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 | 15.22% | 23.88% | 6.07% | 10.20% | 8.66% | 13.15% | 8.76% | 13.02% |
| Sharpe Ratio | 1.62 | 2.14 | 0.56 | 0.70 | 0.74 | 0.74 | 0.75 | 0.73 |
| Max Drawdown | -6.47% | -6.47% | -12.89% | -19.31% | -17.18% | -35.10% | -17.18% | -35.10% |
| % Time Invested | 82.5% | 100.0% | 79.9% | 100.0% | 82.7% | 100.0% | 83.6% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.6 | 0.0 | 0.9 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-07 | Open | Open | 100% | $64.06 | $72.71 | 13.50% | Mark-to-Market |
| 2025-05-05 | 2025-07-07 | Interest | 100% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2025-05-01 | 2025-05-05 | Completed | 100% | $58.79 | $59.24 | 0.77% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-15 | 2025-04-08 | Completed | 100% | $50.72 | $56.33 | 11.05% | Stop |
| 2023-11-01 | 2023-12-15 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2022-12-22 | 2023-11-01 | Completed | 100% | $46.18 | $45.65 | -1.16% | Signal |
| 2022-05-02 | 2022-12-22 | Interest | 100% | $1.00 | $1.02 | 2.14% | Interest Income |
| 2020-08-04 | 2022-05-02 | Completed | 100% | $34.46 | $46.13 | 33.85% | Signal |
| 2020-06-11 | 2020-08-04 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-06-09 | 2020-06-11 | Completed | 100% | $35.10 | $33.38 | -4.88% | Signal |
| 2020-03-26 | 2020-06-09 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-03-24 | 2020-03-26 | Completed | 100% | $25.65 | $27.49 | 7.18% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-15 | 2020-03-02 | Completed | 100% | $30.98 | $32.63 | 5.35% | Stop |
| 2019-02-11 | 2019-03-15 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2019-02-07 | 2019-02-11 | Completed | 100% | $29.91 | $29.93 | 0.08% | Signal |
| 2018-12-26 | 2019-02-07 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2016-06-07 | 2018-12-26 | Completed | 100% | $21.72 | $26.39 | 21.48% | Stop |
| 2016-06-03 | 2016-06-07 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
