Summary
DIVB
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 28.80% Volatility 16.03% Sharpe 0.60
Official loaded data — not a live quote.

ISHARES CORE DIVIDEND ETF

Symbol: DIVB

Exchange: BATS

Sector: Technology

Category: Large Value

Inception date: 07/11/2017

Latest date: 20/07/2026

Current price: $63.62

Expense ratio: 0.05%

Assets under management
$1.5B
-0.33% 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

4.43%

Ann. -33.09% (Sharpe / Sortino numerator)

Volatility

12.25%

Sharpe ratio

-2.997

VaR 95%

-1.19%

CVaR 95%: -1.37%
Max drawdown: -4.93%
Sortino ratio: -5.217
Calmar ratio: -6.72

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

13.47%

Ann. 4.56% (Sharpe / Sortino numerator)

Volatility

12.51%

Sharpe ratio

0.075

VaR 95%

-1.42%

CVaR 95%: -1.65%
Max drawdown: -7.41%
Sortino ratio: 0.109
Calmar ratio: 0.62

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

19.86%

Ann. 8.97% (Sharpe / Sortino numerator)

Volatility

12.06%

Sharpe ratio

0.443

VaR 95%

-1.22%

CVaR 95%: -1.66%
Max drawdown: -7.41%
Sortino ratio: 0.652
Calmar ratio: 1.21

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

28.80%

Ann. 13.25% (Sharpe / Sortino numerator)

Volatility

16.03%

Sharpe ratio

0.600

VaR 95%

-1.35%

CVaR 95%: -2.39%
Max drawdown: -8.26%
Sortino ratio: 0.714
Calmar ratio: 1.60

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

45.90%

Ann. 13.43% (Sharpe / Sortino numerator)

Volatility

14.04%

Sharpe ratio

0.698

VaR 95%

-1.23%

CVaR 95%: -2.02%
Max drawdown: -15.45%
Sortino ratio: 0.900
Calmar ratio: 0.87

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

75.45%

Ann. 16.19% (Sharpe / Sortino numerator)

Volatility

13.28%

Sharpe ratio

0.946

VaR 95%

-1.19%

CVaR 95%: -1.82%
Max drawdown: -15.45%
Sortino ratio: 1.302
Calmar ratio: 1.05

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.104%

Best day

2.148%

22/05/2026
Worst day

-2.262%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $63.83 $63.83 $63.44 $63.62 114,700
17/07/2026 $64.35 $64.93 $63.77 $63.87 270,100
16/07/2026 $63.16 $64.16 $63.16 $64.16 116,300
15/07/2026 $63.00 $63.27 $62.71 $62.83 99,900
14/07/2026 $63.01 $63.23 $62.73 $62.77 151,300
13/07/2026 $63.90 $64.23 $63.90 $64.16 124,300
10/07/2026 $63.74 $63.91 $63.40 $63.56 102,300
09/07/2026 $63.13 $63.55 $62.86 $63.45 87,400
08/07/2026 $64.19 $64.19 $63.35 $63.36 157,700
07/07/2026 $63.96 $64.44 $63.96 $64.16 102,300