Seasonal Evaluation for iShares Core Dividend Growth ETF (DGRO)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 63.64% | 72.73% | 75.00% | 83.33% |
| Median Return | 1.23% | 3.61% | 2.53% | 7.13% |
| Average Return | 3.82% | 4.32% | 2.90% | 7.62% |
| Maximum Gain | 11.42% | 16.13% | 9.53% | 13.34% |
| Gain Year | 2019 | 2020 | 2024 | 2020 |
| Maximum Loss | -21.92% | -10.38% | -5.95% | -9.93% |
| Loss Year | 2020 | 2022 | 2022 | 2018 |
| Based on the past 11 years (2015-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 73.91% | 73.91% | 68.18% | 79.17% |
| Median Return | 5.92% | 3.47% | 3.43% | 5.80% |
| Average Return | 5.73% | 3.49% | 4.08% | 4.82% |
| Maximum Gain | 13.34% | 16.13% | 16.13% | 13.34% |
| Gain Year | 2020 | 2020 | 2020 | 2020 |
| Maximum Loss | -21.92% | -10.38% | -21.92% | -9.93% |
| Loss Year | 2020 | 2022 | 2020 | 2018 |
| Based on the past 11 years (2015-2025) | ||||