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

Nasdaq - Nasdaq Delayed Price. Currency in USD
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4.13000.0000 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.56%
5-Year Average Return10.36%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Apr 18, 2024)27.29%
Worst 1 Yr Total Return (Apr 18, 2024)N/A
Best 3-Yr Total Return27.29%
Worst 3-Yr Total Return8.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIDANXCategory
YTD8.82%4.44%
1-Month5.15%-4.04%
3-Month8.82%4.09%
1-Year19.60%14.37%
3-Year9.15%6.04%
5-Year11.53%9.20%
10-Year0.00%8.57%
Last Bull Market35.34%22.97%
Last Bear Market-9.76%-11.27%

Annual Total Return (%) History

Year
IDANXCategory
2024
N/AN/A
2023
9.86%11.63%
2022
-5.93%-5.90%
2021
25.24%26.22%
2020
8.17%2.91%
2019
27.29%25.04%
2018
-3.29%-8.53%
2017
N/A15.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.82%N/AN/AN/A
2023-0.04%3.14%-3.14%10.01%
2022-3.19%-9.76%-4.84%13.15%
20218.30%5.67%-1.87%11.52%
2020-23.33%17.53%7.70%11.45%
201912.39%2.91%3.64%6.19%
2018-2.35%0.73%7.73%-8.73%
20173.39%8.11%N/AN/A

Rank In Category (By Total Return)

YTD49
1-Month43
3-Month49
1-Year60
3-Year47
5-Year37

Load Adjusted Returns

1-Year19.60%
3-Year9.15%
5-Year11.53%
10-YearN/A