DGRO ISHARES CORE DIVIDEND GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:

DGRO Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR18.18%23.88%5.42%10.20%9.06%13.15%7.80%11.85%
Sharpe Ratio2.132.140.650.700.960.740.840.68
Max Drawdown-5.33%-6.47%-15.79%-19.31%-15.79%-35.10%-15.79%-35.10%
% Time Invested100.0%100.0%93.5%100.0%94.8%100.0%93.7%100.0%
Trades / Year5.00.07.00.07.60.08.40.0

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2026-04-09 Open Open 33% $71.72 $72.71 1.38% Mark-to-Market
2025-07-18 Open Open 33% $64.00 $72.71 13.60% Mark-to-Market
2026-04-08 Open Interest 34% $1.00 $1.00 0.27% Mark-to-Market
2026-03-06 2026-04-09 Interest 33% $1.00 $1.00 0.38% Interest Income
2025-06-04 2026-04-08 Completed 34% $61.36 $71.47 16.49% Signal
2025-11-26 2026-03-06 Completed 33% $68.42 $71.26 4.14% Signal
2025-10-22 2025-11-26 Interest 33% $1.00 $1.00 0.40% Interest Income
2025-09-04 2025-10-22 Completed 33% $65.58 $67.81 3.40% Signal
2025-08-12 2025-09-04 Interest 33% $1.00 $1.00 0.27% Interest Income
2025-04-25 2025-08-12 Completed 33% $58.04 $64.22 10.65% Signal
2025-05-05 2025-07-18 Interest 33% $1.00 $1.01 0.88% Interest Income
2025-05-05 2025-06-04 Interest 34% $1.00 $1.00 0.36% Interest Income
2025-05-01 2025-05-05 Completed 34% $58.79 $59.24 0.77% Signal
2025-05-01 2025-05-05 Completed 33% $58.79 $59.24 0.77% Signal
2025-04-04 2025-05-01 Interest 34% $1.00 $1.00 0.30% Interest Income
2025-03-06 2025-05-01 Interest 33% $1.00 $1.01 0.65% Interest Income
2025-03-06 2025-04-25 Interest 33% $1.00 $1.01 0.59% Interest Income
2025-02-26 2025-04-04 Completed 34% $62.21 $57.28 -7.91% Signal
2025-01-22 2025-03-06 Completed 33% $61.50 $60.86 -1.03% Signal
2024-01-12 2025-03-06 Completed 33% $51.43 $60.86 18.34% Signal
2025-01-06 2025-02-26 Interest 34% $1.00 $1.01 0.60% Interest Income
2024-12-18 2025-01-22 Interest 33% $1.00 $1.00 0.38% Interest Income
2024-06-18 2025-01-06 Completed 34% $55.49 $60.04 8.20% Signal
2024-11-26 2024-12-18 Completed 33% $62.57 $60.87 -2.71% Signal
2024-11-04 2024-11-26 Interest 33% $1.00 $1.00 0.27% Interest Income
2024-09-03 2024-11-04 Completed 33% $59.49 $59.98 0.83% Signal
2024-08-09 2024-09-03 Interest 33% $1.00 $1.00 0.24% Interest Income
2024-07-01 2024-08-09 Completed 33% $55.58 $56.57 1.78% Signal
2024-06-06 2024-07-01 Interest 33% $1.00 $1.00 0.27% Interest Income
2024-05-24 2024-06-18 Interest 34% $1.00 $1.00 0.27% Interest Income
2024-05-08 2024-06-06 Completed 33% $54.48 $54.95 0.88% Signal
2023-12-11 2024-05-24 Completed 34% $49.33 $55.16 11.81% Signal
2024-04-16 2024-05-08 Interest 33% $1.00 $1.00 0.29% Interest Income
2023-11-10 2024-04-16 Completed 33% $46.65 $53.20 14.05% Signal
