All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

HDV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

HDV real return snapshot: after CPI-U inflation, HDV returned +19.62% over the past year and +16.28% YTD, with dividends reinvested. Since Mar. 31, 2011, HDV is up +223.58% in real purchasing-power return, or +7.97%/yr, and is currently at its real total-return high.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2011-03-31💬 to Fri 2026-07-24 Overall
Return
Exponential
Trendline
HDV
×
+223.58%
+7.97%/yr
+6.23%/yr
R2=0.918
iShares Core High Dividend ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-03-31💬 to Fri 2026-07-24 Start
Value
End
Value
HDV
×
$10,000.00
2011-03-31
$32,357.53
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
HDV
×
+16.28% +19.62%

Drawdowns

  Current
Drawdown
Worst
Drawdown
HDV
×

on 2026-07-24
−37.34%
on 2020-03-23
from 2019-12-23 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
HDV
×
+19.62% +29.20%
+13.67%/yr
+39.96%
+11.86%/yr
+44.55%
+7.65%/yr
+76.85%
+5.87%/yr

Annual Returns

Year HDV
2026 (YTD) +16.28%
2025 +8.98%
2024 +10.96%
2023 −1.58%
2022 +0.55%
2021 +11.60%
2020 −7.74%
2019 +17.54%
2018 −4.83%
2017 +11.05%
2016 +13.50%
2015 −1.00%
2014 +11.73%
2013 +21.76%
2012 +7.80%
2011 +10.33%