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Zacks Dividend Investor (ZDIVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.23+0.20 (+0.74%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.98%
5-Year Average Return10.25%
Number of Years Up5
Number of Years Down4
Best 1 Yr Total Return (Oct 3, 2024)25.17%
Worst 1 Yr Total Return (Oct 3, 2024)N/A
Best 3-Yr Total Return25.17%
Worst 3-Yr Total Return5.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnZDIVXCategory
YTD18.98%4.44%
1-Month2.16%-4.04%
3-Month9.69%4.09%
1-Year28.94%14.37%
3-Year9.85%6.04%
5-Year9.97%9.20%
10-Year9.15%8.57%
Last Bull Market21.69%22.97%
Last Bear Market-8.57%-11.27%

Annual Total Return (%) History

Year
ZDIVXCategory
2024
N/AN/A
2023
4.35%11.63%
2022
-2.13%-5.90%
2021
25.17%26.22%
2020
-0.60%2.91%
2019
24.86%25.04%
2018
-6.02%-8.53%
2017
16.21%15.94%
2016
14.54%14.81%
2015
-2.11%-4.05%
2014
N/A10.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.07%-0.55%9.69%N/A
2023-3.70%2.59%-2.53%8.37%
20220.16%-8.57%-7.07%15.00%
202110.53%4.15%-0.34%9.10%
2020-23.00%12.21%2.89%11.82%
201910.24%4.59%1.82%6.36%
2018-3.17%0.52%6.17%-9.06%
20173.85%1.56%4.61%5.33%
20161.27%4.52%3.36%4.70%
2015-1.60%-0.36%-7.01%7.37%
20143.26%0.39%3.82%N/A

Rank In Category (By Total Return)

YTD15
1-Month14
3-Month20
1-Year33
3-Year45
5-Year77

Load Adjusted Returns

1-Year28.94%
3-Year9.85%
5-Year9.97%
10-Year9.15%