| DIVB | |
|---|---|
| Total return | +230.6% |
| Annualised (CAGR) | +14.4% |
| Volatility (annualised) | +16.8% |
| Sharpe (rf = 0) | 0.86 |
| Deepest drawdown | -36.9% |
| Drawdown peak → trough | 2020-02-14 → 2020-03-23 |
Over the 8.9 years to 2026-09-21 the fund returned +230.6% in total (+14.4% a year), with a deepest drawdown of -36.9% from 2020-02-14 to 2020-03-23. Its worst calendar year was 2022 (-10.5%), its best 2019 (+32.7%).
| Year | DIVB |
|---|---|
| 2026 | +27.1% |
| 2025 | +15.1% |
| 2024 | +18.6% |
| 2023 | +13.3% |
| 2022 | -10.5% |
| 2021 | +31.3% |
| 2020 | +10.8% |
| 2019 | +32.7% |
| 2018 | -8.1% |
| 2017 | +5.9% |
It does not say DIVB is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -36.9% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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