% | -35.10% | -14.33% | -35.10% |
| % Time Invested | 100.0% | 100.0% | 97.1% | 100.0% | 96.6% | 100.0% | 97.5% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.0 | 0.0 | 2.8 | 0.0 | 2.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-09-24 | Open | Open | 34% | $66.97 | $72.71 | 8.58% | Mark-to-Market |
| 2025-07-18 | Open | Open | 33% | $64.00 | $72.71 | 13.60% | Mark-to-Market |
| 2024-01-30 | Open | Open | 33% | $52.18 | $72.71 | 39.34% | Mark-to-Market |
| 2025-06-05 | 2025-09-24 | Interest | 34% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2025-05-05 | 2025-07-18 | Interest | 33% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2025-05-01 | 2025-06-05 | Completed | 34% | $58.79 | $61.29 | 4.24% | Signal |
| 2025-05-01 | 2025-05-05 | Completed | 33% | $58.79 | $59.24 | 0.77% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-06 | 2025-05-01 | Interest | 33% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2023-03-28 | 2025-04-08 | Completed | 34% | $45.31 | $56.33 | 24.30% | Stop |
| 2024-01-12 | 2025-03-06 | Completed | 33% | $51.43 | $60.86 | 18.34% | Signal |
| 2023-04-06 | 2024-01-30 | Interest | 33% | $1.00 | $1.03 | 3.29% | Interest Income |
| 2023-10-27 | 2024-01-12 | Interest | 33% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2023-06-29 | 2023-10-27 | Completed | 33% | $47.54 | $45.35 | -4.60% | Signal |
| 2023-04-26 | 2023-06-29 | Interest | 33% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2023-01-03 | 2023-04-26 | Completed | 33% | $46.55 | $46.85 | 0.66% | Signal |
| 2023-04-04 | 2023-04-06 | Completed | 33% | $47.02 | $46.76 | -0.56% | Signal |
| 2022-12-22 | 2023-04-04 | Interest | 33% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2022-06-17 | 2023-03-28 | Interest | 34% | $1.00 | $1.03 | 2.69% | Interest Income |
| 2022-04-06 | 2023-01-03 | Interest | 33% | $1.00 | $1.02 | 2.43% | Interest Income |
| 2022-11-07 | 2022-12-22 | Completed | 33% | $44.84 | $46.18 | 3.00% | Signal |
| 2022-10-14 | 2022-11-07 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2022-07-11 | 2022-10-14 | Completed | 33% | $44.03 | $42.44 | -3.61% | Stop |
| 2022-06-15 | 2022-07-11 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-06-14 | 2022-06-17 | Completed | 34% | $43.09 | $41.95 | -2.65% | Signal |
| 2020-04-01 | 2022-06-15 | Completed | 33% | $27.30 | $43.03 | 57.62% | Stop |
| 2022-05-20 | 2022-06-14 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-09-29 | 2022-05-20 | Completed | 34% | $35.05 | $44.57 | 27.16% | Stop |
| 2020-07-06 | 2022-04-06 | Completed | 33% | $33.52 | $48.05 | 43.36% | Signal |
| 2020-08-13 | 2020-09-29 | Interest | 34% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-08-11 | 2020-08-13 | Completed | 34% | $35.76 | $35.62 | -0.39% | Signal |
| 2020-05-27 | 2020-08-11 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-06-11 | 2020-07-06 | Interest | 33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-06-09 | 2020-06-11 | Completed | 33% | $35.10 | $33.38 | -4.88% | Signal |
| 2020-04-01 | 2020-06-09 | Interest | 33% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2020-03-24 | 2020-05-27 | Completed | 34% | $25.65 | $32.76 | 27.69% | Signal |
| 2020-03-24 | 2020-04-01 | Completed | 33% | $25.65 | $27.30 | 6.43% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-18 | 2020-03-10 | Completed | 33% | $29.24 | $31.35 | 7.20% | Stop |
| 2019-06-21 | 2020-03-02 | Completed | 34% | $32.69 | $32.63 | -0.16% | Stop |
| 2019-03-28 | 2020-03-02 | Completed | 33% | $30.92 | $32.63 | 5.53% | Stop |
| 2019-05-30 | 2019-06-21 | Interest | 34% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2019-05-28 | 2019-05-30 | Completed | 34% | $31.39 | $30.88 | -1.62% | Signal |
| 2019-03-20 | 2019-05-28 | Interest | 34% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2019-02-11 | 2019-03-28 | Interest | 33% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2019-01-16 | 2019-03-20 | Completed | 34% | $28.79 | $31.14 | 8.19% | Signal |
| 2019-02-07 | 2019-02-11 | Completed | 33% | $29.91 | $29.93 | 0.08% | Signal |
| 2018-12-19 | 2019-02-07 | Interest | 33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2018-12-26 | 2019-01-18 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-21 | 2019-01-16 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-07-22 | 2018-12-26 | Completed | 33% | $22.38 | $26.39 | 17.88% | Stop |
| 2016-06-07 | 2018-12-21 | Completed | 34% | $21.72 | $27.47 | 26.48% | Stop |
| 2018-07-27 | 2018-12-19 | Completed | 33% | $29.97 | $28.13 | -6.13% | Signal |
| 2018-05-02 | 2018-07-27 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2016-06-07 | 2018-05-02 | Completed | 33% | $21.72 | $27.98 | 28.82% | Signal |
| 2016-06-09 | 2016-07-22 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-06-07 | 2016-06-09 | Completed | 33% | $21.72 | $21.65 | -0.33% | Signal |
| 2016-06-03 | 2016-06-07 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2016-06-03 | 2016-06-07 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2016-06-03 | 2016-06-07 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