2023-10-27 2024-01-12 Interest 33% $1.00 $1.01 0.86% Interest Income
2023-09-20 2023-12-11 Interest 34% $1.00 $1.01 1.02% Interest Income
2023-09-20 2023-11-10 Interest 33% $1.00 $1.01 0.68% Interest Income
2023-06-30 2023-10-27 Completed 33% $48.13 $45.35 -5.77% Signal
2023-09-13 2023-09-20 Completed 33% $48.40 $48.50 0.21% Signal
2023-05-09 2023-09-20 Completed 34% $46.57 $48.50 4.15% Signal
2023-08-15 2023-09-13 Interest 33% $1.00 $1.00 0.33% Interest Income
2023-06-12 2023-08-15 Completed 33% $47.27 $48.97 3.61% Signal
2023-04-26 2023-06-30 Interest 33% $1.00 $1.01 0.64% Interest Income
2023-05-05 2023-06-12 Interest 33% $1.00 $1.00 0.35% Interest Income
2023-03-16 2023-05-09 Interest 34% $1.00 $1.01 0.50% Interest Income
2023-04-04 2023-05-05 Completed 33% $47.02 $46.55 -0.99% Signal
2023-01-03 2023-04-26 Completed 33% $46.55 $46.85 0.66% Signal
2023-02-24 2023-04-04 Interest 33% $1.00 $1.00 0.39% Interest Income
2022-11-21 2023-03-16 Completed 34% $46.74 $44.46 -4.87% Signal
2023-01-12 2023-02-24 Completed 33% $47.55 $46.29 -2.65% Signal
2022-12-19 2023-01-12 Interest 33% $1.00 $1.00 0.23% Interest Income
2022-04-06 2023-01-03 Interest 33% $1.00 $1.02 2.43% Interest Income
2022-10-25 2022-12-19 Completed 33% $43.51 $46.03 5.78% Signal
2022-09-28 2022-11-21 Interest 34% $1.00 $1.01 0.59% Interest Income
2022-09-02 2022-10-25 Interest 33% $1.00 $1.01 0.52% Interest Income
2022-08-11 2022-09-28 Completed 34% $47.28 $41.72 -11.77% Stop
2022-07-11 2022-09-02 Completed 33% $44.03 $45.36 3.01% Signal
2022-05-11 2022-08-11 Interest 34% $1.00 $1.01 0.73% Interest Income
2022-06-15 2022-07-11 Interest 33% $1.00 $1.00 0.19% Interest Income
2022-06-01 2022-06-15 Completed 33% $46.94 $43.03 -8.32% Stop
2022-04-18 2022-06-01 Interest 33% $1.00 $1.00 0.35% Interest Income
2022-04-27 2022-05-11 Completed 34% $46.56 $45.31 -2.68% Signal
2022-02-24 2022-04-27 Interest 34% $1.00 $1.00 0.40% Interest Income
2022-03-23 2022-04-18 Completed 33% $48.52 $47.67 -1.75% Signal
2020-07-06 2022-04-06 Completed 33% $33.52 $48.05 43.36% Signal
2022-02-24 2022-03-23 Interest 33% $1.00 $1.00 0.15% Interest Income
2022-02-15 2022-02-24 Completed 33% $48.23 $45.53 -5.60% Signal
2021-11-09 2022-02-24 Completed 34% $48.56 $45.53 -6.24% Signal
2022-01-24 2022-02-15 Interest 33% $1.00 $1.00 0.12% Interest Income
2021-12-27 2022-01-24 Completed 33% $49.73 $47.38 -4.74% Signal
2021-12-02 2021-12-27 Interest 33% $1.00 $1.00 0.09% Interest Income
2021-10-18 2021-12-02 Completed 33% $46.74 $47.04 0.64% Signal
2021-10-14 2021-11-09 Interest 34% $1.00 $1.00 0.11% Interest Income
2021-09-13 2021-10-18 Interest 33% $1.00 $1.00 0.14% Interest Income
