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Innovative Dividend Performers Fund Class I (IPDPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.69-0.23 (-1.47%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.63%
5-Year Average Return0.00%
Number of Years Up2
Number of Years DownN/A
Best 1 Yr Total Return (Feb 3, 2019)33.18%
Worst 1 Yr Total Return (Feb 3, 2019)20.22%
Best 3-Yr Total Return33.18%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIPDPXCategory
YTD-10.39%6.64%
1-Month-3.38%1.03%
3-Month-4.12%3.58%
1-Year17.75%16.67%
3-Year19.13%6.96%
5-Year0.00%6.01%
10-Year0.00%4.42%
Last Bull Market0.00%12.48%
Last Bear Market0.00%-10.95%

Annual Total Return (%) History

Year
IPDPXCategory
2021
N/AN/A
2020
20.22%7.16%
2019
33.18%11.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202110.97%6.03%-1.15%N/A
2020-44.54%54.69%16.46%20.34%
201911.65%3.74%4.35%10.18%

Rank In Category (By Total Return)

YTD1
1-Month99
3-Month17
1-Year1
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year64.90%
3-YearN/A
5-YearN/A
10-YearN/A