Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDVG (iMGP Berkshire Dividend Growth ETF) | 12.54% | 24.66% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/29/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDVG (iMGP Berkshire Dividend Growth ETF) | 06/29/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 24.66 | NA | NA | NA | NA | NA | … | … | 12.54 | 13.74 | 11.74 | 0.00 |
| Sharpe Ratio | NA | 2.18 | NA | NA | NA | NA | NA | … | … | 2.59 | 0.73 | 0.84 | NA |
| Standard Deviation(%) | NA | 10.08 | NA | NA | NA | NA | NA | … | … | 11.28 | 14.98 | 9.64 | 9.98 |
| Draw Down(%) | NA | 6.68 | NA | NA | NA | NA | NA | … | … | 6.68 | 13.96 | 6.62 | 11.47 |
| Yield(%) | 0.00 | 1.87 | NA | NA | NA | NA | NA | … | … | 0.33 | 1.97 | 1.85 | NA |
Data as of 06/05/2026, Common starting date is 06/29/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDVG (iMGP Berkshire Dividend Growth ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDVG (iMGP Berkshire Dividend Growth ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart