NASDAQ US Dividend Achievers Select Index (^DVG)
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in NASDAQ US Dividend Achievers Select Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: ^DVG vs. ZBH, ^DVG vs. VDIGX, ^DVG vs. SPY
Return
NASDAQ US Dividend Achievers Select Index had a return of 7.83% year-to-date (YTD) and 6.51% in the last 12 months. Over the past 10 years, NASDAQ US Dividend Achievers Select Index had an annualized return of 8.36%, while the S&P 500 had an annualized return of 9.70%, indicating that NASDAQ US Dividend Achievers Select Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.83% | 18.49% |
| 1 month | 3.97% | 4.20% |
| 6 months | 4.90% | 6.60% |
| 1 year | 6.51% | 15.43% |
| 5 years (annualized) | 9.89% | 11.59% |
| 10 years (annualized) | 8.36% | 9.70% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -2.73% | 6.30% | 2.04% | -2.09% | -4.48% | -1.34% | 7.22% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for NASDAQ US Dividend Achievers Select Index (^DVG) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
^DVG NASDAQ US Dividend Achievers Select Index | 0.46 | ||||
^GSPC S&P 500 | 1.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the NASDAQ US Dividend Achievers Select Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the NASDAQ US Dividend Achievers Select Index was 48.54%, occurring on Mar 9, 2009. Recovery took 881 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.54% | Oct 10, 2007 | 355 | Mar 9, 2009 | 881 | Sep 6, 2012 | 1236 |
| -31.85% | Feb 18, 2020 | 25 | Mar 23, 2020 | 110 | Aug 27, 2020 | 135 |
| -28.7% | Mar 20, 2002 | 246 | Mar 11, 2003 | 451 | Dec 22, 2004 | 697 |
| -21.58% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -17.82% | Sep 24, 2018 | 64 | Dec 24, 2018 | 79 | Apr 18, 2019 | 143 |
Volatility Chart
The current NASDAQ US Dividend Achievers Select Index volatility is 2.55%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.