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 | 23.71% | 23.88% | 6.49% | 10.20% | 12.16% | 13.15% | 12.29% | 13.02% |
| Sharpe Ratio | 2.13 | 2.14 | 0.54 | 0.70 | 0.87 | 0.74 | 0.88 | 0.73 |
| Max Drawdown | -6.47% | -6.47% | -21.29% | -19.31% | -21.29% | -35.10% | -21.29% | -35.10% |
| % Time Invested | 99.2% | 100.0% | 75.4% | 100.0% | 83.3% | 100.0% | 84.1% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.7 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $58.79 | $72.71 | 23.67% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-01-18 | 2025-04-08 | Completed | 100% | $50.81 | $56.33 | 10.85% | Stop |
| 2023-04-06 | 2024-01-18 | Interest | 100% | $1.00 | $1.03 | 3.16% | Interest Income |
| 2023-04-04 | 2023-04-06 | Completed | 100% | $47.02 | $46.76 | -0.56% | Signal |
| 2022-12-29 | 2023-04-04 | Interest | 100% | $1.00 | $1.01 | 0.93% | Interest Income |
| 2022-10-25 | 2022-12-29 | Completed | 100% | $43.51 | $46.22 | 6.23% | Signal |
| 2022-10-03 | 2022-10-25 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2022-07-08 | 2022-10-03 | Completed | 100% | $44.26 | $41.43 | -6.39% | Stop |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2020-03-24 | 2022-06-14 | Completed | 100% | $25.65 | $43.09 | 67.97% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-18 | 2020-03-02 | Completed | 100% | $29.24 | $32.63 | 11.60% | Stop |
| 2018-12-26 | 2019-01-18 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-08-22 | 2018-12-26 | Completed | 100% | $22.45 | $26.39 | 17.54% | Stop |
| 2016-06-03 | 2016-08-22 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
Return Distribution Analysis
