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NASDAQ US Dividend Achievers Select Index (^DVG)

Index · Currency in USD · Last updated Dec 7, 2023
Summary

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.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.45%
5.95%
^DVG (NASDAQ US Dividend Achievers Select Index)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with ^DVG

NASDAQ US Dividend Achievers Select Index

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.


PeriodReturnBenchmark
Year-To-Date7.83%18.49%
1 month3.97%4.20%
6 months4.90%6.60%
1 year6.51%15.43%
5 years (annualized)9.89%11.59%
10 years (annualized)8.36%9.70%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
^DVG
NASDAQ US Dividend Achievers Select Index
0.46
^GSPC
S&P 500
1.00

Sharpe Ratio

The current NASDAQ US Dividend Achievers Select Index Sharpe ratio is 0.46. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.200.400.600.801.001.201.40JulyAugustSeptemberOctoberNovemberDecember
0.46
1.00
^DVG (NASDAQ US Dividend Achievers Select Index)
Benchmark (^GSPC)

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%JulyAugustSeptemberOctoberNovemberDecember
-4.56%
-5.15%
^DVG (NASDAQ US Dividend Achievers Select Index)
Benchmark (^GSPC)

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, 2007355Mar 9, 2009881Sep 6, 20121236
-31.85%Feb 18, 202025Mar 23, 2020110Aug 27, 2020135
-28.7%Mar 20, 2002246Mar 11, 2003451Dec 22, 2004697
-21.58%Jan 5, 2022186Sep 30, 2022
-17.82%Sep 24, 201864Dec 24, 201879Apr 18, 2019143

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.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%JulyAugustSeptemberOctoberNovemberDecember
2.55%
2.92%
^DVG (NASDAQ US Dividend Achievers Select Index)
Benchmark (^GSPC)