iShares Select Dividend ETF
Provider: iShares
iShares Select Dividend ETF is an exchange-traded fund incorporated in the USA. The ETF tracks the price and yield performance of the Dow Jones Select Dividend Index. The ETF predominantly holds mid and large-cap U.S. stocks. Its investments are selected based on dividend yield. The ETF weights the holdings based on dividends.
| Annualised Return | 7.14% |
| Realised Volatility | 15.95% |
| Downside Volatility | 13.58% |
| Max Drawdown | -57.41% |
| Winning months | 63.59% |
| Sharpe Ratio | 0.45 |
| Sortino Ratio | 0.53 |
| Calmar Ratio | 0.12 |
| Viking Ratio | 0.2 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.42% | -1.42% | |||||||||||
| 2024 | -1.79% | 1.16% | 6.65% | -3.07% | 4.25% | -2.06% | 7.54% | 3.05% | 1.91% | -0.24% | 6.43% | -7.56% | 16.24% |
| 2023 | 4.2% | -3.67% | -2.33% | 0.35% | -7.73% | 5.19% | 4.2% | -3.85% | -3.92% | -2.79% | 7.01% | 5.74% | 1.12% |
| 2022 | 1.21% | -0.21% | 4.22% | -3.6% | 5.34% | -8.96% | 3.9% | -1.76% | -9.66% | 10.19% | 6.21% | -3.08% | 1.8% |
| 2021 | 0.56% | 8.64% | 9.52% | 3.66% | 2.33% | -2.86% | -0.84% | 2.79% | -2.63% | 2.88% | -2.47% | 7.26% | 31.7% |
| 2020 | -1.8% | -11.18% | -19.1% | 9.65% | 2.37% | -1.26% | 2.92% | 1.94% | -2.59% | 1.79% | 13.1% | 3.35% | -4.91% |
| 2019 | 6.81% | 2.89% | 0.92% | 2.93% | -7.37% | 7.32% | 0.72% | -2.32% | 5.06% | 0.14% | 1.62% | 2.73% | 22.62% |
| 2018 | 2.13% | -4.25% | -0.5% | 1.26% | 1.39% | 0.9% | 2.27% | 1.05% | -0.39% | -3.9% | 2.07% | -7.99% | -6.36% |
| 2017 | 1.34% | 2.82% | -0.53% | 0.44% | 0.78% | 0.79% | 0.61% | -0.78% | 2.53% | 1.17% | 4.05% | 0.78% | 14.82% |
| 2016 | -0.92% | 2.9% | 7.42% | 0.45% | 1.05% | 3.7% | 2.01% | -1.01% | 0.31% | -1.91% | 3.78% | 2.33% | 21.64% |
| 2015 | -0.5% | 0.56% | -1.14% | 0.5% | 0.08% | -3.33% | 1.56% | -3.72% | -0.1% | 5.66% | 0.1% | -1.45% | -2.08% |
| 2014 | -2.54% | 3.54% | 2.74% | 2.05% | 0.6% | 3.06% | -4.34% | 4.07% | -2.86% | 5.81% | 0.95% | 1.43% | 14.93% |
| 2013 | 4.99% | 1.6% | 4.71% | 3.27% | -1.28% | -0.12% | 5.55% | -4.26% | 3.39% | 5.22% | 1.06% | 1.88% | 28.72% |
| 2012 | 0.02% | 3.05% | 1.9% | 1.3% | -3.16% | 3.33% | 2.03% | -0.28% | 1.81% | 0.26% | -0.33% | 0.3% | 10.54% |
| 2011 | 0.24% | 2.81% | 2.38% | 2.93% | 0.84% | -1.31% | -2.99% | -0.74% | -4.41% | 8.02% | 1.38% | 2.63% | 11.82% |
| 2010 | -2.76% | 3.04% | 5.55% | 3.17% | -6.93% | -3.06% | 7.31% | -3.12% | 7.16% | 2.65% | -0.67% | 5.31% | 17.77% |
| 2009 | -15.67% | -14.88% | 7.1% | 11.5% | 2.58% | -0.12% | 9.67% | 3.3% | 4% | -1.38% | 5.36% | 3.4% | 11.18% |
| 2008 | 0.19% | -8.39% | -1.13% | 2.59% | -1.89% | -14.41% | 4.18% | 3.76% | 1% | -11.46% | -8.91% | -2.5% | -32.88% |
| 2007 | 0.51% | -0.62% | 1.43% | 2.77% | 1.97% | -3.22% | -5.83% | 2.05% | 1.17% | 0.07% | -2.8% | -3.43% | -6.14% |