2020-11-27 2021-10-14 Completed 34% $38.91 $46.23 18.79% Signal
2021-07-14 2021-09-13 Completed 33% $45.91 $46.86 2.09% Signal
2021-06-21 2021-07-14 Interest 33% $1.00 $1.00 0.09% Interest Income
2021-03-31 2021-06-21 Completed 33% $43.15 $44.15 2.33% Signal
2021-03-09 2021-03-31 Interest 33% $1.00 $1.00 0.10% Interest Income
2021-03-02 2021-03-09 Completed 33% $41.09 $41.40 0.76% Signal
2021-02-05 2021-03-02 Interest 33% $1.00 $1.00 0.08% Interest Income
2020-11-24 2021-02-05 Completed 33% $38.66 $40.73 5.37% Signal
2020-11-04 2020-11-27 Interest 34% $1.00 $1.00 0.06% Interest Income
2020-11-02 2020-11-24 Interest 33% $1.00 $1.00 0.06% Interest Income
2020-05-12 2020-11-04 Completed 34% $31.52 $35.72 13.33% Signal
2020-10-12 2020-11-02 Completed 33% $36.52 $34.77 -4.78% Signal
2020-09-18 2020-10-12 Interest 33% $1.00 $1.00 0.05% Interest Income
2020-07-15 2020-09-18 Completed 33% $34.15 $35.55 4.10% Signal
2020-06-12 2020-07-15 Interest 33% $1.00 $1.00 0.06% Interest Income
2020-06-11 2020-07-06 Interest 33% $1.00 $1.00 0.04% Interest Income
2020-04-03 2020-06-12 Completed 33% $27.77 $33.14 19.32% Stop
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
2020-03-02 2020-05-12 Interest 34% $1.00 $1.00 0.15% Interest Income
2020-02-06 2020-04-03 Interest 33% $1.00 $1.00 0.17% Interest Income
2020-03-24 2020-04-01 Completed 33% $25.65 $27.30 6.43% Signal
2020-03-02 2020-03-24 Interest 33% $1.00 $1.00 0.06% Interest Income
2019-10-02 2020-03-02 Completed 34% $32.91 $32.63 -0.85% Stop
2019-03-27 2020-03-02 Completed 33% $30.95 $32.63 5.45% Stop
2019-10-28 2020-02-06 Completed 33% $34.19 $37.15 8.64% Signal
2019-10-04 2019-10-28 Interest 33% $1.00 $1.00 0.11% Interest Income
2019-08-30 2019-10-04 Completed 33% $32.74 $32.81 0.22% Signal
2019-09-10 2019-10-02 Interest 34% $1.00 $1.00 0.11% Interest Income
2019-07-18 2019-09-10 Completed 34% $32.89 $33.19 0.91% Signal
2019-08-07 2019-08-30 Interest 33% $1.00 $1.00 0.11% Interest Income
2019-06-13 2019-08-07 Completed 33% $32.15 $31.61 -1.68% Signal
2019-06-25 2019-07-18 Interest 34% $1.00 $1.00 0.13% Interest Income
2019-03-06 2019-06-25 Completed 34% $30.81 $32.58 5.74% Signal
2019-05-15 2019-06-13 Interest 33% $1.00 $1.00 0.18% Interest Income
2019-04-12 2019-05-15 Completed 33% $31.82 $31.16 -2.08% Signal
2019-03-21 2019-04-12 Interest 33% $1.00 $1.00 0.16% Interest Income
2019-02-11 2019-03-27 Interest 33% $1.00 $1.00 0.32% Interest Income
2019-01-11 2019-03-21 Completed 33% $28.47 $30.81 8.21% Signal
2019-02-11 2019-03-06 Interest 34% $1.00 $1.00 0.17% Interest Income
2019-02-07 2019-02-11 Completed 34% $29.91 $29.93 0.08% 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
