iShares Core High Dividend ETF
Provider: iShares
iShares Core High Dividend ETF is an exchange-traded fund incorporated in the USA. The ETF tracks the Morningstar Dividend Yield Focus Index holding companies of all market caps. The fund primarily invests in the consumer goods consumer staples energy oil gas and telecommunications sectors. The ETF weights its holdings using a representative sampling indexing strategy.
| Annualised Return | 9.34% |
| Realised Volatility | 13.07% |
| Downside Volatility | 9.18% |
| Max Drawdown | -26.04% |
| Winning months | 60.84% |
| Sharpe Ratio | 0.71 |
| Sortino Ratio | 1.02 |
| Calmar Ratio | 0.36 |
| Viking Ratio | 0.21 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.31% | -0.31% | |||||||||||
| 2024 | 1.57% | 1.82% | 5.29% | -2.11% | 2.02% | -0.39% | 5.64% | 3.13% | 0.37% | 0.1% | 3.01% | -6.52% | 14.16% |
| 2023 | 1.05% | -4.57% | 2.22% | 1.08% | -4.7% | 3.75% | 3.51% | -1.18% | -3.06% | -3.45% | 4.38% | 3.32% | 1.72% |
| 2022 | 2.32% | -0.19% | 4.4% | -3.02% | 4.96% | -7.21% | 3.44% | -2.88% | -8.33% | 12.84% | 5.03% | -2.6% | 7.05% |
| 2021 | -1.13% | 3.32% | 6.95% | 0.73% | 2.64% | -0.79% | 0.75% | 0.06% | -2.36% | 4.37% | -3.76% | 7.81% | 19.45% |
| 2020 | -4.13% | -9.91% | -14.37% | 14.27% | 2.63% | -2.25% | 2.56% | 1.8% | -4.01% | -3.28% | 11.42% | 2.13% | -6.48% |
| 2019 | 4.82% | 4.32% | 2% | 2.26% | -6.17% | 6.42% | -0.21% | -1.74% | 2.54% | 0.62% | 1.42% | 2.88% | 20.22% |
| 2018 | 2.32% | -6.61% | -1% | -0.02% | 0.31% | 1.26% | 3.93% | 1.23% | 2.14% | -2.21% | 4.26% | -7.85% | -3.01% |
| 2017 | -0.73% | 3.74% | -0.14% | -0.72% | 1.37% | -0.67% | 1.66% | -0.44% | 3.02% | -0.31% | 3.72% | 2.3% | 13.4% |
| 2016 | 0.11% | 0.97% | 6.05% | 1.08% | 1.6% | 3.41% | 0.73% | -1.08% | 0.13% | -2.46% | 1.3% | 3.23% | 15.85% |
| 2015 | -1.91% | 3.41% | -2.49% | 2.91% | -0.75% | -3.02% | 1.45% | -4.86% | -0.99% | 8.12% | -1.14% | -0.34% | -0.27% |
| 2014 | -3.77% | 3.21% | 3.27% | 3.29% | 0.56% | 2.4% | -2.17% | 3.36% | -0.48% | 1.85% | 1.94% | -1.18% | 12.62% |
| 2013 | 5.49% | 2.03% | 4.2% | 4.88% | -2.26% | -0.2% | 3.39% | -3.66% | 1.05% | 5.27% | 0.96% | 0.59% | 23.48% |
| 2012 | -1.71% | 3.06% | 2.6% | 1.42% | -1.57% | 4.99% | 3.34% | -1.73% | 1.95% | -0.87% | -0.76% | -1.09% | 9.73% |
| 2011 | 4.5% | 0.81% | -1.65% | -2.56% | 0.04% | -1.46% | 5.31% | 2.3% | 3.86% | 11.34% |