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Ivy Funds - Proshares S&P 500 Dividend Aristocrats Index Fund (IDAAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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3.92000.0000 (0.00%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.43%
5-Year Average Return10.05%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Apr 18, 2024)26.99%
Worst 1 Yr Total Return (Apr 18, 2024)N/A
Best 3-Yr Total Return26.99%
Worst 3-Yr Total Return8.08%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIDAAXCategory
YTD8.82%4.44%
1-Month5.20%-4.04%
3-Month8.82%4.09%
1-Year19.33%14.37%
3-Year8.83%6.04%
5-Year11.23%9.20%
10-Year0.00%8.57%
Last Bull Market35.09%22.97%
Last Bear Market-9.88%-11.27%

Annual Total Return (%) History

Year
IDAAXCategory
2024
N/AN/A
2023
9.55%11.63%
2022
-6.37%-5.90%
2021
25.00%26.22%
2020
7.88%2.91%
2019
26.99%25.04%
2018
-3.54%-8.53%
2017
N/A15.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.82%N/AN/AN/A
2023-0.10%3.04%-3.10%9.83%
2022-3.29%-9.88%-4.80%12.84%
20218.23%5.61%-1.92%11.50%
2020-23.39%17.47%7.63%11.37%
201912.24%2.92%3.50%6.21%
2018-2.50%0.76%7.67%-8.80%
20173.39%8.05%N/AN/A

Rank In Category (By Total Return)

YTD49
1-Month40
3-Month49
1-Year62
3-Year53
5-Year43

Load Adjusted Returns

1-Year12.47%
3-Year6.70%
5-Year9.92%
10-YearN/A