2018-10-31 2019-02-07 Interest 34% $1.00 $1.01 0.75% Interest Income
2018-11-30 2019-01-11 Interest 33% $1.00 $1.00 0.30% Interest Income
2018-07-27 2018-12-19 Completed 33% $29.97 $28.13 -6.13% Signal
2018-11-09 2018-11-30 Completed 33% $30.40 $30.14 -0.85% Signal
2018-10-09 2018-11-09 Interest 33% $1.00 $1.00 0.29% Interest Income
2018-06-08 2018-10-31 Completed 34% $29.18 $29.44 0.88% Signal
2018-07-24 2018-10-09 Completed 33% $29.48 $30.96 5.02% Signal
2018-05-02 2018-07-27 Interest 33% $1.00 $1.01 0.69% Interest Income
2018-06-29 2018-07-24 Interest 33% $1.00 $1.00 0.18% Interest Income
2018-05-29 2018-06-29 Completed 33% $28.55 $28.62 0.23% Signal
2018-03-16 2018-06-08 Interest 34% $1.00 $1.01 0.66% Interest Income
2018-05-04 2018-05-29 Interest 33% $1.00 $1.00 0.19% Interest Income
2018-04-18 2018-05-04 Completed 33% $28.64 $27.59 -3.67% Signal
2016-12-27 2018-05-02 Completed 33% $23.58 $27.98 18.64% Signal
2018-03-16 2018-04-18 Interest 33% $1.00 $1.00 0.24% Interest Income
2018-03-02 2018-03-16 Completed 33% $28.25 $29.04 2.77% Signal
2016-11-30 2018-03-16 Completed 34% $23.00 $29.04 26.26% Signal
2018-02-07 2018-03-02 Interest 33% $1.00 $1.00 0.18% Interest Income
2017-09-12 2018-02-07 Completed 33% $26.26 $28.55 8.72% Stop
2017-08-18 2017-09-12 Interest 33% $1.00 $1.00 0.13% Interest Income
2017-08-02 2017-08-18 Completed 33% $25.86 $25.54 -1.26% Signal
2017-07-11 2017-08-02 Interest 33% $1.00 $1.00 0.14% Interest Income
2017-06-16 2017-07-11 Completed 33% $25.55 $25.52 -0.11% Signal
2017-05-24 2017-06-16 Interest 33% $1.00 $1.00 0.14% Interest Income
2017-04-28 2017-05-24 Completed 33% $25.02 $25.03 0.03% Signal
2017-03-24 2017-04-28 Interest 33% $1.00 $1.00 0.22% Interest Income
2017-02-02 2017-03-24 Completed 33% $23.52 $24.62 4.66% Signal
2017-01-10 2017-02-02 Interest 33% $1.00 $1.00 0.15% Interest Income
2016-11-10 2017-01-10 Completed 33% $22.47 $23.46 4.43% Signal
2016-12-02 2016-12-27 Interest 33% $1.00 $1.00 0.16% Interest Income
2016-04-22 2016-12-02 Completed 33% $21.27 $22.85 7.45% Signal
2016-10-05 2016-11-30 Interest 34% $1.00 $1.00 0.30% Interest Income
2016-10-14 2016-11-10 Interest 33% $1.00 $1.00 0.14% Interest Income
2016-10-06 2016-10-14 Completed 33% $22.06 $21.87 -0.87% Signal
2016-09-07 2016-10-06 Interest 33% $1.00 $1.00 0.14% Interest Income
2016-03-15 2016-10-05 Completed 34% $20.49 $22.00 7.41% Signal
2016-09-02 2016-09-07 Completed 33% $22.47 $22.45 -0.11% Signal
2016-08-11 2016-09-02 Interest 33% $1.00 $1.00 0.10% Interest Income
2016-07-19 2016-08-11 Completed 33% $22.34 $22.42 0.36% Signal
2016-06-24 2016-07-19 Interest 33% $1.00 $1.00 0.09% Interest Income
2016-06-06 2016-06-24 Completed 33% $21.64 $21.16 -2.20% Signal
