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 +16.13% over the past year and +14.87% YTD, with dividends reinvested. Since Mar. 31, 2011, HDV is up +219.64% in real purchasing-power return, or +7.78%/yr, and is currently −5.49% below its real total-return high on Aug. 19, 2026.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Thu 2011-03-31💬 to Tue 2026-10-06 Overall
Return
Exponential
Trendline
HDV
×
+219.64%
+7.78%/yr
+6.27%/yr
R2=0.921
iShares Core High Dividend ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-03-31💬 to Tue 2026-10-06 Start
Value
End
Value
HDV
×
$10,000.00
2011-03-31
$31,964.01
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
HDV
×
+14.87% +16.13%

Drawdowns

  Current
Drawdown
Worst
Drawdown
HDV
×
−5.49%
on 2026-10-06
from 2026-08-19 peak
−37.34%
on 2020-03-23
from 2019-12-23 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
HDV
×
+16.13% +19.64%
+9.38%/yr
+48.74%
+14.15%/yr
+44.15%
+7.59%/yr
+81.19%
+6.12%/yr

Annual Returns

Year HDV
2026 (YTD) +14.87%
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%