Altrius Global Dividend ETF (DIVD) Performance
DIVD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +19.4% since Dec 31, 2025
- 1 year
- +25.1% total return
- 3 years
- +20.5% a year
- Since first price
- +19.9% a year since 2022
DIVD trailing returns vs SPY, QQQ, AGG
| Period | DIVD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +3.7% | +3.5% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.7% | +3.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.6% | +7.0% | +7.8% | +8.4% | −1.5% |
| YTD | +19.4% | +16.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +25.1% | +21.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +75.0%+20.5%/yr | +59.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionSep 30, 2022 | +108.9%+19.9%/yr | +84.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: DIVD vs SPY
From Sep 30, 2022: DIVD grew to $20,888, SPY to $22,410.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DIVD returns by calendar year
3 of 3 full years positive. Best 2025 (+26.2%), worst 2024 (+2.5%). 2026 is year to date.
DIVD annual returns table
| Year | DIVD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +19.4% | −7.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +26.2% | −13.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +2.5% | −8.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +14.3% | −10.6% | +26.2% | +54.9% | +5.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
DIVD largest drawdowns
Now 1.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 7, 2025 | −13.9% | Apr 8, 2025 | Jun 3, 2025 | 32 days | 3 months |
| Jul 31, 2023 | −10.6% | Oct 27, 2023 | Dec 13, 2023 | 3 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DIVD risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +16.8% | +18.6% |
| Volatility (annualized) | 12.0% | 13.9% |
| Sharpe ratio | 1.00 | 0.99 |
| Sortino ratio | 1.76 | 1.85 |
| Best month | +7.3% | +10.8% |
| Worst month | −5.5% | −6.6% |
| Best 12 months | +30.5% | +30.5% |
| Worst 12 months | +2.5% | +2.5% |
| Positive months | 64% | 62% |
| Beta vs S&P 500 | 0.49 | — |
| Correlation with S&P 500 | 0.51 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
DIVD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 38 | +2.5% | +15.0% | +30.5% | 100% |
| 3-year (a year) | 14 | +12.5% | +16.4% | +20.6% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
DIVD performance overview
Altrius Global Dividend ETF (DIVD) returned +25.1% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +19.9% a year, turning $10,000 into about $20,888. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −13.9%, from Mar 7, 2025 to Apr 8, 2025, and it took 56 days to get back to the old high. DIVD finished 3 of its 3 full calendar years with a gain; the best year was 2025 (+26.2%) and the worst 2024 (+2.5%). Volatility has been 13.9% a year.
Related: DIVD chart, DIVD holdings, DIVD dividends, DIVD valuation. See the DIVD overview for the latest quote and fund facts.
DIVD performance FAQ
What is the DIVD return over the past year?
DIVD returned +25.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 21.6%.
How much would $10,000 invested in DIVD be worth?
$10,000 invested in DIVD at its first recorded close on September 30, 2022 would be worth about $20,888 on October 23, 2026 with distributions reinvested.
What was the worst year for DIVD?
The worst calendar year was 2024, with a total return of +2.5%. The best was 2025 at +26.2%.
What is the biggest drawdown of DIVD?
The largest peak-to-trough decline was −13.9% between March 7, 2025 and April 8, 2025. It recovered to the old high on June 3, 2025, 56 days after the bottom.
How volatile is DIVD?
Over the past 3 years DIVD had an annualized volatility of 12.0% and a Sharpe ratio of 1.00 (excess return over 1–3 month T-bills per unit of risk).