2016-05-12 2016-06-06 Interest 33% $1.00 $1.00 0.11% Interest Income
2016-02-05 2016-05-12 Completed 33% $19.46 $21.32 9.56% Signal
2016-02-26 2016-04-22 Interest 33% $1.00 $1.00 0.28% Interest Income
2016-01-12 2016-03-15 Interest 34% $1.00 $1.00 0.32% Interest Income
2015-12-17 2016-02-26 Completed 33% $20.55 $20.15 -1.97% Signal
2016-01-12 2016-02-05 Interest 33% $1.00 $1.00 0.13% Interest Income
2015-12-31 2016-01-12 Completed 33% $20.45 $19.39 -5.22% Signal
2015-10-30 2016-01-12 Completed 34% $20.63 $19.39 -6.03% Signal
2015-11-20 2015-12-31 Interest 33% $1.00 $1.00 0.24% Interest Income
2015-07-29 2015-12-17 Interest 33% $1.00 $1.01 0.85% Interest Income
2015-10-26 2015-11-20 Completed 33% $20.64 $20.61 -0.15% Signal
2015-07-06 2015-10-30 Interest 34% $1.00 $1.01 0.71% Interest Income
2015-10-02 2015-10-26 Interest 33% $1.00 $1.00 0.13% Interest Income
2015-09-21 2015-10-02 Completed 33% $19.31 $18.88 -2.22% Signal
2015-08-04 2015-09-21 Interest 33% $1.00 $1.00 0.28% Interest Income
2015-07-29 2015-08-04 Completed 33% $20.47 $20.62 0.73% Signal
2015-07-07 2015-07-29 Interest 33% $1.00 $1.00 0.15% Interest Income
2014-12-10 2015-07-29 Completed 33% $20.34 $20.47 0.61% Signal
2015-07-01 2015-07-07 Completed 33% $20.42 $20.39 -0.15% Signal
2015-06-05 2015-07-06 Completed 34% $20.54 $20.31 -1.12% Signal
2015-06-09 2015-07-01 Interest 33% $1.00 $1.00 0.15% Interest Income
2015-06-04 2015-06-09 Completed 33% $20.69 $20.41 -1.35% Signal
2015-05-13 2015-06-05 Interest 34% $1.00 $1.00 0.14% Interest Income
2015-05-12 2015-06-04 Interest 33% $1.00 $1.00 0.14% Interest Income
2015-03-13 2015-05-13 Completed 34% $20.31 $20.63 1.59% Signal
2015-05-01 2015-05-12 Completed 33% $20.58 $20.63 0.23% Signal
2015-04-09 2015-05-01 Interest 33% $1.00 $1.00 0.12% Interest Income
2015-04-07 2015-04-09 Completed 33% $20.56 $20.51 -0.23% Signal
2015-03-13 2015-04-07 Interest 33% $1.00 $1.00 0.12% Interest Income
2015-02-19 2015-03-13 Interest 34% $1.00 $1.00 0.13% Interest Income
2015-02-13 2015-03-13 Completed 33% $20.55 $20.31 -1.16% Signal
2014-12-10 2015-02-19 Completed 34% $20.34 $20.66 1.55% Signal
2015-01-20 2015-02-13 Interest 33% $1.00 $1.00 0.13% Interest Income
2015-01-12 2015-01-20 Completed 33% $20.44 $20.30 -0.68% Signal
2014-12-17 2015-01-12 Interest 33% $1.00 $1.00 0.13% Interest Income
2014-12-10 2014-12-17 Completed 33% $20.34 $19.72 -3.06% Signal
2014-12-08 2014-12-10 Interest 33% $1.00 $1.00 0.01% Interest Income
2014-12-08 2014-12-10 Interest 34% $1.00 $1.00 0.01% Interest Income
2014-12-08 2014-12-10 Interest 33% $1.00 $1.00 0.01% Interest Income

Return Distribution Analysis

Return Distribution