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Dearborn Partners Rising Dividend Fund (DRDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.57+0.09 (+0.37%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.29%
5-Year Average Return10.62%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 15, 2024)30.30%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return30.30%
Worst 3-Yr Total Return6.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDRDIXCategory
YTD0.90%5.31%
1-Month-4.09%-4.19%
3-Month0.64%3.90%
1-Year9.21%20.31%
3-Year4.96%6.48%
5-Year9.29%11.78%
10-Year9.42%10.96%
Last Bull Market18.45%25.56%
Last Bear Market-9.72%-15.11%

Annual Total Return (%) History

Year
DRDIXCategory
2024
N/AN/A
2023
13.76%22.32%
2022
-11.53%-16.96%
2021
24.47%26.07%
2020
10.48%15.83%
2019
30.30%28.78%
2018
-0.66%-6.27%
2017
15.03%20.44%
2016
12.23%10.37%
2015
-4.63%-1.07%
2014
14.80%10.96%
2013
N/A31.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.20%N/AN/AN/A
20233.22%4.68%-4.10%9.80%
2022-6.32%-9.72%-4.34%9.35%
20214.34%5.26%-0.26%13.62%
2020-17.18%15.87%7.26%7.34%
201913.22%5.10%4.51%4.77%
2018-2.41%2.13%8.89%-8.47%
20173.86%3.17%3.32%3.90%
20166.83%4.58%-0.15%0.60%
2015-0.19%-3.14%-4.82%3.65%
20142.12%5.38%0.10%6.57%
20133.54%6.38%N/AN/A

Rank In Category (By Total Return)

YTD96
1-Month38
3-Month93
1-Year95
3-Year81
5-Year90

Load Adjusted Returns

1-Year9.21%
3-Year4.96%
5-Year9.29%
10-Year9.42%