Summary
DGRO
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 22.87% Volatility 14.46% Sharpe 0.82
Official loaded data — not a live quote.

ISHARES CORE DIVIDEND GROWTH ETF

Symbol: DGRO

Exchange: NYSE

Sector: Financial_Services

Category: Large Value

Inception date: 10/06/2014

Latest date: 16/07/2026

Current price: $77.60

Expense ratio: 0.08%

Assets under management
$41.2B
0.95% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

2.37%

Ann. -38.28% (Sharpe / Sortino numerator)

Volatility

12.17%

Sharpe ratio

-3.443

VaR 95%

-1.26%

CVaR 95%: -1.39%
Max drawdown: -5.41%
Sortino ratio: -6.404
Calmar ratio: -7.08

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

7.50%

Ann. 3.00% (Sharpe / Sortino numerator)

Volatility

10.57%

Sharpe ratio

-0.059

VaR 95%

-1.05%

CVaR 95%: -1.31%
Max drawdown: -6.90%
Sortino ratio: -0.086
Calmar ratio: 0.43

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.49%

Ann. 7.65% (Sharpe / Sortino numerator)

Volatility

10.21%

Sharpe ratio

0.393

VaR 95%

-1.02%

CVaR 95%: -1.30%
Max drawdown: -6.90%
Sortino ratio: 0.595
Calmar ratio: 1.11

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

22.87%

Ann. 15.43% (Sharpe / Sortino numerator)

Volatility

14.46%

Sharpe ratio

0.816

VaR 95%

-1.04%

CVaR 95%: -2.05%
Max drawdown: -7.50%
Sortino ratio: 1.007
Calmar ratio: 2.06

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

34.86%

Ann. 12.90% (Sharpe / Sortino numerator)

Volatility

12.68%

Sharpe ratio

0.731

VaR 95%

-1.05%

CVaR 95%: -1.76%
Max drawdown: -14.03%
Sortino ratio: 0.964
Calmar ratio: 0.92

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

60.32%

Ann. 14.55% (Sharpe / Sortino numerator)

Volatility

11.85%

Sharpe ratio

0.922

VaR 95%

-1.04%

CVaR 95%: -1.60%
Max drawdown: -14.03%
Sortino ratio: 1.268
Calmar ratio: 1.04

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.084%

Best day

2.069%

08/04/2026
Worst day

-1.776%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $76.87 $77.60 $76.87 $77.60 1,344,800
15/07/2026 $76.59 $76.97 $76.55 $76.64 1,423,900
14/07/2026 $76.80 $77.13 $76.50 $76.52 1,349,400
13/07/2026 $77.24 $77.55 $77.00 $77.21 1,228,200
10/07/2026 $77.04 $77.14 $76.72 $77.06 1,016,300
09/07/2026 $76.77 $77.06 $76.71 $76.92 1,344,700
08/07/2026 $77.31 $77.49 $76.82 $76.83 1,288,700
07/07/2026 $77.84 $78.06 $77.50 $77.60 1,276,300
06/07/2026 $77.37 $77.47 $76.88 $77.27 1,511,300
02/07/2026 $76.51 $77.30 $76.51 $77.26 1,919,700