Sortino ratio is not yet available for KDVD. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar ETFs
The table compares Keeley Dividend ETF's Sortino Ratio with other ETFs in the Mid Cap Blend Equities, Dividend category across multiple time periods, showing how KDVD's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 17, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| LVHI | Franklin International Low Volatility High Dividend Index ETF | 4.81 | |||
| DEW | WisdomTree Global High Dividend Fund | 4.01 | |||
| SCHD | Schwab U.S. Dividend Equity ETF | 3.83 | |||
| INCE | Franklin Income Equity Focus ETF | 3.83 | |||
| ALTY | Global X Alternative Income ETF | 3.82 | |||
| EFAS | Global X MSCI SuperDividend® EAFE ETF | 3.74 | |||
| CTEF | Castellan Targeted Equity ETF | 3.74 | |||
| SDOG | ALPS Sector Dividend Dogs ETF | 3.69 | |||
| RDIV | Invesco S&P Ultra Dividend Revenue ETF | 3.54 | |||
| DIVB | iShares Core Dividend ETF | 3.53 | |||
| KDVD | Keeley Dividend ETF | — |
Historical Sortino Ratio
The chart shows KDVD's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when KDVD consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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