MDIV
Multi-Asset Diversified Income Index Fund
ETF
$15.88+0.15 (+0.95%)Close Oct 2, 2026
Aug 14, 2012 – Oct 2, 2026, Dividends reinvested
- Final balance
- $18,594
- CAGR
- +4.49%
- Max drawdown
- −48.50%
- Sharpe ratio
- 0.39
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.57%
- 3M
- −2.77%
- 6M
- +1.52%
- YTD
- +6.64%
- 1Y
- +6.33%
- 3Y
- +10.38%
- 5Y
- +6.08%
- 10Y
- +4.59%
- Since 2012
- +4.49%
Metrics
Since 2012| Volatility | 13.82% |
|---|---|
| Sortino ratio | 0.52 |
| Calmar ratio | 0.09 |
| Best year, 2019 | +18.60% |
| Worst year, 2020 | −14.83% |
| Positive years | 9 of 13 |
| Longest drawdown | 2.4 years |
Worst drawdowns
Since 2012| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −48.5% | Jan 2020 | Mar 2020 | Jan 2022 | 2 years |
| −21.1% | Aug 2014 | Feb 2016 | Jan 2017 | 2.4 years |
| −13.0% | Feb 2023 | Mar 2023 | Dec 2023 | 10 months |
| −12.6% | Apr 2022 | Sep 2022 | Feb 2023 | 9 months |
| −12.4% | Aug 2018 | Dec 2018 | Feb 2019 | 6 months |
Annual returns
2012 from Aug 14 · 2026 through Oct 2