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 +16.24% over the past year and +14.66% YTD, with dividends reinvested. Since Mar. 31, 2011, HDV is up +219.06% in real purchasing-power return, or +7.78%/yr, and is currently −5.66% below its real total-return high on Aug. 19, 2026.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Thu 2011-03-31💬 to Fri 2026-09-25 Overall
Return
Exponential
Trendline
HDV
×
+219.06%
+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 Fri 2026-09-25 Start
Value
End
Value
HDV
×
$10,000.00
2011-03-31
$31,905.93
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
HDV
×
+14.66% +16.24%

Drawdowns

  Current
Drawdown
Worst
Drawdown
HDV
×
−5.66%
on 2026-09-25
from 2026-08-19 peak
−37.34%
on 2020-03-23
from 2019-12-23 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
HDV
×
+16.24% +21.59%
+10.27%/yr
+42.15%
+12.44%/yr
+44.47%
+7.64%/yr
+79.18%
+6.01%/yr

Annual Returns

Year HDV
2026 (YTD) +14.66%
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%